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U.S. Packaged Foods and Meats Industry Analysis

UpdatedAug 07, 2026
DataAggregated Company Financials
Companies105
  • 7D-1.2%
  • 3M1.3%
  • 1Y-10.5%
  • YTDn/a

Over the last 7 days, the Packaged Foods and Meats industry has dropped 3.8%, driven by Kraft Heinz declining 5.4%. However, the industry is down 9.2% over the past year. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

Has the U.S. Packaged Foods and Meats Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 07 Aug 2026US$323.4bUS$393.0bUS$7.9b16.4x40.8x0.8x
Sun, 05 Jul 2026US$320.1bUS$392.3bUS$6.6b15.9x48.8x0.8x
Tue, 02 Jun 2026US$313.9bUS$391.7bUS$7.7b17.5x40.8x0.8x
Thu, 30 Apr 2026US$320.7bUS$389.4bUS$7.5b19.8x42.5x0.8x
Sat, 28 Mar 2026US$320.7bUS$389.0bUS$7.2b19.7x44.4x0.8x
Mon, 23 Feb 2026US$348.8bUS$386.7bUS$7.5b24.6x46.7x0.9x
Wed, 21 Jan 2026US$334.2bUS$393.8bUS$11.3b21.4x29.7x0.8x
Fri, 19 Dec 2025US$334.7bUS$395.7bUS$12.3b20.2x27.2x0.8x
Sun, 16 Nov 2025US$359.5bUS$410.5bUS$14.1b18.7x25.6x0.9x
Tue, 14 Oct 2025US$370.9bUS$398.6bUS$13.1b19.9x28.3x0.9x
Thu, 11 Sep 2025US$384.0bUS$402.4bUS$13.1b20.9x29.3x1x
Sat, 09 Aug 2025US$391.6bUS$397.7bUS$13.0b20.9x30x1x
Mon, 07 Jul 2025US$399.7bUS$395.3bUS$20.2b21.7x19.8x1x
Wed, 04 Jun 2025US$382.5bUS$313.7bUS$19.4b21.6x19.7x1.2x
Fri, 02 May 2025US$393.2bUS$314.3bUS$20.4b20.5x19.3x1.3x
Sun, 30 Mar 2025US$401.2bUS$312.9bUS$20.9b21.1x19.2x1.3x
Tue, 25 Feb 2025US$401.5bUS$318.0bUS$22.2b20.3x18.1x1.3x
Thu, 23 Jan 2025US$377.9bUS$303.0bUS$18.1b20.7x20.9x1.2x
Sat, 21 Dec 2024US$390.9bUS$303.3bUS$17.9b21.6x21.8x1.3x
Mon, 18 Nov 2024US$401.1bUS$297.9bUS$17.8b21x22.6x1.3x
Wed, 16 Oct 2024US$429.7bUS$297.6bUS$17.7b21.9x24.3x1.4x
Fri, 13 Sep 2024US$433.5bUS$297.0bUS$17.4b22.2x25x1.5x
Sun, 11 Aug 2024US$422.6bUS$296.4bUS$17.5b22.1x24.2x1.4x
Tue, 09 Jul 2024US$396.7bUS$303.6bUS$19.2b18.2x20.7x1.3x
Thu, 06 Jun 2024US$412.3bUS$303.8bUS$18.3b18x22.5x1.4x
Sat, 04 May 2024US$422.9bUS$304.0bUS$18.0b17.9x23.5x1.4x
Mon, 01 Apr 2024US$423.7bUS$298.2bUS$18.1b21.3x23.4x1.4x
Wed, 28 Feb 2024US$413.9bUS$300.7bUS$17.7b20.5x23.3x1.4x
Fri, 26 Jan 2024US$423.7bUS$310.2bUS$18.8b19.6x22.6x1.4x
Sun, 24 Dec 2023US$418.1bUS$310.2bUS$18.8b19.2x22.2x1.3x
Tue, 21 Nov 2023US$408.6bUS$310.7bUS$18.9b20.3x21.6x1.3x
Thu, 19 Oct 2023US$388.1bUS$309.2bUS$19.5b19.8x19.9x1.3x
Sat, 16 Sep 2023US$426.7bUS$305.8bUS$19.5b22.3x21.8x1.4x
Mon, 14 Aug 2023US$454.1bUS$306.2bUS$19.5b20.3x23.3x1.5x
Price to Earnings Ratio

23.3x


Total Market Cap: US$454.1bTotal Earnings: US$19.5bTotal Revenue: US$306.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Packaged Foods and Meats Industry Price to Earnings3Y Average 26.8x202420252026
Current Industry PE
  • Investors are optimistic on the American Packaged Foods and Meats industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 42.2x which is higher than its 3-year average PE of 26.8x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.82x.
Past Earnings Growth
  • The earnings for companies in the Packaged Foods and Meats industry have declined 27% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.6% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Comparison

How does U.S. Packaged Foods and Meats compare with similar industries?

US Market3.47%
Consumer Staples-0.12%
Food-0.68%
Packaged Foods and Meats-1.22%
Agricultural Products1.42%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
HSY HersheyUS$183.023.3%
+US$1.2b		-2.4%PE24.7x
MKC McCormickUS$52.282.6%
+US$354.9m		-25.6%PE8.7x
JJSF J&J Snack FoodsUS$91.8619.5%
+US$269.8m		-14.9%PE34.7x
FRPT FreshpetUS$66.739.9%
+US$259.8m		4.3%PE15.9x
CPB Campbell'sUS$22.562.2%
+US$143.1m		-31.4%PE11.1x

Latest News

OFRM
US$17.43
Once Upon A Farm PBC
7D
10.3%
1Y
n/a
TSN
US$58.54
Tyson Foods
7D
-3.5%
1Y
3.9%
FRPT
US$66.73
Freshpet
7D
9.9%
1Y
4.3%
Seeking Alpha • 3h

Freshpet: Growth Doesn't Make This A Tasty Treat

Summary Freshpet delivered strong Q2 2026 results, beating revenue and EPS expectations, yet shares declined 6.6% due to valuation concerns. FRPT raised full-year guidance, now expecting $1.21–$1.23 billion in revenue and $210–$220 million EBITDA, reflecting robust operational momentum. Growth drivers include expanding fridge count, digital channel strength, and new packaging technology, with market share rising to 4.3% in dog food and treats. I reaffirm FRPT as a 'hold'—shares appear fairly valued relative to peers, despite impressive growth and innovation. Read the full article on Seeking Alpha
JJSF
US$91.86
J&J Snack Foods
7D
19.5%
1Y
-14.9%
KHC
US$24.96
Kraft Heinz
7D
-5.4%
1Y
-9.7%
Seeking Alpha • 21h

Kraft Heinz: Why A Smart Strategy Still May Not Work

Summary Kraft Heinz trades at 12.5x 2026 P/E, but profit declines and sector headwinds persist. The 6%+ dividend yield appears attractive, yet sustainability is questionable given ongoing earnings erosion. CEO Cahillane's new strategy emphasizes increased marketing and promotional spend, aiming for organic growth and volume recovery by 2027. Despite credible turnaround efforts, KHC's path to sustained improvement remains uncertain amid entrenched competitive and structural challenges. Read the full article on Seeking Alpha
SJM
US$118.80
J. M. Smucker
7D
-2.8%
1Y
7.1%
PPC
US$27.55
Pilgrim's Pride
7D
-6.1%
1Y
-44.8%
Narrative Update • Aug 06

PPC: Higher Margins And Revenue Outlook Will Support Stronger Future Returns

Analysts have reduced their price target for Pilgrim's Pride to $33.44 from $37.63, citing updated assumptions around higher projected revenue growth, a slightly stronger profit margin profile, and a lower future P/E multiple. What’s in the News for Pilgrim's Pride Analysts updated their price target for Pilgrim's Pride to $33.44, reflecting revised assumptions around revenue, profit margins, and future P/E multiples.
SEB
US$4,279.00
Seaboard
7D
-5.0%
1Y
21.6%
MKC
US$52.28
McCormick
7D
2.6%
1Y
-25.6%
Seeking Alpha • Aug 05

McCormick: A Spicy Total Returns Opportunity

Summary McCormick & Company is rated "Buy," trading at a 19% discount to fair value, with visible earnings durability and a 40-year dividend growth streak. Q2 2026 results beat expectations, driven by the McCormick de México acquisition, organic growth, and margin expansion from pricing and supply chain savings. The pending $44.8 billion Unilever Foods acquisition could add top brands, boost distribution, and drive mid- to high-teens EPS accretion by year 3 post-close. MKC offers a 3.7% yield, robust dividend safety, and potential for 13%+ annual total returns through FY 2031, despite macro and integration risks. Read the full article on Seeking Alpha
MDLZ
US$62.75
Mondelez International
7D
-0.5%
1Y
0.6%
HSY
US$183.02
Hershey
7D
3.3%
1Y
-2.4%
SFD
US$25.08
Smithfield Foods
7D
-5.7%
1Y
-2.6%
SMPL
US$11.17
Simply Good Foods
7D
7.6%
1Y
-62.8%
Narrative Update • Aug 03

SMPL: Category Pressures Will Set Up Healthier Earnings Mix Ahead

Analysts have cut the fair value estimate for Simply Good Foods to $12 from $22, reflecting lower revenue growth expectations, a reduced future P/E multiple, and mixed views on brand recovery and category pressures, even as some recent price targets across the Street cluster around $12 to $14. Analyst Commentary Recent research on Simply Good Foods shows a cautious tone, with several bearish analysts trimming price targets and reevaluating the risk profile.
JBS
US$13.69
JBS
7D
-4.2%
1Y
-2.5%
MZTI
US$110.29
Marzetti
7D
2.5%
1Y
-38.0%
Narrative Update • Jul 16

MZTI: Index Additions And Buybacks Will Support Future Share Upside

Analysts have trimmed their price target on Marzetti to $204 from $232, citing updated assumptions around revenue growth, profit margins and a slightly higher discount rate. What’s in the News for Marzetti Marzetti was added to the Russell 2500 Value Benchmark, increasing its presence in a widely followed value-focused index.
CPB
US$22.56
Campbell's
7D
2.2%
1Y
-31.4%