Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Packaged Foods and Meats Industry Analysis

UpdatedAug 22, 2026
DataAggregated Company Financials
Companies105
  • 7D1.1%
  • 3M4.5%
  • 1Y-9.7%
  • YTDn/a

In the last week, the Packaged Foods and Meats industry is up 1.1%, with Mondelez International leading the way, up 1.3%. In the past year, the industry is down 9.7%. Earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 23 Aug 2026US$329.7bUS$396.3bUS$7.3b17.5x45.2x0.8x
Tue, 21 Jul 2026US$317.0bUS$392.3bUS$4.6b16.7x69.1x0.8x
Thu, 18 Jun 2026US$314.7bUS$391.9bUS$8.9b16.5x35.5x0.8x
Sat, 16 May 2026US$312.6bUS$392.1bUS$7.8b16.4x40.3x0.8x
Mon, 13 Apr 2026US$327.5bUS$388.6bUS$7.4b20.3x44.2x0.8x
Wed, 11 Mar 2026US$341.4bUS$387.1bUS$7.5b22.4x45.3x0.9x
Fri, 06 Feb 2026US$351.7bUS$389.7bUS$9.4b22x37.5x0.9x
Sun, 04 Jan 2026US$324.7bUS$393.9bUS$11.4b19.5x28.5x0.8x
Tue, 02 Dec 2025US$367.5bUS$407.1bUS$14.2b20.6x25.9x0.9x
Thu, 30 Oct 2025US$366.4bUS$401.5bUS$13.3b19x27.5x0.9x
Sat, 27 Sep 2025US$371.4bUS$403.1bUS$13.5b20.9x27.5x0.9x
Mon, 25 Aug 2025US$392.7bUS$401.9bUS$13.2b22x29.8x1x
Wed, 23 Jul 2025US$392.6bUS$393.1bUS$20.9b21.2x18.8x1x
Fri, 20 Jun 2025US$389.2bUS$394.3bUS$20.4b20.9x19.1x1x
Sun, 18 May 2025US$382.4bUS$313.6bUS$19.5b20.7x19.6x1.2x
Tue, 15 Apr 2025US$394.7bUS$314.3bUS$21.1b20.8x18.7x1.3x
Thu, 13 Mar 2025US$405.5bUS$313.7bUS$20.7b19.1x19.6x1.3x
Sat, 08 Feb 2025US$381.4bUS$318.1bUS$20.4b19.8x18.7x1.2x
Mon, 06 Jan 2025US$393.5bUS$303.1bUS$17.9b21.4x22x1.3x
Wed, 04 Dec 2024US$416.4bUS$303.0bUS$17.9b22.7x23.2x1.4x
Fri, 01 Nov 2024US$415.1bUS$297.0bUS$17.1b18.8x24.3x1.4x
Sun, 29 Sep 2024US$437.1bUS$297.7bUS$17.3b22.3x25.2x1.5x
Tue, 27 Aug 2024US$430.0bUS$296.5bUS$17.5b21.6x24.6x1.4x
Thu, 25 Jul 2024US$401.0bUS$297.6bUS$18.3b19.4x22x1.3x
Sat, 22 Jun 2024US$396.8bUS$303.8bUS$19.2b17.8x20.7x1.3x
Mon, 20 May 2024US$428.8bUS$304.3bUS$18.4b19.5x23.3x1.4x
Wed, 17 Apr 2024US$401.8bUS$297.2bUS$17.8b20.3x22.6x1.4x
Fri, 15 Mar 2024US$413.5bUS$298.3bUS$17.8b20.3x23.2x1.4x
Sun, 11 Feb 2024US$408.5bUS$301.4bUS$17.8b20.3x22.9x1.4x
Tue, 09 Jan 2024US$427.0bUS$310.2bUS$18.7b19.7x22.8x1.4x
Thu, 07 Dec 2023US$417.1bUS$310.3bUS$18.8b19.5x22.2x1.3x
Sat, 04 Nov 2023US$402.5bUS$310.3bUS$19.8b20.3x20.3x1.3x
Mon, 02 Oct 2023US$415.5bUS$308.8bUS$19.3b21.9x21.5x1.3x
Wed, 30 Aug 2023US$439.3bUS$306.3bUS$19.5b21.4x22.6x1.4x
Price to Earnings Ratio

22.6x


Total Market Cap: US$439.3bTotal Earnings: US$19.5bTotal Revenue: US$306.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Packaged Foods and Meats Industry Price to Earnings3Y Average 27.1x202420252026
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 45.2x which is higher than its 3-year average PE of 27.1x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.83x.
Past Earnings Growth
  • The earnings for companies in the Packaged Foods and Meats industry have declined 28% per year over the last three years.
  • Meanwhile revenues for these companies have grown 9.0% 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 Market-1.53%
Consumer Staples-1.84%
Food0.83%
Packaged Foods and Meats1.11%
Agricultural Products-0.13%
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
MDLZ Mondelez InternationalUS$64.451.3%
+US$1.1b		1.6%PE23.4x
PPC Pilgrim's PrideUS$32.2515.6%
+US$1.0b		-30.1%PE14.1x
HSY HersheyUS$186.461.2%
+US$450.1m		2.8%PE25.2x
GIS General MillsUS$39.972.0%
+US$411.7m		-20.3%PS1.2x
CAG Conagra BrandsUS$16.435.2%
+US$387.6m		-16.4%PS0.7x

Latest News

MZTI
US$111.63
Marzetti
7D
-3.8%
1Y
-41.0%
FLO
US$6.95
Flowers Foods
7D
-7.6%
1Y
-56.1%
CPB
US$23.95
Campbell's
7D
3.4%
1Y
-27.7%
Seeking Alpha • Aug 21

Campbell's: Times Are Tough, But Shares Are Cheap Enough To Ride The Pain Out

Summary The Campbell's Company remains a Buy despite deteriorating fundamentals, as shares are unreasonably cheap both absolutely and relative to peers. CPB faces revenue and profit declines due to volume weakness, private label competition, and cost inflation, but productivity improvements partially offset these pressures. Management expects organic revenue to drop 1–2% and adjusted EPS between $2.15 and $2.25 for the year, with further weakness likely in the upcoming quarter. While near-term pain is anticipated, CPB's brand strength and valuation justify patience for long-term investors, warranting a soft Buy rating. Read the full article on Seeking Alpha
JBSS
US$73.72
John B. Sanfilippo & Son
7D
-15.0%
1Y
9.8%
Seeking Alpha • Aug 21

John B. Sanfilippo & Son: Don't Go Nuts Over One Tough Quarter

Summary John B. Sanfilippo & Son remains a Buy after a Q4 earnings-driven selloff, as near-term headwinds obscure strong future growth drivers. Q4 results were impacted by high oil prices and a one-off product recall, but volume growth returned, signaling resilient demand and operational progress. I expect the upcoming bar production expansion, launching late 2026, to drive 5% annual sales growth and 7% EPS growth through the decade. At $76, JBSS trades at a P/E of 11.74 and a trailing dividend yield of 5.9%. Both are better than sector averages. Read the full article on Seeking Alpha
GIS
US$39.97
General Mills
7D
2.0%
1Y
-20.3%
AGRO
US$11.07
Adecoagro
7D
24.2%
1Y
26.1%
MAMA
US$16.44
Mama's Creations
7D
-4.7%
1Y
91.2%
SJM
US$124.32
J. M. Smucker
7D
2.4%
1Y
9.8%
Narrative Update • Aug 20

SJM: Coffee Deflation Tailwind Will Eventually Prove Earnings Unsustainable

Analysts have raised their price targets on J. M.
PPC
US$32.25
Pilgrim's Pride
7D
15.6%
1Y
-30.1%
Narrative Update • Aug 20

PPC: Proposed JBS Take-Private Will Increase Risks For Minority Holders

Analysts have reset their price target for Pilgrim's Pride to $28, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that differ from prior estimates, including a previous fair value view of $40 and a prior future P/E assumption of 17.24 compared with 9.64 now. What’s in the News for Pilgrim's Pride JBS has submitted a non binding proposal to acquire the remaining 18% stake in Pilgrim's Pride that it does not already own, offering 2.086 JBS Class A shares for each Pilgrim's Pride share.
MDLZ
US$64.45
Mondelez International
7D
1.3%
1Y
1.6%
HRL
US$23.88
Hormel Foods
7D
-2.7%
1Y
-18.4%
Narrative Update • Aug 17

HRL: Earnings Visibility And Portfolio Simplification Will Drive Future Repricing Prospects

Hormel Foods' updated analyst price target has edged up to $27.25 from $26.50, as analysts factor in recent target lifts to around $26 to $27 and cite improved earnings visibility, cost deflation, and ongoing portfolio simplification as key supports for a slightly higher P/E multiple. Analyst Commentary Recent research on Hormel Foods highlights a mix of cautious optimism and lingering questions around execution, margins, and the right valuation level for the stock.
SMPL
US$10.88
Simply Good Foods
7D
-3.8%
1Y
-63.9%
Narrative Update • Aug 17

SMPL: Improving Margins And Brand Execution Could Support Future Rebound

Simply Good Foods enters this Narrative Update with the analyst price target now centered around $14, as recent research points to early progress at the company but also highlights ongoing challenges in achieving a more visible and durable sales recovery. Analyst Commentary Recent Street research on Simply Good Foods points to a more balanced view, with the current analyst price targets clustering in the low to mid teens and centering around US$14.
HSY
US$186.46
Hershey
7D
1.2%
1Y
2.8%
CAG
US$16.43
Conagra Brands
7D
5.2%
1Y
-16.4%
SFD
US$22.25
Smithfield Foods
7D
-2.2%
1Y
-14.2%
Narrative Update • Aug 12

SFD: Antitrust Case Will Be Outweighed By Branded Pork Expansion

Analysts now see Smithfield Foods as slightly less attractively priced, trimming their fair value estimate from about $31.36 to around $30.25 as they factor in a modestly higher discount rate, a slightly lower profit margin outlook, and a somewhat higher future P/E assumption. What’s in the News for Smithfield Foods Smithfield Foods issued updated guidance for fiscal 2026.
SEB
US$4,259.96
Seaboard
7D
-2.4%
1Y
15.6%