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U.S. Packaged Foods and Meats Industry Analysis

UpdatedAug 13, 2026
DataAggregated Company Financials
Companies105
  • 7D-1.0%
  • 3M2.5%
  • 1Y-11.5%
  • YTDn/a

Over the last 7 days, the Packaged Foods and Meats industry has dropped 1.0%, driven by Kraft Heinz declining 4.7%. In contrast, General Mills has gained 6.3%. However, the industry is down 12% over the past year. Looking forward, 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
Fri, 14 Aug 2026US$319.2bUS$395.9bUS$7.3b18.1x44x0.8x
Sun, 12 Jul 2026US$312.0bUS$392.2bUS$6.5b16.2x48.3x0.8x
Tue, 09 Jun 2026US$310.6bUS$392.0bUS$7.7b17x40.5x0.8x
Thu, 07 May 2026US$319.8bUS$389.4bUS$8.0b15.5x39.8x0.8x
Sat, 04 Apr 2026US$326.6bUS$388.5bUS$7.6b20x43x0.8x
Mon, 02 Mar 2026US$359.4bUS$387.2bUS$7.3b24.6x49x0.9x
Wed, 28 Jan 2026US$337.7bUS$388.2bUS$10.7b21.6x31.4x0.9x
Fri, 26 Dec 2025US$330.1bUS$394.0bUS$11.4b20.1x29x0.8x
Sun, 23 Nov 2025US$363.1bUS$407.0bUS$13.9b19.4x26.1x0.9x
Tue, 21 Oct 2025US$373.8bUS$399.5bUS$13.1b20.4x28.5x0.9x
Thu, 18 Sep 2025US$380.5bUS$403.7bUS$13.5b21.1x28.1x0.9x
Sat, 16 Aug 2025US$389.1bUS$402.3bUS$13.2b21x29.4x1x
Mon, 14 Jul 2025US$390.5bUS$393.3bUS$20.9b20.3x18.7x1x
Wed, 11 Jun 2025US$468.5bUS$393.2bUS$21.3b21.7x22x1.2x
Fri, 09 May 2025US$382.6bUS$313.6bUS$19.6b20.8x19.5x1.2x
Sun, 06 Apr 2025US$394.3bUS$313.4bUS$20.8b20.3x19x1.3x
Tue, 04 Mar 2025US$399.0bUS$313.2bUS$20.7b20.9x19.3x1.3x
Thu, 30 Jan 2025US$384.5bUS$317.2bUS$18.5b20.8x20.7x1.2x
Sat, 28 Dec 2024US$393.4bUS$303.3bUS$17.9b21.7x22x1.3x
Mon, 25 Nov 2024US$410.5bUS$297.9bUS$17.7b22x23.1x1.4x
Wed, 23 Oct 2024US$424.3bUS$297.6bUS$17.7b21x23.9x1.4x
Fri, 20 Sep 2024US$440.2bUS$297.0bUS$17.3b22.6x25.5x1.5x
Sun, 18 Aug 2024US$423.7bUS$296.5bUS$17.5b21.5x24.2x1.4x
Tue, 16 Jul 2024US$396.0bUS$303.0bUS$18.5b18.7x21.4x1.3x
Thu, 13 Jun 2024US$404.7bUS$303.8bUS$19.2b17.3x21.1x1.3x
Sat, 11 May 2024US$423.2bUS$304.0bUS$18.3b18.9x23.1x1.4x
Mon, 08 Apr 2024US$415.5bUS$298.0bUS$17.9b20.8x23.2x1.4x
Wed, 06 Mar 2024US$410.1bUS$299.3bUS$17.8b20.5x23.1x1.4x
Fri, 02 Feb 2024US$436.1bUS$310.8bUS$19.2b19.9x22.7x1.4x
Sun, 31 Dec 2023US$424.0bUS$310.2bUS$18.8b19.4x22.5x1.4x
Tue, 28 Nov 2023US$412.7bUS$310.7bUS$18.9b19.4x21.8x1.3x
Thu, 26 Oct 2023US$393.6bUS$309.2bUS$19.5b20.1x20.1x1.3x
Sat, 23 Sep 2023US$423.3bUS$306.0bUS$19.4b22.3x21.8x1.4x
Mon, 21 Aug 2023US$440.7bUS$306.3bUS$19.5b20x22.6x1.4x
Price to Earnings Ratio

22.6x


Total Market Cap: US$440.7bTotal 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 26.9x202420252026
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 44.0x which is higher than its 3-year average PE of 26.9x.
  • The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.81x.
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 8.9% 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 Market1.02%
Consumer Staples0.58%
Food-0.053%
Packaged Foods and Meats-1.02%
Agricultural Products3.59%
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
GIS General MillsUS$38.917.9%
+US$1.5b		-21.7%PS1.1x
MDLZ Mondelez InternationalUS$63.531.2%
+US$995.5m		3.4%PE23.1x
HSY HersheyUS$186.121.7%
+US$622.9m		3.3%PE25.1x
MKC McCormickUS$54.454.2%
+US$583.4m		-22.4%PE9x
KHC Kraft HeinzUS$25.381.7%
+US$498.0m		-8.2%PS1.2x

Latest News

BYND
US$12.21
Beyond Meat
7D
-22.8%
1Y
-85.4%
HRL
US$24.44
Hormel Foods
7D
-2.6%
1Y
-13.6%
LW
US$53.78
Lamb Weston Holdings
7D
3.3%
1Y
-1.9%
HSY
US$186.12
Hershey
7D
1.7%
1Y
3.3%
MDLZ
US$63.53
Mondelez International
7D
1.2%
1Y
3.4%
Seeking Alpha • 14h

Mondelez: This Dividend Stock Still Has Room To Run

Summary Mondelez remains a compelling core holding-type stock, combining strong brands, global scale, and robust emerging market momentum. MDLZ delivered net revenue growth and positive volume/mix, with emerging markets driving 8%+ organic growth. With a BBB credit rating, a 3.2% well-covered dividend yield, and 12 years of dividend growth, MDLZ offers defensive income. Despite a forward P/E of 20.4, I maintain a 'Buy' rating, expecting low- to mid-teens annual total returns. Read the full article on Seeking Alpha
CAG
US$15.39
Conagra Brands
7D
3.6%
1Y
-20.9%
SFD
US$22.47
Smithfield Foods
7D
-10.4%
1Y
-12.8%
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.
JBS
US$13.32
JBS
7D
-2.7%
1Y
-4.1%
TSN
US$56.39
Tyson Foods
7D
-3.7%
1Y
0.2%
GIS
US$38.91
General Mills
7D
7.9%
1Y
-21.7%
Seeking Alpha • Aug 10

General Mills Is Struggling, But If You Believe In The Turnaround It Is The Right Time To Buy

Summary General Mills, Inc. fundamentals are relatively weak, with high demand elasticity, compressing margins, and poor growth metrics. The goodwill impairment is also a strong sign that the firm's brands are losing their appeal. This needs to be changed to reignite growth. The firm, however, pays attractive, sustainable quarterly dividends, and this is the heart of the investment thesis. Today, I rate GIS as buy. Read the full article on Seeking Alpha
KHC
US$25.38
Kraft Heinz
7D
1.7%
1Y
-8.2%
POST
US$80.54
Post Holdings
7D
-10.7%
1Y
-25.9%
New Narrative • Aug 10

Foodservice And Pet Portfolio Shifts Will Shape Earnings Resilience Over The Next Decade

Catalysts About Post Holdings Post Holdings is a consumer packaged goods company with businesses across ready to eat cereal, pet food, refrigerated retail and Foodservice. What are the underlying business or industry changes driving this perspective?
FRPT
US$72.73
Freshpet
7D
9.0%
1Y
14.9%
Narrative Update • Aug 07

FRPT: Q2 Progress And Share Repurchases Will Offset Mounting Competitive Pressures

Freshpet's fair value estimate has been revised higher to $70, reflecting analysts' updated price targets in the $70 to $85 range. These targets highlight confidence in the company's recent Q2 execution, marketing and operational progress, while still acknowledging concerns about valuation, slower household penetration and growing competition.
MKC
US$54.45
McCormick
7D
4.2%
1Y
-22.4%
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
LWAY
US$24.70
Lifeway Foods
7D
-20.5%
1Y
-17.6%
Seeking Alpha • Aug 03

Lifeway Foods Is Likely To Underperform Moving Forward

Summary Lifeway Foods is experiencing rapid revenue and profitability growth, driven by expansion initiatives and increased branded kefir volumes. LWAY's stock has outperformed the S&P 500, but valuation now appears stretched relative to peers, prompting a downgrade to a soft 'sell.' Despite strong fundamentals and facility upgrades, LWAY trades at the highest multiples among comparable firms, even on 2027 forward estimates. Management targets $45–$50 million EBITDA in 2027, but current pricing assumes a sustained premium that may not be justified. Read the full article on Seeking Alpha
CALM
US$82.59
Cal-Maine Foods
7D
-2.7%
1Y
-23.5%