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U.S. Packaged Foods and Meats Industry Analysis

UpdatedAug 19, 2026
DataAggregated Company Financials
Companies104
  • 7D1.4%
  • 3M2.9%
  • 1Y-10.1%
  • YTDn/a

In the last week, the Packaged Foods and Meats industry is up 1.4%, with Mondelez International up 1.4%. During this same period, the Smithfield Foods underperformed, falling 5.7%. In contrast, the industry has lost 10% in the last 12 months. As for the next few years, earnings are expected to grow by 22% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 19 Aug 2026US$321.6bUS$396.3bUS$7.3b17.5x44.1x0.8x
Fri, 17 Jul 2026US$311.3bUS$392.3bUS$4.6b16.7x67.8x0.8x
Sun, 14 Jun 2026US$319.3bUS$392.0bUS$8.9b17.4x36x0.8x
Tue, 12 May 2026US$319.3bUS$389.8bUS$8.0b14.9x39.7x0.8x
Thu, 09 Apr 2026US$326.2bUS$388.6bUS$7.6b19.8x42.9x0.8x
Sat, 07 Mar 2026US$344.0bUS$387.1bUS$7.6b23.2x45.6x0.9x
Mon, 02 Feb 2026US$342.5bUS$388.1bUS$10.7b21.2x31.9x0.9x
Wed, 31 Dec 2025US$329.3bUS$393.9bUS$11.4b20x29x0.8x
Fri, 28 Nov 2025US$366.4bUS$407.1bUS$14.2b20.9x25.8x0.9x
Sun, 26 Oct 2025US$365.9bUS$399.7bUS$13.1b21.1x27.9x0.9x
Tue, 23 Sep 2025US$378.1bUS$403.1bUS$13.5b20.8x28x0.9x
Thu, 21 Aug 2025US$386.7bUS$401.2bUS$13.2b21.2x29.3x1x
Sat, 19 Jul 2025US$396.2bUS$392.8bUS$20.9b20.3x18.9x1x
Mon, 16 Jun 2025US$391.9bUS$393.6bUS$20.4b21.4x19.2x1x
Wed, 14 May 2025US$383.4bUS$313.5bUS$19.5b20.1x19.7x1.2x
Fri, 11 Apr 2025US$391.2bUS$314.2bUS$21.1b20.4x18.5x1.2x
Sun, 09 Mar 2025US$412.4bUS$313.6bUS$20.7b21x19.9x1.3x
Tue, 04 Feb 2025US$386.9bUS$317.5bUS$18.8b20.3x20.6x1.2x
Thu, 02 Jan 2025US$392.5bUS$303.1bUS$17.9b21.4x22x1.3x
Sat, 30 Nov 2024US$415.4bUS$298.2bUS$17.6b22.8x23.6x1.4x
Mon, 28 Oct 2024US$419.2bUS$297.6bUS$17.7b19.3x23.7x1.4x
Wed, 25 Sep 2024US$436.2bUS$297.7bUS$17.3b21.2x25.2x1.5x
Fri, 23 Aug 2024US$429.5bUS$296.5bUS$17.5b21.4x24.6x1.4x
Sun, 21 Jul 2024US$404.0bUS$302.9bUS$18.5b19.2x21.8x1.3x
Tue, 18 Jun 2024US$395.6bUS$303.8bUS$19.2b17.9x20.6x1.3x
Thu, 16 May 2024US$430.0bUS$304.1bUS$18.3b18.6x23.5x1.4x
Sat, 13 Apr 2024US$408.3bUS$297.3bUS$17.8b20.4x22.9x1.4x
Mon, 11 Mar 2024US$413.4bUS$299.3bUS$17.7b20.6x23.3x1.4x
Wed, 07 Feb 2024US$419.1bUS$304.1bUS$18.0b20.8x23.3x1.4x
Fri, 05 Jan 2024US$430.0bUS$310.2bUS$18.7b19.6x23x1.4x
Sun, 03 Dec 2023US$410.2bUS$310.6bUS$18.8b19.6x21.8x1.3x
Tue, 31 Oct 2023US$391.5bUS$309.4bUS$19.5b19.9x20x1.3x
Thu, 28 Sep 2023US$417.0bUS$308.7bUS$19.3b22x21.6x1.4x
Sat, 26 Aug 2023US$437.7bUS$306.3bUS$19.5b21x22.5x1.4x
Price to Earnings Ratio

22.5x


Total Market Cap: US$437.7bTotal 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 27x202420252026
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 44.1x which is higher than its 3-year average PE of 27.0x.
  • 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 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-0.35%
Consumer Staples1.13%
Food1.74%
Packaged Foods and Meats1.37%
Agricultural Products3.06%
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$62.661.4%
+US$1.1b		0%PE22.7x
JBS JBSUS$13.664.9%
+US$685.4m		-9.5%PE13.1x
MKC McCormickUS$55.284.5%
+US$642.6m		-19.9%PE9.2x
TSN Tyson FoodsUS$57.992.8%
+US$547.4m		2.3%PE35.5x
PPC Pilgrim's PrideUS$28.496.1%
+US$388.1m		-40.4%PE12.4x

Latest News

MAMA
US$16.04
Mama's Creations
7D
-9.9%
1Y
96.6%
PPC
US$28.49
Pilgrim's Pride
7D
6.1%
1Y
-40.4%
CALM
US$81.19
Cal-Maine Foods
7D
-1.7%
1Y
-26.2%
Seeking Alpha • Aug 16

Cal-Maine Foods: Depressed Egg Prices, Yet A Fundamentally Stronger Business

Summary Cal-Maine Foods remains a Buy as valuation discounts its transformation toward value-added products despite weak egg prices. CALM is investing heavily in prepared foods and specialty eggs, targeting over 60% prepared foods capacity growth by H1 FY28 to reduce commodity exposure. Despite a sharp YoY revenue decline and suspended dividend, CALM's debt-free balance sheet and ongoing buybacks provide capital flexibility. Intrinsic value is estimated well above the current levels, reflecting significant re-rating potential as investments advance and fundamentals change. Read the full article on Seeking Alpha
LWAY
US$25.45
Lifeway Foods
7D
-14.3%
1Y
-16.8%
PLAG
US$0.81
Planet Green Holdings
7D
-86.0%
1Y
-53.2%
JJSF
US$88.84
J&J Snack Foods
7D
-1.5%
1Y
-22.3%
TSN
US$57.99
Tyson Foods
7D
2.8%
1Y
2.3%
LW
US$51.98
Lamb Weston Holdings
7D
-1.2%
1Y
-5.7%
HSY
US$183.45
Hershey
7D
0.8%
1Y
1.5%
MDLZ
US$62.66
Mondelez International
7D
1.4%
1Y
0%
Seeking Alpha • Aug 13

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$15.52
Conagra Brands
7D
4.0%
1Y
-19.5%
SFD
US$22.53
Smithfield Foods
7D
-5.7%
1Y
-10.4%
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$13.66
JBS
7D
4.9%
1Y
-9.5%
TWG
US$1.04
Top Wealth Group Holding
7D
-27.8%
1Y
-82.8%
SEB
US$4,491.02
Seaboard
7D
7.7%
1Y
26.7%
MKC
US$55.28
McCormick
7D
4.5%
1Y
-19.9%
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