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U.S. Food Industry Analysis

UpdatedJun 18, 2026
DataAggregated Company Financials
Companies140
  • 7D-3.5%
  • 3M-2.6%
  • 1Y-8.6%
  • YTD0.04%

Over the last 7 days, the Food industry has dropped 3.5%, driven by a pullback from Mondelez International of 5.2%. On the other hand Freshpet is actually up 10.0%. The industry has fallen 8.6% in the last year. Looking forward, earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

Has the U.S. Food Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 18 Jun 2026US$401.3bUS$571.3bUS$11.4b17.1x35.1x0.7x
Sat, 16 May 2026US$405.2bUS$571.5bUS$10.4b17.8x39x0.7x
Mon, 13 Apr 2026US$410.4bUS$557.8bUS$9.9b21x41.3x0.7x
Wed, 11 Mar 2026US$421.4bUS$556.6bUS$10.0b22.9x41.9x0.8x
Fri, 06 Feb 2026US$430.7bUS$558.9bUS$11.9b22.9x36.1x0.8x
Sun, 04 Jan 2026US$387.2bUS$555.9bUS$14.5b19.5x26.8x0.7x
Tue, 02 Dec 2025US$431.3bUS$569.1bUS$17.3b20.6x25x0.8x
Thu, 30 Oct 2025US$431.3bUS$554.0bUS$16.5b17.3x26.2x0.8x
Sat, 27 Sep 2025US$432.6bUS$556.0bUS$16.5b19.3x26.2x0.8x
Mon, 25 Aug 2025US$457.5bUS$554.8bUS$16.2b21.5x28.2x0.8x
Wed, 23 Jul 2025US$450.8bUS$547.5bUS$24.0b19.2x18.8x0.8x
Fri, 20 Jun 2025US$444.5bUS$548.8bUS$23.4b19.4x19x0.8x
Sun, 18 May 2025US$435.1bUS$468.1bUS$22.5b19.2x19.3x0.9x
Tue, 15 Apr 2025US$442.6bUS$472.3bUS$24.9b16.8x17.8x0.9x
Thu, 13 Mar 2025US$455.0bUS$471.7bUS$24.4b17.3x18.6x1x
Sat, 08 Feb 2025US$430.2bUS$476.0bUS$24.0b19.2x17.9x0.9x
Mon, 06 Jan 2025US$445.7bUS$464.3bUS$21.6b20.8x20.7x1x
Wed, 04 Dec 2024US$474.0bUS$464.2bUS$21.6b21.7x21.9x1x
Fri, 01 Nov 2024US$471.2bUS$460.1bUS$21.7b17.5x21.7x1x
Sun, 29 Sep 2024US$497.6bUS$462.2bUS$22.2b19.3x22.4x1.1x
Tue, 27 Aug 2024US$490.9bUS$461.1bUS$22.3b19.7x22x1.1x
Thu, 25 Jul 2024US$463.8bUS$467.4bUS$24.2b18.7x19.2x1x
Sat, 22 Jun 2024US$457.2bUS$473.7bUS$25.1b14.8x18.2x1x
Mon, 20 May 2024US$491.3bUS$474.1bUS$24.3b18x20.2x1x
Wed, 17 Apr 2024US$463.7bUS$471.9bUS$24.7b16.5x18.8x1x
Fri, 15 Mar 2024US$474.6bUS$473.2bUS$24.5b15.2x19.3x1x
Sun, 11 Feb 2024US$466.0bUS$479.3bUS$25.2b14.6x18.5x1x
Tue, 09 Jan 2024US$496.4bUS$490.0bUS$25.4b16.3x19.5x1x
Thu, 07 Dec 2023US$488.3bUS$490.0bUS$25.4b16.5x19.2x1x
Sat, 04 Nov 2023US$473.3bUS$490.0bUS$26.4b16.2x17.9x1x
Mon, 02 Oct 2023US$490.2bUS$494.0bUS$26.2b18.5x18.7x1x
Wed, 30 Aug 2023US$520.3bUS$491.0bUS$26.3b16.4x19.8x1.1x
Fri, 28 Jul 2023US$550.8bUS$492.8bUS$26.4b17.1x20.9x1.1x
Sun, 25 Jun 2023US$546.3bUS$499.3bUS$26.7b17x20.4x1.1x
Price to Earnings Ratio

20.4x


Total Market Cap: US$546.3bTotal Earnings: US$26.7bTotal Revenue: US$499.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Industry Price to Earnings3Y Average 23.3x202420252026
Current Industry PE
  • Investors are optimistic on the American Food industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 35.1x which is higher than its 3-year average PE of 23.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.92x.
Past Earnings Growth
  • The earnings for companies in the Food industry have declined 25% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.6% 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 Trends

Which industries have driven the changes within the U.S. Consumer Staples industry?

US Market1.98%
Consumer Staples-1.93%
Food-3.53%
Packaged Foods and Meats-3.10%
Agricultural Products-5.08%
Industry PE
  • Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 25.5x.
    • Analysts are expecting annual earnings growth of 19.2%, which is higher than its past year's earnings decline of 14.7% per year.
  • Investors are most pessimistic about the Agricultural Products industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 16.3x.
Forecasted Growth
  • Analysts are most optimistic on the Agricultural Products industry, expecting annual earnings growth of 24% over the next 5 years.
  • This is better than its past earnings decline of 6.8% per year.
  • In contrast, the Packaged Foods and Meats industry is expected to see its earnings grow by 19% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
FRPT FreshpetUS$55.6610.0%
+US$248.7m		-22.4%PE13.7x
JBS JBSUS$12.221.6%
+US$203.5m		-10.5%PE7.5x
MAMA Mama's CreationsUS$15.7315.3%
+US$85.1m		97.6%PE104.9x
SENE.A Seneca FoodsUS$156.015.4%
+US$55.1m		74.7%PE9.2x
OFRM Once Upon A Farm PBCUS$18.557.0%
+US$50.7m		n/aPS3x

Latest News

MDLZ
US$60.86
Mondelez International
7D
-5.2%
1Y
-8.3%
ADM
US$76.50
Archer-Daniels-Midland
7D
-5.9%
1Y
41.7%
CPB
US$21.11
Campbell's
7D
-7.7%
1Y
-33.7%
KHC
US$23.20
Kraft Heinz
7D
-3.5%
1Y
-9.7%
Analysis Article • Jun 16

Kraft Heinz (KHC) Stock Could Be 32% Undervalued Despite Its Recent Net Income Loss

Kraft Heinz (KHC) remains in focus after recent share price moves, with the stock closing at US$23.80. Investors are weighing this level against company fundamentals and recent performance across different time frames. See our latest analysis for Kraft Heinz. Recent trading has been relatively steady, with the latest 1 day share price return slightly lower but the 90 day share price return of 7.79% pointing to recovering momentum, even as the 5 year total shareholder return remains down...
BG
US$116.14
Bunge Global
7D
-9.4%
1Y
35.8%
Narrative Update • Jun 16

BG: Cash Flow Recovery And Payout Commitments Will Support Higher Stock Returns

Analysts kept their $142.00 price target on Bunge Global steady, reflecting unchanged assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E, and signaling that recent research has not shifted their overall view of the stock's valuation. What’s in the News for Bunge Global Bunge Global is under scrutiny after reporting a trailing 12 month free cash flow margin of 1.4% in decline, alongside annual earnings per share falling 17% over the past three years.
TSN
US$56.20
Tyson Foods
7D
0.1%
1Y
3.4%
Narrative Update • Jun 16

TSN: Protein Margins And Execution Tailwinds Will Shape Future Earnings Profile

The analyst fair value estimate for Tyson Foods has increased from $68.54 to $71.08. This change reflects updated views on its diversified protein portfolio and margin profile, in line with a series of recent price target increases from analysts.
JBS
US$12.22
JBS
7D
1.6%
1Y
-10.5%
DAR
US$53.79
Darling Ingredients
7D
-8.2%
1Y
39.5%
Narrative Update • Jun 15

DAR: Tighter Renewable Fuel Standard Expected To Support Wider Margin Opportunities

Analysts have lifted the implied fair value estimate for Darling Ingredients from $55.00 to $70.00, reflecting a series of higher price targets on the stock and updated views on growth, margins, and appropriate P/E multiples. Analyst Commentary Recent research points to a cluster of higher price targets for Darling Ingredients, with several firms adjusting their implied fair value to reflect updated assumptions for growth, margin durability, and appropriate P/E levels.
MAMA
US$15.73
Mama's Creations
7D
15.3%
1Y
97.6%
SFD
US$25.03
Smithfield Foods
7D
-6.7%
1Y
7.1%
SENE.A
US$156.01
Seneca Foods
7D
5.4%
1Y
74.7%
MKC
US$46.49
McCormick
7D
-6.4%
1Y
-36.5%
HRL
US$24.33
Hormel Foods
7D
0.2%
1Y
-19.3%
Narrative Update • Jun 06

HRL: Earnings Visibility And Margin Execution Will Drive Future Repricing Potential

Analysts trimmed their fair value estimate for Hormel Foods to $26.50 from $26.75. Recent Street price target changes around $25 reflect improving earnings visibility after a Q2 earnings beat, but there is continued caution until execution and margin trends are clearer.
FRPT
US$55.66
Freshpet
7D
10.0%
1Y
-22.4%
Narrative Update • Jun 05

FRPT: Share Repurchase And Mixed Sentiment Will Support Future Upside Potential

Freshpet's updated analyst price target is broadly unchanged overall at $62.00. Recent mixed revisions, including several target cuts and a few modest increases, reflect analysts resetting revenue growth, margin, discount rate, and future P/E assumptions while still seeing the stock supported at around the prior level.
SOWG
US$3.16
Sow Good
7D
95.1%
1Y
-74.5%
OFRM
US$18.55
Once Upon A Farm PBC
7D
7.0%
1Y
n/a