U.S. Food Industry Analysis

Industry Valuation and Performance

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

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sun, 02 Aug 2026	US$407.9b	US$583.2b	US$8.4b	16.1x	48.7x	0.7x
Tue, 30 Jun 2026	US$400.8b	US$571.6b	US$11.4b	15.7x	35.1x	0.7x
Thu, 28 May 2026	US$400.9b	US$571.6b	US$10.3b	19.3x	38.9x	0.7x
Sat, 25 Apr 2026	US$408.8b	US$557.8b	US$9.9b	21.2x	41.3x	0.7x
Mon, 23 Mar 2026	US$393.4b	US$555.9b	US$9.7b	20.1x	40.6x	0.7x
Wed, 18 Feb 2026	US$439.2b	US$556.2b	US$10.0b	24.3x	44.1x	0.8x
Fri, 16 Jan 2026	US$405.6b	US$555.7b	US$14.4b	21.6x	28.3x	0.7x
Sun, 14 Dec 2025	US$395.3b	US$558.1b	US$15.8b	20.2x	25.1x	0.7x
Tue, 11 Nov 2025	US$416.1b	US$569.9b	US$17.9b	18.5x	23.3x	0.7x
Thu, 09 Oct 2025	US$439.9b	US$553.3b	US$16.2b	17.7x	27.2x	0.8x
Sat, 06 Sep 2025	US$444.4b	US$555.1b	US$16.1b	19.7x	27.5x	0.8x
Mon, 04 Aug 2025	US$447.3b	US$549.4b	US$16.5b	20.5x	27.2x	0.8x
Wed, 02 Jul 2025	US$442.9b	US$549.6b	US$23.2b	19.3x	19.1x	0.8x
Fri, 30 May 2025	US$428.1b	US$468.1b	US$22.5b	19.4x	19x	0.9x
Sun, 27 Apr 2025	US$438.4b	US$472.2b	US$24.8b	18.4x	17.7x	0.9x
Tue, 25 Mar 2025	US$439.3b	US$471.5b	US$24.3b	17.3x	18.1x	0.9x
Thu, 20 Feb 2025	US$434.8b	US$475.1b	US$25.9b	19.3x	16.8x	0.9x
Sat, 18 Jan 2025	US$428.5b	US$464.1b	US$21.8b	20.2x	19.7x	0.9x
Mon, 16 Dec 2024	US$465.2b	US$464.4b	US$21.6b	21.1x	21.5x	1x
Wed, 13 Nov 2024	US$469.2b	US$460.5b	US$21.8b	18.4x	21.5x	1x
Fri, 11 Oct 2024	US$483.8b	US$462.1b	US$22.6b	18x	21.4x	1x
Sun, 08 Sep 2024	US$501.9b	US$461.4b	US$22.3b	20.7x	22.5x	1.1x
Tue, 06 Aug 2024	US$480.4b	US$461.4b	US$21.6b	19.1x	22.3x	1x
Thu, 04 Jul 2024	US$458.2b	US$473.3b	US$25.1b	15.6x	18.3x	1x
Sat, 01 Jun 2024	US$468.8b	US$474.0b	US$24.3b	16.3x	19.3x	1x
Mon, 29 Apr 2024	US$483.0b	US$475.9b	US$24.5b	16.7x	19.7x	1x
Wed, 27 Mar 2024	US$482.6b	US$473.0b	US$24.8b	15.5x	19.5x	1x
Fri, 23 Feb 2024	US$473.5b	US$478.2b	US$24.9b	14.8x	19x	1x
Sun, 21 Jan 2024	US$489.9b	US$489.9b	US$25.4b	15.7x	19.3x	1x
Tue, 19 Dec 2023	US$490.8b	US$490.1b	US$25.5b	16.8x	19.3x	1x
Thu, 16 Nov 2023	US$479.7b	US$489.8b	US$25.5b	15.9x	18.8x	1x
Sat, 14 Oct 2023	US$453.6b	US$494.5b	US$26.4b	16.7x	17.2x	0.9x
Mon, 11 Sep 2023	US$502.0b	US$491.3b	US$26.4b	17.5x	19x	1x
Wed, 09 Aug 2023	US$535.3b	US$490.7b	US$26.3b	17.7x	20.3x	1.1x

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 48.7x which is higher than its 3-year average PE of 24.4x.

The industry is trading close to its 3-year average PS ratio of 0.90x.

Past Earnings Growth

The earnings for companies in the Food industry have declined 32% per year over the last three years.
Meanwhile revenues for these companies have grown 5.9% 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 Trends

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


US Market	0.97%
Consumer Staples	1.97%
Food	-0.071%
Packaged Foods and Meats	1.37%
Agricultural Products	-5.06%

Industry PE

Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 26.6x.

Analysts are expecting annual earnings growth of 20.3%, which is higher than its past year's earnings decline of 9.2% 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 17.2x.

Forecasted Growth

Analysts are most optimistic on the Packaged Foods and Meats industry, expecting annual earnings growth of 20% over the next 5 years.
This is better than its past earnings decline of 9.2% per year.

In contrast, the Agricultural Products 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?

Company	Last Price	7D	1Y	Valuation
JBS JBS	US$14.02	14.2% +US$1.9b	2.1%	PE8.6x
MDLZ Mondelez International	US$62.31	3.0% +US$1.8b	-2.5%	PE22.6x
LW Lamb Weston Holdings	US$52.55	6.0% +US$408.3m	-6.1%	PE24.9x
MKC McCormick	US$50.90	1.9% +US$252.7m	-27.6%	PE8.5x
KHC Kraft Heinz	US$25.85	0.7% +US$213.4m	-5.7%	PS1.2x

Triumph, LLC and Agri Stats, Inc. Announce Class Action Settlement Regarding Pork Products with Co-conspirators

Triumph, LLC and Agri Stats, Inc. have reached settlements in a class action antitrust lawsuit filed on behalf of Commercial and Institutional Indirect Purchaser Plaintiffs. Agri Stats has agreed to certain non-monetary relief but has not agreed to pay any money. Triumph is required to pay $700,000. In addition to this monetary benefit, Triumph has also agreed to certain non-monetary relief and to provide specified cooperation in the Commercial and Institutional Indirect Purchaser Plaintiffs' continued pursuit of the lawsuit. There will be no payments to the Settlement Classes at this time. Before any money is paid, the Court will hold a hearing to decide whether to approve the Settlement. The United States District Court for the District of Minnesota authorized this Notice. This Court ordered Notice may affect your rights. Commercial and Institutional Indirect Purchaser Plaintiffs allege that Defendants and their co-conspirators conspired and combined to fix, raise, maintain, and stabilize the price of Pork products, from at least January 1, 2009, with the intent and expected result of increasing prices of Pork products in the United States, in violation of federal antitrust laws and various state antitrust, consumer protection and unfair trade practices, and unjust enrichment laws. Agri Stats and Triumph deny they did anything wrong. The Court did not decide whether Plaintiffs or Settling Defendants were right, but both sides agreed to the Settlements to resolve the lawsuit and get benefits to the Settlement Classes. Agri Stats has agreed to certain non-monetary relief to resolve all Settlement Class members' legal claims against Agri Stats for the Released Claims (as defined in the Agri Stats Settlement Agreement). There are no monetary benefits in the Agri Stats Settlement Agreement. Triumph will pay $700,000 to resolve all Settlement Class members' legal claims against Triumph for the Released Claims (as defined in the Triumph Settlement Agreement). In addition to this monetary benefit, Triumph has also agreed to certain non-monetary relief and to provide specified cooperation in the Commercial and Institutional Indirect Purchaser Plaintiffs' continued pursuit of the lawsuit. No money will be distributed at this time. Settlement Class Counsel will ask the Court for attorneys' fees based on their services in this lawsuit not to exceed one-third of the Triumph Settlement Fund. Settlement Class Counsel will also request that the Court reimburse them for litigation expenses and award each class representative a service payment of $5,000.00. Any payment to the attorneys or class representatives will be subject to Court approval, and the Court may award less than the requested amount. The attorneys' fees, costs, expenses, and service payments that the Court orders, plus the costs to administer the Settlement, will come out of the Triumph Settlement Fund. Agri Stats is not required to pay attorneys' fees, expenses or service payments to the class representatives. When Settlement Class Counsel's motion for fees and service payments is filed, it will be available at the Settlement Website. The motion will be posted on the website before the deadline for objecting to the Settlements. You will have an opportunity to object to this request. You do not need to take any action to remain a member of the Settlement Classes and be bound by the Settlement Agreements. As a Settlement Class member, you may be eligible to participate in any monetary distribution, which may happen later. If you do not like something about the Settlements and you have not previously excluded yourself from the Settlement Class, you can object to the Agri Stats and/or Triumph Settlements. Instructions on how to object are found on the Settlement Website. While the Settlements are only with Agri Stats and Triumph at this time, the Settlement Class includes purchasers of Pork products (as defined in the Settlement Agreements) from any of the Defendants or their co-conspirators. The Court will hold a hearing in this lawsuit In re Pork Antitrust Litigation (Commercial and Institutional Indirect Purchaser Actions), Case No. 0:18-cv-01776 (D. Minn.) to consider whether to approve the Agri Stats and Triumph Settlement Agreements. You may ask to speak at the hearing, but you do not have to. Please check the Settlement Website for the time and date of the Final Fairness Hearing. This Notice is a summary only. In addition to Agri Stats and Triumph, the Defendants and alleged co-conspirators in this lawsuit are Clemens Food Group, LLC, The Clemens Family Corporation, JBS USA Food Company, Hormel Foods Corporation, Hormel Foods, LLC, Seaboard Foods LLC, Seaboard Corporation, Smithfield Foods, Inc., and Tyson Foods, Inc., Tyson Prepared Foods, Inc., Tyson Fresh Meats, Inc.

U.S. Food Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

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