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

U.S. Food Industry Analysis

UpdatedAug 31, 2025
DataAggregated Company Financials
Companies145
  • 7D-1.8%
  • 3M-0.2%
  • 1Y-13.8%
  • YTD-3.1%

Over the last 7 days, the Food industry has dropped 1.8%, driven by a pullback from Mondelez International of 3.1%. On the other hand JBS is actually up 5.5%. The industry has fallen 14% in the last year. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 31 Aug 2025US$449.2bUS$554.9bUS$16.0b20.7x28.1x0.8x
Tue, 29 Jul 2025US$462.3bUS$547.7bUS$24.1b19.7x19.2x0.8x
Thu, 26 Jun 2025US$447.7bUS$547.7bUS$23.2b19x19.3x0.8x
Sat, 24 May 2025US$425.0bUS$468.1bUS$22.5b19.1x18.9x0.9x
Mon, 21 Apr 2025US$444.2bUS$472.3bUS$24.9b17.5x17.8x0.9x
Wed, 19 Mar 2025US$446.0bUS$471.8bUS$24.4b17.3x18.3x0.9x
Fri, 14 Feb 2025US$433.3bUS$475.6bUS$25.5b17.3x17x0.9x
Sun, 12 Jan 2025US$422.9bUS$461.6bUS$21.2b19.7x20x0.9x
Tue, 10 Dec 2024US$461.2bUS$464.4bUS$21.6b20.7x21.3x1x
Thu, 07 Nov 2024US$477.8bUS$460.6bUS$22.0b18.5x21.8x1x
Sat, 05 Oct 2024US$484.0bUS$462.1bUS$22.6b18.5x21.4x1x
Mon, 02 Sep 2024US$492.5bUS$461.5bUS$22.2b20.9x22.1x1.1x
Wed, 31 Jul 2024US$470.0bUS$467.0bUS$23.7b18.9x19.8x1x
Fri, 28 Jun 2024US$457.7bUS$473.4bUS$25.1b14.3x18.3x1x
Sun, 26 May 2024US$479.2bUS$474.0bUS$24.3b17.6x19.7x1x
Tue, 23 Apr 2024US$477.9bUS$472.7bUS$24.8b16.6x19.3x1x
Thu, 21 Mar 2024US$483.6bUS$473.0bUS$24.7b15.4x19.6x1x
Sat, 17 Feb 2024US$465.8bUS$478.4bUS$25.1b14.8x18.6x1x
Mon, 15 Jan 2024US$494.7bUS$490.0bUS$25.4b15.9x19.5x1x
Wed, 13 Dec 2023US$493.9bUS$490.1bUS$25.5b16.8x19.4x1x
Fri, 10 Nov 2023US$470.8bUS$490.1bUS$26.3b16.1x17.9x1x
Sun, 08 Oct 2023US$464.2bUS$494.5bUS$26.4b16.8x17.6x0.9x
Tue, 05 Sep 2023US$508.2bUS$491.0bUS$26.4b16x19.2x1x
Thu, 03 Aug 2023US$549.3bUS$490.4bUS$27.4b17.6x20.1x1.1x
Sat, 01 Jul 2023US$542.7bUS$499.6bUS$26.6b17.3x20.4x1.1x
Mon, 29 May 2023US$556.0bUS$499.2bUS$27.6b18.2x20.1x1.1x
Wed, 26 Apr 2023US$566.2bUS$495.6bUS$28.2b18.7x20.1x1.1x
Fri, 24 Mar 2023US$535.5bUS$493.7bUS$27.9b16.6x19.2x1.1x
Sun, 19 Feb 2023US$551.5bUS$492.3bUS$27.9b18.9x19.8x1.1x
Tue, 17 Jan 2023US$564.0bUS$486.7bUS$28.1b18.8x20.1x1.2x
Thu, 15 Dec 2022US$567.6bUS$485.3bUS$27.7b19.1x20.5x1.2x
Sat, 12 Nov 2022US$548.9bUS$484.6bUS$28.4b19.4x19.3x1.1x
Mon, 10 Oct 2022US$508.7bUS$472.6bUS$29.0b18.4x17.5x1.1x
Wed, 07 Sep 2022US$535.6bUS$471.4bUS$28.8b19.4x18.6x1.1x
Price to Earnings Ratio

18.6x


Total Market Cap: US$535.6bTotal Earnings: US$28.8bTotal Revenue: US$471.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Industry Price to Earnings3Y Average 19.8x202320242025
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 27.9x which is higher than its 3-year average PE of 19.8x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.80x.
Past Earnings Growth
  • The earnings for companies in the Food industry have declined 18% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.6% 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 Market0.0096%
Consumer Staples-1.36%
Food-1.83%
Agricultural Products-1.29%
Packaged Foods and Meats-1.91%
Industry PE
  • Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 21.9x.
    • Analysts are expecting annual earnings growth of 15.6%, which is higher than its past year's earnings growth of 0.6% 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 12.7x.
Forecasted Growth
  • Analysts are most optimistic on the Packaged Foods and Meats industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings growth rate of 0.6% per year.
  • In contrast, the Agricultural Products industry is expected to see its earnings grow by 15% 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
JBS JBSUS$16.215.5%
+US$683.9m		n/aPE5.9x
HSY HersheyUS$183.751.3%
+US$470.3m		-4.8%PE24.3x
SEB SeaboardUS$3.97k7.7%
+US$271.7m		27.6%PE27.4x
LW Lamb Weston HoldingsUS$57.530.9%
+US$75.3m		-7.1%PE22.4x
VFF Village Farms InternationalUS$3.2710.5%
+US$34.9m		217.5%PS1.1x

Latest News

INGR
US$129.54
Ingredion
7D
0.4%
1Y
-3.6%
HRL
US$25.44
Hormel Foods
7D
-13.0%
1Y
-21.8%
DDC
US$13.92
DDC Enterprise
7D
9.2%
1Y
41.6%
GIS
US$49.33
General Mills
7D
-1.7%
1Y
-31.8%
HSY
US$183.75
Hershey
7D
1.3%
1Y
-4.8%

Tariff Mitigation And New Reese's Product Will Create Opportunity

Analysts have raised Hershey’s price target to $184.64, citing strong Q2 results, improved long-term EPS guidance, robust category trends, and positive reaction to pricing and innovation initiatives, though some remain cautious on sector fundamentals and the incoming CEO’s limited public company track record. Analyst Commentary Bullish analysts increased price targets following Hershey's better-than-expected Q2 results, improved FY25 and FY26 adjusted EPS guidance, and the company's implementation of full-year tariffs.
FRPT
US$55.82
Freshpet
7D
-10.9%
1Y
-59.0%

Digital And Production Upgrades Will Unlock Long Term Potential

Freshpet’s consensus price target was revised down from $94.18 to $88.69 as analysts cite decelerating growth, rising competitive pressures (notably from Chewy’s fresh dog food), and a sector-wide valuation reset. Analyst Commentary Growth deceleration signals: Sequential sales growth at Freshpet is slowing versus prior years, with Q4 sales growth expectations below consensus due to increased competition.
PPC
US$44.45
Pilgrim's Pride
7D
-3.7%
1Y
-4.6%

Is Pilgrim's Pride Corporation (NASDAQ:PPC) Trading At A 41% Discount?

Aug 25
Is Pilgrim's Pride Corporation (NASDAQ:PPC) Trading At A 41% Discount?
JBS
US$16.21
JBS
7D
5.5%
1Y
n/a
MKC
US$70.37
McCormick
7D
-2.6%
1Y
-12.1%
CPB
US$31.93
Campbell's
7D
-3.7%
1Y
-35.8%
VFF
US$3.27
Village Farms International
7D
10.5%
1Y
217.5%

International Cannabis Exports Will Redefine Global Market Dynamics

With consensus revenue growth forecasts and future P/E both effectively unchanged, analysts have maintained a stable outlook for Village Farms International, resulting in the price target holding steady at $3.75. What's in the News Board approved expansion converting 550,000 sq.
BG
US$84.22
Bunge Global
7D
-3.3%
1Y
-16.9%
SENE.A
US$113.20
Seneca Foods
7D
4.1%
1Y
87.8%
LW
US$57.53
Lamb Weston Holdings
7D
0.9%
1Y
-7.1%
MDLZ
US$61.44
Mondelez International
7D
-3.1%
1Y
-14.4%

We Think That There Are More Issues For Mondelez International (NASDAQ:MDLZ) Than Just Sluggish Earnings

Aug 07
We Think That There Are More Issues For Mondelez International (NASDAQ:MDLZ) Than Just Sluggish Earnings
SEB
US$3,969.20
Seaboard
7D
7.7%
1Y
27.6%