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

U.S. Food Industry Analysis

UpdatedOct 24, 2025
DataAggregated Company Financials
Companies145
  • 7D-0.3%
  • 3M-6.2%
  • 1Y-14.5%
  • YTD-7.4%

Over the last 7 days, the Food industry has remained flat, although notably Darling Ingredients gained 9.4%. Unfortunately though, the industry is down 14% over the past 12 months. Looking forward, earnings are forecast to grow by 15% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 24 Oct 2025US$438.0bUS$552.2bUS$16.3b17.8x26.9x0.8x
Sun, 21 Sep 2025US$439.8bUS$556.3bUS$16.5b18.2x26.6x0.8x
Tue, 19 Aug 2025US$445.7bUS$554.6bUS$16.2b20.8x27.4x0.8x
Thu, 17 Jul 2025US$442.7bUS$547.6bUS$24.0b19.1x18.5x0.8x
Sat, 14 Jun 2025US$449.5bUS$548.1bUS$23.4b19.2x19.2x0.8x
Mon, 12 May 2025US$433.4bUS$468.0bUS$22.7b18.9x19.1x0.9x
Wed, 09 Apr 2025US$431.0bUS$471.4bUS$24.5b16.4x17.6x0.9x
Fri, 07 Mar 2025US$448.6bUS$471.6bUS$24.4b18.7x18.4x1x
Sun, 02 Feb 2025US$439.5bUS$478.3bUS$22.2b20.3x19.8x0.9x
Tue, 31 Dec 2024US$446.8bUS$464.4bUS$21.6b19.7x20.7x1x
Thu, 28 Nov 2024US$471.3bUS$459.5bUS$21.2b19.9x22.2x1x
Sat, 26 Oct 2024US$479.0bUS$462.0bUS$22.5b17.8x21.3x1x
Mon, 23 Sep 2024US$497.6bUS$461.6bUS$22.2b19.7x22.4x1.1x
Wed, 21 Aug 2024US$488.2bUS$461.0bUS$22.2b20.3x22x1.1x
Fri, 19 Jul 2024US$475.2bUS$472.7bUS$24.4b18.4x19.4x1x
Sun, 16 Jun 2024US$455.3bUS$473.6bUS$25.1b14.5x18.1x1x
Tue, 14 May 2024US$494.2bUS$474.0bUS$24.3b15.7x20.3x1x
Thu, 11 Apr 2024US$482.1bUS$472.1bUS$24.7b16.7x19.5x1x
Sat, 09 Mar 2024US$473.3bUS$477.1bUS$24.9b15.1x19x1x
Mon, 05 Feb 2024US$494.5bUS$491.0bUS$25.9b16.1x19.1x1x
Wed, 03 Jan 2024US$505.4bUS$489.9bUS$25.6b17.3x19.8x1x
Fri, 01 Dec 2023US$474.8bUS$490.4bUS$25.5b15.8x18.6x1x
Sun, 29 Oct 2023US$457.1bUS$489.2bUS$26.1b17.1x17.5x0.9x
Tue, 26 Sep 2023US$496.9bUS$491.2bUS$26.2b18.3x18.9x1x
Thu, 24 Aug 2023US$514.8bUS$491.1bUS$26.3b16.1x19.5x1x
Sat, 22 Jul 2023US$550.0bUS$494.2bUS$26.1b17.5x21x1.1x
Mon, 19 Jun 2023US$554.4bUS$499.3bUS$26.7b16.9x20.7x1.1x
Wed, 17 May 2023US$569.7bUS$499.1bUS$27.6b18.9x20.6x1.1x
Fri, 14 Apr 2023US$566.8bUS$495.6bUS$28.2b18.5x20.1x1.1x
Sun, 12 Mar 2023US$529.7bUS$493.6bUS$28.0b16.4x18.9x1.1x
Tue, 07 Feb 2023US$550.1bUS$491.4bUS$28.1b18.1x19.6x1.1x
Thu, 05 Jan 2023US$556.8bUS$485.5bUS$27.6b18.3x20.1x1.1x
Sat, 03 Dec 2022US$571.4bUS$485.0bUS$27.7b19.6x20.7x1.2x
Mon, 31 Oct 2022US$558.3bUS$480.7bUS$29.2b21.6x19.1x1.2x
Price to Earnings Ratio

19.1x


Total Market Cap: US$558.3bTotal Earnings: US$29.2bTotal Revenue: US$480.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Industry Price to Earnings3Y Average 20.2x202320242025
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 26.8x which is higher than its 3-year average PE of 20.2x.
  • The 3-year average PS ratio of 1.0x is higher than the industry's current PS ratio of 0.79x.
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 4.7% 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 Market1.29%
Consumer Staples0.79%
Food-0.29%
Agricultural Products0.71%
Packaged Foods and Meats-0.46%
Industry PE
  • Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 22.4x.
    • Analysts are expecting annual earnings growth of 14.6%, which is higher than its past year's earnings growth of 5.0% 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 13.0x.
Forecasted Growth
  • Analysts are most optimistic on the Agricultural Products industry, expecting annual earnings growth of 16% over the next 5 years.
  • This is better than its past earnings growth rate of 4.6% per year.
  • In contrast, the Packaged Foods and Meats 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
DAR Darling IngredientsUS$34.679.4%
+US$471.4m		-8.2%PE52.1x
KHC Kraft HeinzUS$25.411.1%
+US$331.4m		-27.5%PS1.2x
BG Bunge GlobalUS$96.691.4%
+US$272.1m		7.2%PE14x
POST Post HoldingsUS$108.214.6%
+US$256.4m		-3.5%PE16x
MKC McCormickUS$67.371.2%
+US$206.6m		-14.5%PE23.2x

Latest News

SJM
US$102.59
J. M. Smucker
7D
-1.3%
1Y
-12.3%
POST
US$108.21
Post Holdings
7D
4.6%
1Y
-3.5%
TR
US$39.61
Tootsie Roll Industries
7D
-9.3%
1Y
36.0%
BYND
US$2.84
Beyond Meat
7D
446.2%
1Y
-56.0%
SMPL
US$20.63
Simply Good Foods
7D
-14.4%
1Y
-38.1%

Analysts Lower Simply Good Foods Price Target Amid Softer Growth Outlook and Mixed Commentary

Analysts have lowered their price target for Simply Good Foods from $36.50 to $35.20. This change reflects slightly softer revenue growth and a reduced profit outlook for the company.
KHC
US$25.41
Kraft Heinz
7D
1.1%
1Y
-27.5%
DAR
US$34.67
Darling Ingredients
7D
9.4%
1Y
-8.2%
TSN
US$51.81
Tyson Foods
7D
-0.7%
1Y
-12.2%
BG
US$96.69
Bunge Global
7D
1.4%
1Y
7.2%
MKC
US$67.37
McCormick
7D
1.2%
1Y
-14.5%

Consumer Health Trends Will Foster Global Market Expansion

McCormick's fair value estimate has been reduced by approximately $5 to $77.38, as analysts cite headwinds from rising tariffs, elevated commodity costs, and questions regarding future profit margins and revenue growth. Analyst Commentary Wall Street analysts have reacted to McCormick's recent results and outlook with a host of both positive and negative considerations, leading to a number of price target revisions and ratings changes across the sector.
MDLZ
US$61.01
Mondelez International
7D
-1.0%
1Y
-12.8%

Robust Pricing And Brand Collaborations Will Unlock Global Potential

Analysts have slightly reduced their average fair value estimate for Mondelez International by approximately $1 to $72.71. This decision reflects expectations for softer organic sales growth and recent adjustments to sales and earnings forecasts.
HSY
US$181.58
Hershey
7D
-2.8%
1Y
-0.3%

Tariff Mitigation And New Reese's Product Will Create Opportunity

Hershey's fair value estimate was modestly increased to $191.95 from $189.18 as analysts cited strengthening category growth, improved earnings outlook, and revitalized innovation as supporting factors for higher price targets across the Street. Analyst Commentary Recent Street research on Hershey reflects a dynamic outlook, with both bullish and cautious perspectives shaping the current investment narrative.
ADM
US$62.51
Archer-Daniels-Midland
7D
-0.6%
1Y
10.6%
CALM
US$89.35
Cal-Maine Foods
7D
-2.7%
1Y
-0.9%
GIS
US$47.93
General Mills
7D
0.5%
1Y
-30.1%
JBS
US$12.90
JBS
7D
1.3%
1Y
n/a