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U.S. Food Industry Analysis

UpdatedJul 12, 2026
DataAggregated Company Financials
Companies134
  • 7D-1.8%
  • 3M-1.9%
  • 1Y-6.5%
  • YTD1.5%

Over the last 7 days, the Food industry has dropped 1.8%, driven by Mondelez International declining 3.4%. The industry has fallen 6.5% in the last year. Looking forward, earnings are forecast to grow by 22% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 12 Jul 2026US$397.4bUS$571.6bUS$9.0b17.1x44.1x0.7x
Tue, 09 Jun 2026US$399.7bUS$571.3bUS$10.2b18x39x0.7x
Thu, 07 May 2026US$413.5bUS$568.8bUS$10.5b17x39.2x0.7x
Sat, 04 Apr 2026US$413.0bUS$557.7bUS$10.1b20.8x40.8x0.7x
Mon, 02 Mar 2026US$440.8bUS$556.7bUS$9.9b24.6x44.7x0.8x
Wed, 28 Jan 2026US$415.1bUS$550.2bUS$13.8b21.6x30x0.8x
Fri, 26 Dec 2025US$391.0bUS$555.9bUS$14.5b20.1x27x0.7x
Sun, 23 Nov 2025US$425.0bUS$569.0bUS$17.0b19.4x25x0.7x
Tue, 21 Oct 2025US$439.7bUS$551.9bUS$16.3b18.2x27x0.8x
Thu, 18 Sep 2025US$443.8bUS$556.6bUS$16.5b18.4x26.8x0.8x
Sat, 16 Aug 2025US$450.3bUS$555.2bUS$16.3b20.9x27.7x0.8x
Mon, 14 Jul 2025US$455.0bUS$547.8bUS$24.0b19.5x19x0.8x
Wed, 11 Jun 2025US$518.4bUS$547.7bUS$24.4b18.9x21.3x0.9x
Fri, 09 May 2025US$432.6bUS$468.1bUS$22.7b19x19x0.9x
Sun, 06 Apr 2025US$440.6bUS$471.4bUS$24.5b16.9x18x0.9x
Tue, 04 Mar 2025US$448.5bUS$471.2bUS$24.4b18.7x18.4x1x
Thu, 30 Jan 2025US$436.9bUS$478.4bUS$22.2b20x19.7x0.9x
Sat, 28 Dec 2024US$445.9bUS$464.4bUS$21.6b20x20.7x1x
Mon, 25 Nov 2024US$467.3bUS$459.1bUS$21.4b19.6x21.8x1x
Wed, 23 Oct 2024US$481.5bUS$462.1bUS$22.6b17.9x21.3x1x
Fri, 20 Sep 2024US$500.6bUS$461.6bUS$22.2b19.1x22.5x1.1x
Sun, 18 Aug 2024US$483.4bUS$461.0bUS$22.2b20.1x21.8x1x
Tue, 16 Jul 2024US$459.7bUS$472.8bUS$24.4b17.8x18.8x1x
Thu, 13 Jun 2024US$466.2bUS$473.7bUS$25.1b14.4x18.6x1x
Sat, 11 May 2024US$487.0bUS$474.0bUS$24.3b15.7x20.1x1x
Mon, 08 Apr 2024US$480.3bUS$472.8bUS$24.8b15.8x19.4x1x
Wed, 06 Mar 2024US$468.8bUS$477.0bUS$24.9b15x18.8x1x
Fri, 02 Feb 2024US$496.5bUS$490.6bUS$25.9b16.2x19.2x1x
Sun, 31 Dec 2023US$495.3bUS$490.0bUS$25.5b16.6x19.4x1x
Tue, 28 Nov 2023US$484.7bUS$490.5bUS$25.6b15.9x18.9x1x
Thu, 26 Oct 2023US$462.4bUS$491.5bUS$26.2b16.9x17.7x0.9x
Sat, 23 Sep 2023US$499.6bUS$491.3bUS$26.2b18.4x19.1x1x
Mon, 21 Aug 2023US$522.2bUS$491.1bUS$26.4b16.3x19.8x1.1x
Wed, 19 Jul 2023US$538.1bUS$494.2bUS$26.2b16.9x20.6x1.1x
Price to Earnings Ratio

20.6x


Total Market Cap: US$538.1bTotal Earnings: US$26.2bTotal Revenue: US$494.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Industry Price to Earnings3Y Average 23.7x202420252026
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 44.1x which is higher than its 3-year average PE of 23.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.91x.
Past Earnings Growth
  • The earnings for companies in the Food industry have declined 30% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.0% 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 Trends

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

US Market0.81%
Consumer Staples-0.96%
Food-1.81%
Agricultural Products1.22%
Packaged Foods and Meats-2.61%
Industry PE
  • Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 25.8x.
    • Analysts are expecting annual earnings growth of 21.5%, which is higher than its past year's earnings decline of 15.0% 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 16.8x.
Forecasted Growth
  • Analysts are most optimistic on the Agricultural Products industry, expecting annual earnings growth of 25% over the next 5 years.
  • This is better than its past earnings decline of 21% per year.
  • In contrast, the Packaged Foods and Meats industry is expected to see its earnings grow by 21% 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
ADM Archer-Daniels-MidlandUS$80.414.7%
+US$1.7b		46.4%PE35.9x
BG Bunge GlobalUS$114.327.4%
+US$1.5b		49.0%PE32.3x
DAR Darling IngredientsUS$60.837.6%
+US$683.4m		62.0%PE43.3x
SEB SeaboardUS$4.67k7.6%
+US$314.5m		54.2%PE7.7x
CALM Cal-Maine FoodsUS$88.345.4%
+US$212.7m		-12.1%PE6x

Latest News

TSN
US$57.83
Tyson Foods
7D
-1.8%
1Y
6.7%
KHC
US$24.85
Kraft Heinz
7D
-2.0%
1Y
-8.4%
Seeking Alpha • 8h

Defensive Leader Kraft Heinz Is Experiencing Bullish Capital Rotation

Summary Kraft Heinz is rated Strong Buy, offering a compelling risk/reward setup with high dividend yield and deep undervaluation. KHC’s technical momentum has turned positive since June, with a recent golden cross formation and technical supply/demand indicators supporting upside potential. The 6.4% dividend and 13.3% free cash flow yield at $25/share provide attractive defensive income generation. Insider buying, the potential for a takeover/merger, and a defensive capital inflow future further bolster the bullish thesis. Read the full article on Seeking Alpha
SJM
US$111.60
J. M. Smucker
7D
-4.0%
1Y
6.5%
AVO
US$13.33
Mission Produce
7D
6.7%
1Y
9.8%
MDLZ
US$58.83
Mondelez International
7D
-3.4%
1Y
-12.4%
Seeking Alpha • Jul 11

Mondelez: Bittersweet Valuation As Lower Cocoa Costs Are Already Baked In

Summary Mondelez remains a Hold as easing cocoa prices are already priced in, limiting near-term upside. Chocolate segment margins could recover by 2027 if cocoa prices stay low, but risks remain if prices rebound. Valuation likely offers limited upside at this point. Read the full article on Seeking Alpha
DAR
US$60.83
Darling Ingredients
7D
7.6%
1Y
62.0%
AGRO
US$10.31
Adecoagro
7D
7.0%
1Y
9.1%
Narrative Update • Jul 09

AGRO: Cautious Downgrade And Rich P/E Will Restrain Future Upside

Analysts have revised their price target on Adecoagro to $10.50, citing updated assumptions around revenue growth, margins, and a higher future P/E multiple, even as some recent research has turned more cautious on valuation. Analyst Commentary Recent Street research on Adecoagro has leaned more cautious, with bearish analysts highlighting valuation concerns even as the new US$10.50 price target reflects updated assumptions on growth and margins.
CPB
US$22.07
Campbell's
7D
-5.4%
1Y
-29.4%
HSY
US$173.66
Hershey
7D
-4.7%
1Y
5.4%
ADM
US$80.41
Archer-Daniels-Midland
7D
4.7%
1Y
46.4%
Narrative Update • Jul 09

ADM: Export Recovery And Decatur Upgrade May Support Higher Earnings Multiple

Analysts have raised the fair value estimate for Archer-Daniels-Midland to $95.00 from $77.00, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E that are consistent with a series of recent price target increases across major research firms. Analyst Commentary Recent Street research on Archer-Daniels-Midland points to a cluster of higher price targets, with several bullish analysts updating their models to reflect revised assumptions for discount rates, revenue growth, margins and future P/E multiples.
CALM
US$88.34
Cal-Maine Foods
7D
5.4%
1Y
-12.1%
GIS
US$36.22
General Mills
7D
-3.6%
1Y
-29.8%
Seeking Alpha • Jul 06

General Mills Earnings And A Tough Road Ahead

Summary General Mills remains a buy, with recent results suggesting potential for a durable rally despite ongoing headwinds from private label competition. GIS faces margin pressure as it prioritizes value and lower prices to retain price-sensitive consumers while exploring innovation and health-focused products for differentiation. Valuation is attractive, with a non-GAAP P/E of 10.58 and a 6.5% dividend yield, though dividend safety is a concern amid a tough economic environment. Execution of cost reduction and turnaround strategies is critical, as persistent headwinds and potential dividend cuts could impact share price performance. Read the full article on Seeking Alpha
BG
US$114.32
Bunge Global
7D
7.4%
1Y
49.0%
Narrative Update • Jul 01

BG: Higher Margins And Completed Buyback Will Support Future Upside

Analysts have nudged their price target for Bunge Global to $150 from $145, citing updated assumptions on revenue growth, profit margins, discount rate, and future P/E that collectively reshape their valuation view on the stock. What's in the News Bunge Global reported that from March 10, 2026 to March 31, 2026, it repurchased 0 shares for $0 million, and stated that this completed the buyback announced on March 10, 2026.
SEB
US$4,665.50
Seaboard
7D
7.6%
1Y
54.2%
JBS
US$11.91
JBS
7D
-2.9%
1Y
-12.2%
Narrative Update • Jun 26

JBS: Plant Closures And Poultry Expansion Will Reshape Future Earnings Profile

The analyst price target for JBS has shifted from $20.04 to $18.81 as analysts adjust their assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What's in the News for JBS JBS USA plans to close its beef processing facility in Souderton, Pennsylvania, and a value-added processing plant in Memphis, Tennessee, as part of a restructuring focused on modernizing operations and improving efficiency.
LW
US$46.45
Lamb Weston Holdings
7D
1.2%
1Y
-9.5%