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U.S. Food Industry Analysis

UpdatedJun 15, 2026
DataAggregated Company Financials
Companies140
  • 7D3.1%
  • 3M-1.6%
  • 1Y-5.4%
  • YTD4.1%

Mondelez International is up 2.3%, leading the way for the Food industry, which has gained 3.1%. In contrast, the industry has lost 5.4% in the last 12 months. 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
Mon, 15 Jun 2026US$408.4bUS$571.3bUS$11.4b17.9x35.8x0.7x
Wed, 13 May 2026US$408.5bUS$569.4bUS$10.7b17.9x38.1x0.7x
Fri, 10 Apr 2026US$413.8bUS$557.8bUS$9.9b21.4x41.6x0.7x
Sun, 08 Mar 2026US$424.0bUS$556.6bUS$10.0b23.4x42.2x0.8x
Tue, 03 Feb 2026US$420.5bUS$550.8bUS$13.6b21.1x31x0.8x
Thu, 01 Jan 2026US$390.7bUS$555.9bUS$14.5b19.6x27x0.7x
Sat, 29 Nov 2025US$431.3bUS$569.1bUS$17.3b21x25x0.8x
Mon, 27 Oct 2025US$432.2bUS$552.2bUS$16.3b18.4x26.6x0.8x
Wed, 24 Sep 2025US$437.7bUS$557.0bUS$16.6b18.9x26.4x0.8x
Fri, 22 Aug 2025US$449.5bUS$553.9bUS$16.2b21.3x27.8x0.8x
Sun, 20 Jul 2025US$450.9bUS$547.2bUS$24.0b19x18.8x0.8x
Tue, 17 Jun 2025US$445.4bUS$548.9bUS$23.4b19.6x19x0.8x
Thu, 15 May 2025US$429.7bUS$468.0bUS$22.5b19x19.1x0.9x
Sat, 12 Apr 2025US$435.8bUS$472.3bUS$24.9b16.6x17.5x0.9x
Mon, 10 Mar 2025US$462.9bUS$471.5bUS$24.4b18.7x19x1x
Wed, 05 Feb 2025US$436.3bUS$477.1bUS$22.4b19.5x19.5x0.9x
Fri, 03 Jan 2025US$444.9bUS$464.3bUS$21.6b20.1x20.6x1x
Sun, 01 Dec 2024US$473.3bUS$459.5bUS$21.2b20.5x22.3x1x
Tue, 29 Oct 2024US$477.0bUS$462.0bUS$22.5b18x21.2x1x
Thu, 26 Sep 2024US$495.3bUS$462.2bUS$22.2b19.2x22.3x1.1x
Sat, 24 Aug 2024US$487.0bUS$461.1bUS$22.3b20x21.9x1.1x
Mon, 22 Jul 2024US$468.1bUS$467.5bUS$24.2b18.7x19.4x1x
Wed, 19 Jun 2024US$458.9bUS$473.7bUS$25.1b14.9x18.3x1x
Fri, 17 May 2024US$489.0bUS$474.0bUS$24.3b17x20.1x1x
Sun, 14 Apr 2024US$472.0bUS$472.0bUS$24.7b16.4x19.1x1x
Tue, 12 Mar 2024US$477.7bUS$477.1bUS$24.9b15.2x19.2x1x
Thu, 08 Feb 2024US$477.2bUS$483.8bUS$25.0b15.7x19.1x1x
Sat, 06 Jan 2024US$498.9bUS$490.0bUS$25.4b16.7x19.6x1x
Mon, 04 Dec 2023US$483.1bUS$490.4bUS$25.5b15.9x18.9x1x
Wed, 01 Nov 2023US$462.5bUS$488.7bUS$26.1b17.2x17.7x0.9x
Fri, 29 Sep 2023US$491.1bUS$494.0bUS$26.2b18.6x18.8x1x
Sun, 27 Aug 2023US$517.6bUS$491.0bUS$26.3b16.4x19.7x1.1x
Tue, 25 Jul 2023US$551.8bUS$494.2bUS$26.1b17.5x21.1x1.1x
Thu, 22 Jun 2023US$547.4bUS$499.3bUS$26.7b17.1x20.5x1.1x
Price to Earnings Ratio

20.5x


Total Market Cap: US$547.4bTotal 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 35.8x 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 Market0.50%
Consumer Staples2.68%
Food3.06%
Packaged Foods and Meats3.70%
Agricultural Products0.83%
Industry PE
  • Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 25.4x.
    • 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 25% 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
MDLZ Mondelez InternationalUS$62.992.3%
+US$1.8b		-6.3%PE31x
SJM J. M. SmuckerUS$116.4914.5%
+US$1.6b		22.2%PS1.4x
KHC Kraft HeinzUS$24.394.5%
+US$1.2b		-5.4%PS1.2x
HSY HersheyUS$181.663.3%
+US$1.2b		6.6%PE33.7x
JBS JBSUS$12.547.9%
+US$985.2m		-13.5%PE7.7x

Latest News

MAMA
US$14.91
Mama's Creations
7D
-1.9%
1Y
85.7%
KHC
US$24.39
Kraft Heinz
7D
4.5%
1Y
-5.4%
SJM
US$116.49
J. M. Smucker
7D
14.5%
1Y
22.2%
HSY
US$181.66
Hershey
7D
3.3%
1Y
6.6%
New Narrative • Jun 13

Hershey - fortress brand-and-scale position in U.S. confectionery: protects the downside far better than it compounds the upside

A fortress brand-and-scale position in U.S. confectionery (Reese’s, Hershey’s, Kisses) generates ~23% through-cycle ROIC and exceptionally durable free cash flow that fell only ~13% even in the worst input-cost year on record. The 2025 cocoa shock — a ~60% GAAP EPS collapse driven largely by non-cash hedge mark-to-market — obscured an underlying cash engine that remained intact.
VFF
US$2.03
Village Farms International
7D
-6.0%
1Y
91.5%
CPB
US$22.81
Campbell's
7D
6.1%
1Y
-29.3%
GIS
US$34.51
General Mills
7D
4.1%
1Y
-35.5%
BUDA
US$8.22
Buda Juice
7D
-3.3%
1Y
n/a
MDLZ
US$62.99
Mondelez International
7D
2.3%
1Y
-6.3%
HRL
US$24.75
Hormel Foods
7D
4.7%
1Y
-18.3%
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.
BYND
US$0.68
Beyond Meat
7D
-9.8%
1Y
-79.4%
DAR
US$56.99
Darling Ingredients
7D
-2.3%
1Y
47.7%
SUJA
US$10.50
Suja Life
7D
-28.3%
1Y
n/a
JBS
US$12.54
JBS
7D
7.9%
1Y
-13.5%
SDOT
US$16.21
Sadot Group
7D
-21.0%
1Y
-95.8%
TWG
US$2.61
Top Wealth Group Holding
7D
-6.3%
1Y
-78.1%