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U.S. Food Industry Analysis

UpdatedSep 17, 2025
DataAggregated Company Financials
Companies145
  • 7D-0.8%
  • 3M-0.2%
  • 1Y-16.0%
  • YTD-4.3%

Over the last 7 days, the Food industry has dropped 2.4%, driven by Kraft Heinz declining 2.8%. However, the industry is down 18% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 17 Sep 2025US$436.7bUS$557.0bUS$15.9b18.7x27.4x0.8x
Fri, 15 Aug 2025US$454.6bUS$551.6bUS$16.0b20.8x28.3x0.8x
Sun, 13 Jul 2025US$454.0bUS$547.8bUS$24.0b19.5x18.9x0.8x
Tue, 10 Jun 2025US$430.1bUS$468.3bUS$22.4b20.6x19.2x0.9x
Thu, 08 May 2025US$435.5bUS$468.1bUS$22.7b18.7x19.2x0.9x
Sat, 05 Apr 2025US$454.4bUS$471.4bUS$24.5b16.9x18.5x1x
Mon, 03 Mar 2025US$448.7bUS$471.1bUS$24.4b18.5x18.4x1x
Wed, 29 Jan 2025US$447.4bUS$478.3bUS$22.2b19.9x20.1x0.9x
Fri, 27 Dec 2024US$446.2bUS$464.4bUS$21.6b20x20.7x1x
Sun, 24 Nov 2024US$467.3bUS$459.1bUS$21.4b19.6x21.8x1x
Tue, 22 Oct 2024US$488.5bUS$462.1bUS$22.6b18x21.6x1.1x
Thu, 19 Sep 2024US$500.2bUS$461.5bUS$22.2b20.3x22.5x1.1x
Sat, 17 Aug 2024US$483.1bUS$461.0bUS$22.2b20.1x21.8x1x
Mon, 15 Jul 2024US$460.0bUS$473.5bUS$24.5b17.2x18.8x1x
Wed, 12 Jun 2024US$465.0bUS$473.6bUS$25.1b15.5x18.5x1x
Fri, 10 May 2024US$485.4bUS$474.0bUS$24.3b15.8x20x1x
Sun, 07 Apr 2024US$480.3bUS$472.8bUS$24.8b15.8x19.4x1x
Tue, 05 Mar 2024US$468.7bUS$477.0bUS$24.9b15x18.8x1x
Thu, 01 Feb 2024US$494.2bUS$490.6bUS$25.8b16x19.1x1x
Sat, 30 Dec 2023US$494.7bUS$490.0bUS$25.5b16.6x19.4x1x
Mon, 27 Nov 2023US$484.7bUS$490.5bUS$25.6b16.1x18.9x1x
Wed, 25 Oct 2023US$452.6bUS$494.5bUS$26.4b16.4x17.2x0.9x
Fri, 22 Sep 2023US$505.1bUS$491.3bUS$26.2b18.5x19.3x1x
Sun, 20 Aug 2023US$522.2bUS$491.1bUS$26.4b16.3x19.8x1.1x
Tue, 18 Jul 2023US$537.7bUS$494.2bUS$26.2b17x20.5x1.1x
Thu, 15 Jun 2023US$551.3bUS$499.3bUS$26.7b16.9x20.6x1.1x
Sat, 13 May 2023US$578.4bUS$499.1bUS$27.7b18.9x20.9x1.2x
Mon, 10 Apr 2023US$564.6bUS$495.5bUS$28.2b18.2x20x1.1x
Wed, 08 Mar 2023US$537.1bUS$493.1bUS$28.1b17.8x19.1x1.1x
Fri, 03 Feb 2023US$548.9bUS$491.0bUS$27.9b18.3x19.7x1.1x
Sun, 01 Jan 2023US$561.8bUS$485.6bUS$27.6b18x20.3x1.2x
Tue, 29 Nov 2022US$566.7bUS$485.1bUS$27.7b19.2x20.5x1.2x
Thu, 27 Oct 2022US$542.7bUS$480.1bUS$29.0b20.6x18.7x1.1x
Sat, 24 Sep 2022US$521.8bUS$471.7bUS$29.0b19.2x18x1.1x
Price to Earnings Ratio

18x


Total Market Cap: US$521.8bTotal Earnings: US$29.0bTotal Revenue: US$471.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Industry Price to Earnings3Y Average 19.9x202320242025
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 27.8x which is higher than its 3-year average PE of 19.9x.
  • 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 5.7% 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 Market1.62%
Consumer Staples-0.93%
Food-0.78%
Agricultural Products0.39%
Packaged Foods and Meats-0.97%
Industry PE
  • Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 22.1x.
    • Analysts are expecting annual earnings growth of 15.8%, which is higher than its past year's earnings growth of 3.1% 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 12.8x.
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 3.1% per year.
  • In contrast, the Agricultural Products industry is expected to see its earnings grow by 14% 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
HSY HersheyUS$193.453.1%
+US$1.2b		-2.9%PE25.6x
DAR Darling IngredientsUS$33.877.0%
+US$352.8m		-4.5%PE50.9x
SFD Smithfield FoodsUS$24.123.4%
+US$310.6m		n/aPE11.5x
MDLZ Mondelez InternationalUS$62.700.2%
+US$168.2m		-16.5%PE22.3x
JBS JBSUS$15.741.0%
+US$130.3m		n/aPE5.6x

Latest News

CALM
US$103.01
Cal-Maine Foods
7D
-5.2%
1Y
45.2%

Cal-Maine Foods, Inc.'s (NASDAQ:CALM) Share Price Is Matching Sentiment Around Its Earnings

Sep 16
Cal-Maine Foods, Inc.'s (NASDAQ:CALM) Share Price Is Matching Sentiment Around Its Earnings
TSN
US$54.34
Tyson Foods
7D
-2.7%
1Y
-12.1%
HSY
US$193.45
Hershey
7D
3.1%
1Y
-2.9%
MKC
US$67.11
McCormick
7D
-3.6%
1Y
-20.6%
AGRO
US$8.21
Adecoagro
7D
3.5%
1Y
-26.6%
DAR
US$33.87
Darling Ingredients
7D
7.0%
1Y
-4.5%

The Return Trends At Darling Ingredients (NYSE:DAR) Look Promising

Sep 08
The Return Trends At Darling Ingredients (NYSE:DAR) Look Promising
SFD
US$24.12
Smithfield Foods
7D
3.4%
1Y
n/a
GIS
US$49.56
General Mills
7D
-1.6%
1Y
-33.5%
LW
US$57.74
Lamb Weston Holdings
7D
1.1%
1Y
-12.1%

Modernizing Food Channels And Expanding QSR Markets Will Unlock Opportunity

Analysts have lowered their earnings expectations and applied discounted valuation multiples to Lamb Weston Holdings due to sluggish category growth, market share losses, and ongoing margin uncertainty, resulting in a consensus price target that remains steady at $63.55. Analyst Commentary Increased caution across the food producer sector due to slower center store category growth and ongoing market share losses.
KHC
US$25.93
Kraft Heinz
7D
-2.8%
1Y
-26.0%

Emerging Markets And E-Commerce Will Fuel Future Upside

Analyst price targets for Kraft Heinz remain unchanged at $29.82 as the planned split into two public companies raises uncertainty around long-term growth, value creation, and weak fundamentals, keeping valuations subdued. Analyst Commentary Announcement of Kraft Heinz's planned split into two publicly traded companies has raised investor uncertainty regarding potential value creation versus value destruction, with debate fueled by Berkshire Hathaway’s public disappointment and lack of a shareholder vote.
MDLZ
US$62.70
Mondelez International
7D
0.2%
1Y
-16.5%
HRL
US$25.02
Hormel Foods
7D
-2.0%
1Y
-22.7%
ADM
US$62.35
Archer-Daniels-Midland
7D
0.3%
1Y
3.1%
SJM
US$104.54
J. M. Smucker
7D
-5.7%
1Y
-12.7%
PPC
US$42.54
Pilgrim's Pride
7D
-2.6%
1Y
2.6%

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$15.74
JBS
7D
1.0%
1Y
n/a