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U.S. Food Industry Analysis

UpdatedDec 10, 2025
DataAggregated Company Financials
Companies151
  • 7D-2.2%
  • 3M-7.4%
  • 1Y-16.1%
  • YTD-11.4%

Over the last 7 days, the Food industry has dropped 2.2%, driven by Mondelez International declining 3.4%. However, the industry is down 16% over the past year. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 10 Dec 2025US$423.3bUS$570.7bUS$17.0b21.5x24.8x0.7x
Fri, 07 Nov 2025US$414.3bUS$568.8bUS$17.9b18.5x23.2x0.7x
Sun, 05 Oct 2025US$444.0bUS$553.4bUS$16.2b18x27.4x0.8x
Tue, 02 Sep 2025US$449.2bUS$555.0bUS$16.0b20.7x28.1x0.8x
Thu, 31 Jul 2025US$460.7bUS$548.6bUS$24.2b19.7x19.1x0.8x
Sat, 28 Jun 2025US$444.2bUS$548.9bUS$23.2b19.1x19.2x0.8x
Mon, 26 May 2025US$426.1bUS$468.1bUS$22.5b19.1x18.9x0.9x
Wed, 23 Apr 2025US$443.7bUS$472.3bUS$24.8b17.4x17.9x0.9x
Fri, 21 Mar 2025US$439.6bUS$471.5bUS$24.3b17.5x18.1x0.9x
Sun, 16 Feb 2025US$435.1bUS$475.9bUS$25.7b19.3x16.9x0.9x
Tue, 14 Jan 2025US$422.9bUS$461.6bUS$21.1b19.6x20x0.9x
Thu, 12 Dec 2024US$466.5bUS$464.4bUS$21.6b20.5x21.6x1x
Sat, 09 Nov 2024US$467.1bUS$460.6bUS$21.7b18.7x21.5x1x
Mon, 07 Oct 2024US$487.4bUS$462.1bUS$22.6b18.5x21.5x1.1x
Wed, 04 Sep 2024US$492.5bUS$461.5bUS$22.2b21.6x22.1x1.1x
Fri, 02 Aug 2024US$474.2bUS$461.9bUS$21.7b19.3x21.8x1x
Sun, 30 Jun 2024US$457.1bUS$473.4bUS$25.1b14.5x18.2x1x
Tue, 28 May 2024US$479.4bUS$474.1bUS$24.3b17.6x19.7x1x
Thu, 25 Apr 2024US$485.4bUS$476.3bUS$24.6b16.9x19.7x1x
Sat, 23 Mar 2024US$486.2bUS$473.0bUS$24.7b15.3x19.7x1x
Mon, 19 Feb 2024US$465.5bUS$478.2bUS$24.9b14.8x18.7x1x
Wed, 17 Jan 2024US$494.7bUS$489.9bUS$25.4b15.9x19.4x1x
Fri, 15 Dec 2023US$503.7bUS$490.1bUS$25.5b16.9x19.8x1x
Sun, 12 Nov 2023US$472.0bUS$490.1bUS$26.5b16x17.8x1x
Tue, 10 Oct 2023US$467.7bUS$494.5bUS$26.4b17.3x17.7x0.9x
Thu, 07 Sep 2023US$501.2bUS$491.4bUS$26.4b15.6x19x1x
Sat, 05 Aug 2023US$542.5bUS$491.0bUS$27.4b17.4x19.8x1.1x
Mon, 03 Jul 2023US$542.6bUS$499.6bUS$26.6b17.3x20.4x1.1x
Wed, 31 May 2023US$547.3bUS$499.2bUS$27.6b18x19.8x1.1x
Fri, 28 Apr 2023US$574.2bUS$496.0bUS$28.1b18.6x20.5x1.2x
Sun, 26 Mar 2023US$546.6bUS$494.3bUS$27.8b18.1x19.7x1.1x
Tue, 21 Feb 2023US$551.2bUS$492.3bUS$27.9b18.9x19.8x1.1x
Thu, 19 Jan 2023US$543.9bUS$486.7bUS$28.1b18.3x19.4x1.1x
Sat, 17 Dec 2022US$560.8bUS$485.2bUS$27.7b18.5x20.3x1.2x
Price to Earnings Ratio

20.3x


Total Market Cap: US$560.8bTotal Earnings: US$27.7bTotal Revenue: US$485.2bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Industry Price to Earnings3Y Average 20.5x202320242025
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 24.8x which is higher than its 3-year average PE of 20.5x.
  • The industry is trading close to its 3-year average PS ratio of 0.99x.
Past Earnings Growth
  • The earnings for companies in the Food industry have declined 15% 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 Market0.071%
Consumer Staples-1.20%
Food-2.18%
Packaged Foods and Meats-1.87%
Agricultural Products-3.88%
Industry PE
  • Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 22.6x.
    • Analysts are expecting annual earnings growth of 15.6%, which is higher than its past year's earnings growth of 6.6% 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 13.3x.
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 growth rate of 2.9% per year.
  • In contrast, the Packaged Foods and Meats industry is expected to see its earnings grow by 16% 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
HRL Hormel FoodsUS$23.631.5%
+US$200.6m		-28.7%PE27.2x
CALM Cal-Maine FoodsUS$86.284.4%
+US$175.1m		-18.4%PE3.3x
VITL Vital FarmsUS$33.339.2%
+US$125.8m		-13.9%PE24.7x
FRPT FreshpetUS$64.654.0%
+US$120.6m		-55.9%PE25.6x
K KellanovaUS$83.450.4%
+US$107.9m		3.5%PE22.7x

Latest News

AGRO
US$8.32
Adecoagro
7D
3.0%
1Y
-23.3%
CPB
US$28.47
Campbell's
7D
-4.6%
1Y
-33.8%
MAMA
US$14.32
Mama's Creations
7D
22.7%
1Y
51.4%
ADM
US$58.07
Archer-Daniels-Midland
7D
-3.7%
1Y
11.5%

ADM: Weaker Carbohydrate Demand And Policy Shifts Will Shape Returns Ahead

Analysts have trimmed their price target on Archer-Daniels-Midland by $2 to $59, citing persistent profit headwinds tied to softer demand in the Carbohydrate Solutions segment and broader weakness in packaged foods, particularly products with sugar additives. Analyst Commentary Analysts characterize the latest move to trim the price target to $59 as a reflection of mounting execution risk rather than a collapse in fundamentals, with the rating cut to Underweight signaling reduced confidence in near term outperformance.
HRL
US$23.63
Hormel Foods
7D
1.5%
1Y
-28.7%
CALM
US$86.28
Cal-Maine Foods
7D
4.4%
1Y
-18.4%
BG
US$91.45
Bunge Global
7D
-4.8%
1Y
8.0%

Bunge Global (NYSE:BG) Is Due To Pay A Dividend Of $0.70

Dec 03
Bunge Global (NYSE:BG) Is Due To Pay A Dividend Of $0.70
K
US$83.45
Kellanova
7D
0.4%
1Y
3.5%
HSY
US$178.78
Hershey
7D
-1.0%
1Y
1.0%
DOLE
US$14.67
Dole
7D
1.2%
1Y
-0.7%
FRPT
US$64.65
Freshpet
7D
4.0%
1Y
-55.9%

Freshpet (NASDAQ:FRPT) Shareholders Will Want The ROCE Trajectory To Continue

Nov 29
Freshpet (NASDAQ:FRPT) Shareholders Will Want The ROCE Trajectory To Continue
LW
US$58.23
Lamb Weston Holdings
7D
-3.7%
1Y
-22.3%

LW: Recovering Volume In North America Will Drive Renewed Uptrend

Analysts have raised their price targets for Lamb Weston Holdings, with the consensus moving up by $2 to $63 per share. They cite stronger-than-expected North American volume growth and improving gross margins as key drivers of renewed confidence in the company's recovery.
MDLZ
US$54.11
Mondelez International
7D
-3.4%
1Y
-14.3%

MDLZ: AI-Driven Cost Cuts Will Support Margin Expansion Amid Commodity Relief

Mondelez International's fair value estimate has been modestly reduced to $69.02 per share. Analysts cite softer Q3 results, evolving market dynamics, and tempered near-term earnings forecasts as key reasons for recent price target adjustments across the Street.
KHC
US$24.23
Kraft Heinz
7D
-3.2%
1Y
-22.6%

KHC: Upcoming Split And Industry Challenges Will Influence Share Performance In 2025

Kraft Heinz's analyst price target has been revised downward by $0.05 to $27.08. This reflects a cautious analyst outlook amid ongoing concerns about industry headwinds, soft fundamentals, and uncertainty following the company's planned split.
JBS
US$13.86
JBS
7D
-6.1%
1Y
n/a
VITL
US$33.33
Vital Farms
7D
9.2%
1Y
-13.9%