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U.S. Food Industry Analysis

UpdatedJun 19, 2026
DataAggregated Company Financials
Companies140
  • 7D-4.2%
  • 3M-2.2%
  • 1Y-9.5%
  • YTD-0.8%

Over the last 7 days, the Food industry has dropped 4.2%, driven by Mondelez International declining 5.1%. In contrast, Freshpet has gained 10.0%. The industry has fallen 9.5% in the last year. Looking forward, 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
Fri, 19 Jun 2026US$392.7bUS$571.3bUS$11.4b17.1x34.4x0.7x
Sun, 17 May 2026US$401.8bUS$571.6bUS$10.3b18.1x38.9x0.7x
Tue, 14 Apr 2026US$410.6bUS$557.8bUS$9.9b21.3x41.3x0.7x
Thu, 12 Mar 2026US$415.4bUS$556.6bUS$10.1b22.7x41.2x0.7x
Sat, 07 Feb 2026US$432.2bUS$559.3bUS$11.5b22.9x37.7x0.8x
Mon, 05 Jan 2026US$387.3bUS$555.9bUS$14.5b19.5x26.8x0.7x
Wed, 03 Dec 2025US$426.4bUS$569.1bUS$17.3b20.5x24.7x0.7x
Fri, 31 Oct 2025US$493.8bUS$558.4bUS$18.0b17.9x27.4x0.9x
Sun, 28 Sep 2025US$438.8bUS$553.4bUS$16.5b18.1x26.6x0.8x
Tue, 26 Aug 2025US$457.2bUS$554.9bUS$16.2b21.2x28.2x0.8x
Thu, 24 Jul 2025US$461.7bUS$548.7bUS$24.2b19.9x19.1x0.8x
Sat, 21 Jun 2025US$444.5bUS$548.3bUS$23.4b19.3x19x0.8x
Mon, 19 May 2025US$434.8bUS$468.0bUS$22.5b19.5x19.3x0.9x
Wed, 16 Apr 2025US$449.1bUS$472.3bUS$24.9b16.8x18x1x
Fri, 14 Mar 2025US$442.2bUS$471.7bUS$24.4b17.2x18.1x0.9x
Sun, 09 Feb 2025US$432.8bUS$476.0bUS$24.0b19.2x18x0.9x
Tue, 07 Jan 2025US$445.7bUS$464.3bUS$21.6b20.2x20.7x1x
Thu, 05 Dec 2024US$471.4bUS$464.4bUS$21.6b20.3x21.8x1x
Sat, 02 Nov 2024US$471.1bUS$460.7bUS$21.8b17.8x21.6x1x
Mon, 30 Sep 2024US$497.6bUS$462.2bUS$22.2b18.8x22.4x1.1x
Wed, 28 Aug 2024US$492.0bUS$461.1bUS$22.3b19.7x22.1x1.1x
Fri, 26 Jul 2024US$463.8bUS$467.3bUS$23.9b18.7x19.4x1x
Sun, 23 Jun 2024US$460.3bUS$473.7bUS$25.1b14.8x18.3x1x
Tue, 21 May 2024US$491.3bUS$474.0bUS$24.3b18x20.2x1x
Thu, 18 Apr 2024US$466.9bUS$472.7bUS$24.8b16.2x18.8x1x
Sat, 16 Mar 2024US$470.5bUS$473.2bUS$24.5b15.2x19.2x1x
Mon, 12 Feb 2024US$466.0bUS$479.3bUS$25.2b14.6x18.5x1x
Wed, 10 Jan 2024US$500.7bUS$490.0bUS$25.4b16.3x19.7x1x
Fri, 08 Dec 2023US$488.8bUS$490.1bUS$25.5b16.7x19.2x1x
Sun, 05 Nov 2023US$473.3bUS$490.0bUS$26.4b16.2x17.9x1x
Tue, 03 Oct 2023US$490.2bUS$494.0bUS$26.1b18.5x18.7x1x
Thu, 31 Aug 2023US$520.1bUS$491.0bUS$26.4b16.3x19.7x1.1x
Sat, 29 Jul 2023US$547.4bUS$493.7bUS$26.3b17.5x20.8x1.1x
Mon, 26 Jun 2023US$546.3bUS$499.3bUS$26.7b17x20.4x1.1x
Price to Earnings Ratio

20.4x


Total Market Cap: US$546.3bTotal Earnings: US$26.7bTotal Revenue: US$499.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Industry Price to Earnings3Y Average 23.4x202420252026
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 34.4x which is higher than its 3-year average PE of 23.4x.
  • 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 Market1.65%
Consumer Staples-2.33%
Food-4.18%
Packaged Foods and Meats-4.16%
Agricultural Products-4.25%
Industry PE
  • Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 25.5x.
    • Analysts are expecting annual earnings growth of 19.3%, 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 24% 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
FRPT FreshpetUS$55.6610.0%
+US$248.7m		-22.4%PE13.7x
MAMA Mama's CreationsUS$17.7720.1%
+US$121.3m		123.2%PE118.5x
SOWG Sow GoodUS$3.8790.6%
+US$37.0m		-67.5%PE-11.1x
AVO Mission ProduceUS$11.493.2%
+US$31.8m		-8.4%PE44.5x
OFRM Once Upon A Farm PBCUS$19.383.9%
+US$30.2m		n/aPS3.1x

Latest News

MKC
US$46.64
McCormick
7D
-5.3%
1Y
-36.3%
KHC
US$22.82
Kraft Heinz
7D
-5.8%
1Y
-11.1%
SFD
US$24.94
Smithfield Foods
7D
-6.8%
1Y
6.8%
Analysis Article • 12h

Smithfield Foods (SFD) Stock Could Be 29% Below Fair Value After Recent Pullback

Recent Performance Snapshot for Smithfield Foods Stock With no single headline event driving attention today, Smithfield Foods (SFD) is drawing interest as investors review its recent price moves, profitability, and revenue trends across packaged meats, fresh pork, and hog production. The stock last closed at $24.96, with returns down 0.3% over the past day, down 6.1% over the past week, and down 4.3% over the past month, while showing a 7.9% gain over the past 3 months. See our latest...
MDLZ
US$60.12
Mondelez International
7D
-5.1%
1Y
-9.4%
ADM
US$75.10
Archer-Daniels-Midland
7D
-4.8%
1Y
39.1%
PPC
US$27.32
Pilgrim's Pride
7D
-9.1%
1Y
-39.9%
Analysis Article • Jun 17

Pilgrim's Pride (PPC) Stock Could Be 25.9% Undervalued Despite Weak Earnings Outlook

Pilgrim's Pride (PPC) stock is in focus after a recent 3.43% decline, a projected quarterly earnings per share of $0.97 that is well below last year, and a Zacks Rank of #5 (Strong Sell). See our latest analysis for Pilgrim's Pride. At a share price of $29.09, Pilgrim's Pride has seen short term momentum fade, with the 30 day share price return up 5.55% but the year to date share price return down 27.04%. The 1 year total shareholder return has declined 33.71%, compared with a 3 year total...
VITL
US$10.85
Vital Farms
7D
2.9%
1Y
-69.7%
Narrative Update • Jun 17

VITL: Brand Strength And Buybacks Will Support Post-Butter Refocus And Margin Recovery

Analysts kept their fair value estimate for Vital Farms steady at $11.67, reflecting largely unchanged assumptions around discount rate, revenue growth, profit margins, and future P/E. This signals no material shift in their overall price target rationale.
AVO
US$11.49
Mission Produce
7D
3.2%
1Y
-8.4%
BG
US$112.58
Bunge Global
7D
-10.1%
1Y
31.6%
Narrative Update • Jun 16

BG: Cash Flow Recovery And Payout Commitments Will Support Higher Stock Returns

Analysts kept their $142.00 price target on Bunge Global steady, reflecting unchanged assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E, and signaling that recent research has not shifted their overall view of the stock's valuation. What’s in the News for Bunge Global Bunge Global is under scrutiny after reporting a trailing 12 month free cash flow margin of 1.4% in decline, alongside annual earnings per share falling 17% over the past three years.
HSY
US$172.63
Hershey
7D
-4.5%
1Y
1.7%
Narrative Update • Jun 16

HSY: Cocoa Cost Relief And Category Strength Will Support 2026 Earnings Recovery

Hershey's analyst price target remains at $255, as analysts balance a series of recent target reductions with fresh upgrades. These upgrades highlight a more constructive view on the confection category and the company's plans for the second half of 2026.
MAMA
US$17.77
Mama's Creations
7D
20.1%
1Y
123.2%
LWAY
US$25.00
Lifeway Foods
7D
4.9%
1Y
1.5%
BUDA
US$8.47
Buda Juice
7D
16.0%
1Y
n/a
FRPT
US$55.66
Freshpet
7D
10.0%
1Y
-22.4%
Narrative Update • Jun 05

FRPT: Share Repurchase And Mixed Sentiment Will Support Future Upside Potential

Freshpet's updated analyst price target is broadly unchanged overall at $62.00. Recent mixed revisions, including several target cuts and a few modest increases, reflect analysts resetting revenue growth, margin, discount rate, and future P/E assumptions while still seeing the stock supported at around the prior level.
SOWG
US$3.87
Sow Good
7D
90.6%
1Y
-67.5%
OFRM
US$19.38
Once Upon A Farm PBC
7D
3.9%
1Y
n/a