Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Food Industry Analysis

UpdatedAug 30, 2026
DataAggregated Company Financials
Companies131
  • 7D-1.1%
  • 3M3.5%
  • 1Y-3.8%
  • YTD6.6%

Over the last 7 days, the Food industry has dropped 1.1%, driven by a pullback from Mondelez International of 3.2%. On the other hand J. M. Smucker is actually up 6.5%. The industry has fallen 3.8% in the last year. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 30 Aug 2026US$416.3bUS$588.8bUS$11.3b18x36.8x0.7x
Tue, 28 Jul 2026US$409.5bUS$571.2bUS$6.7b18x60.7x0.7x
Thu, 25 Jun 2026US$393.2bUS$571.3bUS$11.4b15.9x34.4x0.7x
Sat, 23 May 2026US$404.8bUS$571.6bUS$10.3b18.6x39.2x0.7x
Mon, 20 Apr 2026US$401.8bUS$557.8bUS$9.9b21.3x40.4x0.7x
Wed, 18 Mar 2026US$409.1bUS$556.3bUS$10.0b21.7x40.7x0.7x
Fri, 13 Feb 2026US$440.7bUS$556.2bUS$10.0b24.1x44.1x0.8x
Sun, 11 Jan 2026US$391.7bUS$555.7bUS$14.3b21.7x27.3x0.7x
Tue, 09 Dec 2025US$428.2bUS$570.8bUS$17.1b20.6x25.1x0.8x
Thu, 06 Nov 2025US$414.2bUS$559.4bUS$17.9b17.8x23.1x0.7x
Sat, 04 Oct 2025US$439.9bUS$553.4bUS$16.2b18x27.2x0.8x
Mon, 01 Sep 2025US$449.2bUS$554.9bUS$16.0b20.7x28.1x0.8x
Wed, 30 Jul 2025US$458.5bUS$548.0bUS$24.1b19.6x19x0.8x
Fri, 27 Jun 2025US$440.5bUS$548.6bUS$23.2b19.3x19x0.8x
Sun, 25 May 2025US$426.1bUS$468.1bUS$22.5b19.1x18.9x0.9x
Tue, 22 Apr 2025US$444.5bUS$472.3bUS$24.9b17.2x17.8x0.9x
Thu, 20 Mar 2025US$441.6bUS$471.5bUS$24.3b17.5x18.2x0.9x
Sat, 15 Feb 2025US$437.6bUS$475.9bUS$25.7b19.3x17x0.9x
Mon, 13 Jan 2025US$422.9bUS$461.6bUS$21.2b19.7x20x0.9x
Wed, 11 Dec 2024US$466.6bUS$464.4bUS$21.6b20.5x21.6x1x
Fri, 08 Nov 2024US$472.4bUS$460.6bUS$21.9b18.4x21.5x1x
Sun, 06 Oct 2024US$487.9bUS$462.1bUS$22.6b18.5x21.6x1.1x
Tue, 03 Sep 2024US$492.5bUS$461.5bUS$22.2b20.9x22.1x1.1x
Thu, 01 Aug 2024US$474.4bUS$461.7bUS$21.5b19.3x22.1x1x
Sat, 29 Jun 2024US$458.3bUS$473.4bUS$25.1b14.5x18.3x1x
Mon, 27 May 2024US$479.2bUS$474.0bUS$24.3b17.6x19.7x1x
Wed, 24 Apr 2024US$485.4bUS$478.2bUS$25.0b16.8x19.4x1x
Fri, 22 Mar 2024US$482.8bUS$473.0bUS$24.7b15.3x19.5x1x
Sun, 18 Feb 2024US$465.5bUS$478.2bUS$24.9b14.8x18.7x1x
Tue, 16 Jan 2024US$494.7bUS$490.0bUS$25.4b15.9x19.4x1x
Thu, 14 Dec 2023US$493.9bUS$490.1bUS$25.5b17.2x19.4x1x
Sat, 11 Nov 2023US$471.4bUS$490.1bUS$26.4b16x17.8x1x
Mon, 09 Oct 2023US$464.1bUS$494.5bUS$26.4b16.8x17.6x0.9x
Wed, 06 Sep 2023US$503.9bUS$491.4bUS$26.4b15.6x19.1x1x
Price to Earnings Ratio

19.1x


Total Market Cap: US$503.9bTotal Earnings: US$26.4bTotal Revenue: US$491.4bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Food Industry Price to Earnings3Y Average 24.9x202420252026
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 36.8x which is higher than its 3-year average PE of 24.9x.
  • The industry is trading close to its 3-year average PS ratio of 0.89x.
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 6.2% 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 Market0.28%
Consumer Staples-0.96%
Food-1.13%
Agricultural Products0.82%
Packaged Foods and Meats-1.67%
Industry PE
  • Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 27.2x.
    • Analysts are expecting annual earnings growth of 22.0%, which is higher than its past year's earnings decline of 3.4% 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 17.5x.
Forecasted Growth
  • Analysts are most optimistic on the Packaged Foods and Meats industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 3.4% per year.
  • In contrast, the Agricultural Products industry is expected to see its earnings grow by 15% 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
SJM J. M. SmuckerUS$132.346.5%
+US$849.6m		19.8%PE61.6x
GIS General MillsUS$41.554.0%
+US$844.7m		-15.8%PS1.2x
ADM Archer-Daniels-MidlandUS$81.541.5%
+US$597.6m		30.2%PE22.2x
BG Bunge GlobalUS$115.482.1%
+US$455.3m		37.1%PE22x
POST Post HoldingsUS$85.356.0%
+US$213.2m		-24.6%PE12.8x

Latest News

SJM
US$132.34
J. M. Smucker
7D
6.5%
1Y
19.8%
HRL
US$21.57
Hormel Foods
7D
-9.7%
1Y
-15.2%
BG
US$115.48
Bunge Global
7D
2.1%
1Y
37.1%
Seeking Alpha • Aug 28

Why Bunge Is A Buy On The Pullback Due To Global Agriculture Demand (Upgrade)

Summary Bunge Global SA is upgraded to Buy, driven by global agricultural demand and sector dominance. BG benefits from rising energy and agricultural prices, recent earnings beats, and strong sector positioning among the ABCD companies. Despite historical volatility, BG's long-term uptrend and compelling macro tailwinds support further upside and opportunistic buying on corrections. BG's profitability outlook remains robust, with food and fuel demand growth offsetting risks from cyclical downturns and geopolitical disruptions. Read the full article on Seeking Alpha
MZTI
US$114.84
Marzetti
7D
2.9%
1Y
-37.1%
Analysis Article • Aug 28

The Marzetti Company Just Beat EPS By 5.7%: Here's What Analysts Think Will Happen Next

The Marzetti Company ( NASDAQ:MZTI ) last week reported its latest full-year results, which makes it a good time for...
MDLZ
US$62.36
Mondelez International
7D
-3.2%
1Y
1.5%
GIS
US$41.55
General Mills
7D
4.0%
1Y
-15.8%
JBS
US$13.59
JBS
7D
-1.7%
1Y
-16.2%
ADM
US$81.54
Archer-Daniels-Midland
7D
1.5%
1Y
30.2%
KHC
US$25.70
Kraft Heinz
7D
0.5%
1Y
-8.1%
Narrative Update • Aug 25

KRAFT HEINZ (KHC): Pass me the 7% Dividend, Please

Originally posted on the Woodworth Contrarian news page here: https://www.woodworth.fund/news/khc-pass-me-the-dividend Brought to you by Drew Millegan & The Woodworth Contrarian Fund Kraft Heinz has been passed around a lot between institutional investors over the last few years. The staying power of the brands is nothing to be scoffed at, and the global reach is the envy of staples companies everywhere, but the company has also definitely been the victim of financial engineering.
DAR
US$64.32
Darling Ingredients
7D
-2.2%
1Y
89.4%
Narrative Update • Aug 24

DAR: Supportive Renewable Diesel Policy Will Drive Future Upside Potential

Analysts have raised their fair value estimate for Darling Ingredients from $85 to $90, noting higher price targets on the stock that reflect supportive renewable diesel policy, solid Diamond Green Diesel utilization, and an emphasis on net debt reduction and DGD margins. Analyst Commentary on Darling Ingredients Recent research on Darling Ingredients highlights generally constructive sentiment, with several bullish analysts revisiting their valuation frameworks after earnings and policy updates.
POST
US$85.35
Post Holdings
7D
6.0%
1Y
-24.6%
New Narrative • Aug 24

Pet Food And Cost Efficiencies Will Drive Stronger Margins And Earnings Stability

Catalysts About Post Holdings Post Holdings is a consumer packaged goods company with businesses in foodservice, retail grocery and pet food. What are the underlying business or industry changes driving this perspective?
CPB
US$23.39
Campbell's
7D
-2.3%
1Y
-26.7%
Seeking Alpha • Aug 21

Campbell's: Times Are Tough, But Shares Are Cheap Enough To Ride The Pain Out

Summary The Campbell's Company remains a Buy despite deteriorating fundamentals, as shares are unreasonably cheap both absolutely and relative to peers. CPB faces revenue and profit declines due to volume weakness, private label competition, and cost inflation, but productivity improvements partially offset these pressures. Management expects organic revenue to drop 1–2% and adjusted EPS between $2.15 and $2.25 for the year, with further weakness likely in the upcoming quarter. While near-term pain is anticipated, CPB's brand strength and valuation justify patience for long-term investors, warranting a soft Buy rating. Read the full article on Seeking Alpha
TSN
US$55.40
Tyson Foods
7D
-5.3%
1Y
-2.4%
LW
US$54.98
Lamb Weston Holdings
7D
2.4%
1Y
-4.4%
Narrative Update • Aug 19

LW: Future Returns Will Hinge On North America Turnaround And Margin Recovery

Lamb Weston Holdings' updated analyst price target has shifted from $40 to $52, reflecting analyst views that recent Q4 upside, cost savings, and progress in the North America turnaround support a higher valuation multiple and more confident long term profit expectations. Analyst Commentary Recent research updates around Lamb Weston Holdings point to a more constructive tone on the Q4 delivery and the North America turnaround, but they also highlight several areas where analysts remain cautious.
HSY
US$179.05
Hershey
7D
-4.0%
1Y
-2.6%
SEB
US$3,913.21
Seaboard
7D
-8.1%
1Y
-1.4%