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U.S. Packaged Foods and Meats Industry Analysis

UpdatedNov 14, 2025
DataAggregated Company Financials
Companies113
  • 7D1.1%
  • 3M-6.9%
  • 1Y-14.9%
  • YTDn/a

The Packaged Foods and Meats industry is up 1.1% in the last week, with Hershey up 6.1%. During this same period, the Lamb Weston Holdings underperformed, falling 5.6%. However, the industry is down 15% 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. Packaged Foods and Meats Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 18 Nov 2025US$358.4bUS$408.1bUS$14.2b18.7x25.3x0.9x
Thu, 16 Oct 2025US$371.5bUS$398.6bUS$13.1b20x28.3x0.9x
Sat, 13 Sep 2025US$383.7bUS$403.3bUS$13.1b21.3x29.2x1x
Mon, 11 Aug 2025US$390.8bUS$397.7bUS$13.1b20.9x29.9x1x
Wed, 09 Jul 2025US$394.4bUS$394.9bUS$20.2b20.9x19.6x1x
Fri, 06 Jun 2025US$380.2bUS$313.8bUS$19.4b21.4x19.6x1.2x
Sun, 04 May 2025US$388.0bUS$313.8bUS$19.9b20.5x19.5x1.2x
Tue, 01 Apr 2025US$401.2bUS$312.9bUS$20.9b21x19.2x1.3x
Thu, 27 Feb 2025US$406.2bUS$318.1bUS$22.0b20.2x18.5x1.3x
Sat, 25 Jan 2025US$375.2bUS$303.1bUS$18.1b21x20.7x1.2x
Mon, 23 Dec 2024US$391.8bUS$303.3bUS$17.9b21.6x21.9x1.3x
Wed, 20 Nov 2024US$402.0bUS$297.9bUS$17.8b20.9x22.6x1.3x
Fri, 18 Oct 2024US$430.5bUS$297.6bUS$17.7b21.2x24.3x1.4x
Sun, 15 Sep 2024US$439.1bUS$297.1bUS$17.4b22.4x25.3x1.5x
Tue, 13 Aug 2024US$422.6bUS$296.4bUS$17.5b21.5x24.2x1.4x
Thu, 11 Jul 2024US$391.8bUS$303.7bUS$19.2b18.4x20.4x1.3x
Sat, 08 Jun 2024US$409.7bUS$304.0bUS$19.2b17.5x21.4x1.3x
Mon, 06 May 2024US$421.2bUS$304.0bUS$18.0b18.1x23.4x1.4x
Wed, 03 Apr 2024US$423.7bUS$298.2bUS$18.1b21.5x23.4x1.4x
Fri, 01 Mar 2024US$412.4bUS$300.4bUS$17.8b20.7x23.2x1.4x
Sun, 28 Jan 2024US$429.4bUS$310.2bUS$18.8b19.7x22.9x1.4x
Tue, 26 Dec 2023US$418.1bUS$310.2bUS$18.8b19.2x22.2x1.3x
Thu, 23 Nov 2023US$407.7bUS$310.7bUS$18.9b19.5x21.5x1.3x
Sat, 21 Oct 2023US$385.3bUS$309.2bUS$19.5b19.6x19.7x1.2x
Mon, 18 Sep 2023US$430.9bUS$305.8bUS$19.5b22.3x22.1x1.4x
Wed, 16 Aug 2023US$445.4bUS$306.2bUS$19.5b20x22.9x1.5x
Fri, 14 Jul 2023US$458.5bUS$304.6bUS$19.6b19.2x23.4x1.5x
Sun, 11 Jun 2023US$476.8bUS$309.6bUS$20.1b20.4x23.7x1.5x
Tue, 09 May 2023US$505.8bUS$309.2bUS$22.1b20.8x22.9x1.6x
Thu, 06 Apr 2023US$488.0bUS$305.9bUS$21.6b20.5x22.6x1.6x
Sat, 04 Mar 2023US$463.4bUS$304.2bUS$21.6b21.4x21.5x1.5x
Mon, 30 Jan 2023US$460.7bUS$301.2bUS$22.0b23.9x21x1.5x
Wed, 28 Dec 2022US$479.4bUS$300.0bUS$21.6b21.8x22.2x1.6x
Fri, 25 Nov 2022US$478.3bUS$299.6bUS$21.6b27.9x22.2x1.6x
Price to Earnings Ratio

22.2x


Total Market Cap: US$478.3bTotal Earnings: US$21.6bTotal Revenue: US$299.6bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Packaged Foods and Meats Industry Price to Earnings3Y Average 22.6x202320242025
Current Industry PE
  • Investors are optimistic on the American Packaged Foods and Meats industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 25.3x which is higher than its 3-year average PE of 22.6x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.88x.
Past Earnings Growth
  • The earnings for companies in the Packaged Foods and Meats industry have declined 13% per year over the last three years.
  • Meanwhile revenues for these companies have grown 11% 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 Comparison

How does U.S. Packaged Foods and Meats compare with similar industries?

US Market-0.39%
Consumer Staples0.63%
Food1.25%
Packaged Foods and Meats1.09%
Agricultural Products2.17%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
HSY HersheyUS$179.006.0%
+US$2.0b		5.3%PE26.7x
JBS JBSUS$13.865.8%
+US$842.9m		n/aPE7.1x
GIS General MillsUS$46.971.6%
+US$400.1m		-25.3%PE8.6x
SEB SeaboardUS$4.04k6.0%
+US$219.9m		51.0%PE9.7x
KHC Kraft HeinzUS$24.490.5%
+US$130.2m		-21.2%PS1.2x

Latest News

KHC
US$24.49
Kraft Heinz
7D
0.5%
1Y
-21.2%
JBS
US$13.86
JBS
7D
5.8%
1Y
n/a
LW
US$56.25
Lamb Weston Holdings
7D
-6.8%
1Y
-26.8%

LW: Volume Gains And Gross Margins Will Support Renewed Recovery Momentum

Analysts have lifted their price targets for Lamb Weston Holdings, with increases ranging from $2 to $3 per share. This is based on improving volume growth, gross margins, and signs of renewed commercial momentum, which are supporting a more optimistic outlook for the company's recovery.
MDLZ
US$55.57
Mondelez International
7D
-1.2%
1Y
-13.0%

MDLZ: AI-Driven Marketing Will Improve Margins and Unlock Cost Savings

Analysts have slightly reduced their fair value estimate for Mondelez International to $69.07 from $69.61. This change reflects recent price target downgrades that cite ongoing challenges in sales growth and evolving market dynamics for consumer staples.
HRL
US$22.28
Hormel Foods
7D
0.6%
1Y
-24.2%

HRL: Earnings Recovery Will Be Driven by Food Retail Dynamics Ahead

Hormel Foods' analyst price target was revised downward from $28.75 to $27.06 as analysts cited lackluster recent results and a tempered near-term outlook, even though some encouraging underlying trends were noted. Analyst Commentary Recent street research on Hormel Foods reveals a mix of cautious optimism and ongoing concerns as analysts weighed recent financial results and the company’s outlook.
TSN
US$53.11
Tyson Foods
7D
-1.5%
1Y
-17.7%

TSN: Resilient Margins And Clean Label Moves Will Support Moderate Upside

Analysts have raised their fair value estimate for Tyson Foods from $61.75 to approximately $62.67 per share. They cite resilient profit margins and a constructive outlook for the protein industry, despite ongoing sector headwinds.
GIS
US$46.97
General Mills
7D
1.6%
1Y
-25.3%
TR
US$39.30
Tootsie Roll Industries
7D
3.0%
1Y
25.2%
FRPT
US$52.74
Freshpet
7D
-4.7%
1Y
-65.0%

FRPT: Expanding Brand Reach Will Drive Resilience Despite Sales Deceleration

Freshpet's analyst price target has been lowered significantly, with the estimate dropping from approximately $76.06 to $69.56. Analysts cite slowing revenue growth and increased competitive pressures as key reasons for the more cautious outlook.
SFD
US$21.18
Smithfield Foods
7D
-3.6%
1Y
n/a
SMPL
US$20.19
Simply Good Foods
7D
5.0%
1Y
-46.6%

SMPL: Equity Buybacks And Neutral Ratings Will Support Shareholder Value Ahead

Analysts have lowered their fair value estimate for Simply Good Foods from $35.20 to $29.70. They cite a reduced outlook for revenue growth and sector-wide caution among consumer staples stocks.
OTLY
US$12.51
Oatly Group
7D
-18.8%
1Y
-3.3%
MZTI
US$168.07
Marzetti
7D
-2.5%
1Y
-6.6%
HSY
US$179.00
Hershey
7D
6.0%
1Y
5.3%
SEB
US$4,038.52
Seaboard
7D
6.0%
1Y
51.0%
VITL
US$30.74
Vital Farms
7D
-6.8%
1Y
5.5%