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S FoodsTSE:2292 -0.29%70 Gross Margin % is 11.73% as of Feb. 2026, which is 16% below its 10-year median of 13.98. GuruFocus rates TSE:2292 with a GF Score™ of 70/100 and a GF Value™ of 円3,185.27 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 1,908 Consumer Packaged Goods companies, S Foods ranks worse than 82.6% on this metric.
Gross Margin % is calculated as gross profit divided by its revenue. S Foods's Gross Profit for the
three
months ended in Feb. 2026 was 円14,733 Mil. S Foods's Revenue for the
three
months ended in Feb. 2026 was 円125,617 Mil. Therefore, S Foods's Gross Margin % for the quarter that ended in Feb. 2026 was 11.73%.
Warning Sign:
S Foods Inc gross margin has been in long-term decline. The average rate of decline per year is -7.9%.
The historical rank and industry rank for S Foods's Gross Margin % or its related term are showing as below:
TSE:2292'
s Gross Margin % Range Over the Past 10 Years
Min: 10.23 Med: 13.98 Max: 15.62
Current: 11.44
During the past 13 years, the highestGross Margin % of S Foods was 15.62%. The lowest was 10.23%. And the median was 13.98%.
TSE:2292's Gross Margin % is ranked worse than 82.6% of 1908
companies
in the Consumer Packaged Goods industry
Industry Median: 26.345
vs TSE:2292: 11.44
S Foods had a gross margin of 11.73% for the quarter that ended in Feb. 2026 => No sustainable competitive advantage
The 5-Year average Growth Rate of Gross Margin for S Foods was -7.90% per year.
S Foods (TSE:2292) Gross Margin % Explanation
Warren Buffett believes that firms with excellent long term economics tend to have consistently higher margins.
Durable competitive advantage creates a high Gross Margin % because of the freedom to price in excess of cost. Companies can be categorized by their Gross Margin %
1. Greater than 40% = Durable competitive advantage
2. Less than 40% = Competition eroding margins
3. Less than 20% = no sustainable competitive advantage
Consistency of Gross Margin is key
S Foods had a gross margin of 11.73% for the quarter that ended in Feb. 2026 => No sustainable competitive advantage
Be Aware
If a company loses its competitive advantages, usually its gross margin declines well before its sales declines. Watching Gross Margin % and Operating Margin % closely helps avoid value trap situations.
S Foods Gross Margin % Related Terms
S Foods Gross Margin % Historical Data
* Premium members only.
The historical data trend for S Foods's Gross Margin % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
TSE:2292 vs ADM, BG, TSN: Gross Margin % Comparison
For the Farm Products subindustry, S Foods's Gross Margin %, along with its competitors' market caps and Gross Margin % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
S Foods Gross Margin % vs Consumer Packaged Goods Industry
For the Consumer Packaged Goods industry and Consumer Defensive sector, S Foods's Gross Margin % distribution charts can be found below:
* The bar in red indicates where S Foods's Gross Margin % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
A positive Gross Profit is only the first step for a company to make a net profit. The gross profit needs to be big enough to also cover related labor, equipment, rental, marketing/advertising, research and development and a lot of other costs in selling the products.
S Foods (TSE:2292) has a Gross Margin % of 11.73% as of Feb. 2026. Gross margin is the ratio of total gross profit to net sales. View historical data on S Foods and its competitors. This is 16% below median its historical median of 13.98. Over the past decade, S Foods' Gross Margin % has ranged from 10.23 to 15.62. According to the industry distribution chart, S Foods ranks #1576 out of 1908 companies in the Consumer Packaged Goods industry, placing it in the top 82.6%.
Is S Foods' Gross Margin % too high?
S Foods' current Gross Margin % of 11.73% is 16% below median its 10-year median of 13.98. Over the past 10 years, this metric has ranged from a low of 10.23 to a high of 15.62. The Consumer Packaged Goods industry median Gross Margin % is 26.35. S Foods' value of 11.73% is 55.5% below this industry median. Based on the distribution chart, S Foods ranks #1576 out of 1908 companies in the Consumer Packaged Goods industry, which is in the bottom quartile relative to peers. Overall, S Foods has a GF Score™ of 70/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does S Foods' Gross Margin % compare to ADM and BG?
According to the Consumer Packaged Goods industry distribution chart, S Foods ranks #1576 out of 1908 companies for Gross Margin %. This places S Foods in the lower half of its industry. The industry median Gross Margin % is 26.35. S Foods' value of 11.73% is 55.5% below this benchmark. Historically, S Foods' own Gross Margin % has ranged from 10.23 to 15.62 over the past decade. While the company's 10-year median is 13.98 vs. the industry median of 26.35, S Foods has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Gross Margin % for a Consumer Packaged Goods company?
The median Gross Margin % among Consumer Packaged Goods companies is 26.35, based on 1,908 companies in the industry. Companies in the top quartile (top 25%) have a Gross Margin % significantly above this median, while those in the bottom quartile fall well below. However, Gross Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. S Foods's current Gross Margin % of 11.73% is 55.5% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Gross Margin % mean?
A high Gross Margin % can signal that a stock is expensive relative to its fundamentals. Gross margin is the ratio of total gross profit to net sales. View historical data on S Foods and its competitors. For the Consumer Packaged Goods industry, the median Gross Margin % is 26.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. S Foods's current Gross Margin % is 11.73%, which is 16% below median its own 10-year median of 13.98. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is S Foods stock overvalued right now?
Based on GuruFocus' analysis, S Foods (TSE:2292) is currently considered Modestly Undervalued. The stock's GF Value™ is 円3,185.27, compared to a current price of 円2,753.00 — trading 13.6% below its estimated fair value. The current Gross Margin % is 11.73%, which is 16% below median its 10-year median of 13.98 and 55.5% below the Consumer Packaged Goods industry median of 26.35. S Foods' overall GF Score™ is 70/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Gross Margin % calculated?
Gross Margin % is calculated from a company's financial statements. For S Foods (TSE:2292), the current Gross Margin % is 11.73% as of Feb. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is S Foods (TSE:2292) Overvalued in 2026?
Based on GuruFocus' analysis, S Foods stock appears to be undervalued.
The current stock price of 円2,753.00 is trading 13.6% below its estimated GF Value™ of 円3,185.27.
GuruFocus considers S Foods to be Modestly Undervalued.
Key valuation signals for TSE:2292:
Gross Margin %: 11.73% (16% below median its 10-year median of 13.98)
GF Value™: 円3,185.27 vs. price of 円2,753.00 (13.6% below fair value)
Industry Position: 55.5% below the Consumer Packaged Goods median (#1576 of 1908)
No single metric tells the full story. See the TSE:2292 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
S Foods Inc is a Japan-based company that makes and sells meat products. Operations are broken up into three business segments. The Wholesale and Manufacturing segment is engaged in the manufacturing and sale of processed meat, cooked food, prepared food, sauces and seasonings, as well as the sale of meat. The Retail segment is engaged in the retail of meat and the operation of restaurants. The Others segment sells health food and leases real estate properties. S Foods also sells water, leases real estate, and operates refrigerated warehouses.
70GF Score
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