industry intelligence
Measured conclusion
Latest qualified tape
Industry Sentiment Dossier
Food Distribution sentiment intelligence
Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.
Weighted tone52.6Neutral is 50
Constructive but selective
54/100 narrative breadth
65/100 evidence confidence
61 qualified equities from 115 latest records
Executive Evidence Brief
A balanced headline masks a selective company tape
Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.
Evidence that supports the read
Direct company coverage supplies 99% of the measured article set.
Positive one-week price responses appear across 56% of measured equities.
Conditions that limit conviction
Evidence confidence is 65/100 and should limit conviction in the aggregate read.
Narrative Breadth
How widely tone is shared
54Breadth
Constructive58.2%
Balanced5691.8%
Cautious00.0%
Score Distribution
Shape of the company tape
0Strong caution
0Cautious
56Balanced
5Constructive
0Strongly constructive
Evidence Quality
Reliability of the read
65/100 group confidence
High confidence26
Usable evidence7
Developing28
776 relevant story observations across 379 publisher signals. 99% is direct company evidence.
13-Week Trajectory
Weighted tone and participation
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50
The path uses a fixed quality sample of up to 61 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.
Market Confirmation
How price is responding to the news tape
Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.
Internal Leadership
Country map
20 thin groups are withheld because they contain fewer than 5 qualified securities.
Narrative Dispersion
Parent-sector context
Strongest tone
Consumer Defensive52.661 equities · 65/100 confidencePeer Comparison
Where this read sits in the ranked tape
Oil & Gas Integrated57.070/100 confidence · 102 equitiesDiscount Stores56.575/100 confidence · 50 equitiesHealthcare Plans55.778/100 confidence · 34 equitiesBanks - Diversified55.775/100 confidence · 123 equitiesDrug Manufacturers - Specialty & Generic52.159/100 confidence · 648 equitiesConglomerates52.153/100 confidence · 449 equitiesFood Distribution52.152/100 confidence · 115 equitiesUtilities - Diversified52.057/100 confidence · 76 equitiesElectronic Components52.051/100 confidence · 594 equitiesDiversified Telecommunication Services50.056/100 confidence · 1 equitiesCoking Coal49.961/100 confidence · 31 equitiesInsurance49.072/100 confidence · 2 equitiesSoftware41.082/100 confidence · 1 equities
Catalyst Lens
What is moving the narrative
Market update3862.3% of equities · tone 51.6
Earnings2236.1% of equities · tone 54.6
Capital return11.6% of equities · tone 50.0
Publisher Lens
Where the latest observations came from
TradingView2439.3% of equities · tone 50.5
Stock Titan34.9% of equities · tone 55.5
marketscreener.com34.9% of equities · tone 52.2
TipRanks34.9% of equities · tone 51.9
Market source23.3% of equities · tone 55.4
Seeking Alpha23.3% of equities · tone 54.6
simplywall.st23.3% of equities · tone 52.1
MarketBeat23.3% of equities · tone 50.0
Positioning Lens
What deserves attention
Score rank#84among 157 measured industries
Parent spread+0.7versus Consumer Defensive
Cross-company dispersion3.4higher values mean a less uniform tape
Security Evidence
The equities behind the read
Constructive leaders
CHEF63
The Chefs Warehouse Inc
Positive news being faded · -4.5% 1W
Earnings · 88/100 confidence · 47 direct storiesANDE61
The Andersons Inc
Positive news being faded · -7.6% 1W
Earnings · 86/100 confidence · 37 direct storiesSYY58
Sysco Corporation
Positive news being faded · -1.1% 1W
Earnings · 85/100 confidence · 11 direct storiesPFGC58
Performance Food Group Co
Balanced read · +2.6% 1W
Earnings · 76/100 confidence · 48 direct storiesUSFD58
US Foods Holding Corp.
Balanced read · +0.0% 1W
Earnings · 70/100 confidence · 5 direct storiesAVO56
Mission Produce Inc
Price moving ahead of tone · +4.7% 1W
Market update · 89/100 confidence · 34 direct stories185456
China Wantian Holdings Limited
Balanced read · -1.6% 1W
Market update · 57/100 confidence · 5 direct storiesDODLA55
Dodla Dairy Limited
Balanced read · -1.9% 1W
Market update · 75/100 confidence · 32 direct storiesCautious laggards
814245
Toho Co., Ltd.
Balanced read · +1.3% 1W
Earnings · 36/100 confidence · 3 direct storiesK0346
Khong Guan Limited
Balanced read · +0.0% 1W
Market update · 45/100 confidence · 4 direct stories00251547
Jinzi Ham Co.,Ltd.
Price moving ahead of tone · -16.3% 1W
Market update · 48/100 confidence · 4 direct storiesMTEX48
Mannatech Incorporated
Price moving ahead of tone · +6.4% 1W
Market update · 76/100 confidence · 36 direct storiesDIPL48
Diplomat Holdings Ltd
Balanced read · -0.8% 1W
Market update · 75/100 confidence · 10 direct storiesHPC48
The Hydration Pharmaceuticals Company Limited
Balanced read · +0.0% 1W
Market update · 67/100 confidence · 8 direct storiesU2NF3449
United Natural Foods, Inc.
Balanced read · +2.2% 1W
Earnings · 75/100 confidence · 9 direct storiesUSFD50
US Foods Holding Corp
Balanced read · +3.5% 1W
Earnings · 76/100 confidence · 51 direct storiesAttention leaders
HFFG54
Hf Foods Group Inc
Balanced read · -3.5% 1W
Market update · 76/100 confidence · 59 direct storiesUNFI51
United Natural Foods Inc
Balanced read · +2.3% 1W
Market update · 76/100 confidence · 53 direct storiesUSFD50
US Foods Holding Corp
Balanced read · +3.5% 1W
Earnings · 76/100 confidence · 51 direct storiesPFGC58
Performance Food Group Co
Balanced read · +2.6% 1W
Earnings · 76/100 confidence · 48 direct storiesCHEF63
The Chefs Warehouse Inc
Positive news being faded · -4.5% 1W
Earnings · 88/100 confidence · 47 direct storiesANDE61
The Andersons Inc
Positive news being faded · -7.6% 1W
Earnings · 86/100 confidence · 37 direct storiesMTEX48
Mannatech Incorporated
Price moving ahead of tone · +6.4% 1W
Market update · 76/100 confidence · 36 direct storiesAVO56
Mission Produce Inc
Price moving ahead of tone · +4.7% 1W
Market update · 89/100 confidence · 34 direct storiesLatest Evidence Ledger
Recent company-level observations
SYY50
Sysco Corporation $SYY Shares Sold by Diversified Management Inc.
MarketBeat · Market update · Balanced read
70/100 confidence · 100% direct evidenceWILC53
WILC: Gross and operating margins rose sharply in Q2 2026, but net profit fell on lower financial income
TradingView · Earnings · Price moving ahead of tone
76/100 confidence · 96% direct evidence006050
MasterChef Australia Judge Andy Allen Shares His Love For Food In Hong Kong
mindfood.com · Market update · Price moving ahead of tone
70/100 confidence · 100% direct evidenceANDE61
Andersons (ANDE) Q2 2026 Earnings Call Transcript
nasdaq.com · Earnings · Positive news being faded
86/100 confidence · 100% direct evidenceVANGD50
Vanet Gida’s 1H 2026 Interim Accounts Receive Clean Limited Review
TipRanks · Market update · Balanced read
65/100 confidence · 100% direct evidenceUSFD58
USFD Q2 Deep Dive: Market Share and AI Adoption Drive Strong Volume Growth
Market source · Earnings · Balanced read
70/100 confidence · 100% direct evidenceBNZL50
Bunzl PLC (BNZL.L) Stock Analysis: Navigating the Consumer Defensive Sector with a 2.58% Dividend Yield
DirectorsTalk Interviews · Capital return · Balanced read
51/100 confidence · 100% direct evidence841350
Price to sales forward of Asia Grocery Distribution Limited – HKEX:8413
TradingView · Market update · Price moving ahead of tone
45/100 confidence · 100% direct evidenceCHEF63
Precision Trading with The Chefs' Warehouse Inc. (CHEF) Risk Zones
Stock Traders Daily · Earnings · Positive news being faded
88/100 confidence · 100% direct evidence30089250
ETFs Investing in Pinlive Foods Co., Ltd. Class A Stocks
TradingView · Market update · Balanced read
40/100 confidence · 100% direct evidenceSYY58
Consumer Staples Earnings Scorecard: Profit holds up despite mixed revenue
seekingalpha.com · Earnings · Positive news being faded
85/100 confidence · 100% direct evidenceAVO55
After Calavo acquisition, Mission Produce to outline growth plans
Stock Titan · Market update · Balanced read
75/100 confidence · 100% direct evidence033051
Supreme Court To Rule On How Much Equity Homeowners Can Lose In A Tax Sale
Forbes · Market update · Balanced read
75/100 confidence · 100% direct evidenceMARR55
MARR S.p.A. 2026 Q2 - Results - Earnings Call Presentation (OTCMKTS:MRRFF) 2026-08-07
Seeking Alpha · Earnings · Balanced read
58/100 confidence · 100% direct evidence018054
Kim Teck Cheong to form JV with Yayasan Sarawak unit for Gardenia bakery manufacturing plant in Kuching
theedgemalaysia.com · Market update · Price moving ahead of tone
69/100 confidence · 100% direct evidenceAYLS50
PT Arkayana Lestari Grup Tbk Revenue Breakdown – IDX:AYLS
TradingView · Earnings · Balanced read
21/100 confidence · 100% direct evidenceAVO56
Mission Produce® to Host Investor Day on October 8, 2026
The Manila Times · Market update · Price moving ahead of tone
89/100 confidence · 100% direct evidenceUNFI51
United Natural Foods, Inc. (UNFI) Stock Price, News, Quote & History
Yahoo! Finance Canada · Market update · Balanced read
76/100 confidence · 98% direct evidenceReproducible Method
How to read this dossier
The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.
Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.
Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.
Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.
Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.
This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.