US · Consumer Defensive · Food Distribution
EPS came in at 1.18 against a street estimate of 1.18 — a beat of 0.0%.
Analysts rate US Foods Holding Corp a buy (12 buy, 2 hold, 1 sell out of 15) with an average price target of $116.00.
CONFIDENT U.S. Foods delivered record EBITDA margin (5.7%), strongest independent restaurant growth since Q4 2023 (5.1%), and 21% EPS growth. Pronto delivery service accelerating; new sales compensation plan launched. Reaffirmed full-year guidance. Q2 FY26 No regional breakouts provided in call. Analysts pressed on independent growth durability amid macro uncertainty and hard comps; management emphasized net new accounts as lifeblood and comp plan as multi-year unlock. AI opportunity debate: management cautious on near-term impact but sees long-term transformation. Penetration skeptics acknowledged sequential improvement across multiple metrics. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Wellington Management Company LLP | 10.64% |
| BlackRock Inc | 9.64% |
| Boston Partners Global Investors, Inc | 8.60% |
| Vanguard Portfolio Management, LLC | 4.69% |
| Vanguard Capital Management, LLC | 4.60% |
| FMR Inc | 4.13% |
| T. Rowe Price Investment Management,Inc. | 3.39% |
| State Street Corp | 3.23% |
| Document | Date |
|---|---|
| Quarterly report · Q3 FY2027 HEADLINE NUMBERS • For the 13 weeks ended September 26, 2026, net sales were $10,402 million, up from $10,191 million in the comparable period. • Gr | 2026-11-05 |
| Results announced · Q4 FY2027 HEADLINE NUMBERS • Third-quarter fiscal 2026 net sales increased 2.1% to $10.4 billion. • Net income increased 42.5% to $218 million; net income mar | 2026-11-05 |
| Material agreement · Q3 FY2027 HEADLINE NUMBERS • US Foods entered into a new $810 million incremental senior secured term loan facility on October 2, 2026. • The new loans mature | 2026-10-02 |
| Quarterly report · Q2 FY2027 US FOODS HOLDING CORP. — Q2 2026 SUMMARY HEADLINE NUMBERS • Q2 2026 Net Sales: $10,532 million (Q2 2025: $10,082 million) — up 4.5% • 26-Week Net Sa | 2026-08-06 |
| Results announced · Q3 FY2027 US FOODS HOLDING CORP. - Q2 FY2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net Sales: $10.5 billion, up 4.5% year-over-year • Net Income: $275 million, | 2026-08-06 |
| Material agreement · Q2 FY2027 US FOODS HOLDING CORP. - FORM 8-K SUMMARY HEADLINE NUMBERS • Asset-based lending (ABL) facility increased from $2.3 billion to $2.5 billion – an inc | 2026-06-02 |
| Charter / bylaws change · Q2 FY2027 US FOODS HOLDING CORP. (USFD) - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 14, 2026 • Board election: All 8 directors elected with | 2026-05-15 |
| Company announcement · Q2 FY2027 US FOODS HOLDING CORP. - FORM 8-K SUMMARY HEADLINE NUMBERS • Report Date: May 14, 2026 • Company: US Foods Holding Corp. (NYSE: USFD) • Headquarters | 2026-05-14 |
Readable in the app.
| Announcement | Date |
|---|---|
| Accelerated share repurchase and new $1 billion repurchase program approved US Foods terminated merger discussions with Performance Food Group by mutual agreement on November 24, 2025. Rather than pursuing the combination, the company is moving forward independently | 2025-11-24 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.