US · Consumer Defensive · Food Distribution
EPS came in at 1.33 against a street estimate of 1.30 — a beat of 2.3%.
Analysts rate US Foods Holding Corp a strong buy (12 buy, 3 hold, 0 sell out of 15) with an average price target of $115.88.
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 | 9.45% |
| Boston Partners Global Investors, Inc | 7.58% |
| FMR Inc | 6.37% |
| Vanguard Portfolio Management, LLC | 4.72% |
| Vanguard Capital Management, LLC | 4.58% |
| State Street Corp | 3.18% |
| Amvescap Plc. | 2.83% |
| Document | Date |
|---|---|
| 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 |
| Quarterly report · Q1 FY2027 US FOODS HOLDING CORP. - Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net Sales (Q1 2026): $9,610 million, up $259 million or 2.8% vs. Q1 2025 ($9,3 | 2026-05-07 |
| Proxy statement · Q2 FY2027 US FOODS HOLDING CORP. PROXY STATEMENT SUMMARY CEO COMPENSATION & CHANGE • Dave Flitman (CEO) total compensation: Not specified in provided document | 2026-04-02 |
| Annual report FY2025 US FOODS HOLDING CORP. - FORM 10-K SUMMARY Fiscal Year Ended December 27, 2025 --- HEADLINE NUMBERS • Net Sales FY2025: $39,424 million (up from $3 | 2026-02-12 |
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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Google PlayApp StoreData updated 2026-09-18.