US FoodsUSFD
USFD
About: US Foods Holding Corp is the U.S. food service distributor that distributes food and nonfood products to the healthcare and hospitality industries, restaurants, and education, government facilities, and grocers. It has nearly 250,000 restaurants and foodservice operators with more than 70 locations that provide customers with food offering and a comprehensive suite of e-commerce, technology, and business solutions. The company operates in one business segment in which it markets, sells and distributes fresh, frozen and dry food and non-food products to foodservice customers throughout the U.S.
Employees: 30,000
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
18% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 80
2.12% more ownership
Funds ownership: 98.53% [Q4 2024] → 100.65% (+2.12%) [Q1 2025]
1% more funds holding
Funds holding: 580 [Q4 2024] → 585 (+5) [Q1 2025]
2% less capital invested
Capital invested by funds: $15.5B [Q4 2024] → $15.2B (-$313M) [Q1 2025]
12% less repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 225
13% less funds holding in top 10
Funds holding in top 10: 16 [Q4 2024] → 14 (-2) [Q1 2025]
13% less call options, than puts
Call options by funds: $28.6M | Put options by funds: $33M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$80
6%
upside
Avg. target
$87
15%
upside
High target
$95
26%
upside
6 analyst ratings
5 positive
83%
1 neutral
17%
0 negative
0%
Barclays Jeffrey Bernstein | 26%upside $95 | Overweight Maintained | 4 Jun 2025 |
Citigroup Karen Holthouse | 26%upside $95 | Buy Initiated | 23 May 2025 |
JP Morgan John Ivankoe | 9%upside $82 | Neutral Maintained | 20 May 2025 |
Guggenheim John Heinbockel | 6%upside $80 | Buy Reiterated | 12 May 2025 |
UBS Mark Carden | 11%upside $84 | Buy Maintained | 9 May 2025 |
Financial journalist opinion
Neutral
Business Wire
2 weeks ago
US Foods 2024 Sustainability Report Highlights Meaningful Progress Across Sustainability Priorities
ROSEMONT, Ill.--(BUSINESS WIRE)-- #USFoods--US Foods Holding Corp. (NYSE: USFD) – one of America's leading foodservice distributors – announced today the release of the company's 2024 Sustainability Report. Within the comprehensive report, US Foods highlights progress across its sustainable product offerings, support for associates and communities, and initiatives to reduce the environmental impact of its operations. “Being a responsible company is an integral part of our strategy and plays a central role.
Neutral
Business Wire
3 weeks ago
US Foods to Present at the Deutsche Bank Access Global Consumer Conference 2025
ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD) announced today that Dave Flitman, Chief Executive Officer, and Dirk Locascio, Chief Financial Officer, will participate in a fireside chat at the Deutsche Bank Access Global Consumer Conference in Paris, France on Thursday, June 5, at 2:15 a.m. CDT or 9:15 a.m. CEST. Media and investors can listen to a live audio webcast by visiting the Investor Relations page of the company's website at https://ir.usfoods.com/investors/event.
Neutral
Seeking Alpha
1 month ago
US Foods Holding: Still Not Cheap Enough, Even With Promises Of Growth Ahead
US Foods Holding shows solid operational growth and profitability, but its current stock price is not cheap enough to justify a bullish rating. Revenue increased by 4.5% year-over-year, with notable growth in independent restaurant, healthcare, and hospitality volumes, despite a decline in chain volume. Management's optimistic projections for 2025 include 4-6% revenue growth, 8-12% EBITDA growth, and 17-23% adjusted EPS growth, driven by significant share buybacks.
Neutral
Benzinga
1 month ago
Crude Oil Gains Over 2%; US Foods Posts Downbeat Earnings
U.S. stocks traded higher midway through trading, with the Nasdaq Composite gaining over 300 points on Thursday.
Neutral
Seeking Alpha
1 month ago
US Foods Holding Corp. (USFD) Q1 2025 Earnings Call Transcript
US Foods Holding Corp. (NYSE:USFD ) Q1 2025 Earnings Conference Call May 8, 2025 9:00 AM ET Company Participants Mike Neese - Senior Vice President, Investor Relations Dave Flitman - Chief Executive Officer Dirk Locascio - Chief Financial Officer Conference Call Participants Edward Kelly - Wells Fargo Kelly Bania - BMO Capital Markets Lauren Silberman - Deutsche Bank John Heinbockel - Guggenheim Securities Mathew Rothway - UBS Alex Slagle - Jefferies Jacob Aiken-Phillips - Melius Research Jeffrey Bernstein - Barclays Peter Saleh - BTIG Rahul Krotthapalli - JPMorgan Andrew Wolf - CL King Jake Bartlett - Truist Securities Operator Hello, and thank you for standing by. My name is Lacy, and I'll be your conference operator today.
Negative
Zacks Investment Research
1 month ago
US Foods (USFD) Lags Q1 Earnings and Revenue Estimates
US Foods (USFD) came out with quarterly earnings of $0.68 per share, missing the Zacks Consensus Estimate of $0.69 per share. This compares to earnings of $0.54 per share a year ago.
Neutral
Business Wire
1 month ago
US Foods Reports First Quarter Fiscal Year 2025 Earnings
ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD), one of the largest foodservice distributors in the United States, today announced results for the first quarter of fiscal year 2025. First Quarter Fiscal 2025 Highlights Total case volume increased 1.1%; independent restaurant case volume increased 2.5% Net sales increased 4.5% to $9.4 billion Gross profit increased 8.0% to $1.6 billion Net income increased 40.2% to $115 million Adjusted EBITDA increased 9.3% to $389 million.
Positive
Zacks Investment Research
1 month ago
US Foods (USFD) Reports Next Week: Wall Street Expects Earnings Growth
US Foods (USFD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
1 month ago
US Foods to Present at the BMO Global Farm to Market Conference
ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD) announced today that Dave Flitman, Chief Executive Officer, and Dirk Locascio, Chief Financial Officer, will participate in a fireside chat at the BMO Global Farm to Market Conference in New York on Wednesday, May 14, at 10:15 a.m. EDT. Media and investors can listen to a live audio webcast by visiting the Investor Relations page of the company's website at https://ir.usfoods.com/investors/events-and-presentations/default.aspx.
Neutral
Business Wire
1 month ago
US Foods to Host First Quarter 2025 Financial Results Conference Call and Webcast
ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD) will host a live conference call and webcast to discuss first quarter 2025 results on Thursday, May 8, 2025, at 8 a.m. CDT. The conference call can be accessed live over the phone by dialing 877-344-2001. Listeners should dial in 10 minutes prior to the call start time and provide the Conference ID 2528845 to be connected. A replay will be available after the call. To listen to a replay of the conference call, please register.
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