US Foods

USFD

Market cap $17.5B

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 Morgan Stanley Global Consumer & Retail Conference in New York on Tuesday, December 2, at 1:30 p.m. EST. 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-present.

ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD) (“US Foods”) today announced that the Company and Performance Food Group (NYSE: PFGC) (“PFG”) have terminated the previously-announced information sharing process by mutual agreement and will no longer pursue a potential combination. US Foods also reiterates its Fiscal 2025 Outlook and 2025 to 2027 Long-range Plan and announces a planned $250 million accelerated share repurchase (ASR) agreement under its current authorization.

US Foods Holding stock has reached fair value after prior overvaluation; I am changing my rating from Sell to Hold. USFD's Q3 results showed solid operational efficiency and margin gains, but revenue growth is slowing and largely met expectations. Aggressive share buybacks have boosted EPS, while organic net profit growth remains modest due to high interest costs and limited margin expansion.

US Foods Holding Corp. ( USFD ) Q3 2025 Earnings Call November 6, 2025 9:00 AM EST Company Participants Michael Neese - Senior Vice President of Investor Relations David Flitman - CEO & Director Dirk Locascio - Executive VP & CFO Conference Call Participants Edward Kelly - Wells Fargo Securities, LLC, Research Division John Heinbockel - Guggenheim Securities, LLC, Research Division Lauren Silberman - Deutsche Bank AG, Research Division Kelly Bania - BMO Capital Markets Equity Research Jeffrey Bernstein - Barclays Bank PLC, Research Division Alexander Slagle - Jefferies LLC, Research Division Jacob Aiken-Phillips - Melius Research LLC Brian Harbour - Morgan Stanley, Research Division Mark Carden - UBS Investment Bank, Research Division Jake Bartlett - Truist Securities, Inc., Research Division Peter Saleh - BTIG, LLC, Research Division Karen Holthouse - Citigroup Inc., Research Division John Ivankoe - JPMorgan Chase & Co, Research Division Danilo Gargiulo - Sanford C. Bernstein & Co., LLC.

US Foods (USFD) came out with quarterly earnings of $1.07 per share, beating the Zacks Consensus Estimate of $1.05 per share. This compares to earnings of $0.85 per share a year ago.

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 third quarter of fiscal year 2025. Third Quarter Fiscal 2025 Highlights Total case volume increased 1.1%; independent restaurant case volume increased 3.9% Net sales increased 4.8% to $10.2 billion Gross profit increased 5.2% to $1.8 billion Net income increased 3.4% to $153 million Adjusted EBITDA1 increased 11.0% to $505 millio.

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US Foods (USFD) could produce exceptional returns because of its solid growth attributes.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD) will host a live conference call and webcast to discuss third quarter 2025 results on Thursday, November 6, 2025, at 8 a.m. CST. 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 regi.