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 Silbe...
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 ...
Beef prices have surged to record highs as tariff wars escalate and cattle supplies are at 75-year lows. The Trump administration has loosened restrictions on beef imports from Argentina to lower consumer prices and has unveiled a plan to boost cattle production. Fundamentally strong stocks across the beef value chain have managed to navigate tariff and cost headwinds to deliver impressive grow...
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...
US Foods Holding is upgraded to a buy as accelerating independent case volume growth and margin expansion drive improved outlook. USFD's self-help initiatives, including vendor management and Pronto delivery, are delivering tangible margin improvements and operational leverage. Digital adoption via the MOXE platform and supply chain automation further strengthen USFD's competitive position and ...
RICHMOND, Va.--(BUSINESS WIRE)--Performance Food Group Company (“PFG” or the “Company”) (NYSE: PFGC) today announced that it has entered into a clean team agreement with US Foods Holding Corp. (“US Foods”) (NYSE: USFD) that enables the companies to share information in order to evaluate regulatory considerations and the synergies related to a potential business combination. In recent weeks, mem...
ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD) (“US Foods”) today announced that the Company will exchange confidential information with Performance Food Group (NYSE: PFGC) (“PFG”) pursuant to a mutually agreed clean team process. US Foods is pleased with PFG's decision to engage in an effort to explore the regulatory considerations and synergies of a potential combination...
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