US Foods/$USFD

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About US Foods

US Foods is a leading domestic foodservice distributor, generating $39 billion in sales in fiscal 2025 and capturing a 10% share of the fragmented industry. The firm sells and distributes more than 350,000 food and nonfood products to about 250,000 customer locations, including independent restaurants (33% of fiscal 2025 sales), chain restaurants (23%), healthcare and hospitality clients (27%), and other end markets (17%), largely consisting of education and government contracts. US Foods also operates 98 cash-and-carry locations under the Chef'Store banner. The firm's physical network spans 76 distribution facilities and 14 broadline production centers.
Ticker
$USFD
Primary listing
NYSE
Employees
-

US Foods Metrics

BasicAdvanced
$20B
28.33
$3.25
0.82
-

What the Analysts think about US Foods

Analyst ratings (Buy, Hold, Sell) for US Foods stock.
Analyst projections of the future price of US Foods stock.

Bulls say / Bears say

US Foods delivered strong Q2 execution: adjusted EBITDA increased 10.2% to a record $604 million, adjusted EPS rose 21.0%, and adjusted EBITDA margin expanded 29 basis points. (US Foods)
Independent-restaurant case growth accelerated to 5.1% in Q2, with healthcare volume up 3.5% and hospitality volume up 4.4%, demonstrating traction in attractive customer segments and helping diversify the business beyond chain restaurants. (US Foods)
Management reaffirmed fiscal 2026 targets for 9%–13% adjusted EBITDA growth and 18%–24% adjusted EPS growth, while repurchasing $374 million of stock in Q2 and maintaining net leverage at 2.6x. (US Foods)
Chain-restaurant case volume declined 1.5% in Q2 fiscal 2026, offsetting stronger independent-restaurant, healthcare, and hospitality demand; continued weakness among larger chain customers could constrain consolidated volume growth. (US Foods)
Operating expenses rose 5.1% year over year in Q2, faster than the 4.5% sales increase, while part of the gross-profit improvement benefited from a $19 million favorable LIFO adjustment; this raises the risk that underlying margin gains may moderate. (US Foods)
Fiscal 2026 guidance includes an estimated 1% benefit to case growth and adjusted EBITDA from the 53rd week, while net leverage remained 2.6x after substantial share repurchases; weaker-than-expected operating performance could therefore make deleveraging and earnings targets more difficult. (US Foods)
Data summarised monthly by Lightyear AI. Last updated on 9 Sept 2026.

US Foods Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

US Foods Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing US Foods

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