US Foods/$USFD

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About US Foods

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.

Ticker

$USFD

Primary listing

NYSE

Employees

-

US Foods Metrics

BasicAdvanced
$18B
33.83
$2.33
1.39
-

What the Analysts think about US Foods

Analyst ratings (Buy, Hold, Sell) for US Foods stock.

Bulls say / Bears say

Adjusted EBITDA jumped 12.1% year-on-year to a record $548 million in Q2 2025, while adjusted EBITDA margin expanded 40 basis points to 5.4%, demonstrating strong operational leverage (Business Wire)
US Foods continued to gain share in key segments with independent restaurant case volume up 2.7% and healthcare volume up 4.9% in Q2, reflecting successful targeted growth initiatives (Business Wire)
Management raised full-year FY2025 guidance for adjusted EBITDA growth to 9.5–12% and adjusted diluted EPS growth to 19.5–23%, signaling confidence in sustained profitability and cash flow generation (Business Wire)
Overall case volume growth remained modest at just 0.9% in Q2 2025, with organic case volume up only 0.5%, highlighting sluggish top-line volume expansion despite price inflation (Business Wire)
U.S. producer prices for food surged 3.3% year-on-year in July 2025, marking the highest increase in three years and posing a risk of compressed distribution margins if input costs cannot be fully passed through (Reuters)
Core inflation, as measured by the Personal Consumption Expenditures Price Index, rose to 2.9% in July 2025—the highest since February—and may dampen out-of-home dining demand, pressuring US Foods’ volume growth (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 4 Sept 2025.

US Foods Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

US Foods Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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