Menu
Live
Market Overview
Live indices, gainers & losers
Market Pulse
AI-curated live updates
Market Movers
Top gainers & losers by cap
Market Signals
Value, momentum & analyst signals
Smart Money
Insider & congress trades
Hedge Funds
What 63 elite funds bought & sold
52-Week Highs
Stocks breaking out to new highs
52-Week Lows
Beaten-down stocks near support
High Beta
Stocks that move more than the market
Earnings Calendar
Upcoming earnings dates
Daily
Research
Invest
LIVE
US Foods Holding Corp.
USFD
NYSE·Consumer Defensive·Food Distribution·Mkt cap $22.4B
$103.14
▲ +1.22%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$69.88 - $103.28
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 31.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Extensive distribution network with 150+ facilities providing broad geographic coverage and operational scale
- Diversified customer base reducing dependence on single segments or restaurant concepts
- Established relationships with national restaurant chains and institutional customers creating switching costs
- Integrated supply chain capabilities enabling efficient product sourcing and delivery
Bear Case
2 risks
- Average volatility.
- Premium valuation to Food Retail & Grocery peers
Growth
Stable outlook
Foodservice industry recovery and expansion post-pandemic driving increased order volumes
Value
Premium valuation to Food Retail & Grocery peers
Momentum
Strong
+13.3% over 3m
Quality
Thin
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying USFD right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: May 6, 2026
MAY 7, 2026
Reported EPS of $0.78 vs $0.82 consensus (-4.9% surprise). Revenue of $9.6B vs $9.7B expected (-0.5%).
EPS surprise · last 4Q
0 of 1 beats
Q2 26
-4.9%
Next: May 6, 2026
Revenue trend · last 8Q
—
—
+6%
+4%
+4%
+5%
+3%
+3%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
$9.7B
$9.7B
$9.5B
$9.4B
$10.1B
$10.2B
$9.8B
$9.6B
Margins · last 8Q
Gross
—
Operating
—
Profit
1.2%
Wall Street consensus
8 analysts · 75% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
75%
Hold
25%
Sell
0%
Median Price Target
$96.50
▼ -6.4% vs $103.14
Latest: Piper Sandler · $88.00 · Jun 1, 2026
2 analysts covering