Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$20.6B
216M shares
52-week range
$69.88 – $111.42
60% from low
Sector
WHOLESALE-GROCERIES & RELATED PRODUCTS
Exchange
NYSE
CS
P/S (TTM)
0.5
EV / FCF (TTM)
27.6
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.
www.usfoods.comNo one on the platform currently holds USFD.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2026-03-31 | 3,795,998 | $350.0M |
| Renaissance Technologiesas of 2025-12-31 | 396,200 | $29.8M |
No one on the platform has traded USFD yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 9.3% | 6.8% | — | — | — | |
| Rev. Growth % | 4.1% | 11.5% | ||||
| Profit Margin % | 1.7% | 1.2% | 1.1% | |||
| Free Cash Flow Margin % | 2.4% | 1.8% | 1.7% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +8.0% on the P/E track.
At today's price, your expected annual return is +13.3% on the P/E track.
At today's price, your expected annual return is +17.9% on the P/E track.
| 58,359 |
| $5.4M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $41.5B | +5.0% | $4.79 | $4.41–$4.93 | 19.8× | 9 |
| 2027 | $43.2B | +4.2% | $5.56 | $5.13–$5.71 | 17.1× | 10 |
| 2028 | $45.5B | +5.4% | $6.54 | $6.01–$7.07 | 14.5× | 5 |
| 2029 | $47.4B | +4.2% | $7.77 | $7.66–$7.93 | 12.2× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $1.36 | $1.44 | +5.9% |
| 2026-05-07 | $0.81 | $0.78 | -3.7% |
| 2026-02-12 | $1.00 | $1.04 | +4.0% |
| 2025-11-06 | $1.04 | $1.07 | +2.9% |
| 2025-08-07 | $1.14 | $1.19 | +4.4% |
| 2025-05-08 | $0.69 | $0.68 | -1.9% |
| 2025-02-13 | $0.79 | $0.84 | +6.3% |
| 2024-11-07 | $0.83 |
| $0.85 |
| +2.4% |
| $41.3B |
| — |
| KOFCoca-Cola FEMSA, S.A.B. de C.V. | $112.01 | +1.17% | $23.5B | — |
| MKCMcCormick & Company, Incorporated | $50.39 | -1.81% | $13.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$USFD 🔵 $USFD — quiet pullback, tight to support 🎯 Pullback setup, barely above its EMA20 — about as tight a test as it gets. 📊 BB_RANK: 46/100 (Fundamentals 50, Technical 40) 💰 Price: $106.66 📉 +0.1% vs EMA20 📊 RSI: 53.3 — neutral 📐 EMA structure: EMA20 $106.56 → EMA50 $102.35 → EMA200 $91.91, all aligned bullish 🎯 Support: $105.82 🚧 Resistance: $111.28 🏁 TP1: $111.99 · TP2: $117.33 US Foods is one of the major food distributors in the US, serving restaurants and institutions — a steady-demand sector, though margins stay under pressure from logistics costs and input inflation. Tight zone here, watching if $105.82 holds. 🔎 Selected using the FiveMinute Signal screening system. Algo-generated technical/fundamental screen. Not financial advice.
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$USFD US Foods subsidiary Cross Valley Farms has been named in FDA records as potentially impacted by a massive Taylor Farms lettuce recall, according to The Washington Post.
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$USFD printed a new 52-week high today
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Stocks hitting new 52-week highs today: $IVZ $USFD $USB $SCHW $ROKU A broad group of sectors are showing strength: Financials Industrials Healthcare Aerospace Energy Consumer When multiple sectors are making new highs, it can signal broader market participation beyond just a handful of mega-cap names. The key is identifying which companies have the fundamentals and growth catalysts to continue the trend. Follow my profile for more market trends, stock ideas, and investment insights. NFA. DYOR.
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https://www.marketbeat.com/earnings/reports/2026-8-6-us-foods-holding-corp-stock/ $USFD US Foods Earnings Transcript
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$USFD Positive (82%): shares face upward price pressure because the reported revenue beat and 5.7% adjusted EPS beat make current revenue and profit expectations look too low, provided management’s outlook does not offset the quarter. Full AI impact map, source, and watch-next details: https://nimpact.tech/newsimpact/news/a15cdfc767e5356c?utm_source=stocktwits&utm_medium=story_url
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$USFD Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $1.26 up 29.90% YoY • Reported revenue of $10.53B up 4.46% YoY • US Foods Holding Corp. is reaffirming its Fiscal Year 2026 guidance of 4% to 6% net sales growth, 9% to 13% adjusted EBITDA growth, and 18% to 24% adjusted diluted EPS growth.
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$USFD US Food Holdings Q2 2026 Earnings - Adj EPS $1.44 (est $1.36) - Adj. EBITDA $604M (est $588.2M) - Net Sales $10.5B (est $10.47B) - Sees FY Adj EBITDA +9% To +13% - Sees FY Net Sales +4% To +6%
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$DOW $USFD $AMCR $ROKU $MKSI Dow benefits from industrial chemical demand, US Foods expands food distribution, Amcor leads sustainable packaging, Roku grows its connected TV platform, and MKS Instruments benefits from semiconductor equipment demand.
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The most recent New Uptrend signal on $USFD triggered on 2026-07-28. The expected return for the selected horizon is +11.96% with a historical profit probability of +73.85%. Learn more: https://axlfi.com/factor-analysis?symbol=USFD&factor=uptrend&timeframe=daily
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$USFD Updated Chart with Ashi Candles and elder Impulse indicator
View on StockTwits ↗$USFD first Ashi candle with Elder Impulse and I go long
View on StockTwits ↗The most recent Momentum signal on $USFD triggered on 2026-07-24. The expected return for the selected horizon is +12.23% with a historical profit probability of +74.81%. Learn more: https://axlfi.com/factor-analysis?symbol=USFD&factor=momentum&timeframe=daily
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US Foods secured a $43.6 million contract modification from the U.S. Defense Logistics Agency (DLA), extending its food supply agreement with the U.S. military by 364 days, with the ordering period now running through July 3, 2027. The award modifies the existing fixed-price, indefinite-delivery/indefinite-quantity (IDIQ) contract, which includes economic price adjustment provisions and expands the original two-year agreement with two additional 18-month option periods. Under the contract, US Foods will continue supplying food products to U.S. Air Force, Army, and Navy personnel. The agreement is funded through the Defense Working Capital Fund for fiscal years 2026 and 2027, reinforcing US Foods' role as a key supplier to the U.S. military through the Defense Logistics Agency, which oversees global procurement and distribution of food and other essential supplies. $USFD
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$USFD Current Stock Price: $97.75 Contracts to trade: $97.5 USFD Jul 17 2026 Call Entry: $2.20 Exit: $4.33 ROI: 97% Hold ~25 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.