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US Foods Holding Corp. (USFD) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

Hsbc Holdings PLC bought a new position in US Foods Holding Corp. (NYSE:USFD – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 8,831 shares of the company’s stock, valued at approximately $903,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of USFD. Royal Bank of Canada lifted its holdings in US Foods by 85.8% during the 1st quarter. Royal Bank of Canada now owns 148,512 shares of the company’s stock worth $9,722,000 after buying an additional 68,567 shares in the last quarter. Empowered Funds LLC bought a new stake in shares of US Foods in the first quarter worth about $359,000. Sivia Capital Partners LLC bought a new position in US Foods in the second quarter valued at approximately $526,000. Brown Advisory Inc. bought a new stake in US Foods in the 2nd quarter valued at $252,000. Finally, Cerity Partners LLC grew its holdings in shares of US Foods by 20.5% in the 2nd quarter. Cerity Partners LLC now owns 47,977 shares of the company’s stock valued at $3,695,000 after acquiring an additional 8,162 shares in the last quarter. 98.76% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling In other news, insider Randy J. Taylor sold 11,630 shares of the firm’s stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $110.37, for a total value of $1,283,603.10. Following the completion of the transaction, the insider directly owned 73,618 shares of the company’s stock, valued at $8,125,218.66. This trade represents a 13.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider William Spencer Hancock sold 21,754 shares of US Foods stock in a transaction on Friday, August 7th. The shares were sold at an average price of $108.29, for a total value of $2,355,740.66. Following the completion of the transaction, the insider owned 101,144 shares of the company’s stock, valued at approximately $10,952,883.76. This trade represents a 17.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.74% of the stock is currently owned by insiders.

Analyst Ratings Changes A number of equities analysts have commented on the stock. Wells Fargo & Company lifted their price objective on shares of US Foods from $110.00 to $125.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. Wall Street Zen raised shares of US Foods from a “hold” rating to a “buy” rating in a research note on Saturday, August 15th. Piper Sandler boosted their target price on shares of US Foods from $88.00 to $108.00 and gave the stock a “neutral” rating in a report on Wednesday, August 12th. Morgan Stanley set a $107.00 target price on shares of US Foods in a report on Friday, August 7th. Finally, Zacks Research raised shares of US Foods from a “strong sell” rating to a “hold” rating in a research note on Tuesday, July 28th. Eleven equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $113.92. Get Our Latest Research Report on US Foods

US Foods Stock Up 1.6% USFD opened at $106.53 on Wednesday. The company’s 50-day moving average price is $102.99 and its two-hundred day moving average price is $94.72. US Foods Holding Corp. has a twelve month low of $69.88 and a twelve month high of $111.42. The stock has a market cap of $23.05 billion, a price-to-earnings ratio of 32.78, a PEG ratio of 1.33 and a beta of 0.81. The company has a quick ratio of 0.70, a current ratio of 1.14 and a debt-to-equity ratio of 1.19.

US Foods (NYSE:USFD – Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $1.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.36 by $0.08. US Foods had a return on equity of 20.53% and a net margin of 1.81%.The business had revenue of $10.53 billion during the quarter, compared to the consensus estimate of $10.46 billion. During the same period last year, the business posted $1.19 earnings per share. The business’s revenue for the quarter was up 4.5% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, equities analysts expect that US Foods Holding Corp. will post 4.41 earnings per share for the current year.

US Foods Profile (Free Report)

US Foods (NYSE: USFD) is a leading foodservice distributor in the United States that supplies a wide range of products and services to professional food operators. The company provides fresh, frozen and dry food items as well as non-food restaurant supplies and kitchen equipment. Its customer base includes independent restaurants, multi-unit chains, healthcare and senior living facilities, hospitality businesses, government and educational institutions, and other foodservice operators.

Beyond commodity and branded food products, US Foods offers value-added solutions designed to help customers run their businesses.

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ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD) announced today that Dirk Locascio, Chief Financial Officer, will participate in a fireside chat at the Barclays 19th Annual Global Consumer Conference in Boston on Wednesday, Sept. 9, at 1:30 p.m. EDT. Media and investors can listen to a live audio webcast by visiting the Investor Relations page of the company's website at https://ir.usfoods.com/events-and-presentations/default.aspx. A replay of the webcast will be available.

EP Wealth Advisors LLC bought a new position in US Foods Holding Corp. (NYSE:USFD – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 23,825 shares of the company’s stock, valued at approximately $2,436,000.

Other hedge funds also recently made changes to their positions in the company. Measured Wealth Private Client Group LLC purchased a new stake in US Foods during the 3rd quarter valued at $26,000. Keating Financial Advisory Services Inc. bought a new stake in US Foods in the 2nd quarter worth $27,000. Nalls Sherbakoff Group LLC bought a new stake in US Foods in the 4th quarter worth $36,000. Geneos Wealth Management Inc. increased its position in shares of US Foods by 120.1% in the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock valued at $37,000 after acquiring an additional 263 shares during the period. Finally, Mitsubishi UFJ Asset Management Co. Ltd. purchased a new position in shares of US Foods in the second quarter valued at about $39,000. 98.76% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades Several equities analysts have recently commented on the stock. Guggenheim upped their price objective on shares of US Foods from $115.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, August 7th. BMO Capital Markets reissued an “outperform” rating and issued a $120.00 target price on shares of US Foods in a research note on Friday, August 7th. Weiss Ratings restated a “buy (b)” rating on shares of US Foods in a report on Wednesday, July 29th. TD Cowen upped their price target on US Foods from $116.00 to $119.00 and gave the company a “buy” rating in a research report on Thursday, August 6th. Finally, Zacks Research upgraded US Foods from a “strong sell” rating to a “hold” rating in a report on Tuesday, July 28th. Eleven equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, US Foods presently has an average rating of “Moderate Buy” and an average target price of $113.92.

Get Our Latest Stock Analysis on US Foods Insider Transactions at US Foods In other US Foods news, insider Randy J. Taylor sold 11,630 shares of US Foods stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $110.37, for a total transaction of $1,283,603.10. Following the sale, the insider directly owned 73,618 shares of the company’s stock, valued at approximately $8,125,218.66. The trade was a 13.64% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider William Spencer Hancock sold 21,754 shares of the company’s stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $108.29, for a total value of $2,355,740.66. Following the transaction, the insider owned 101,144 shares in the company, valued at $10,952,883.76. This trade represents a 17.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.74% of the stock is owned by corporate insiders.

US Foods Stock Up 1.0% Shares of US Foods stock opened at $109.52 on Friday. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.19. US Foods Holding Corp. has a 12-month low of $69.88 and a 12-month high of $111.42. The company has a market cap of $23.69 billion, a P/E ratio of 33.70, a PEG ratio of 1.39 and a beta of 0.81. The company’s fifty day simple moving average is $100.96 and its two-hundred day simple moving average is $93.74.

US Foods (NYSE:USFD – Get Free Report) last posted its earnings results on Thursday, August 6th. The company reported $1.44 EPS for the quarter, topping the consensus estimate of $1.36 by $0.08. The firm had revenue of $10.53 billion during the quarter, compared to analysts’ expectations of $10.46 billion. US Foods had a net margin of 1.81% and a return on equity of 20.53%. The company’s quarterly revenue was up 4.5% compared to the same quarter last year. During the same period last year, the company posted $1.19 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Research analysts anticipate that US Foods Holding Corp. will post 4.41 EPS for the current year.

About US Foods (Free Report)

US Foods (NYSE: USFD) is a leading foodservice distributor in the United States that supplies a wide range of products and services to professional food operators. The company provides fresh, frozen and dry food items as well as non-food restaurant supplies and kitchen equipment. Its customer base includes independent restaurants, multi-unit chains, healthcare and senior living facilities, hospitality businesses, government and educational institutions, and other foodservice operators.

Beyond commodity and branded food products, US Foods offers value-added solutions designed to help customers run their businesses.

Further Reading Five stocks we like better than US Foods 2 Biotech Stocks Shaping Up for Major Breakouts 3 Stocks Came Roaring Back—Now They’re Flashing Warning Signs 3 Beaten-Down Stocks That Haven’t Gotten the Message About the S&P 500’s Record Run Darden Restaurants Just Hit a 52-Week High–Is the Olive Garden Comeback Story Legit? Want to see what other hedge funds are holding USFD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for US Foods Holding Corp. (NYSE:USFD – Free Report).

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BlackRock Inc. bought a new stake in US Foods Holding Corp. (NYSE:USFD – Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 20,845,367 shares of the company’s stock, valued at approximately $2,131,439,000. BlackRock Inc. owned about 9.47% of US Foods as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Zurcher Kantonalbank Zurich Cantonalbank raised its stake in US Foods by 47.6% during the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 107,928 shares of the company’s stock valued at $8,129,000 after acquiring an additional 34,814 shares in the last quarter. Fifth Third Bancorp grew its stake in shares of US Foods by 2,548.1% in the first quarter. Fifth Third Bancorp now owns 75,392 shares of the company’s stock worth $6,952,000 after purchasing an additional 72,545 shares in the last quarter. University of Texas Texas AM Investment Management Co. bought a new position in shares of US Foods in the fourth quarter worth $4,221,000. Premier Fund Managers Ltd acquired a new position in shares of US Foods during the fourth quarter valued at $23,818,000. Finally, Sumitomo Mitsui Trust Group Inc. increased its holdings in shares of US Foods by 9,713.4% during the first quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,243,456 shares of the company’s stock valued at $114,659,000 after purchasing an additional 1,230,785 shares during the period. Institutional investors and hedge funds own 98.76% of the company’s stock.

US Foods Stock Performance Shares of USFD opened at $107.66 on Thursday. US Foods Holding Corp. has a one year low of $69.88 and a one year high of $111.42. The company has a 50-day moving average of $100.30 and a two-hundred day moving average of $93.46. The stock has a market cap of $23.29 billion, a price-to-earnings ratio of 33.13, a PEG ratio of 1.38 and a beta of 0.81. The company has a debt-to-equity ratio of 1.19, a current ratio of 1.14 and a quick ratio of 0.70.

US Foods (NYSE:USFD – Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The company reported $1.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.36 by $0.08. The business had revenue of $10.53 billion for the quarter, compared to analyst estimates of $10.46 billion. US Foods had a net margin of 1.81% and a return on equity of 20.53%. The firm’s revenue was up 4.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.19 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities research analysts expect that US Foods Holding Corp. will post 4.35 earnings per share for the current year. Insider Buying and Selling at US Foods In other news, insider Randy J. Taylor sold 11,630 shares of the firm’s stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $110.37, for a total value of $1,283,603.10. Following the completion of the sale, the insider owned 73,618 shares of the company’s stock, valued at $8,125,218.66. This trade represents a 13.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider William Spencer Hancock sold 21,754 shares of US Foods stock in a transaction on Friday, August 7th. The shares were sold at an average price of $108.29, for a total value of $2,355,740.66. Following the transaction, the insider owned 101,144 shares in the company, valued at $10,952,883.76. This represents a 17.70% decrease in their position. The SEC filing for this sale provides additional information. 0.74% of the stock is owned by insiders.

Wall Street Analyst Weigh In USFD has been the subject of a number of research analyst reports. Piper Sandler upped their target price on US Foods from $88.00 to $108.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 12th. Zacks Research upgraded US Foods from a “strong sell” rating to a “hold” rating in a research report on Tuesday, July 28th. BTIG Research boosted their price objective on US Foods from $105.00 to $120.00 and gave the stock a “buy” rating in a research note on Friday, August 7th. Morgan Stanley set a $107.00 price objective on US Foods in a report on Friday, August 7th. Finally, BMO Capital Markets reaffirmed an “outperform” rating and set a $120.00 target price on shares of US Foods in a report on Friday, August 7th. Eleven research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $113.92.

Get Our Latest Research Report on USFD

US Foods Company Profile (Free Report)

US Foods (NYSE: USFD) is a leading foodservice distributor in the United States that supplies a wide range of products and services to professional food operators. The company provides fresh, frozen and dry food items as well as non-food restaurant supplies and kitchen equipment. Its customer base includes independent restaurants, multi-unit chains, healthcare and senior living facilities, hospitality businesses, government and educational institutions, and other foodservice operators.

Beyond commodity and branded food products, US Foods offers value-added solutions designed to help customers run their businesses.

Further Reading Five stocks we like better than US Foods Bloom Energy’s AI Surge Meets a Valuation Reality Check Target Is Winning Shoppers Back—Can the Rally Reach $180? IonQ’s Space Contract Points to a New Frontier for Quantum Investors Is Apple’s AI Strategy Smarter Than Skeptics Think? Want to see what other hedge funds are holding USFD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for US Foods Holding Corp. (NYSE:USFD – Free Report).

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Posted by Defense World Staff on Aug 16th, 2026

Avalon Trust Co purchased a new stake in US Foods Holding Corp. (NYSE:USFD – Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 236,090 shares of the company’s stock, valued at approximately $24,140,000. US Foods makes up approximately 1.5% of Avalon Trust Co’s investment portfolio, making the stock its 17th biggest holding. Avalon Trust Co owned about 0.11% of US Foods as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of USFD. Royal Bank of Canada boosted its holdings in US Foods by 85.8% during the first quarter. Royal Bank of Canada now owns 148,512 shares of the company’s stock worth $9,722,000 after buying an additional 68,567 shares in the last quarter. Empowered Funds LLC acquired a new stake in shares of US Foods during the first quarter worth approximately $359,000. Sivia Capital Partners LLC acquired a new position in shares of US Foods in the 2nd quarter valued at about $526,000. Brown Advisory Inc. bought a new position in US Foods in the 2nd quarter worth about $252,000. Finally, Cerity Partners LLC raised its holdings in US Foods by 20.5% during the second quarter. Cerity Partners LLC now owns 47,977 shares of the company’s stock worth $3,695,000 after purchasing an additional 8,162 shares in the last quarter. 98.76% of the stock is owned by institutional investors and hedge funds.

US Foods Stock Down 1.2% Shares of USFD stock opened at $108.72 on Friday. US Foods Holding Corp. has a 1 year low of $69.88 and a 1 year high of $111.42. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.19. The firm’s fifty day moving average price is $99.16 and its two-hundred day moving average price is $92.86. The firm has a market capitalization of $23.52 billion, a P/E ratio of 33.45, a PEG ratio of 1.40 and a beta of 0.81.

US Foods (NYSE:USFD – Get Free Report) last issued its earnings results on Thursday, August 6th. The company reported $1.44 earnings per share for the quarter, topping analysts’ consensus estimates of $1.36 by $0.08. The business had revenue of $10.53 billion for the quarter, compared to the consensus estimate of $10.46 billion. US Foods had a net margin of 1.81% and a return on equity of 20.53%. The firm’s revenue for the quarter was up 4.5% on a year-over-year basis. During the same period in the previous year, the company earned $1.19 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities analysts predict that US Foods Holding Corp. will post 4.35 EPS for the current fiscal year.

Insider Activity at US Foods In other news, insider William Spencer Hancock sold 21,754 shares of the stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $108.29, for a total transaction of $2,355,740.66. Following the transaction, the insider owned 101,144 shares in the company, valued at approximately $10,952,883.76. This trade represents a 17.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Randy J. Taylor sold 11,630 shares of the stock in a transaction on Thursday, August 13th. The stock was sold at an average price of $110.37, for a total value of $1,283,603.10. Following the transaction, the insider owned 73,618 shares in the company, valued at $8,125,218.66. The trade was a 13.64% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.74% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets Several analysts have recently commented on USFD shares. Wall Street Zen raised US Foods from a “hold” rating to a “buy” rating in a research report on Saturday. Piper Sandler upped their target price on shares of US Foods from $88.00 to $108.00 and gave the company a “neutral” rating in a research note on Wednesday. JPMorgan Chase & Co. dropped their price objective on shares of US Foods from $98.00 to $90.00 and set a “neutral” rating for the company in a research note on Thursday, May 14th. Guggenheim upped their target price on shares of US Foods from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, August 7th. Finally, Zacks Research upgraded shares of US Foods from a “strong sell” rating to a “hold” rating in a research report on Tuesday, July 28th. Eleven equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $113.92.

View Our Latest Research Report on US Foods

About US Foods (Free Report)

US Foods (NYSE: USFD) is a leading foodservice distributor in the United States that supplies a wide range of products and services to professional food operators. The company provides fresh, frozen and dry food items as well as non-food restaurant supplies and kitchen equipment. Its customer base includes independent restaurants, multi-unit chains, healthcare and senior living facilities, hospitality businesses, government and educational institutions, and other foodservice operators.

Beyond commodity and branded food products, US Foods offers value-added solutions designed to help customers run their businesses.

Further Reading Five stocks we like better than US Foods Is Best Buy the AI Winner Hiding in the Electronics Aisle? Applied Materials Beat Everything but Wall Street’s Expectations for Margins Back From Orbit, Intuitive Machines’ Share Price Enters the Buy Zone Texas Roadhouse and Brinker International Have the Recipe Rivals Are Missing Want to see what other hedge funds are holding USFD? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for US Foods Holding Corp. (NYSE:USFD – Free Report).

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Key Takeaways Interface posts strong earnings surprise and sales and EPS growth estimates in a screened stock list.US Foods Holding shows projected sales and EPS growth with a 37.5% one-year stock gain.Vertiv Holdings has projected EPS growth of 58.1% and sales growth of 36.6% for the current year. An ill-informed investor can lose money by betting on a stock based solely on the numbers flashing across a real-time trading screen. A deeper review of a company’s financial health is therefore essential for making informed investment decisions, particularly when markets are navigating multiple crosscurrents.

Investors often assess a company’s performance by focusing primarily on headline sales or earnings. However, these figures alone do not reveal whether its underlying fundamentals are strong enough to meet financial obligations, especially in a tighter and more rate-sensitive environment.

This is where coverage ratios become particularly useful. A higher coverage ratio generally indicates a stronger ability to service debt and sustain operations, making it an important measure of financial resilience for investors looking to identify fundamentally sound opportunities. Interface, Inc. (TILE - Free Report) , US Foods Holding Corp. (USFD - Free Report) , Vertiv Holdings Co (VRT - Free Report) and Ryman Hospitality Properties, Inc. (RHP - Free Report) have impressive interest coverage ratios.

Why Interest Coverage Ratio?The interest coverage ratio is used to determine how effectively a company can pay interest charges on its debt.

Debt, which is crucial to financing operations for the majority of companies, comes at a cost called interest. Interest expense has a direct bearing on the profitability of a company. The company’s creditworthiness depends on how effectively it meets its interest obligations. Therefore, the interest coverage ratio is one of the important criteria to factor in before making any investment decision.

Interest Coverage Ratio = Earnings before Interest & Taxes (EBIT) divided by Interest Expense.

The interest coverage ratio suggests how many times the interest could be paid from earnings and gauges the margin of safety a firm has for paying interest.

An interest coverage ratio lower than 1 suggests that the company is unable to fulfill its interest obligations and could default on repaying debt. A company capable of generating earnings well above its interest expense can withstand financial hardships. One should also track the company’s past performance to determine whether the interest coverage ratio has improved or worsened over time.

The Winning StrategyApart from having an interest coverage ratio that is more than the industry average, adding a favorable Zacks Rank and a VGM Score of A or B to your search criteria should lead to better results.

Interest coverage ratio greater than X-Industry Median

Price greater than or equal to 5: The stocks must all be trading at a minimum of $5 or higher.

5-Year Historical EPS Growth (%) greater than X-Industry Median: Stocks with a strong EPS growth history.

Projected EPS Growth (%) greater than X-Industry Median: This is the projected EPS growth over the next three to five years. This shows that the stock has near-term earnings growth potential.

Average 20-Day Volume greater than 100,000: A substantial trading volume ensures that the stock is easily tradable.

Zacks Rank less than or equal to 2: Zacks Rank #1 (Strong Buy) or 2 (Buy) stocks are known to outperform irrespective of the market environment.

VGM Score of less than or equal to B: Our research shows that stocks with a VGM Score of A or B, when combined with a Zacks Rank #1 or 2, offer the best upside potential.

Here are four of the 16 stocks that qualified the screening:

Interface, the global flooring and sustainability leader, sports a Zacks Rank #1. The company has a trailing four-quarter earnings surprise of 29.8%, on average. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for TILE’s current financial-year sales and EPS implies growth of 5.6% and 21.7%, respectively, from the year-ago period. TILE has a VGM Score of B. The stock has risen 43.8% over the past year.

US Foods Holding, a leading U.S. foodservice distributor that supplies fresh, frozen, dry food and non-food products, carries a Zacks Rank #2 and VGM Score of B. The company has a trailing four-quarter earnings surprise of 1.5%, on average.

The Zacks Consensus Estimate for US Foods Holding's current financial-year sales and EPS indicates growth of 5.1% and 16.3%, respectively, from the year-ago period. The stock has advanced 37.5% over the past year.

Vertiv Holdings, a global leader in critical digital infrastructure, carries a Zacks Rank #2 and has a VGM Score of B. VRT has a trailing four-quarter earnings surprise of 12.6%, on average.

The Zacks Consensus Estimate for Vertiv Holdings’ current financial-year sales and EPS calls for growth of 36.6% and 58.1%, respectively, from the year-ago period. The stock has soared 88% over the past year.

Ryman Hospitality, a leading lodging and hospitality real estate investment trust, carries a Zacks Rank #2. The company has a trailing four-quarter earnings surprise of 8.1%, on average.

The Zacks Consensus Estimate for Ryman Hospitality’s current financial-year sales and EPS implies growth of 8.4% and 7.1%, respectively, from the year-ago period. RHP has a VGM Score of A. The stock has risen 26.5% over the past year.

US Foods Holding Corp (NYSE:USFD) on Thursday reported better-than-expected earnings for the second quarter.

The company posted quarterly earnings of $1.44 per share which beat the analyst consensus estimate of $1.36 per share. The company reported quarterly sales of $10.532 billion which beat the analyst consensus estimate of $10.461 billion.

US Foods reaffirmed FY2026 guidance, expecting net sales growth of 4%-6%, adjusted EBITDA growth of 9%-13%, and adjusted diluted EPS growth of 18%-24%.

The company reaffirmed its FY2026 adjusted EPS guidance of $4.70-$4.93, compared with analyst expectations of $4.70. It sees FY2026 revenue outlook of $41.00 billion-$41.79 billion, versus the consensus estimate of $41.44 billion.

“Our team delivered another strong quarter, highlighted by accelerating volume growth, record Adjusted EBITDA and Adjusted EBITDA margin and strong Adjusted EPS growth in what remains a challenging but stable industry environment,” said Dave Flitman, Chair of the Board and CEO.

US Foods shares rose 0.1% to $106.98 in pre-market trading.

These analysts made changes to their price targets on US Foods following earnings announcement.

TD Cowen analyst Andrew M. Charles maintained the stock with a Buy and raised the price target from $116 to $119. BTIG analyst Peter Saleh maintained the stock with a Buy and raised the price target from $105 to $120. Considering buying USFD stock? Here’s what analysts think:

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US Foods (USFD - Free Report) came out with quarterly earnings of $1.44 per share, beating the Zacks Consensus Estimate of $1.37 per share. This compares to earnings of $1.19 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +5.11%. A quarter ago, it was expected that this company would post earnings of $0.82 per share when it actually produced earnings of $0.78, delivering a surprise of -4.88%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

US Foods, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $10.53 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 0.67%. This compares to year-ago revenues of $10.08 billion. The company has topped consensus revenue estimates two times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

US Foods shares have added about 33.4% since the beginning of the year versus the S&P 500's gain of 12.8%.

What's Next for US Foods?While US Foods has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for US Foods was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.25 on $10.58 billion in revenues for the coming quarter and $4.63 on $41.43 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Food - Miscellaneous is currently in the bottom 16% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Campbell's (CPB - Free Report) , another stock in the same industry, has yet to report results for the quarter ended July 2026.

This maker of canned soup, Pepperidge Farm cookies and V8 juice is expected to post quarterly earnings of $0.40 per share in its upcoming report, which represents a year-over-year change of -35.5%. The consensus EPS estimate for the quarter has been revised 7.3% lower over the last 30 days to the current level.

Campbell's' revenues are expected to be $2.16 billion, down 7.1% from the year-ago quarter.

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 second quarter of fiscal year 2026.

Second Quarter Fiscal 2026 Highlights

Total case volume increased 1.9%; independent restaurant case volume increased 5.1% Net sales increased 4.5% to $10.5 billion Gross profit increased 8.0% to $1.9 billion Net income increased 22.8% to $275 million Net income margin increased 39 basis points to 2.6% Adjusted EBITDA1 increased 10.2% to $604 million Adjusted EBITDA margin1 increased 29 basis points to 5.7% Diluted EPS increased 29.2% to $1.24; Adjusted Diluted EPS1 increased 21.0% to $1.44 “Our team delivered another strong quarter, highlighted by accelerating volume growth, record Adjusted EBITDA and Adjusted EBITDA margin and strong Adjusted EPS growth in what remains a challenging but stable industry environment,” said Dave Flitman, Chair of the Board and CEO. “Importantly, our results are in line with our long-range plan, including 10% Adjusted EBITDA growth and 21% Adjusted Diluted EPS growth driven by 29 basis points of margin expansion and 5% independent restaurant case growth. By leveraging our continuous improvement and self-help culture, we are enhancing service, improving productivity and delivering sustainable, profitable growth. I remain confident in our ability to continue to gain share with our target customer types, further improve customer service levels, deploy our strong and accelerating cash flow with discipline and compound earnings growth over time. I thank our 30,000 associates for their hard work and commitment to delivering excellence in serving our customers and pursuing our ambition to become the undisputed best in our industry.”

“Our second quarter results reflect consistent execution of our key initiatives, supported by strong operating performance,” added Dirk Locascio, CFO. “We expanded margins again this quarter through a combination of volume growth, gross profit gains and cost productivity improvements. Year-to-date, we invested $174 million in capital expenditures and repurchased approximately $500 million of shares, while maintaining our net leverage at 2.6 times. We remain confident in our ability to deliver sustained earnings growth and create long-term shareholder value.”

Second Quarter Fiscal Year 2026 Results

Total case volume increased 1.9% from the prior year driven by a 5.1% increase in independent restaurant case volume, a 3.5% increase in healthcare volume and a 4.4% increase in hospitality volume, partially offset by a 1.5% decrease in chain volume. Total organic case volume increased 1.7%, which includes 5.0% organic independent restaurant case volume growth. Net sales of $10.5 billion for the quarter increased 4.5% from the prior year, driven by case volume growth and food cost inflation of 2.3%.

Gross profit of $1.9 billion increased by $142 million, or 8.0%, from the prior year, primarily as a result of an increase in total case volume, improved cost of goods sold, and a $19 million favorable year-over-year LIFO adjustment. Gross profit as a percentage of Net sales was 18.2%. Adjusted Gross profit was $1.9 billion, an increase of $123 million, or 6.9% from the prior year. Adjusted Gross profit as a percentage of Net sales was 18.2%.

Operating expenses of $1.5 billion increased by $71 million, or 5.1%, from the prior year, primarily as a result of an increase in total case volume and higher distribution, selling and administrative costs, partially offset by actions to streamline administrative processes and costs. Operating expenses as a percentage of Net sales were 14.0%. Adjusted Operating expenses were $1.3 billion, an increase of $68 million, or 5.5% from the prior year. Adjusted Operating expenses as a percentage of Net sales were 12.5%.

Net income of $275 million, increased by $51 million, or 22.8%, from the prior year. Net income margin was 2.6%, an increase of 39 basis points compared to the prior year. Adjusted EBITDA of $604 million, increased by $56 million, or 10.2%, from the prior year. Adjusted EBITDA margin was 5.7%, an increase of 29 basis points compared to the prior year. Diluted EPS was $1.24; Adjusted Diluted EPS was $1.44.

Cash Flow and Debt

Cash flow provided by operating activities for the first six months of fiscal year 2026 and 2025 was $725 million. Higher net income in the current period was offset by favorable changes in operating assets and liabilities in the prior comparative period. Cash capital expenditures for the first six months of fiscal year 2026 totaled $174 million, an increase of $13 million from the prior year, related to investments in information technology, property and equipment and construction of and improvements to distribution facilities.

Net Debt at the end of the second quarter of fiscal year 2026 was $5.2 billion. The ratio of Net Debt to Adjusted EBITDA was 2.6x at the end of the second quarter of fiscal year 2026, compared to 2.7x at the end of fiscal year 2025.

During the second quarter of fiscal year 2026, the Company repurchased 4.4 million shares of common stock for $374 million and for the first six months of fiscal year 2026 repurchased 5.8 million shares of common stock for approximately $500 million, inclusive of fees, commissions, and any related excise tax. The Company had $640 million in remaining funds authorized under the November 2025 share repurchase program.

Outlook for Fiscal Year 20262

The Company is reaffirming its Fiscal Year 2026 guidance provided on February 12, 2026 of:

Net Sales growth of 4% to 6% Adjusted EBITDA growth of 9% to 13% Adjusted Diluted EPS growth of 18% to 24% The guidance provided above includes the impact of a 53rd week in fiscal year 2026, which is expected to add approximately 1% to total case growth and Adjusted EBITDA growth.

Conference Call and Webcast Information

US Foods will host a live webcast to discuss the second quarter of fiscal year 2026 results on Thursday, August 6, 2026, at 8 a.m. CDT. The call can also be accessed live over the phone by dialing (888) 660-6196; the conference ID number is USFDQ226. Presentation slides will be available shortly before the webcast begins. The webcast, slides, and a copy of this press release can be found in the Investor Relations section of our website at https://ir.usfoods.com.

About US Foods

With a promise to help its customers Make It, US Foods is one of America’s great food companies and a leading foodservice distributor, partnering with approximately 250,000 customer locations to help their businesses succeed. With more than 70 broadline locations and more than 90 cash and carry stores, US Foods and its 30,000 associates provides its customers with a broad and innovative food offering and a comprehensive suite of e-commerce, technology and business solutions. US Foods is headquartered in Rosemont, Ill. Visit www.usfoods.com to learn more.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, forecasted financial performance, statements about future results of operations and other statements which are not purely historical facts or that necessarily depend upon future events, including those under the heading “Outlook for Fiscal Year 2026.” These statements often include words such as “believe,” “expect,” “project,” “anticipate,” “intend,” “plan,” “outlook,” “estimate,” “target,” “seek,” “will,” “may,” “would,” “should,” “could,” “forecast,” “mission,” “strive,” “more,” “goal,” or similar expressions (although not all forward-looking statements may contain such words). These statements are not guarantees of future performance or results and are subject to risks, uncertainties and other important factors, many of which are beyond our control, that could cause actual results to differ materially from those expressed in the forward-looking statements, including, among others: changes in consumer eating habits, including economic factors affecting consumer confidence and discretionary spending and the impact of advancements in pharmaceutical therapies, which may reduce the consumption of food prepared away from home; cost inflation/deflation and commodity volatility, including increases in fuel costs; geopolitical developments and supply chain disruptions; competition; reliance on third party suppliers and interruption of product supply or increases in product costs; changes in our relationships with customers and group purchasing organizations; our ability to increase or maintain the highest margin portions of our business and achieve the expected benefits from cost savings initiatives; the impact of climate change or related regulatory or market measures; the impact of governmental regulations related to our operations, including product safety; product recalls and product liability claims; our reputation in the industry; labor relations, increased labor costs and continued access to qualified labor; the level of interest rates and availability of indebtedness and restrictions under agreements governing our indebtedness; disruption of existing technologies and implementation of new technologies, including artificial intelligence; cybersecurity incidents and other technology disruptions; effective execution of the Company’s growth strategy, including our ability to identify suitable acquisition targets, consummate on favorable terms and successfully integrate acquired businesses; risks to the health and safety of our associates and others; adverse judgments or settlements resulting from litigation; extreme weather conditions, natural disasters and other catastrophic events; and the timing and scope of future repurchases by US Foods of its common stock.

More information on these risks and other potential factors that could affect the Company’s business, reputation, results of operations, financial condition, and stock price is included in the sections entitled “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s most recently filed periodic reports on Form 10-K and Form 10-Q and subsequent filings with the Securities and Exchange Commission. All forward-looking statements included in this press release are based on information available to us on the date hereof. For these statements, the Company claims the protection of the safe harbor for forward-looking statements in the Private Securities Litigation Reform Act. Accordingly, you are cautioned not to place undue reliance on these forward-looking statements. Except to the extent required by law, the Company does not undertake, and expressly disclaims, any duty or obligation to update publicly any forward-looking statement.

Non-GAAP Financial Measures

We report our financial results in accordance with U.S. generally accepted accounting principles (“GAAP”). However, Adjusted Gross profit, Adjusted Operating expenses, EBITDA, Adjusted EBITDA, Adjusted EBITDA margin, Net Debt, Adjusted Net income and Adjusted Diluted EPS are non-GAAP financial measures regarding our operational performance and liquidity. These non-GAAP financial measures exclude the impact of certain items and, therefore, have not been calculated in accordance with GAAP.

We use Adjusted Gross profit and Adjusted Operating expenses as supplemental measures to GAAP measures to focus on period-over-period changes in our business and believe this information is helpful to investors. Adjusted Gross profit is Gross profit adjusted to remove the impact of the LIFO inventory reserve adjustments. Adjusted Operating expenses are Operating expenses adjusted to exclude amounts that we do not consider part of our core operating results when assessing our performance.

We believe EBITDA, Adjusted EBITDA and Adjusted EBITDA margin provide meaningful supplemental information about our operating performance because they exclude amounts that we do not consider part of our core operating results when assessing our performance. EBITDA is Net income (loss), plus Interest expense-net, Income tax provision (benefit), and Depreciation and amortization. Adjusted EBITDA is EBITDA adjusted for (1) Restructuring activity and asset impairment charges; (2) Share-based compensation expense; (3) the non-cash impact of LIFO reserve adjustments; (4) loss on extinguishment of debt; (5) Business transformation costs; and (6) other gains, losses or costs as specified in the agreements governing our indebtedness. Adjusted EBITDA margin is Adjusted EBITDA divided by total Net sales.

We use Net Debt as a supplemental measure to GAAP measures to review the liquidity of our operations. Net Debt is defined as total debt net of total Cash, cash equivalents and restricted cash remaining on the balance sheet as of the end of the most recent fiscal quarter. We believe that Net Debt is a useful financial metric to assess our ability to pursue business opportunities and investments. Net Debt is not a measure of our liquidity under GAAP and should not be considered as an alternative to Cash Flows Provided by Operations or Cash Flows Used in Financing Activities.

We believe that Adjusted Net income is a useful measure of operating performance for both management and investors because it excludes items that are not reflective of our core operating performance and provides an additional view of our operating performance including depreciation, interest expense, and Income taxes on a consistent basis from period to period. Adjusted Net income is Net income (loss) excluding such items as restructuring activity and asset impairment charges, Share-based compensation expense, the non-cash impacts of LIFO reserve adjustments, amortization expense, loss on extinguishment of debt, Business transformation costs and other items, and adjusted for the tax effect of the exclusions and discrete tax items. We believe that Adjusted Net income may be used by investors, analysts, and other interested parties to facilitate period-over-period comparisons and provides additional clarity as to how factors and trends impact our operating performance.

We use Adjusted Diluted Earnings per Share, which is calculated by adjusting the most directly comparable GAAP financial measure, Diluted Earnings per Share, by excluding the same items excluded in our calculation of Adjusted EBITDA to the extent that each such item was included in the applicable GAAP financial measure. We believe the presentation of Adjusted Diluted Earnings per Share is useful to investors because the measurement excludes amounts that we do not consider part of our core operating results when assessing our performance. We also believe that the presentation of Adjusted EBITDA, Adjusted EBITDA margin and Adjusted Diluted Earnings per Share is useful to investors because these metrics may be used by securities analysts, investors and other interested parties in their evaluation of the operating performance of companies in our industry.

Management uses these non-GAAP financial measures (a) to evaluate our historical and prospective financial performance as well as our performance relative to our competitors as they assist in highlighting trends, (b) to set internal sales targets and spending budgets, (c) to measure operational profitability and the accuracy of forecasting, (d) to assess financial discipline over operational expenditures, and (e) as an important factor in determining variable compensation for management and employees. EBITDA and Adjusted EBITDA are also used in connection with certain covenants and restricted activities under the agreements governing our indebtedness. We also believe these and similar non-GAAP financial measures are frequently used by securities analysts, investors, and other interested parties to evaluate companies in our industry.

We caution readers that our definitions of Adjusted Gross profit, Adjusted Operating expenses, EBITDA, Adjusted EBITDA, Adjusted EBITDA margin, Net Debt, Adjusted Net income and Adjusted Diluted EPS may not be calculated in the same manner as similar measures used by other companies. Definitions and reconciliations of the non-GAAP financial measures to their most comparable GAAP financial measures are included in the schedules attached to this press release.

  US FOODS HOLDING CORP.

Consolidated Balance Sheets

(Unaudited)

($ in millions)

June 27, 2026

December 27, 2025

ASSETS

Current assets:

Cash and cash equivalents

$

56

$

41

Accounts receivable, less allowances of $32 and $30

2,228

2,026

Vendor receivables, less allowances of $8 and $7

251

173

Inventories—net

1,703

1,711

Prepaid expenses

174

153

Other current assets

35

60

Total current assets

4,447

4,164

Property and equipment—net

2,713

2,681

Goodwill

5,796

5,794

Other intangibles—net

753

781

Other assets

627

523

Total assets

$

14,336

$

13,943

LIABILITIES AND SHAREHOLDERS' EQUITY

Current liabilities:

Cash overdraft liability

$

168

$

168

Accounts payable

2,794

2,447

Accrued expenses and other current liabilities

799

839

Current portion of long-term debt

150

137

Total current liabilities

3,911

3,591

Long-term debt

5,087

5,063

Deferred tax liabilities

439

426

Other long-term liabilities

620

556

Total liabilities

10,057

9,636

Shareholders’ equity:

Common stock

3

3

Additional paid-in capital

3,857

3,777

Retained earnings

3,070

2,679

Accumulated other comprehensive income

48

48

Treasury Stock

(2,699

)

(2,200

)

Total shareholders’ equity

4,279

4,307

Total liabilities and shareholders' equity

$

14,336

$

13,943

US FOODS HOLDING CORP.

Consolidated Statements of Operations

(Unaudited)

For the 13 weeks ended

For the 26 weeks ended

(in millions, except per share data)

June 27, 2026

June 28, 2025

June 27, 2026

June 28, 2025

Net sales

$

10,532

$

10,082

$

20,142

$

19,433

Cost of goods sold

8,613

8,305

16,570

16,042

Gross profit

1,919

1,777

3,572

3,391

Distribution, selling and administrative costs

1,477

1,403

2,906

2,788

Restructuring activity and asset impairment charges

(1

)

2

7

7

Total operating expenses

1,476

1,405

2,913

2,795

Operating income

443

372

659

596

Other income—net

(3

)

(2

)

(4

)

(3

)

Interest expense—net

77

74

152

151

Income before income taxes

369

300

511

448

Income tax provision

94

76

120

109

Net income

$

275

$

224

$

391

$

339

Net income per share

Basic

$

1.26

$

0.97

$

1.78

$

1.47

Diluted

$

1.24

$

0.96

$

1.76

$

1.45

Weighted-average common shares outstanding

Basic

218.6

230.3

219.5

230.4

Diluted

220.5

233.0

222.0

233.6

US FOODS HOLDING CORP.

Consolidated Statements of Cash Flows

(Unaudited)

For the 26 weeks ended

($ in millions)

June 27, 2026

June 28, 2025

Cash flows from operating activities:

Net income

$

391

$

339

Adjustments to reconcile net income to net cash provided by operating activities:

Depreciation and amortization

237

227

Deferred tax provision

13

15

Share-based compensation expense

54

45

Provision for doubtful accounts

19

17

Other non-cash activities

4

1

Changes in operating assets and liabilities:

Increase in receivables

(299

)

(230

)

Decrease in inventories

8

65

Decrease (increase) in prepaid expenses and other assets

13

(18

)

Increase in accounts payable and cash overdraft liability

364

268

Decrease in accrued expenses and other liabilities

(79

)

(4

)

Net cash provided by operating activities

725

725

Cash flows from investing activities:

Proceeds from sales of property and equipment

1

5

Proceeds from divestitures

—

38

Purchases of property and equipment

(174

)

(161

)

Cash paid for acquisitions

(2

)

(87

)

Net cash used in investing activities

(175

)

(205

)

Cash flows from financing activities:

Principal payments on debt and financing leases

(5,083

)

(4,303

)

Proceeds from debt borrowings

5,021

4,069

Repurchase of common stock

(445

)

(270

)

Debt financing costs and fees

(4

)

—

Proceeds from employee stock purchase plan

17

16

Proceeds from exercise of stock options

10

5

Purchase of interest rate caps

—

(1

)

Tax withholding payments for net share-settled equity awards

(51

)

(34

)

Net cash used in financing activities

(535

)

(518

)

Net increase in cash, cash equivalents and restricted cash

15

2

Cash, cash equivalents and restricted cash—beginning of period

41

59

Cash, cash equivalents and restricted cash—end of period

$

56

$

61

Supplemental disclosures of cash flow information:

Interest paid—net of amounts capitalized

$

150

$

149

Income taxes paid—net

93

80

Property and equipment purchases included in accounts payable

53

45

Leased assets obtained in exchange for financing lease liabilities

98

135

Leased assets obtained in exchange for operating lease liabilities

108

68

US FOODS HOLDING CORP.

Non-GAAP Reconciliation

(Unaudited)

For the 13 weeks ended

(in millions, except per share data)

June 27, 2026

June 28, 2025

Change

%

Net income and Net income margin (GAAP)

$

275

2.6

%

$

224

2.2

%

$

51

22.8

%

Interest expense—net

77

74

3

4.1

%

Income tax provision

94

76

18

23.7

%

Depreciation expense

104

102

2

2.0

%

Amortization expense

14

13

1

7.7

%

EBITDA and EBITDA margin (Non-GAAP)

564

5.4

%

489

4.9

%

75

15.3

%

Adjustments:

Restructuring activity and asset impairment charges(1)

—

2

(2

)

(100.0

)%

Share-based compensation expense(2)

32

23

9

39.1

%

LIFO reserve adjustments (3)

(5

)

14

(19

)

(135.7

)%

Business transformation costs(4)

10

13

(3

)

(23.1

)%

Business acquisition, integration related costs, divestitures and other(5)

3

7

(4

)

(57.1

)%

Adjusted EBITDA and Adjusted EBITDA margin (Non-GAAP)

604

5.7

%

548

5.4

%

56

10.2

%

Depreciation expense

(104

)

(102

)

(2

)

2.0

%

Interest expense—net

(77

)

(74

)

(3

)

4.1

%

Income tax provision, as adjusted(6)

(106

)

(95

)

(11

)

11.6

%

Adjusted Net income (Non-GAAP)

$

317

$

277

$

40

14.4

%

Diluted EPS (GAAP)

$

1.24

$

0.96

$

0.28

29.2

%

Restructuring activity and asset impairment charges(1)

—

0.01

(0.01

)

(100.0

)%

Share-based compensation expense(2)

0.15

0.10

0.05

50.0

%

LIFO reserve adjustment(3)

(0.02

)

0.06

(0.08

)

(133.3

)%

Business transformation costs(4)

0.05

0.06

(0.01

)

(16.7

)%

Business acquisition, integration related costs, divestitures and other(5)

0.01

0.03

(0.02

)

(66.7

)%

Income tax provision, as adjusted(6)

0.01

(0.03

)

0.04

(133.3

)%

Adjusted Diluted EPS (Non-GAAP)(7)

$

1.44

$

1.19

$

0.25

21.0

%

Weighted-average diluted shares outstanding

220.5

233.0

Gross profit (GAAP)

$

1,919

$

1,777

$

142

8.0

%

LIFO reserve adjustment(3)

(5

)

14

(19

)

(135.7

)%

Adjusted Gross profit (Non-GAAP)

$

1,914

$

1,791

$

123

6.9

%

Operating expenses (GAAP)

$

1,476

$

1,405

$

71

5.1

%

Depreciation expense

(104

)

(102

)

(2

)

2.0

%

Amortization expense

(14

)

(13

)

(1

)

7.7

%

Restructuring activity and asset impairment charges(1)

—

(2

)

2

(100.0

)%

Share-based compensation expense(2)

(32

)

(23

)

(9

)

39.1

%

Business transformation costs(4)

(10

)

(13

)

3

(23.1

)%

Business acquisition, integration related costs, divestitures and other(5)

(3

)

(7

)

4

(57.1

)%

Adjusted Operating expenses (Non-GAAP)

$

1,313

$

1,245

$

68

5.5

%

NM - Not Meaningful

(1)

Consists primarily of severance and related costs, organizational realignment costs and other impairment charges.

(2)

Share-based compensation expense for expected vesting of stock awards and employee stock purchase plan.

(3)

Represents the impact of LIFO reserve adjustments.

(4)

Transformational costs represent non-recurring expenses prior to formal launch of strategic projects with anticipated long-term benefits to the Company. These costs generally relate to third party consulting and non-capitalizable technology. For the 13 weeks ended June 27, 2026 and June 28, 2025, respectively, business transformation costs related to projects associated with information technology infrastructure initiatives and related workforce efficiencies.

(5)

Includes: (i) aggregate acquisition, integration related costs and divestiture costs of $1 million and $7 million for the 13 weeks ended June 27, 2026 and June 28, 2025, respectively, and (ii) other gains, losses or costs that we are permitted to addback for purposes of calculating Adjusted EBITDA under certain agreements governing our indebtedness.

(6)

Represents our income tax provision adjusted for the tax effect of pre-tax items excluded from Adjusted Net income and the removal of applicable discrete tax items. Applicable discrete tax items include changes in tax laws or rates, changes related to prior year unrecognized tax benefits, discrete changes in valuation allowances, and excess tax benefits associated with share-based compensation. The tax effect of pre-tax items excluded from Adjusted Net income is computed using a statutory tax rate after taking into account the impact of permanent differences and valuation allowances.

(7)

Adjusted Diluted EPS is calculated as Adjusted Net income divided by weighted average diluted shares outstanding.

US FOODS HOLDING CORP.

Non-GAAP Reconciliation

(Unaudited)

For the 26 weeks ended

(in millions, except per share data)

June 27, 2026

June 28, 2025

Change

%

Net income and Net income margin (GAAP)

$

391

1.9

%

$

339

1.7

%

$

52

15.3

%

Interest expense—net

152

151

1

0.7

%

Income tax provision

120

109

11

10.1

%

Depreciation expense

209

200

9

4.5

%

Amortization expense

28

27

1

3.7

%

EBITDA and EBITDA margin (Non-GAAP)

900

4.5

%

826

4.3

%

74

9.0

%

Adjustments:

Restructuring activity and asset impairment charges(1)

8

7

1

14.3

%

Share-based compensation expense(2)

54

45

9

20.0

%

LIFO reserve adjustments (3)

33

19

14

73.7

%

Business transformation costs(4)

17

20

(3

)

(15.0

)%

Business acquisition, integration related costs, divestitures and other(5)

5

20

(15

)

(75.0

)%

Adjusted EBITDA and Adjusted EBITDA margin (Non-GAAP)

1,017

5.0

%

937

4.8

%

80

8.5

%

Depreciation expense

(209

)

(200

)

(9

)

4.5

%

Interest expense—net

(152

)

(151

)

(1

)

0.7

%

Income tax provision, as adjusted(6)

(165

)

(150

)

(15

)

10.0

%

Adjusted Net income (Non-GAAP)

$

491

$

436

$

55

12.6

%

Diluted EPS (GAAP)

$

1.76

$

1.45

$

0.31

21.4

%

Restructuring activity and asset impairment charges(1)

0.04

0.03

0.01

33.3

%

Share-based compensation expense(2)

0.24

0.19

0.05

26.3

%

LIFO reserve adjustments (3)

0.15

0.08

0.07

87.5

%

Business transformation costs(4)

0.08

0.09

(0.01

)

(11.1

)%

Business acquisition, integration related costs, divestitures and other(5)

0.02

0.09

(0.07

)

(77.8

)%

Income tax provision, as adjusted(6)

(0.08

)

(0.06

)

(0.02

)

33.3

%

Adjusted Diluted EPS (Non-GAAP)(7)

$

2.21

$

1.87

$

0.34

18.2

%

Weighted-average diluted shares outstanding

222.0

233.6

Gross profit (GAAP)

$

3,572

$

3,391

$

181

5.3

%

LIFO reserve adjustments(3)

33

19

14

73.7

%

Adjusted Gross profit (Non-GAAP)

$

3,605

$

3,410

$

195

5.7

%

Operating expenses (GAAP)

$

2,913

$

2,795

$

118

4.2

%

Depreciation expense

(209

)

(200

)

(9

)

4.5

%

Amortization expense

(28

)

(27

)

(1

)

3.7

%

Restructuring activity and asset impairment charges(1)

(8

)

(7

)

(1

)

14.3

%

Share-based compensation expense (2)

(54

)

(45

)

(9

)

20.0

%

Business transformation costs(4)

(17

)

(20

)

3

(15.0

)%

Business acquisition, integration related costs, divestitures and other(5)

(5

)

(20

)

15

(75.0

)%

Adjusted Operating expenses (Non-GAAP)

$

2,592

$

2,476

$

116

4.7

%

NM - Not Meaningful

(1)

Consists primarily of severance and related costs, organizational realignment costs and other asset impairment charges.

(2)

Share-based compensation expense for expected vesting of stock awards and employee stock purchase plan.

(3)

Represents the impact of LIFO reserve adjustments.

(4)

Transformational costs represent non-recurring expenses prior to formal launch of strategic projects with anticipated long-term benefits to the Company. These costs generally relate to third party consulting and non-capitalizable technology. For the 26 weeks ended June 27, 2026 and June 28, 2025, respectively, business transformation costs related to projects associated with information technology infrastructure initiatives and related workforce efficiencies.

(5)

Includes: (i) aggregate acquisition, integration related costs and divestiture costs of $2 million and $20 million for the 26 weeks ended June 27, 2026 and June 28, 2025, respectively (ii) other gains, losses or costs that we are permitted to addback for purposes of calculating Adjusted EBITDA under certain agreements governing our indebtedness.

(6)

Represents our income tax provision adjusted for the tax effect of pre-tax items excluded from Adjusted Net income and the removal of applicable discrete tax items. Applicable discrete tax items include changes in tax laws or rates, changes related to prior year unrecognized tax benefits, discrete changes in valuation allowances, and excess tax benefits associated with share-based compensation. The tax effect of pre-tax items excluded from Adjusted Net income is computed using a statutory tax rate after taking into account the impact of permanent differences and valuation allowances.

(7)

Adjusted Diluted EPS is calculated as Adjusted Net income divided by weighted average diluted shares outstanding.

US FOODS HOLDING CORP.

Non-GAAP Reconciliation

Net Debt and Net Leverage Ratios

(in millions, except ratios)

June 27, 2026

December 27, 2025

June 28, 2025

Total Debt (GAAP)

$5,237

$5,200

$4,831

Cash, cash equivalents and restricted cash

(56

)

(41

)

(61

)

Net Debt (Non-GAAP)

$5,181

$5,159

$4,770

Adjusted EBITDA (1)

$2,012

$1,932

$1,833

Net Leverage Ratio (2)

2.6

2.7

2.6

(1) Trailing Twelve Months (TTM) Adjusted EBITDA

(2) Net Debt/TTM Adjusted EBITDA

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.

In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.

However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.

Our proprietary system currently recommends US Foods (USFD - Free Report) as one such stock. This company not only has a favorable Growth Score, but also carries a top Zacks Rank.

Studies have shown that stocks with the best growth features consistently outperform the market. And for stocks that have a combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy), returns are even better.

While there are numerous reasons why the stock of this company is a great growth pick right now, we have highlighted three of the most important factors below:

Earnings GrowthArguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.

While the historical EPS growth rate for US Foods is 26.8%, investors should actually focus on the projected growth. The company's EPS is expected to grow 16.4% this year, crushing the industry average, which calls for EPS growth of 4.1%.

Cash Flow GrowthCash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-oriented companies than for mature companies. That's because, high cash accumulation enables these companies to undertake new projects without raising expensive outside funds.

Right now, year-over-year cash flow growth for US Foods is 13.3%, which is higher than many of its peers. In fact, the rate compares to the industry average of 4.6%.

While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 22% over the past 3-5 years versus the industry average of 7%.

Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

The current-year earnings estimates for US Foods have been revising upward. The Zacks Consensus Estimate for the current year has surged 0.1% over the past month.

Bottom LineWhile the overall earnings estimate revisions have made US Foods a Zacks Rank #2 stock, it has earned itself a Growth Score of B based on a number of factors, including the ones discussed above.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

This combination indicates that US Foods is a potential outperformer and a solid choice for growth investors.

ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD) will host a live conference call and webcast to discuss second quarter 2026 results on Thursday, August 6, 2026, at 8 a.m. CDT. The conference call can be accessed live over the phone by dialing (888) 660-6196. Listeners should dial in 10 minutes prior to the call start time and provide the Conference ID USFDQ226 to be connected. A replay will be available after the call. To listen to a replay of the conference call, please re.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

US Foods (USFD - Free Report) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.

A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.

Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.

As such, the Zacks rating upgrade for US Foods is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

For US Foods, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for US FoodsThis company is expected to earn $4.81 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for US Foods. Over the past three months, the Zacks Consensus Estimate for the company has increased 4.1%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of US Foods to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

Posted by Defense World Staff on Apr 25th, 2026

Lamb Weston (NYSE:LW – Get Free Report) and US Foods (NYSE:USFD – Get Free Report) are both consumer staples companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, dividends, institutional ownership, risk, valuation, analyst recommendations and earnings.

Institutional and Insider Ownership 89.6% of Lamb Weston shares are owned by institutional investors. Comparatively, 98.8% of US Foods shares are owned by institutional investors. 0.3% of Lamb Weston shares are owned by company insiders. Comparatively, 0.7% of US Foods shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Earnings & Valuation This table compares Lamb Weston and US Foods”s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Lamb Weston $6.45 billion 0.95 $357.20 million $2.14 20.72 US Foods $39.42 billion 0.52 $676.00 million $2.94 31.74 US Foods has higher revenue and earnings than Lamb Weston. Lamb Weston is trading at a lower price-to-earnings ratio than US Foods, indicating that it is currently the more affordable of the two stocks.

Profitability This table compares Lamb Weston and US Foods’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Lamb Weston 4.61% 23.77% 5.76% US Foods 1.71% 18.74% 6.09% Analyst Recommendations This is a summary of recent recommendations and price targets for Lamb Weston and US Foods, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Lamb Weston 1 9 3 0 2.15 US Foods 0 3 10 0 2.77 Lamb Weston presently has a consensus price target of $48.00, indicating a potential upside of 8.24%. US Foods has a consensus price target of $107.33, indicating a potential upside of 15.03%. Given US Foods’ stronger consensus rating and higher possible upside, analysts plainly believe US Foods is more favorable than Lamb Weston.

Risk and Volatility Lamb Weston has a beta of 0.49, suggesting that its share price is 51% less volatile than the S&P 500. Comparatively, US Foods has a beta of 0.98, suggesting that its share price is 2% less volatile than the S&P 500.

Summary US Foods beats Lamb Weston on 11 of the 14 factors compared between the two stocks.

About Lamb Weston (Get Free Report)

Lamb Weston Holdings, Inc. produces, distributes, and markets frozen potato products worldwide. The company operates through four segments: Global, Foodservice, Retail, and Other. It offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels. The company also provides its products under its owned or licensed brands, such as Grown in Idaho and Alexia, and other licensed brands, as well as under retailers' own brands. In addition, it engages in the vegetable and dairy businesses. The company sells its products through a network of internal sales personnel and independent brokers, agents, and distributors to chain restaurants, wholesale, grocery, mass merchants, club and specialty retailers, businesses, educational institutions, independent restaurants, regional chain restaurants, and convenience stores. Lamb Weston Holdings, Inc. was incorporated in 1950 and is headquartered in Eagle, Idaho.

About US Foods (Get Free Report)

US Foods Holding Corp., together with its subsidiaries, engages in marketing, sale, and distribution of fresh, frozen, and dry food and non-food products to foodservice customers in the United States. The company's customers include independently owned single and multi-unit restaurants, regional concepts, national restaurant chains, hospitals, nursing homes, hotels and motels, country clubs, government and military organizations, colleges and universities, and retail locations. The company was formerly known as USF Holding Corp. and changed its name to US Foods Holding Corp. in February 2016. US Foods Holding Corp. was incorporated in 2007 and is headquartered in Rosemont, Illinois.

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ROSEMONT, Ill.--(BUSINESS WIRE)-- #USFoods--US Foods Holding Corp. (NYSE: USFD), one of America's largest foodservice distributors, today announced the launch of US Foods SIGNATURE™, a new comprehensive program designed to help hospitality operators across four hospitality operation types: hotel and lodging, casino and gaming, banquets and catering, and entertainment venues, reduce operational waste, improve staff efficiency for labor savings and elevate the guest experience. Building upon the company's i.

Expense ratios, dividend yields, and portfolio composition reveal key differences between these two value-focused iShares funds.

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From Blocked Merger to Independent Operator US Foods (NYSE: USFD | USFD Price Prediction) hit public markets in May 2016 after the FTC blocked its proposed sale to Sysco the prior year. What started as a fallback plan turned into a decade of building. The Rosemont, Illinois-based distributor now serves roughly 250,000 customer locations through more than 70 broadline distribution centers and over 90 cash-and-carry stores, with about 30,000 associates handling roughly $39.4 billion in annual sales.

The story since the IPO has three chapters. First, steady share gains with independent restaurants. Second, a brutal pandemic shock that crushed restaurant volumes and the stock. Third, a sharp rebound under CEO Dave Flitman, anchored by the CHEF’STORE acquisition in 2020 and recent broadline tuck-ins like Jake’s Finer Foods in Houston and Shetakis in Las Vegas. Management is now exploring a sale of the CHEF’STORE cash-and-carry business to focus on core distribution.

$1,000 Invested at IPO Is Now $3,690 In the following table, investment date assumes the first available trading price after IPO. The starting investment in US Foods in each period is $1,000.

Time Period Total Return Ending Value S&P 500 Return 1 Year 34.3% $1,343.20 28.5% 3 Years 138.8% $2,388.40 75.5% 5 Years 129.1% $2,290.80 71.5% Since IPO (May 2016) 269.1% $3,690.50 245.8% Roughly tripling your money over a decade is solid, and it outperforms the S&P 500’s run over the same span. The shape of the journey matters: shares cratered in early 2020 as restaurants closed, and patient holders had to stomach years of choppy recovery. The real outperformance occurred over the past three years, as US Foods surged when margins finally inflected.

FY2025 cemented the turn: revenue of $39.42 billion (+4.08%), net income of $676 million (+36.84%), and adjusted diluted EPS of $3.98. The company pays no dividend but announced a fresh $1 billion buyback in November 2025.

The Bull Case, With One Eye on the Consumer The bull case rests on Flitman delivering his 20% adjusted EPS CAGR through 2027, and it is straightforward: 19 consecutive quarters of independent restaurant growth, 2026 guidance calling for 18% to 24% adjusted EPS growth, and a forward P/E around 31 that looks reasonable for that trajectory.

The bear case hinges on whether consumer spending is weakening. Chain volume fell 3.4% in Q4, GLP-1 adoption is a real demand overhang, and $4.6 billion of debt limits flexibility in a downturn. Revenue has missed estimates in four of the past six quarters, even as EPS beats pile up.

The execution has been consistent, and the buyback provides a floor.

US Foods (USFD - Free Report) came out with quarterly earnings of $0.78 per share, missing the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.68 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -4.59%. A quarter ago, it was expected that this company would post earnings of $1 per share when it actually produced earnings of $1.04, delivering a surprise of +4%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

US Foods, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $9.61 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 1%. This compares to year-ago revenues of $9.35 billion. The company has topped consensus revenue estimates just once over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

US Foods shares have added about 22.2% since the beginning of the year versus the S&P 500's gain of 7.6%.

What's Next for US Foods?While US Foods has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for US Foods was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.40 on $10.53 billion in revenues for the coming quarter and $4.79 on $41.57 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Food - Miscellaneous is currently in the bottom 18% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Laird Superfood, Inc. (LSF - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 14.

This company is expected to post quarterly loss of $0.08 per share in its upcoming report, which represents a year-over-year change of -300%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Laird Superfood, Inc.'s revenues are expected to be $14.5 million, up 24.5% from the year-ago quarter.

US Foods Holding Corp. (USFD) Q1 2026 Earnings Call Transcript

ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD) announced today that Dave Flitman, Chair of the Board and Chief Executive Officer, and Dirk Locascio, Chief Financial Officer, will participate in a fireside chat at the Deutsche Bank Access Global Consumer Conference on Wednesday, June 3, 2026, at 7:00 a.m. CDT or 2:00 p.m. CEST. Media and investors can listen to a live audio webcast by visiting the Investor Relations page of the company's website at https://ir.usfoods.com/ev.

ROSEMONT, Ill.--(BUSINESS WIRE)-- #CSR--US Foods Holding Corp. (NYSE: USFD) – one of America's leading foodservice distributors – announced today the release of the company's 2025 Sustainability Report. Within the comprehensive report, US Foods highlights progress across its Exclusive Brands product offerings, support for associates and communities, and initiatives to minimize the environmental impact of its operations and supply chain. “I am proud of the progress we've made on our sustainability jour.

US Foods Holding Corp. (USFD) Presents at 23rd annual dbAccess Global Consumer Conference Transcript