US Foods Holding Corp. USFD

Zacks Investment Research 6 nov

US Foods (USFD) reported Q3 adjusted EPS of $1.26, beating estimates by $0.01, with a 17.8% year-over-year increase. However, net sales of $10.4 billion missed consensus estimates despite 2.1% growth. The company narrowed its fiscal 2026 guidance, projecting 4-5% sales growth and 18-20% EPS growth, citing slower macroeconomic conditions and elevated fuel costs. Adjusted EBITDA grew 9.9% with margin expansion of 38 basis points.

Zacks Investment Research 4 nov

US Foods (USFD) is expected to report Q3 2026 earnings growth of 16.8% with revenues rising 3.7% to $10.6 billion, driven by customer wins, healthcare momentum, and operational efficiencies. However, the stock carries a Zacks Rank #4 (Sell) with a negative Earnings ESP of -0.46%, suggesting limited upside potential. Headwinds include weak restaurant traffic, fuel costs, and margin pressures from elevated operating expenses.

Zacks Investment Research 3 nov

US Foods (USFD) projects 20.1% fiscal 2026 earnings growth with improving margins and solid cash generation, but trades at a premium valuation of 19.9X forward earnings—above industry and historical averages. While the company shows strong operational momentum, rising costs, weak chain restaurant volumes, and competitive pressures limit upside potential, warranting a cautious stance despite favorable growth attributes.

Zacks Investment Research 3 nov

US Foods (USFD) shares rose 11.8% in the past month, driven by accelerating independent restaurant customer growth (5.1%), improved margins (adjusted EBITDA per case up 8.3% to $2.73), and productivity initiatives including Pronto expansion and AI tools. However, weak restaurant traffic, declining chain volume (-1.5%), and a premium 19.9X forward P/E valuation pose near-term risks. The stock carries a Zacks Rank #4 (Sell) rating despite favorable growth and momentum scores.

Zacks Investment Research 3 nov

US Foods (USFD) reported Q2 adjusted EPS of $1.44, up 21% year-over-year, beating consensus estimates by 5.1%. Net sales rose 4.5% to $10.53 billion with independent restaurant case volume climbing 5.1% and adjusted EBITDA margin expanding 29 basis points to 5.7%. The company reaffirmed its FY26 guidance for 4-6% sales growth and 9-13% adjusted EBITDA growth despite ongoing restaurant traffic pressures.