Is Performance Food Group (PFGC) Still Undervalued As Russell Index Removals Trigger Rebalancing?
Performance Food Group (PFGC) has been removed from several Russell growth indices, including the Russell 1000 and 3000 Growth benchmarks, which could lead to short-term rebalancing trades. Despite this, the stock has shown strong recent performance and long-term gains. The company is considered slightly undervalued by one narrative model based on its fair value of $115.77, emphasizing its successful acquisition strategy, though other analyses suggest it is overvalued based on earnings multiples, trading at a P/E of 54.4x compared to an industry average of 18.9x.
TD Cowen initiates Performance Food Group stock coverage with buy rating
TD Cowen has initiated coverage on Performance Food Group (NYSE:PFGC) with a Buy rating and a price target of $128.00, implying a 13% upside from its current trading price of $113.74. The firm anticipates strong EPS growth exceeding 20% for two years, driven by various operational efficiencies and revenue growth. Despite a high P/E ratio, the company's financial flexibility for acquisitions and share buybacks, along with recent earnings exceeding Wall Street expectations, support the positive outlook.
Performance Food Group highlights its distribution scale. Investors look at long-term growth drivers
Performance Food Group is a major foodservice distributor in the United States, providing a wide range of products to restaurants, hospitality operators, and institutional customers nationwide. The company's extensive distribution network and diverse customer base support a long-term growth narrative for investors, driven by customer acquisition, expanded relationships, and entry into new channels. Its business model focuses on efficient sourcing and delivery, with growth influenced by consumer dining trends.
Should PFGC’s Removal From Russell Growth Indexes Require Action From Performance Food Group Investors?
Performance Food Group (NYSE:PFGC) was removed from several Russell growth indexes on June 27, 2026, which could impact how index-tracking funds and active managers view the stock. While this structural change doesn't directly alter the company's core operational drivers or near-term risks like margin pressure, it may interact with existing concerns among investors. The article suggests investors consider updated earnings guidance, analyst forecasts, and independent research over index inclusion alone.
The Ridgefield Reserve from PFGC - frozen entrée built for US foodservice demand
Ridgefield Reserve is a private-label frozen entrée brand from Performance Food Group (PFGC) designed for US foodservice customers like restaurants, hospitals, and schools. It offers consistent, pre-portioned proteins for easy preparation, helping operators manage labor costs and maintain menu consistency. This brand is a key part of PFGC's strategy to expand its higher-margin proprietary products and strengthen customer relationships within the foodservice distribution market.
Should PFGC’s Removal From Russell Growth Indexes Require Action From Performance Food Group Investors?
Performance Food Group Company (NYSE:PFGC) was removed from several Russell growth benchmarks on June 27, 2026, which may influence how index-tracking funds and active managers view the stock. While this removal does not alter core operating drivers, investors should consider its potential interaction with existing concerns about leverage and margin pressure. The article suggests focusing on the company's Q3 2026 earnings and tightened net sales guidance, which are more relevant to the business narrative than index inclusion alone.
Should PFGC’s Removal From Russell Growth Indexes Require Action From Performance Food Group Investors?
Performance Food Group Company (NYSE:PFGC) was removed from several Russell growth indexes on June 27, 2026, which could influence how index-tracking funds and active managers view the stock. While this index change doesn't alter core operating drivers, investors should monitor its interaction with existing concerns about leverage and margin pressure. The company's recent Q3 2026 earnings and updated net sales guidance, alongside varying analyst forecasts, are more critical indicators of its financial health than index inclusion alone.
Performance Food Group Co Financial Disclosures & Filings
This page provides access to Performance Food Group Co's financial disclosures and regulatory filings, including quarterly and annual earnings reports, call transcripts, and investor presentations. It covers documents from 2022 through Q3 FY2026, offering insights into the company's financial performance, strategic initiatives, and growth targets.
Performance Food Group Co Financial Disclosures & Filings
This page provides an extensive list of Performance Food Group Co's financial disclosures and regulatory filings, including quarterly earnings reports, annual reports, investor day presentations, and conference transcripts spanning from 2022 to 2026. Each entry offers key highlights such as sales growth, net income, EBITDA, and strategic plans, providing comprehensive insight into the company's performance and future outlook. These documents are designed to support informed investment decisions by offering transparency into the company's financials and strategic initiatives.
Performance Food Group Co Financial Disclosures & Filings
This page provides access to Performance Food Group Co's financial disclosures and regulatory filings, including earnings reports, annual reports, and investor presentations, dating back to 2022. It offers an overview of the company's performance, strategy, and guidance for investors. The documents detail sales, profit growth, acquisitions, and future targets across various fiscal quarters and years.
The Performance Foodservice Ridgecrest Beef Pot Roast from PFGC - fully cooked comfort for US commercial kitchens
Performance Foodservice has launched Ridgecrest Beef Pot Roast, a fully cooked, 5-pound pouch product designed to be a labor-saving comfort food staple for US commercial kitchens. This product helps foodservice operators reduce prep time and labor costs by providing a consistent, ready-to-heat protein that can be served as-is or adapted into various dishes. It's part of Performance Food Group's strategy to offer high-margin, branded value-added products that support independent operators against larger chains.
Performance Food Group Co Financial Disclosures & Filings
This page provides access to Performance Food Group Co's financial disclosures and regulatory filings, including quarterly earnings, annual reports, and investor day presentations. The documents offer insights into the company's financial performance, strategic initiatives, and growth targets across various fiscal years. Investors can use these resources to inform investment decisions.
Performance Food Group Co Financial Disclosures & Filings
This page provides access to Performance Food Group Co's financial disclosures and regulatory filings, including quarterly and annual earnings reports, call transcripts, and investor presentations. The documents offer insights into the company's performance, strategy, and financial guidance, spanning from 2026 back to 2022. It serves as a resource for investors seeking to make informed decisions based on the company's official corporate communications.
Performance Food Group Co Financial Disclosures & Filings
This page provides an extensive list of financial disclosures and regulatory filings for Performance Food Group Co (A140K1), dating back to 2022. It includes quarterly and annual earnings reports, investor day presentations, and conference transcripts, along with summaries of key financial performance and strategic updates for various periods.
SG Americas Securities LLC Sells 17,622 Shares of Performance Food Group Company $PFGC
SG Americas Securities LLC reduced its stake in Performance Food Group Company (PFGC) by 24.6% in the first quarter, selling 17,622 shares and retaining 53,958 shares worth $4.62 million. This comes as Performance Food Group reported strong quarterly results, exceeding EPS and revenue expectations, with analysts maintaining a generally positive outlook and an average target price of $120. Institutional investors like Norges Bank and Wellington Management Group have also been actively trading PFGC shares, with 96.87% of the stock owned by hedge funds and other institutional investors.
Performance Food Group (PFGC) officer sells 2,595 shares in 10b5-1 trade
Erika T. Davis, an officer at Performance Food Group (PFGC), sold 2,595 shares of common stock at $110.00 per share, totaling $285,450. This transaction was carried out on June 26, 2026, under a pre-arranged Rule 10b5-1 trading plan established earlier on February 24, 2026. Following the sale, Davis retains direct ownership of 40,446 shares, indicating a routine liquidity event rather than a significant change in her investment thesis.
Performance Food Group Company(NYSE:PFGC) dropped from Russell 2500 Growth Benchmark
Performance Food Group Company (NYSE:PFGC) has been removed from the Russell 2500 Growth Benchmark. This follows several related announcements on the same day regarding its removal from various other Russell indices, including the Russell Small Cap Comp Growth, Midcap Growth, and 1000 Growth Benchmarks. The company, which specializes in marketing and distributing food and food-related products across North America, saw its stock at $112.65, a 2.00% increase, at the close of June 29, 2026.
PFGC Maintained by Guggenheim -- Price Target Raised to $125
Guggenheim maintained a "Buy" rating on Performance Food Group (PFGC) and raised its price target to $125.00, reflecting confidence in the company's operational performance. Despite this positive outlook, GuruFocus indicates that PFGC is currently overvalued, with a GF Value of $88.96 compared to its trading price of $110.80, and has seen significant insider selling. Investors are advised to consider both the analyst's optimism and the stock's overvaluation.
Performance Food Group Company(NYSE:PFGC) dropped from Russell 1000 Growth Benchmark
Performance Food Group Company (NYSE:PFGC) has been removed from the Russell 1000 Growth Benchmark. This news, published on June 29, 2026, highlights a significant change in the company's index inclusion. This follows a previous announcement that the company was also dropped from the Russell 3000E Growth Benchmark.
Performance Food Group (PFGC) Is Up 6.6% After Revenue Beat And Steady Guidance Has The Bull Case Changed?
Performance Food Group (PFGC) reported a 6.4% year-on-year revenue growth, exceeding analyst expectations, and reaffirmed its full-year revenue guidance. This performance indicates management's prioritization of scale and stability, even as adjusted operating income missed estimates due to margin pressures. While the strong revenue and stable guidance reinforce a growth narrative for investors, the elevated operating costs and competitive pricing remain key risks for future profitability.
Performance Food Group (PFGC) Beat Revenue Views, Is The Upside Already Priced In?
Performance Food Group (PFGC) recently exceeded revenue expectations, reporting 6.4% year-on-year growth, though adjusted operating income missed forecasts. Despite a significant 30-day share price return of 12.48% and a 5-year total shareholder return of 130.13%, the stock is trading about 4.8% below the average analyst target. The article presents a "fair value" narrative of $115.77, suggesting the stock is currently undervalued, but also notes its high P/E ratio compared to the industry and warns about potential risks.
Braun Stacey Associates Inc. Sells 26,660 Shares of Performance Food Group Company $PFGC
Braun Stacey Associates Inc. reduced its stake in Performance Food Group Company by 20.7% in the first quarter, selling 26,660 shares and retaining 102,429 shares valued at $8.77 million. Performance Food Group surpassed quarterly earnings and revenue estimates, reporting EPS of $0.80 and revenue of $16.29 billion. Analyst sentiment remains positive with a "Moderate Buy" consensus and an average target price of $119.00, despite recent insider share sales.
Louisiana State Employees Retirement System Invests $3.91 Million in Performance Food Group Company $PFGC
The Louisiana State Employees Retirement System recently invested $3.91 million in Performance Food Group Company (PFGC) by purchasing 45,600 shares. This comes amidst broad analyst optimism with a "Moderate Buy" rating and a $119 average price target. Performance Food Group also reported strong quarterly results, exceeding earnings and revenue estimates.
Discipline and Rules-Based Execution in PFGC Response
Quantitative analysis for Performance Food Group Company (NASDAQ: PFGC) indicates a breakout is underway with compelling upside potential and no resistance levels remaining above the current price. The AI models have generated three trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored to different risk profiles, all incorporating sophisticated risk management. Near- and mid-term sentiment is strong, while long-term sentiment is neutral, showing support and resistance levels across various time horizons.
Price to sales forward of Performance Food Group Co – SWB:P5F
This article provides financial information for Performance Food Group Co (SWB:P5F) on the Stuttgart Stock Exchange. It specifically highlights the "Price to sales forward" metric for the company. The content appears to be a stub or a summary of financial data from TradingView.
Performance Food Group (PFGC) Is Up 6.6% After Revenue Beat And Steady Guidance Has The Bull Case Changed?
Performance Food Group (PFGC) reported a 6.4% year-on-year revenue growth, exceeding analyst expectations, and maintained its full-year revenue guidance. While adjusted operating income estimates were missed, the strong top-line performance and reaffirmed guidance suggest management is prioritizing scale and stability. Investors are watching for continued volume growth, though elevated operating costs and competitive pricing remain a key risk to profitability despite the positive revenue news.
Assenagon Asset Management S.A. Has $20.24 Million Stake in Performance Food Group Company $PFGC
Assenagon Asset Management S.A. significantly reduced its stake in Performance Food Group Company ($PFGC) by 51.9% in Q1, selling over 254,000 shares and retaining a $20.24 million holding. Despite this reduction and recent insider stock sales, analysts maintain a "Moderate Buy" rating with an average target price of $119, following better-than-expected Q1 earnings. The company reported $0.80 EPS against $0.77 expected and $16.29 billion in revenue, with the stock trading near its 52-week high.
Erika T. Davis reports 10b5-1 sales via Form 144 (PFGC)
Erika T. Davis submitted a Form 144 notice detailing 10b5-1 sales of Performance Food Group Co (PFGC) common stock. The filing indicates two sales of 1,750 shares each on May 27, 2026, and June 12, 2026, with proceeds of $166,250 and $183,750, respectively. The notice also references Restricted Stock Awards from August 22, 2024, for 2,595 shares.
Performance Food Group stock hits all-time high at 109.07 USD
Performance Food Group Co. (PFGC) stock reached an all-time high of $109.07, and currently trades at $109.09, reflecting a 24.01% increase over the past year. Despite its strong performance and market capitalization of $17.1 billion, InvestingPro analysis suggests the stock might be overvalued with a P/E ratio of 51.75. The company recently reported Q3 fiscal year 2026 earnings that exceeded expectations, though concerns about increased operating expenses and cost inflation persist.
Consumer Discretionary Stocks Q1 Teardown: Performance Food Group (NYSE:PFGC) Vs The Rest
This article provides a teardown of Q1 performance for several consumer discretionary stocks, focusing on Performance Food Group (PFGC) against its peers. It highlights PFGC's mixed quarter with a revenue beat but an adjusted operating income miss, alongside analyses of other companies like Smith & Wesson (SWBI) as the best performer and Leggett & Platt (LEG) as the weakest. The report summarizes key financial figures and market reactions for each company.
Price to earnings forward of Performance Food Group Co – DUS:P5F
This article provides a brief financial overview of Performance Food Group Co (DUS:P5F), specifically focusing on its forward price-to-earnings ratio. It indicates that the market was closed with no trades at the time of publication. The content also mentions that the data is provided by ICE Data Services and FactSet.
Consumer Discretionary Stocks Q1 Teardown: Performance Food Group (NYSE:PFGC) Vs The Rest
This article analyzes the Q1 performance of Performance Food Group (NYSE:PFGC) and its peers in the consumer discretionary sector. It highlights PFGC's mixed quarter with revenue beats but an operating income miss, alongside other companies like Smith & Wesson (best Q1) and Leggett & Platt (weakest Q1). The article also touches upon market shifts from AI concerns to geopolitical risks influencing investor sentiment.
P5F Forecast — Price Target — Prediction for 2027
This article provides a forecast for Performance Food Group Co (P5F) stock, including analyst price targets, historical performance data, and financial metrics. It highlights that the current price is 96.5 EUR and analysts have a 1-year price forecast with a max estimate of 114.91 EUR and a min estimate of 86.82 EUR. The company's market capitalization, recent earnings, revenue, and employee count are also detailed.
Enterprise value to EBITDA forward of Performance Food Group Co – DUS:P5F
This article provides the enterprise value to EBITDA forward for Performance Food Group Co (DUS:P5F) on the Dusseldorf Stock Exchange. It notes that the market is currently closed with no trades recorded. The content is primarily a data point rather than an in-depth analysis.
Pinky’s restaurant owner inks distribution deal for startup cheesecake business
Steve DeRaffele, owner of Pinky's restaurant, has launched a new gluten-free cheesecake business called Rio Cheesecakes, inspired by an old family recipe and his own dietary needs. The new venture has secured a distribution deal with Performance Food Group, allowing it to wholesale cheesecakes to restaurants and catering companies along the East Coast. DeRaffele, who self-funded the business with approximately $200,000, aims to expand Rio Cheesecakes' reach while maintaining its focus on high-quality, gluten-free individual cheesecakes.
Performance Food Group: Sales, Tech, and Integration Efforts Look Directionally Prudent; Shares Rich
Performance Food Group has demonstrated strong organic independent case growth, outperforming the industry, largely due to expanded salesforce initiatives and strategic technological investments. Management's future plans include leveraging technology further to streamline processes and integrate operations, aiming to boost profit growth. However, despite these efforts, the company's shares are considered rich.
Pretax income of Performance Food Group Co – XETR:P5F
This article provides financial information for Performance Food Group Co (XETR:P5F) focusing specifically on its pretax income. It details the stock's market status as closed with no trades and lists various financial metrics available on the platform. The information is sourced from ICE Data Services, FactSet, and Quartr for SEC filings.
Performance Food Group's Investments Should Fuel Near-Term Growth but Unlikely to Build Durable Edge
Performance Food Group (PFG) is entering a new chapter under CEO Scott McPherson, with a strategy focused on integrating recent acquisitions, particularly in convenience distribution and foodservice. The company plans increased investments in customer-facing technology, internal standardization, and equipment upgrades to unify its operating model. While these efforts are expected to drive near-term growth, the article expresses skepticism that they will create a lasting competitive advantage due to structural differences across segments and the highly competitive market.
Dropping Coverage of Performance Food Group
Morningstar announced that it is dropping coverage of Performance Food Group (PFGC). This decision is part of their periodic adjustment of coverage based on investor interest and staffing. Although this specific article highlighting the dropped coverage is from January 27, 2023, Morningstar continues to update some related content.
Performance Food Group (PFGC) Stock After Recent Gains Is The Current Price Still Justified
Performance Food Group (PFGC) has seen recent stock gains, prompting a valuation check. While a Discounted Cash Flow analysis suggests a 28.1% undervaluation, a Price-to-Earnings ratio comparison indicates the stock may be overvalued relative to its industry and peers. Simply Wall St's proprietary "Fair Ratio" also suggests the current price is somewhat expensive.
Performance Food Group (PFGC) Stock After Recent Gains Is The Current Price Still Justified
This article analyzes Performance Food Group (PFGC) stock valuation using two methods: Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio. The DCF analysis suggests the stock is undervalued by 28.1%, while the P/E analysis indicates it is overvalued compared to industry peers and its proprietary "Fair Ratio." Investors are encouraged to consider both perspectives and use the Simply Wall St Community page to build their own valuation narratives.
Performance Food Group (PFGC) Stock After Recent Gains Is The Current Price Still Justified
Performance Food Group (PFGC) stock is currently priced at US$103.62, prompting a valuation analysis. A Discounted Cash Flow (DCF) model suggests the stock is undervalued by 28.1%, with an estimated intrinsic value of US$144.02 per share. However, its P/E ratio of 49.55x is higher than the industry average, indicating it might be overvalued based on earnings multiples.
Why Performance Food Group’s Brill Deluxe Creme Cakes quietly matter in foodservice
Performance Food Group's Brill Deluxe Creme Cakes offer a practical solution for foodservice operators who lack a full pastry kitchen, providing thaw-and-serve convenience with consistent quality. These cakes, available in various flavors and formats, help save labor and offer predictability, traits highly valued in the current foodservice market. While they provide efficiency and margin, they trade creative freedom for consistency and may not fully replace signature house desserts.
Performance Food Group Co (PFGC) Earnings Forecast: Future EPS & Revenue Growth Estimates
Performance Food Group Co (PFGC) has an earnings forecast score of 8.40, placing it 5th in the Food & Drug Retailing industry. The average analyst price target for PFGC is $120.00, with a consensus "Buy" rating based on 15 analysts. The company's expected revenue for the next quarter is $18.04 billion, and its EPS for the previous quarter was $0.40, with the next quarter's EPS expected at $1.59.
Performance Food Group Co
This article provides a revenue breakdown for Performance Food Group Co (PFGC), detailing its revenue by business segment for FY2019 through FY2025. Key segments include Cigarettes, Center Of The Plate, Frozen Foods, Canned And Dry Groceries, and Candy/snack/theater and concession, along with an "Other" category. The financial data highlights the proportion each segment contributes to the company's total revenue.
8-Day Rally Sends Performance Food Stock Up 11%
Performance Food (PFGC) stock experienced an 8-day winning streak, increasing its market cap by $1.7 billion and showing cumulative gains of 11% during this period. Despite this rally, the article highlights the company's "Weak operating performance and financial condition" making the stock "Risky" despite a "Moderate valuation." It also contrasts PFGC's performance with the S&P 500 over various periods and provides key financial data for the company.
Performance Food Group (PFGC) Research Report
StockStory analysts rate Performance Food Group (PFGC) as "Underperform." The report highlights weak sales growth, low returns on capital, and an expensive valuation (19.7x forward P/E) for the quality. Despite a Q1 2026 revenue beat and slightly raised full-year guidance, the company's financial metrics such as operating margin, free cash flow margin, and ROIC suggest it struggles to generate demand and profits efficiently.
Insider Sell: Erika Davis Sells Shares of Performance Food Group Co (PFGC)
Erika Davis, an insider at Performance Food Group Co (PFGC), sold 1,750 shares on June 12, 2026, reducing her holdings to 43,041 shares. This transaction is part of a trend of 29 insider sells and no buys over the past year. With PFGC trading at $105, its price-earnings ratio of 49.57 is significantly higher than both the industry median and its historical median, indicating the stock is modestly overvalued according to GuruFocus's GF Value.
Rule 10b5-1 sale by Performance Food (PFGC) executive disclosed
An executive at Performance Food Group (PFGC), A. Brent King, reported an open-market sale of 6,111 shares of company common stock at $105.00 per share on June 12, 2026. This transaction was conducted under a pre-established Rule 10b5-1 trading plan dated February 20, 2026. Following the sale, King directly holds 44,260 shares of Performance Food Group common stock.
[Form 4] Performance Food Group Co Insider Trading Activity
Erika T. Davis, an executive at Performance Food Group Co (PFGC), reported an open-market sale of 1,750 shares of common stock at $105.00 per share, executed under a pre-established Rule 10b5-1 trading plan. Following this transaction, she directly holds 43,041 shares. This transaction and her remaining holdings were detailed in a Form 4 filing with the SEC.
