Is There Now An Opportunity In US Foods Holding (USFD) After The Recent Share Price Pullback
US Foods Holding (USFD) has seen a recent share price pullback, falling 12.8% over the last month, yet Simply Wall St's analysis suggests it is undervalued. A Discounted Cash Flow (DCF) model indicates a 48.7% discount from its intrinsic value of $156.95 per share, and its current P/E ratio of 26.18x is also below Simply Wall St's Fair Ratio of 29.40x. This analysis suggests a potential buying opportunity for the stock.
US Foods’ SWOT analysis: stock navigates volume pressures
US Foods (NYSE:USFD) is balancing strong profitability and independent case volume growth against challenges in total case volume expansion. The company reaffirmed its 2025 financial guidance, raising earnings expectations while lowering net sales projections, indicating a strategic focus on margin expansion and operational efficiency. Analysts maintain optimistic outlooks, suggesting potential for accelerated case volume recovery due to easier year-over-year comparisons and long-term industry trends.
A Look At US Foods Holding’s (USFD) Valuation After The Recent Share Price Pullback
US Foods Holding (USFD) has experienced a recent stock pullback despite strong annual revenues and net income. While the stock is currently framed as undervalued at $81.12 against a fair value of $109.33, primarily due to its focus on private label offerings and anticipated earnings growth, investors are encouraged to critically assess the underlying assumptions. The article suggests using key metrics and other investment screens to evaluate potential risks and rewards.
US Foods (NYSE: USFD) director exercises options and withholds shares for taxes
US Foods Holding Corp. director David M. Tehle exercised 2,436 stock options on May 19, 2026, at an exercise price of $23.50 per share. To cover the exercise price and tax obligations, 701 shares were withheld at prices around $81.80, with no market sale involved. Following these transactions, Tehle directly holds 39,510 common shares in the company.
A Look At US Foods Holding’s (USFD) Valuation After The Recent Share Price Pullback
US Foods Holding (USFD) has experienced a recent stock price pullback, despite strong long-term performance and reported annual revenue of US$39.7 billion and net income of US$677 million. The company is currently considered 25.8% undervalued with a narrative fair value of $109.33, primarily due to its focus on private label offerings which enhance gross margins. Investors are encouraged to further analyze the company's risks and rewards using various investment tools provided by Simply Wall St.
US Foods Announces Board Leadership Transition; David Tehle and David Flitman Comment
US Foods Holding Corp. has announced a Board leadership transition, with CEO Dave Flitman assuming the additional role of Chair of the Board. David Tehle, the former Chair, will transition to Lead Independent Director. This change aims to accelerate US Foods' long-term growth potential by combining strategic oversight with day-to-day management, while maintaining strong corporate governance.
US Foods (NYSE: USFD) director Marla Gottschalk receives 2,204 restricted stock units
US Foods Holding Corp. director Marla C. Gottschalk was granted 2,204 restricted stock units (RSUs) on May 14, 2026, at no cash cost. This award increased her direct holdings to 16,482 common stock shares. The RSUs will vest on the earlier of one year from the grant date or the company's 2027 annual meeting of stockholders.
US Foods (USFD) director awarded 2,204 restricted stock units
US Foods Holding Corp. director Cheryl A. Bachelder was granted 2,204 restricted stock units on May 14, 2026, as equity compensation. These units, which vest on the earlier of one year from the grant date or the 2027 annual stockholders' meeting, represent a right to receive one share of common stock each. Following this grant, Bachelder directly holds 35,349 shares and beneficially owns an additional 6,000 shares through The Cheryl A. Bachelder Revocable Trust.
Director at US Foods (NYSE: USFD) receives 2,204 RSUs in equity grant
Ann Elizabeth Ziegler, a director at US Foods Holding Corp. (NYSE: USFD), was granted 2,204 restricted stock units (RSUs) on May 14, 2026, as part of a routine equity grant. These RSUs will vest on the earlier of the one-year anniversary of the grant date or the 2027 annual stockholders meeting. Following this grant, Ziegler directly holds 32,220 shares and indirectly owns 2,912 shares through a trust.
Director at US Foods (NYSE: USFD) receives 2,204 RSUs as equity grant
David M. Tehle, a director at US Foods Holding Corp. (NYSE: USFD), was granted 2,204 restricted stock units (RSUs) on May 14, 2026, as equity compensation. These RSUs will vest on the earlier of one year from the grant date or the 2027 annual stockholders' meeting. Following this grant, Tehle's direct holdings in US Foods amount to 39,221 shares.
US Foods (NYSE: USFD) director receives 2,204 restricted stock units
US Foods Holding Corp. (NYSE: USFD) director David W. Bullock was granted 2,204 restricted stock units (RSUs) on May 14, 2026, as equity compensation. These RSUs, which vest on the earlier of one year or the 2027 annual meeting, will convert into common stock shares, increasing his direct holdings to 9,010 shares. This grant, with a reported price of zero, is a compensation award designed to align director interests with company performance.
US Foods Announces Board Leadership Transition
US Foods Holding Corp. announced a Board leadership transition, effective today. Dave Flitman, the current CEO, has additionally assumed the role of Chair of the Board. David Tehle, previously Chair, has transitioned to Lead Independent Director, continuing to work closely with Mr. Flitman on the company's strategic direction.
US Foods Shareholders Approve Governance Changes and Directors
US Foods Holding shareholders have re-elected all board nominees, approved executive compensation, and ratified Deloitte & Touche LLP as the independent auditor for fiscal year 2026. Additionally, shareholders approved an amendment to the certificate of incorporation, granting investors holding at least 25% of shares the right to call a special meeting, enhancing shareholder influence. An AI analyst from TipRanks rates USFD as Neutral, noting solid operating performance and reaffirmed guidance, but also highlighting weak technicals, high valuation, thin margins, and leverage.
US Foods (NYSE: USFD) holders gain 25% special meeting right and elect board
US Foods Holding Corp. announced the results of its 2026 annual stockholders meeting, where shareholders approved a charter amendment giving those owning at least 25% of outstanding common stock the right to call a special meeting, subject to specific rules. The company's board also elected all director nominees, approved executive compensation on an advisory basis, and ratified Deloitte & Touche LLP as the independent auditors for fiscal 2026. This governance change enhances shareholder power, requiring "net long" ownership and outlining blackout periods and limitations on meeting business.
US Foods Announces Board Leadership Transition
US Foods Holding Corp. (NYSE: USFD) announced a Board leadership transition, effective today. Dave Flitman, the current Chief Executive Officer, will assume the additional role of Chair of the Board. David Tehle, previously Chair, will transition to Lead Independent Director, maintaining significant responsibilities.
US Foods Announces Board Leadership Transition
US Foods Holding Corp. announced a Board leadership transition, effective immediately. Dave Flitman, the current CEO, has additionally assumed the role of Chair of the Board, while David Tehle transitioned from Chair to Lead Independent Director. This move is intended to accelerate US Foods' long-term growth by combining strategic oversight with day-to-day management.
Wellington files 13G/A: 15.75M US Foods shares (USFD) disclosed
Wellington Management Group LLP has filed an amended Schedule 13G, disclosing beneficial ownership of 15,750,520 shares of US Foods Holding Corp. (USFD) common stock, representing approximately 7.2% of the class. The filing indicates shared voting power over 14,839,598 shares and shared dispositive power over all 15,750,520 shares, held on behalf of clients of Wellington investment advisers. The amendment was signed on May 15, 2026, by a Compliance Manager.
Bessemer Group Inc. Sells 257,616 Shares of US Foods Holding Corp. $USFD
Bessemer Group Inc. sold 257,616 shares of US Foods Holding Corp. ($USFD) in the fourth quarter, reducing its stake by 8.2% to 2,875,177 shares valued at approximately $216.6 million. Despite the company missing Q1 earnings and revenue estimates, analysts maintain a "Moderate Buy" consensus rating with an average price target of $106.75. The stock opened at $83.84, with a market capitalization of $18.46 billion.
Capital World Investors holds 3.5% of US Foods (NASDAQ: USFD)
Capital World Investors (CWI) has disclosed a 3.5% stake in US Foods Holding Corp. (NASDAQ: USFD) through a Schedule 13G/A SEC filing. This report indicates CWI's beneficial ownership of 7,795,101 shares of common stock, representing 3.5% of the 220,242,295 shares outstanding as of March 31, 2026. The filing notes that CWI, a division of Capital Research and Management Company, holds sole voting and dispositive power over these shares, signifying a routine passive institutional investment without stated trading intent.
US Foods Announces Board Leadership Transition
US Foods Holding Corp. announced a Board leadership transition, effective May 14, 2026. Dave Flitman, CEO, has assumed the additional role of Chair of the Board, while David Tehle transitioned from Chair to Lead Independent Director. This change aims to accelerate US Foods' long-term growth by combining strategic oversight with day-to-day management, with Flitman leading operations and Tehle maintaining independent oversight and strong corporate governance.
US Foods Names CEO Dave Flitman as Board Chair
US Foods (USFD) has appointed CEO Dave Flitman as the new Board Chair, effective May 14, 2026, while former chair David Tehle will transition to Lead Independent Director. This move aims to unify strategic oversight with day-to-day operations, leveraging recent performance improvements in safety, market share, supply chain, and customer service. The company seeks to maintain strong independent governance and long-term shareholder value under this new leadership structure.
BTIG Maintains Buy Rating on US Foods Holding (USFD)
BTIG has reaffirmed its Buy rating on US Foods Holding (USFD) despite lowering its price target to $105 from $110. The adjustment follows a weaker start to the year due to poor weather and higher fuel prices impacting Q1 case volumes and margins. However, BTIG anticipates double-digit EBITDA growth driven by cost reductions and productivity improvements, while US Foods reported accelerated independent restaurant case growth and 15% adjusted diluted EPS growth for Q1 2026.
USFD Maintained by JP Morgan -- Price Target Lowered to $90
JP Morgan has maintained a Neutral rating on US Foods Holdings (USFD) but lowered its price target from $98.00 to $90.00, reflecting cautious sentiment possibly due to macroeconomic factors or competitive pressures. GuruFocus indicates USFD is 15.9% overvalued with a current price of $84.85 against a GF Value of $73.21, although its GF Score of 85/100 points to strong overall performance. Insider selling amounting to $10.6 million over the last three months also suggests a potential lack of insider confidence.
US Foods puts CEO Dave Flitman in dual role as board chair
US Foods Holdings Corp. announced that CEO Dave Flitman has also been appointed Chair of the Board, effective immediately. Former Chair David Tehle will transition to Lead Independent Director. This move is intended to accelerate US Foods' long-term growth by combining strategic oversight with day-to-day management.
US Foods (NYSE: USFD) combines CEO and Chair roles in board shake-up
US Foods Holding Corp. announced a board leadership transition, with CEO Dave Flitman assuming the additional role of Chair of the Board. Former Chair David Tehle will remain on the Board and serve as Lead Independent Director to maintain independent oversight. This move aims to accelerate long-term growth by combining strategic oversight with day-to-day management, building on improvements under Flitman's leadership.
US Foods (NYSE:USFD) Given New $90.00 Price Target at JPMorgan Chase & Co.
JPMorgan Chase & Co. has lowered its price target for US Foods (NYSE:USFD) to $90.00 from $98.00 while maintaining a "neutral" rating, indicating a potential 6.17% upside. This adjustment comes as US Foods recently reported Q1 earnings of $0.78 per share, missing estimates, and revenue of $9.61 billion, also slightly below expectations. Despite the lowered target from JPMorgan, the consensus among analysts remains a "Moderate Buy" with an average price target of $106.75.
Is US Foods (USFD) Using Buybacks And Tuck-In Deals To Quietly Redraw Its Growth Map?
US Foods Holding Corp. recently reported modest Q1 2026 growth, completed a significant share buyback, and reaffirmed its full-year sales growth outlook of 4% to 6% despite external challenges. The company is actively pursuing capital deployment strategies, including further buybacks and strategic tuck-in acquisitions, to offset industry softness and cost volatility. Its long-term forecast projects substantial revenue and earnings growth, leading to a fair value estimate significantly above its current price.
Is US Foods (USFD) Using Buybacks And Tuck-In Deals To Quietly Redraw Its Growth Map?
US Foods Holding Corp. reported modest Q1 2026 growth, reaffirmed its full-year net sales outlook of 4-6%, and completed a significant share buyback. The company aims to continue market share gains and strategic capital deployment, including further buybacks and tuck-in acquisitions, despite industry softness and cost volatility. Investors are encouraged to consider how operational gains and capital deployment can overcome these challenges without overstraining the balance sheet, with fair value estimates ranging from $109 to $160 per share.
Earnings call transcript: US Foods misses Q1 2026 earnings expectations By Investing.com
US Foods Holding Corp (USFD) reported Q1 2026 earnings per share of $0.78 and revenue of $9.61 billion, both falling short of analyst expectations of $0.81 EPS and $9.64 billion revenue. The stock declined by 8.31% in pre-market trading, reflecting investor concern over the miss. Despite macroeconomic headwinds and rising fuel costs, the company saw strong independent restaurant case growth and reaffirmed its 2026 guidance, emphasizing its focus on self-help initiatives and market share gains.
US Foods (USFD) shares decline after quarterly results miss expectations
This article reports that shares of US Foods (USFD) declined following the release of their quarterly results, which missed analyst expectations. The content provided is minimal, only stating the stock's decline due to the earnings miss.
A Look At US Foods Holding (USFD) Valuation After Recent Share Price Pullback
US Foods Holding (USFD) has seen recent share price pullbacks, declining 5.6% over the past day and 7.1% over the past week, although it remains up year-to-date. Despite its current trading price of $86.88, a common valuation narrative suggests it is significantly undervalued with a fair value of $109.33 due to strong margins and consistent revenue growth. However, its high P/E ratio compared to the industry raises questions about the margin of safety, urging investors to conduct further research into the underlying data.
A Look At US Foods Holding (USFD) Valuation After Recent Share Price Pullback
US Foods Holding (USFD) has experienced a recent share price pullback, declining 5.6% in one day and 7.1% over the past week, though it remains up significantly year-to-date. Despite this volatility, Simply Wall St's analysis suggests the stock is undervalued, with a fair value of $109.33 per share compared to its current trading price of $86.88. The valuation is primarily driven by the company's focus on private label offerings and consistent revenue expansion, although its P/E ratio is higher than the industry average.
US Foods Holding Corp. 2026 Q1 - Results - Earnings Call Presentation (NYSE:USFD) 2026-05-09
US Foods Holding Corp. (NYSE:USFD) released its Q1 2026 earnings call presentation. The company reported an EPS of $0.78, missing estimates by $0.03, and revenue of $9.61 billion, missing estimates by $47.87 million, despite a 2.77% year-over-year increase. This presentation is provided by the company in conjunction with their earnings call.
US Foods Holding Corp. Just Missed EPS By 19%: Here's What Analysts Think Will Happen Next
US Foods Holding Corp. (NYSE:USFD) saw its shares fall 7.1% after missing EPS forecasts by 19%, though revenues met expectations. Analysts have slightly downgraded future earnings per share forecasts but maintained the consensus price target, suggesting the intrinsic value is unchanged. The company's revenue growth is expected to slow but still outpace the wider industry.
US Foods Holding Corp. Just Missed EPS By 19%: Here's What Analysts Think Will Happen Next
US Foods Holding Corp. recently announced quarterly results, with shares dipping 7.1% after missing EPS forecasts by 19% at US$0.52 per share, despite revenues meeting expectations. Analysts have maintained their revenue forecasts for 2026 at US$41.6 billion but slightly downgraded EPS estimates to US$4.00, suggesting potential headwinds despite the company's expected growth outpacing the industry. The consensus price target of US$108 remains unchanged, indicating that analysts do not foresee a significant impact on the stock price from the revised earnings.
Gateway Investment Advisers LLC Sells 36,180 Shares of US Foods Holding Corp. $USFD
Gateway Investment Advisers LLC significantly reduced its stake in US Foods Holding Corp. by 54.8% in the fourth quarter, selling 36,180 shares. This sale left the firm with 29,870 shares valued at approximately $2.25 million. Despite US Foods reporting mixed first-quarter results with revenue growth but an EPS miss, the company reaffirmed its 2026 outlook for adjusted EBITDA growth and EPS guidance.
US Foods (NYSE:USFD) Downgraded to "Hold" Rating by Wall Street Zen
Wall Street Zen downgraded US Foods (NYSE:USFD) from a "buy" to a "hold" rating, despite a broader consensus of "Moderate Buy" among other analysts with an average target price of $106.75. The downgrade follows mixed quarterly results, where EPS of $0.78 missed estimates and revenue of $9.61 billion was slightly below expectations, although sales increased 2.8% year-over-year and adjusted EBITDA rose by 6.2%. The company reaffirmed its 2026 outlook for adjusted EBITDA growth and issued full-year EPS guidance, while insider selling and significant institutional investment activity were also noted.
US Foods Holding Corp. (NYSE:USFD) Q1 2026 Earnings Call Transcript
US Foods Holding Corp. (NYSE:USFD) reported Q1 2026 earnings, missing EPS expectations ($0.78 EPS reported vs. $0.82 expected) but demonstrating resilience despite weather challenges, rising fuel costs, and macro uncertainty. The company highlighted strong organic independent restaurant case growth, significant progress on self-help initiatives, and reaffirmed its full-year 2026 guidance, expressing confidence in its long-term growth algorithm. Key strategic advancements include new AI capabilities like MenuIQ, the Signature solution for hospitality, and the rollout of a new seller compensation plan.
US Foods Reports First Quarter Fiscal Year 2026 Earnings
US Foods Holdings Corp. announced robust first quarter fiscal year 2026 results, showing a 2.8% increase in net sales to $9.6 billion and a 6.2% rise in Adjusted EBITDA to $413 million. The company achieved accelerated independent restaurant case growth of 4.6% and repurchased $125 million of shares, reaffirming its full-year 2026 guidance.
A Look At US Foods Holding (USFD) Valuation After Its First Quarter Earnings Miss
US Foods Holding (USFD) recently missed its Q1 earnings estimates, reporting sales of US$9.61 billion and net income of US$116 million, both below analyst expectations. Despite a short-term share price drop, the company's valuation narrative suggests it is 20.5% undervalued with a fair value of $109.33, driven by anticipated growth in away-from-home dining. However, its P/E ratio is higher than the industry average, posing questions about whether growth expectations are too high or if the market will eventually catch up to higher comparisons.
US Foods Holding (USFD) Margin Improvement To 1.7% Tests Cautious Leverage Narratives
US Foods Holding (USFD) reported Q1 2026 revenues of US$9.6 billion and a net profit margin that improved to 1.7% from 1.4% a year earlier. While trailing twelve-month EPS climbed to US$3.02, critics note the company's high debt and a P/E ratio that is above the industry average, questioning its valuation given a lower projected revenue growth compared to the broader market. The article suggests that despite some positive earnings trends, the thin margins and debt levels warrant caution from investors.
US Foods launches Signature program targeting hotel operators
US Foods has introduced US Foods Signature, a new program designed to assist hotel operators in reducing waste, improving labor efficiency, and enhancing guest experiences. The program integrates existing technology platforms with expert advisory support, targeting segments such as lodging, gaming, catering, and entertainment. It includes labor-support tools, AI-powered financial analysis, and a focus on sustainable menu development.
US Foods Holding Releases Q1 2026 Financial Results
US Foods Holding Corp. reported Q1 2026 financial results, missing Wall Street expectations for earnings per share but showing modest revenue growth. The company posted adjusted diluted earnings of $0.78 per share against an estimated $0.81, while revenue of $9.61 billion was slightly below the $9.66 billion consensus. Despite the mixed results, the company saw strength in its independent restaurant segment, with case volume growth of 4.6%.
US Foods: Q1 Earnings Snapshot
US Foods Holding Corp. (USFD) reported a first-quarter profit of $116 million, or 52 cents per share, which adjusted to 78 cents per share. These results, along with a revenue of $9.61 billion, fell short of Wall Street expectations of 82 cents per share and $9.71 billion respectively. The financial data was generated by Automated Insights using Zacks Investment Research data.
US Foods (USFD) Q1 2026 Earnings Transcript
US Foods (USFD) reported strong Q1 2026 results with a 14.7% increase in adjusted diluted EPS and continued market share gains despite challenges from severe weather, higher fuel costs, and macro uncertainty. The company highlighted robust independent restaurant case growth, the expansion of its Pronto delivery program, and strong adoption of AI-powered tools like MenuIQ. Management reaffirmed its full-year guidance for adjusted EBITDA and EPS growth, emphasizing disciplined capital allocation and the resilience of its business model.
US Foods (USFD) Q1 2026 Earnings Transcript
US Foods (USFD) reported strong Q1 2026 results despite significant headwinds from weather, fuel costs, and macro uncertainty, with adjusted diluted EPS growing 14.7% and independent restaurant volume up 4.6%. The company maintained its full-year guidance for adjusted EBITDA and EPS growth, driven by strategic initiatives like the Pronto program expansion, AI-driven MenuIQ adoption, and cost-saving measures. Management emphasized commitment to profitable growth, operational excellence, and disciplined capital allocation, while also noting confidence in the business model's resiliency.
US Foods stock falls 4% as earnings and revenue miss estimates
US Foods Holding Corp. (NYSE:USFD) reported first-quarter fiscal 2026 results that missed analyst expectations for both adjusted EPS and revenue, causing its shares to decline 3.93% in pre-market trading. Despite the overall miss, the company saw growth in independent restaurant, healthcare, and hospitality case volumes and reaffirmed its fiscal 2026 guidance for net sales, adjusted EBITDA, and adjusted diluted EPS. The company repurchased $125 million of shares during the quarter and ended with a net debt to adjusted EBITDA ratio of 2.6x.
US Foods (NYSE: USFD) posts Q1 2026 $9.6B sales and higher EPS
US Foods Holding Corp. (NYSE: USFD) reported strong Q1 2026 financial results, with net sales reaching $9.6 billion, a 2.8% increase from the prior year. The company saw diluted EPS rise to $0.52 and adjusted diluted EPS jump 14.7% to $0.78, driven by margin expansion. US Foods also reaffirmed its full-year 2026 guidance, projecting continued growth in net sales, Adjusted EBITDA, and Adjusted Diluted EPS, and repurchased $125 million in shares.
US Foods faces earnings test as margin focus battles costs
US Foods Holding Corp. is set to report its first-quarter results, with analysts expecting significant EPS growth but modest revenue gains. Investors will be closely watching for continued margin expansion driven by strategic vendor management and productivity programs, as the company navigates rising labor costs and industry headwinds. The adoption of new technology platforms like Menu IQ, MOXe, and Pronto, along with the company's strong position in the healthcare channel, are key areas of focus for sustainable profit growth.
US Foods faces earnings test as margin focus battles costs By Investing.com
US Foods Holding Corp. (USFD) is expected to announce first-quarter earnings with analysts forecasting $0.81 EPS and $9.64 billion in revenue. Investors will be scrutinizing the company's ability to maintain margin expansion despite rising costs and industry headwinds. The company's investments in technology like Menu IQ, MOXe, and Pronto, alongside its strong presence in the healthcare channel, are key areas of focus for continued growth and profitability.
