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USFD 
US Foods Holding Corp (USFD)
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Upturn Advisory Summary
12/01/2025: USFD (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
17 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $91.4
1 Year Target Price $91.4
| 10 | Strong Buy |
| 5 | Buy |
| 2 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 47.39% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 17.46B USD | Price to earnings Ratio 32.3 | 1Y Target Price 91.4 |
Price to earnings Ratio 32.3 | 1Y Target Price 91.4 | ||
Volume (30-day avg) 17 | Beta 1.04 | 52 Weeks Range 57.36 - 85.11 | Updated Date 12/2/2025 |
52 Weeks Range 57.36 - 85.11 | Updated Date 12/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.4 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-06 | When Before Market | Estimate 1.03 | Actual 1.07 |
Profitability
Profit Margin 1.43% | Operating Margin (TTM) 2.9% |
Management Effectiveness
Return on Assets (TTM) 5.49% | Return on Equity (TTM) 12.3% |
Valuation
Trailing PE 32.3 | Forward PE 16.64 | Enterprise Value 22599800882 | Price to Sales(TTM) 0.45 |
Enterprise Value 22599800882 | Price to Sales(TTM) 0.45 | ||
Enterprise Value to Revenue 0.58 | Enterprise Value to EBITDA 15.03 | Shares Outstanding 222941412 | Shares Floating 221617140 |
Shares Outstanding 222941412 | Shares Floating 221617140 | ||
Percent Insiders 0.48 | Percent Institutions 105.52 |
Upturn AI SWOT
US Foods Holding Corp
Company Overview
History and Background
US Foods Holding Corp. was founded in 1993 as U.S. Foodservice, a result of multiple foodservice distribution companies merging. It went public in 2016, becoming US Foods Holding Corp. The company has grown through acquisitions and organic growth, becoming one of the largest foodservice distributors in the US.
Core Business Areas
- Broadline Distribution: Provides a wide range of food and non-food products to restaurants, healthcare facilities, hospitality providers, and government agencies.
- Specialty Products: Offers specific product lines, including produce, meat and seafood, and specialty groceries, catering to diverse customer needs.
Leadership and Structure
Pietro Satriano is the Chairman and CEO. The company operates with a typical corporate structure, including departments for finance, sales, marketing, supply chain, and human resources. It is structured with regional sales and distribution centers.
Top Products and Market Share
Key Offerings
- Meat and Seafood: Includes fresh, frozen, and processed meat and seafood products. Competitors include Sysco, Performance Food Group, and local distributors. While specific market share data for just meat and seafood is unavailable, US Foods generates a significant portion of its revenue from these products as core grocery items.
- Produce: Offers a variety of fresh and processed fruits and vegetables. Competitors include FreshPoint (Sysco's produce division) and specialty produce distributors. US Foods supplies produce to thousands of locations, generating substantial revenue. Data is unavailable as US Foods combines this revenue within their broadline services.
- Dry Goods: Spices, canned goods and many other non-refrigerated items. This category consists of a large number of offerings. Sysco is a competitor and many other broadline distribution services are also competitors. Data is unavailable as US Foods combines this revenue within their broadline services.
Market Dynamics
Industry Overview
The foodservice distribution industry is characterized by high competition, consolidation, and increasing demand for customized solutions. The industry is sensitive to economic conditions and consumer spending habits.
Positioning
US Foods is the second largest foodservice distributor in the US, competing primarily with Sysco. Its competitive advantage lies in its national scale, extensive distribution network, and value-added services for independent restaurants and smaller chains.
Total Addressable Market (TAM)
The US foodservice market is estimated to be worth hundreds of billions of dollars annually. US Foods is positioned to capture a significant portion of this TAM through its broad distribution network and customer relationships.
Upturn SWOT Analysis
Strengths
- Extensive distribution network
- Strong supplier relationships
- Broad product portfolio
- Value-added services (e.g., menu planning)
- Strong brand reputation
Weaknesses
- Lower profit margins compared to competitors
- High debt levels
- Exposure to commodity price fluctuations
- Dependence on a few large customers
Opportunities
- Growing demand for online ordering and delivery services
- Expansion into new geographic markets
- Acquisition of smaller distributors
- Increased demand for sustainable and locally sourced products
Threats
- Intense competition from Sysco and other distributors
- Economic downturns affecting restaurant spending
- Rising fuel and transportation costs
- Changes in food safety regulations
Competitors and Market Share
Key Competitors
- SYY
- PFGC
Competitive Landscape
US Foods competes primarily with Sysco, striving to differentiate through value-added services and a customer-centric approach. Performance Food Group is also a major competitor, as well as smaller regional players.
Major Acquisitions
Smart Foodservice Warehouse Stores
- Year: 2020
- Acquisition Price (USD millions): 970
- Strategic Rationale: Expanded the company's reach and customer base, particularly in the cash-and-carry segment.
Growth Trajectory and Initiatives
Historical Growth: US Foods has grown primarily through acquisitions and market penetration, maintaining a stable but moderate growth rate.
Future Projections: Analysts project continued revenue growth driven by volume increases and price optimization. EPS growth is expected with an average annual increase of around 5%.
Recent Initiatives: Recent initiatives include expansion of its Chef'Store footprint, supply chain optimization, and enhanced digital capabilities.
Summary
US Foods is a major player in the competitive food service distribution industry, holding the #2 market position after Sysco. The business is generating increased revenue, but has relatively low profit margins given higher debt. While the business carries some risks and has some work to do to continue streamlining operations, it is poised to remain a competitive player for the foreseeable future and increase profitability.
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Sources and Disclaimers
Data Sources:
- Company filings, Analyst reports, Market research reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share estimates are approximate and may vary depending on the source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About US Foods Holding Corp
Exchange NYSE | Headquaters Rosemont, IL, United States | ||
IPO Launch date 2016-05-26 | CEO & Director Mr. David E. Flitman | ||
Sector Consumer Defensive | Industry Food Distribution | Full time employees 30000 | Website https://www.usfoods.com |
Full time employees 30000 | Website https://www.usfoods.com | ||
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. Its 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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