US Foods Holding Corp. (USFD) is one of America's leading food service distributors. With more than 40 locations nationwide, they serve an expansive network over 250,000 chefs, restaurants, and other food service operators in the United States. The company was incorporated in Delaware in 1983 as U.S. Foodservice and later rebranded to its current name, US Foods Holding Corp., in 2016.
The company caters to independent and multi-unit restaurants, healthcare and hospitality entities, government and educational institutions. The company's primary function is to market and distribute fresh, frozen, and dry food as well as non-food products, giving customers total access to the items they need to run their businesses successfully.
US Foods ensures that they not only deliver food products but also a wide range of services including menu design, inventory controls, and culinary and business operations consulting and training. They have a team of Food Fanatics Chefs who assist customers in crafting inspiring menus and staying ahead of dining trends.
Over the years, USFD has acquired several companies to enhance their capabilities and expand their footprint all over the country. Some of the acquisitions include F. Christiana, a broadline distributor in Louisiana, and SGA's Food Group of Companies, a leading foodservice distributor in the Western US.
US Foods Holding Corp. went public in 2016 under the ticker symbol USFD on the New York Stock Exchange. Since then, it has positioned itself as a significant player in the food service industry, with its consolidated revenues exceeding $20 billion annually. With a focus on sustainability, the company embraces responsibility for environmental and social well-being and strives to incorporate sustainability principles in its business practices.
US Foods Holding Corp. has an unwavering commitment to customer success and continues to innovate and tailor its offerings to meet the evolving needs of its clientele. Despite challenges in the market, USFD remains steady, backed by their strategic approach, strong customer relationships, and resilient business model. Their history, capacity to adapt, and robust performance make US Foods not just a fundamental player in the food distribution industry, but also a trusted partner for numerous food service operators across the United States.
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US Foods (NYSE:USFD) is expected to announce its Q3 2026 earnings before market open on Thursday, November 5th, with analysts forecasting $1.25 EPS and $10.58 billion in revenue. The company previously beat Q2 2026 estimates, reporting $1.44 EPS on $10.53 billion revenue. Wall Street maintains a "Moderate Buy" rating, and while several analysts recently raised price targets, two insiders sold shares in August.
Sterling Capital Management LLC significantly increased its stake in US Foods Holding Corp. by 144.6% in the third quarter, acquiring an additional 11,651 shares to bring its total holdings to 19,709 shares valued at $1.82 million. This move is part of a broader trend of institutional investment, with major firms like Wellington Management, BlackRock, and Primecap also increasing their positions. Analysts maintain a "Moderate Buy" rating for US Foods, with an average price target of $114.85, following strong quarterly earnings that surpassed estimates.
EULAV Asset Management has acquired a new position in US Foods Holding Corp. by purchasing 42,278 shares valued at approximately $3.9 million during the third quarter. Institutional investors now collectively own 98.76% of the company, with several other large investors also adjusting their stakes. Analysts maintain a "Moderate Buy" rating for US Foods, with a consensus price target of $114.85, following the company's strong quarterly earnings report that exceeded expectations.
Argus raised its target price for US Foods Holding Corp. (USFD) to $113.00, noting that the company is a U.S. foodservice distributor for various industries including healthcare, hospitality, and education. The current stock price is $100.16. The report was published on October 21, 2026.
US Foods Holdings (NYSE: USFD) has outperformed the market over the last 10 years with an average annual return of 16.33%. An investment of $1000 in USFD stock a decade ago would be worth $4,510.50 today. This demonstrates the significant impact of compounded returns on investment growth over time.
US Foods Holding (USFD) recently approved a new labor contract for over 500 employees in Southern California, which includes significant wage increases and pension improvements. While the stock has seen a 34.5% year-to-date gain, this new labor agreement raises questions about future margins and the company's valuation. Simply Wall St's analysis suggests US Foods Holding is currently 13% undervalued despite the potential impact of rising labor costs.
US Foods Holding (USFD) has ratified a new Teamsters contract for over 500 workers in Southern California, setting new benchmarks for wages, pensions, automation protections, and health coverage. While this agreement ensures service continuity, it significantly raises labor costs, potentially impacting the company's adjusted EBITDA and net margins given its existing debt and earnings growth expectations. Shareholders will need to monitor if technological advancements and strategic customer mix can sufficiently offset these rising labor expenses to maintain profitability.