US Foods Holding Corp. (USFD)

US Foods Holding Corp. stock has experienced an increase of 12.41% between November 26, 2024, and November 25, 2025, with a 6% gain in the past month and a 17.05% year-to-date return in 2025. On November 6, 2025, the company reported strong third-quarter fiscal year 2025 earnings, surpassing analyst expectations, and raised its full-year fiscal 2025 profit guidance. On November 24, 2025, US Foods and Performance Food Group terminated their information-sharing process, and US Foods reiterated its Fiscal Year 2025 Outlook and its 2025 to 2027 Long-range Plan, announcing a $250 million accelerated share repurchase agreement and a new $1 billion share repurchase authorization. Insider selling activity has been noted, with executives selling shares in November 2025 and May 2025.

While US Foods' business is not considered seasonal, the broader foodservice industry experiences seasonality, with higher sales in warmer months due to increased tourism and outdoor dining, and slower sales in the winter. Customer preferences also shift seasonally, influencing product sourcing, menu trends, and overall distribution planning for US Foods.

US Foods Holding Corp. is a leading foodservice distributor in the U.S., marketing, selling, and distributing a wide range of food and non-food products. The company operates within the Consumer Staples sector, specifically in the Food Distribution industry. Its product portfolio includes meats, seafood, dry grocery, refrigerated and frozen items, dairy, produce, beverages, equipment, disposables, and supplies, marketed under exclusive brands like Chef's Line and Stock Yards. US Foods serves a diverse customer base, including independent restaurants, national chains, healthcare facilities, educational institutions, and government organizations.

US Foods Holding Corp. operates throughout the continental United States and is headquartered in Rosemont, Illinois. The company has a substantial operational network, including over 70 distribution facilities and approximately 90 cash and carry locations across the nation.

In the past year, there have been no widely reported negative events impacting US Foods Holding Corp.'s brand reputation. The company released its 2024 Sustainability Report in May 2025, highlighting progress in sustainable product offerings and initiatives to reduce environmental impact, which contributes positively to its brand image.

US Foods Holding Corp. is predominantly owned by institutional investors, accounting for approximately 85% to over 102% of the outstanding shares. Major institutional shareholders include Vanguard Group Inc. and BlackRock, Inc. Individual and insider ownership is comparatively smaller, estimated to be between 0.60% and 15%.