US Foods Holding Corp. (USFD)

Over the past six months, US Foods Holding Corp. stock has experienced a notable increase. As of March 30, 2026, the share price was $90.96, representing a 38.96% increase from $65.46 on March 31, 2025. The stock's total return over the past 12 months was 41.05%, outperforming the S&P 500's 16.04%. Key events impacting the stock include the company's Q4 and fiscal year 2025 earnings report in February 2026, where adjusted EPS beat analyst estimates despite a slight miss on revenue. Management has targeted 5% annual revenue growth, 10% EBITDA growth, and 20% adjusted EPS growth through 2027.

US Foods's recent performance indicates a slowdown in demand, with annualized revenue growth of 5.2% over the last two years falling below its five-year trend. In Q4 CY2025, sales volumes were flat year-on-year. The company has benefited from price increases, as its revenue growth has outpaced the growth in units sold over the last two years. The foodservice distribution industry generally experiences sustained growth.

US Foods Holding Corp. is a prominent American foodservice distributor, ranking as the second-largest in the U.S. The company markets and distributes a vast array of food and non-food items to a diverse customer base across the United States, including restaurants, healthcare providers, educational institutions, and government organizations. Major products offered by US Foods encompass meats and seafoods, dry grocery products, refrigerated and frozen grocery products, dairy, supplies, produce, and beverages. The company also offers exclusive brands and provides e-commerce, technology, and business solutions, including its MOXe application.

US Foods Holding Corp. serves approximately 250,000 customer locations throughout the continental United States. As of July 2022, the company operated 70 broadline facilities and 80 cash and carry locations. Its headquarters are located in Rosemont, Illinois.

In the past year, US Foods has focused on innovation and customer solutions, which positively contributes to its brand reputation. The company launched Menu IQ®, an AI-powered tool designed to provide restaurant operators with real-time visibility into menu profitability. Additionally, the Spring 2026 Scoop line-up introduced new exclusive brand products aimed at delivering high-quality and consistency to operators. US Foods also secured a $544.5 million contract from the U.S. Defense Logistics Agency.

US Foods Holding Corp. is predominantly owned by large institutional investors, which collectively hold approximately 85% of the company's shares. As of March 2026, there were 664 institutional owners. The top 10 institutional investors collectively own 54% of US Foods Holding Corp. Insider ownership accounts for approximately 46.97% of the company, with Clayton Dubilier Rice Fund VII L P being the largest individual shareholder, owning 37.79% of the company.