USFD

Over the past six months (March 2026 - September 2026), US Foods Holding Corp. (USFD) has experienced several notable events impacting its stock. The company reported its first-quarter fiscal year 2026 earnings, with net sales of $9.6 billion (up 2.8% year-over-year) and independent restaurant case volume growing by 4.6%. Second-quarter fiscal year 2026 earnings also showed net sales of $10.5 billion (up 4.5% year-over-year) and independent restaurant case volume increasing by 5.1%. The company reaffirmed its fiscal year 2026 guidance for net sales growth of 4% to 6% and Adjusted EBITDA growth of 9% to 13%. In January 2026, US Foods secured a $544.5 million contract for full-line food distribution from the Defense Logistics Agency Troop Support. The company also announced plans to open five new CHEF'STORE locations in the second half of 2024 (information from a February 2024 press release, but relevant for ongoing growth). Other events include presentations at the Barclays 19th Annual Global Consumer Conference in August 2026 and the welcoming of 20 new students to the 2026 US Foods Scholars Program. The stock price has seen fluctuations, with a 23.78% increase over the last 12 months and a year-to-date return of 27.82% as of September 10, 2026, though it decreased by 11.40% in the past month. Analysts have raised target prices for US Foods, citing solid recent results and reaffirmed guidance.