Performance Food Group (PFGC)
Distributes food and related products to restaurants, convenience retailers, and specialized food-away-from-home channels.
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Distributes food, beverages, supplies, and related products to restaurants, institutions, convenience retailers, vending operators, theaters, and other food-away-from-home customers. Revenue comes through three North American distribution networks—Foodservice, Convenience, and Specialty—built through acquisitions and supported by local sales, procurement, warehousing, and delivery.
Distributes food and food-related products across North America through Foodservice, Convenience, and Specialty. Foodservice supplies restaurants and institutions; Convenience serves convenience retailers; Specialty focuses on candy, snacks, and beverages for vending, office coffee, theaters, hospitality, and other channels.
Combines proprietary and national brands with locally run distribution centers, procurement, warehousing, routing, delivery, and customer services such as menu development. Its acquisition-built network reaches independent operators and chains, with execution centered on product availability, food safety, and dependable delivery.
Growth and service continuity depend on integrating acquired businesses, retaining customers, maintaining supplier relationships, and managing labor, fleet capacity, and fuel costs. Many customer arrangements are non-exclusive, so price, differentiated products, and service shape switching decisions.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 17, 2026 | UBS | Reiterate | Rating: —Target: $108 | Target: $130 |
| Aug 13, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $123 | Target: $133 |
| Jul 15, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $123 | Target: $131 |
| Jul 14, 2026 | Wells Fargo | Reiterate | Rating: —Target: $115 | Target: $130 |
| Jul 6, 2026 | Cowen & Co. | Initiate | Rating: — |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $92.4M · Total debt $7.78B · Total assets $18.85B · Shareholders' equity $4.90B
- Revenue
- $18.03B
- Operating income
- $323.8M
- Net income
- $162.3M
No dividends on record.
| Institutions | ≥ 97.25% | 153.21M shares | |
|---|---|---|---|
| 548 holders · as of Jun 30, 2026 · largest filers only | |||
| Insiders | 1.67% | 2.64M shares | |
| 21 holders · as of Sep 2, 2026 | |||
| Strategic holders | 11.44% | 18.03M shares | |
| 1 holder · as of Jan 27, 2022 | |||
| Adds to | 110.36% | ||
157.53M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the 99 largest filers, so at least this.
These groups come from separate filings that can overlap, so they add to 110.36%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Capital World InvestorsInstitution | 14.82% | 23.35M | as of Jun 30, 2026 |
BlackRock, Inc.Strategic | 11.44% | 18.03M | filed Jan 27, 2022 |
BlackRock, Inc.Institution | 8.95% | 14.11M | as of Jun 30, 2026 |
FMR LLCInstitution | 7.62% | 12.00M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.36% | 6.87M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | Hugh Patrick Hatcher | officer: See Remarks | −3,000 | $99.18 |
| Aug 25, 2026 | A. Brent King | officer: See Remarks | −1,320 | $105.29 |
| Aug 25, 2026 | Donald S. Bulmer | officer: See Remarks | −1,353 | $105.29 |
| Aug 24, 2026 | Donald S. Bulmer | officer: See Remarks | −10,535 | $105.90 |
| Aug 25, 2026 | Erika T. Davis | officer: See Remarks | −1,320 | $105.29 |
- Sysco
Major broadline and specialty foodservice distributor across U.S. channels
- US Foods
Direct rival in nationwide broadline foodservice distribution
- AMCON Distributing Company
Direct convenience and foodservice wholesale competitor
- United Natural Foods
Adjacent grocery wholesaler with foodservice and retail overlap
- The Chefs' Warehouse
Specialty and center-of-the-plate distributor to chef-driven venues
- HF Foods Group
Asian-focused U.S. foodservice distributor with nationwide reach
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Performance Food Group | $93.20 | +0.85% | $14.52B | 40.4 | 16.6 | 0.2 | +6.4% |
| Sysco | $78.57 | +0.18% | $37.50B | 21.4 | 15.6 | 0.4 | +4.7% |
| US Foods | $94.53 | +0.33% | $20.75B | 29.0 | 18.2 | 0.5 | +4.5% |
| AMCON Distributing Company | $67.60 | +0.06% | $64.4M | 47.9 | — | 0.0 | +17.4% |
| United Natural Foods | $45.58 | −1.41% | $2.80B | 34.4 | 13.7 | 0.1 | −0.7% |
| The Chefs' Warehouse | $107.88 | −2.55% | $4.52B | 52.7 | 38.7 | 1.0 | +12.9% |
| HF Foods Group | $1.57 | +3.64% | $80.7M | — | 5.6 | 0.1 | +2.8% |
| Median | 34.4 | 15.6 | 0.3 | +4.6% |