US Foods (USFD)
Foodservice distributor combining broadline delivery, cash-and-carry stores, private brands, and digital ordering.
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Distributes fresh, frozen, and dry food and non-food supplies to U.S. restaurants and institutional customers. Operating as a single reportable segment, revenue comes through broadline delivery and CHEF'STORE cash-and-carry locations, supported by Exclusive Brands, MOXe digital ordering, and Pronto delivery options.
Distributes fresh, frozen, and dry food alongside non-food supplies to restaurants and institutional customers across the United States. Broadline delivery is complemented by CHEF'STORE cash-and-carry locations, Exclusive Brands, the MOXe e-commerce platform, and Pronto delivery options.
Operating as a single reportable segment, the nationwide network combines broadline distribution with cash-and-carry stores. Sales teams work as consultants, matching products, tools, and service choices to customer needs, while acquisitions have extended regional reach and added distribution channels.
Demand depends on food-away-from-home activity. Performance also rests on supplier availability, distribution-center and transport continuity, fuel and commodity costs, labor availability, collective bargaining, customer relationships, and reliable technology.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 12, 2026 | Piper Sandler | Reiterate | Rating: —Target: $88 | Target: $108 |
| Aug 7, 2026 | Morgan Stanley | Target | Target: $103 | Target: $107 |
| Aug 7, 2026 | BMO Capital | Reiterate | Rating: —Target: $115 | Target: $120 |
| Aug 7, 2026 | UBS | Reiterate | Rating: —Target: $117 | Target: $127 |
| Aug 7, 2026 | BTIG | Reiterate | Rating: —Target: $105 | Target: $120 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $56.0M · Total debt $5.24B · Total assets $14.34B · Shareholders' equity $4.28B
- Revenue
- $10.53B
- Operating income
- $443.0M
- Net income
- $275.0M
No dividends on record.
| Institutions | 107.63% | 237.36M shares | |
|---|---|---|---|
| 686 holders · as of Jun 30, 2026 | |||
| Insiders | 0.68% | 1.51M shares | |
| 19 holders · as of Aug 17, 2026 | |||
| Strategic holders | 8.80% | 19.42M shares | |
| 1 holder · as of Jan 26, 2024 | |||
| Adds to | 117.11% | ||
220.54M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 117.11%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Wellington Management Group LLPInstitution | 10.43% | 23.01M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 9.45% | 20.85M | as of Jun 30, 2026 |
BlackRock, Inc.Strategic | 8.80% | 19.42M | filed Jan 26, 2024 |
Boston PartnersInstitution | 8.44% | 18.61M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.60% | 10.14M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Randy J. Taylor | officer: See Remarks | −11,630 | $110.37 |
| Aug 7, 2026 | William Spencer Hancock | officer: See Remarks | −21,754 | $108.29 |
| Mar 30, 2026 | Dirk J. Locascio | officer: EVP, Chief Financial Officer | −20,000 | $91.19 |
| Feb 25, 2026 | Dirk J. Locascio | officer: EVP, Chief Financial Officer | −25,101 | $96.59 |
| Feb 18, 2026 | James David Jr Works | officer: See Remarks | −65,737 | $96.52 |
- Sysco
Largest national rival across broadline and institutional foodservice
- Performance Food Group
National rival across independent, chain, and institutional accounts
- The Chefs' Warehouse
Specialty distributor to chefs, restaurants, hotels, and caterers
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| US Foods | $94.66 | +0.49% | $20.74B | 29.0 | 18.2 | 0.5 | +4.5% |
| Sysco | $78.65 | −0.03% | $37.62B | 21.5 | 15.6 | 0.4 | +4.7% |
| Performance Food Group | $91.74 | −0.49% | $14.48B | 40.3 | 16.3 | 0.2 | +6.4% |
| The Chefs' Warehouse | $108.51 | +0.13% | $4.42B | 51.6 | 38.9 | 1.0 | +12.9% |
| Median | 40.3 | 16.3 | 0.4 | +6.4% |