Analysts predict greater potential for US Foods and Performance Food as separate entities rather than as a merged company.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 26 2025
0mins
Should l Buy USFD?
Source: SeekingAlpha
Merger Termination: US Foods and Performance Food Group have decided to halt their merger pursuit due to regulatory risks and insufficient economic justification, leading to positive stock performance for both companies.
Analyst Insights: Analysts from BTIG and Guggenheim view the merger termination as beneficial, allowing both companies to refocus on their individual strategies and operational strengths, with expectations of margin expansion and market share growth.
Stock Performance: Following the merger announcement, US Foods shares rose by 12% and Performance Food Group shares increased by 2%, reflecting investor approval of the decision.
Future Outlook: Analysts do not foresee significant transformational acquisitions for either company in the near future, although potential interest in Chef's Warehouse and Shamrock Foods has been noted.
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Analyst Views on USFD
Wall Street analysts forecast USFD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for USFD is 91.00 USD with a low forecast of 85.00 USD and a high forecast of 95.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 87.890
Low
85.00
Averages
91.00
High
95.00
Current: 87.890
Low
85.00
Averages
91.00
High
95.00
About USFD
US Foods Holding Corp. is a foodservice distributor. The Company provides its customers with a range of food offering and a comprehensive suite of e-commerce, technology and business solutions. The Company is primarily engaged in marketing, selling and distributing fresh, frozen and dry food and non-food products to foodservice customers throughout the United States. Its products include meat and seafood, dry grocery products, refrigerated and frozen grocery products, dairy, equipment disposables and supplies and beverage products. It serves customers including independently owned single and multi-unit restaurants, regional concepts, national restaurant chains, hospitals, nursing homes, hotels and motels, country clubs, government and military organizations, colleges and universities and retail locations. The Company operates a network of over 70 distribution facilities and a fleet of over 6,500 trucks, along with approximately 90 cash and carry locations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
US Foods CEO to Present at CAGNY Conference
- Executive Participation: US Foods' CEO Dave Flitman and CFO Dirk Locascio will present at the CAGNY 2026 Conference on February 19, 2026, at 3:00 PM, showcasing the company's future strategies and market outlook.
- Live Webcast Available: The event will feature a live webcast accessible via US Foods' investor relations website, ensuring transparency and enhancing engagement with shareholders and stakeholders.
- Company Background: As a leading foodservice distributor in the U.S., US Foods partners with approximately 250,000 customer locations, demonstrating its significant role in helping clients succeed in the competitive food industry.
- Innovative Offerings: With over 70 broadline locations and more than 90 cash and carry stores, US Foods provides a wide range of food offerings along with e-commerce, technology, and business solutions, further solidifying its competitive edge in the market.
See More
US Foods CEO to Present at CAGNY Conference
- Executive Presentation: US Foods CEO Dave Flitman and CFO Dirk Locascio will present at the CAGNY Conference on February 19, 2026, showcasing the company's strategy and future plans, which is expected to attract investor and industry attention.
- Live Webcast Available: The event will be accessible via a live webcast, allowing investors and stakeholders to access the link through the company’s website, ensuring transparency and enhancing engagement with investors.
- Company Background: US Foods is a leading foodservice distributor in the U.S., partnering with approximately 250,000 customer locations to provide a broad range of food offerings and innovative e-commerce solutions, highlighting its significant position in the industry.
- Employee Scale and Service Capability: With over 30,000 associates and more than 70 broadline distribution centers, US Foods is committed to supporting customer success through diverse products and technology solutions, further solidifying its market leadership.
See More
US Foods Holding Corp. to Host Q4 2025 Results Conference Call on February 12, 2026
- Conference Call Details: US Foods Holding Corp. will host a conference call on February 12, 2026, at 8 a.m. CST to discuss Q4 and FY 2025 results, which is expected to attract significant investor interest.
- Dial-in Information: Participants should dial 877-344-2001 10 minutes prior to the call and provide Conference ID 2528845 to ensure smooth access, reflecting the company's commitment to investor communication.
- Webcast and Replay: The call will be webcast live on the company's Investor Relations website, with a replay available afterward, allowing investors who cannot attend live to access the information.
- Company Overview: US Foods, as a leading foodservice distributor in the U.S., partners with approximately 250,000 customer locations, offering a broad range of food products and technology solutions, highlighting its significant position in the industry.
See More
US Foods Holding Corp. (USFD) Reaffirms 2025 Guidance with 4%-5% Sales Growth
- Guidance Reaffirmation: US Foods Holding Corp. reaffirmed its fiscal year 2025 guidance at the ICR Conference, expecting net sales growth of 4%-5%, indicating strong confidence in future market demand and aiming to bolster investor trust.
- EBITDA and EPS Growth: The company anticipates adjusted EBITDA growth of 10%-12% and adjusted EPS growth of 24%-26%, reflecting ongoing improvements in profitability and further solidifying its competitive position in the foodservice industry.
- Merger Talks Termination: US Foods has ended its merger discussions with Performance Food Group, with CEO Dave Flitman stating that the board concluded independent operations are more beneficial for long-term value creation, emphasizing clarity in the company's strategic direction.
- Share Repurchase Plan: US Foods plans a $250 million accelerated share repurchase agreement and has authorized a new $1 billion share repurchase, demonstrating confidence in its own value and aiming to enhance shareholder returns.
See More
US Foods Holding Corp. Reaffirms FY 2025 Guidance; CEO to Attend ICR Conference
- Guidance Reaffirmation: US Foods reaffirms its fiscal year 2025 guidance, indicating confidence in future performance despite not providing specific forecasts for Adjusted EBITDA and diluted EPS, highlighting potential uncertainties ahead.
- Executive Conference Participation: CEO Dave Flitman and CFO Dirk Locascio will participate in a fireside chat at the 28th Annual ICR Conference in Orlando, Florida, on January 12, 2026, which is expected to attract investor attention and enhance company transparency.
- Investor Relations Enhancement: US Foods will provide a live audio webcast of the conference on its website, improving interaction with media and investors, which is anticipated to bolster the company's image and trust among stakeholders.
- Market Competitive Landscape: While reaffirming guidance, the company faces multiple challenges including economic factors, cost volatility, and intensified competition, which may impact its market performance and profitability, necessitating ongoing monitoring of external conditions.
See More
US Foods Reports Nearly 70% Increase in Volunteer Hours in 2025
- Surge in Volunteer Hours: US Foods' newly launched 'Dollars for Doers' program resulted in a nearly 70% increase in volunteer hours in 2025 compared to 2024, generating nearly $100,000 in credits for over 230 charitable organizations, significantly enhancing the company's community impact.
- Total Charitable Contributions: The company donated nearly $12.5 million in 2025, including over 5 million pounds of food and supplies, addressing the rising food demand and further solidifying its leadership position in the foodservice industry.
- Educational Support: Through the 'US Foods Scholars' program, the company awarded $360,000 in scholarships to students pursuing degrees in culinary arts and business management, having distributed over $2.4 million since its inception, thus fostering the next generation of foodservice talent.
- Commitment to Disaster Relief: US Foods donates $250,000 annually to the American Red Cross, supporting their efforts to mobilize resources before disasters strike, reflecting the company's strong commitment to social responsibility.
See More
US Foods CEO to Present at CAGNY Conference
- Executive Participation: US Foods' CEO Dave Flitman and CFO Dirk Locascio will present at the CAGNY 2026 Conference on February 19, 2026, at 3:00 PM, showcasing the company's future strategies and market outlook.
- Live Webcast Available: The event will feature a live webcast accessible via US Foods' investor relations website, ensuring transparency and enhancing engagement with shareholders and stakeholders.
- Company Background: As a leading foodservice distributor in the U.S., US Foods partners with approximately 250,000 customer locations, demonstrating its significant role in helping clients succeed in the competitive food industry.
- Innovative Offerings: With over 70 broadline locations and more than 90 cash and carry stores, US Foods provides a wide range of food offerings along with e-commerce, technology, and business solutions, further solidifying its competitive edge in the market.
See More
US Foods CEO to Present at CAGNY Conference
- Executive Presentation: US Foods CEO Dave Flitman and CFO Dirk Locascio will present at the CAGNY Conference on February 19, 2026, showcasing the company's strategy and future plans, which is expected to attract investor and industry attention.
- Live Webcast Available: The event will be accessible via a live webcast, allowing investors and stakeholders to access the link through the company’s website, ensuring transparency and enhancing engagement with investors.
- Company Background: US Foods is a leading foodservice distributor in the U.S., partnering with approximately 250,000 customer locations to provide a broad range of food offerings and innovative e-commerce solutions, highlighting its significant position in the industry.
- Employee Scale and Service Capability: With over 30,000 associates and more than 70 broadline distribution centers, US Foods is committed to supporting customer success through diverse products and technology solutions, further solidifying its market leadership.
See More
US Foods Holding Corp. to Host Q4 2025 Results Conference Call on February 12, 2026
- Conference Call Details: US Foods Holding Corp. will host a conference call on February 12, 2026, at 8 a.m. CST to discuss Q4 and FY 2025 results, which is expected to attract significant investor interest.
- Dial-in Information: Participants should dial 877-344-2001 10 minutes prior to the call and provide Conference ID 2528845 to ensure smooth access, reflecting the company's commitment to investor communication.
- Webcast and Replay: The call will be webcast live on the company's Investor Relations website, with a replay available afterward, allowing investors who cannot attend live to access the information.
- Company Overview: US Foods, as a leading foodservice distributor in the U.S., partners with approximately 250,000 customer locations, offering a broad range of food products and technology solutions, highlighting its significant position in the industry.
See More
US Foods Holding Corp. (USFD) Reaffirms 2025 Guidance with 4%-5% Sales Growth
- Guidance Reaffirmation: US Foods Holding Corp. reaffirmed its fiscal year 2025 guidance at the ICR Conference, expecting net sales growth of 4%-5%, indicating strong confidence in future market demand and aiming to bolster investor trust.
- EBITDA and EPS Growth: The company anticipates adjusted EBITDA growth of 10%-12% and adjusted EPS growth of 24%-26%, reflecting ongoing improvements in profitability and further solidifying its competitive position in the foodservice industry.
- Merger Talks Termination: US Foods has ended its merger discussions with Performance Food Group, with CEO Dave Flitman stating that the board concluded independent operations are more beneficial for long-term value creation, emphasizing clarity in the company's strategic direction.
- Share Repurchase Plan: US Foods plans a $250 million accelerated share repurchase agreement and has authorized a new $1 billion share repurchase, demonstrating confidence in its own value and aiming to enhance shareholder returns.
See More
US Foods Holding Corp. Reaffirms FY 2025 Guidance; CEO to Attend ICR Conference
- Guidance Reaffirmation: US Foods reaffirms its fiscal year 2025 guidance, indicating confidence in future performance despite not providing specific forecasts for Adjusted EBITDA and diluted EPS, highlighting potential uncertainties ahead.
- Executive Conference Participation: CEO Dave Flitman and CFO Dirk Locascio will participate in a fireside chat at the 28th Annual ICR Conference in Orlando, Florida, on January 12, 2026, which is expected to attract investor attention and enhance company transparency.
- Investor Relations Enhancement: US Foods will provide a live audio webcast of the conference on its website, improving interaction with media and investors, which is anticipated to bolster the company's image and trust among stakeholders.
- Market Competitive Landscape: While reaffirming guidance, the company faces multiple challenges including economic factors, cost volatility, and intensified competition, which may impact its market performance and profitability, necessitating ongoing monitoring of external conditions.
See More
US Foods Reports Nearly 70% Increase in Volunteer Hours in 2025
- Surge in Volunteer Hours: US Foods' newly launched 'Dollars for Doers' program resulted in a nearly 70% increase in volunteer hours in 2025 compared to 2024, generating nearly $100,000 in credits for over 230 charitable organizations, significantly enhancing the company's community impact.
- Total Charitable Contributions: The company donated nearly $12.5 million in 2025, including over 5 million pounds of food and supplies, addressing the rising food demand and further solidifying its leadership position in the foodservice industry.
- Educational Support: Through the 'US Foods Scholars' program, the company awarded $360,000 in scholarships to students pursuing degrees in culinary arts and business management, having distributed over $2.4 million since its inception, thus fostering the next generation of foodservice talent.
- Commitment to Disaster Relief: US Foods donates $250,000 annually to the American Red Cross, supporting their efforts to mobilize resources before disasters strike, reflecting the company's strong commitment to social responsibility.
See More
