Company Overview

US Foods Holding Corp. is a leading foodservice distributor in the United States, specializing in the marketing, sale, and distribution of a wide array of fresh, frozen, and dry food and non-food products. The company serves a diverse customer base that includes 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. Founded on May 23, 2007, US Foods Holding Corp. is headquartered in Rosemont, IL.

Financial Performance and Market Position

US Foods Holding Corp. has demonstrated strong financial performance with significant revenue growth and an expanding market share. The company has a market capitalization of $17.64 billion, reflecting its substantial presence in the industry.

Recent Quarter Results (Q2 2025):

- Net Sales: Increased by 3.8% to $10.1 Billion.

- Net Income: Grew by 13.1% to $224 Million.

- Diluted EPS: Increased by 20.0% to $0.96.

- Adjusted EBITDA: Grew by 12.1% to $548 Million.

- Adjusted Diluted EPS: Increased by 28.0% to $1.19.

- The company raised its full-year Adjusted EBITDA and Adjusted Diluted EPS guidance.

- Share repurchases amounted to $250 Million, reducing Net Leverage to 2.6x.

Fiscal Year 2024 Performance:

- Net Sales: Reached a record $37.9 Billion, a 6.4% increase.

- Net Income: Delivered $494 Million.

- Adjusted EBITDA: Achieved a record $1.74 Billion, an 11.7% increase.

- Adjusted EBITDA Margin: Expanded by 22 basis points to 4.6%.

- Share repurchases totaled $958 Million.

Key Financial Metrics from Recent Reports:

- 2024 Revenue: $37.88 billion (up 6.41% year-over-year).

- 2024 Earnings: $494 million (down 1.00% year-over-year).

- Q3 2024 Revenue: $9.73 billion (surpassing estimate by 0.24%; compared to $9.11 billion year-ago).

- Q3 2024 Net Income: $224 million (a 94.78% increase from $115 million in the prior quarter).

Business Operations and Brand Portfolio

US Foods Holding Corp. operates as a major player in the foodservice distribution sector. Its comprehensive product offering includes fresh, frozen, and dry food items, as well as non-food products. The company provides customers with a wide range of food options and an extensive suite of e-commerce, technology, and business solutions.

The company offers its products under several prominent brands, including:

- Chef's Line

- del Pasado

- Glenview Farms

- Cattleman's Selection

- Cross Valley Farms

- Harbor Banks

- Hilltop Hearth

- Devonshire

- Metro Deli

Stock Performance

USFD stock has shown mixed short-term performance but positive long-term gains.

- Weekly Change: -1.78%

- Monthly Change: +1.90%

- Annual Change: +26.71%

- All-Time High: $85.11 (July 23, 2025)

- All-Time Low: $8.32 (March 18, 2020)

- Volatility: 1.41%

- Beta Coefficient: 0.73

- Dividends: USFD does not currently pay dividends to its shareholders.

Market Position and Growth Strategy

US Foods is actively strengthening its market position, evidenced by consistent volume growth.

- Total Volume Growth: 3.8%

- Independent Restaurant Cases Growth: 4.1%

- Market Share Gains: 14 consecutive quarters of market share gains.

- Strategic Vendor Management: Realized over $70 million in cost of goods savings year-to-date, with expectations to exceed $230 million in savings by the end of the current long-range plan.

The company is also enhancing its digital capabilities through its platform, MOXe, by adding new features like a food cost calculator, reinforcing its digital leadership and providing valuable insights to customers. US Foods continues to focus on market share expansion across key customer segments, including independent restaurants, healthcare, and hospitality sectors, while leveraging technology and operational efficiencies to drive profitability.

Capital Allocation

US Foods Holding Corp. maintains a disciplined approach to capital allocation, prioritizing both growth initiatives and shareholder returns.

- Share Repurchases: The company has actively returned capital to shareholders, with $580 million repurchased in the third quarter and an additional $160 million in the fourth quarter to date, indicating strong management confidence in the business.

- Net Leverage: Maintained at 2.8x, which is within the target range of 2x to 3x.

The company continues to invest in growth initiatives and operational improvements while prudently managing its capital structure.