Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$22.1B
220M shares
52-week range
$69.88 – $105.17
86% from low
Sector
WHOLESALE-GROCERIES & RELATED PRODUCTS
Exchange
NYSE
CS
US Foods is a leading domestic foodservice distributor, generating $39 billion in sales in fiscal 2025 and capturing a 10% share of the fragmented industry. The firm sells and distributes more than 350,000 food and nonfood products to about 250,000 customer locations, including independent restaurants (33% of fiscal 2025 sales), chain restaurants (23%), healthcare and hospitality clients (27%), and other end markets (17%), largely consisting of education and government contracts. US Foods also operates 98 cash-and-carry locations under the Chef'Store banner. The firm's physical network spans 76 distribution facilities and 14 broadline production centers.
www.usfoods.comNo one on the platform currently holds USFD.
| Institution | Shares | Reported |
|---|---|---|
| The Baupost Groupas of 2026-03-31 | 3,795,998 | $350.0M |
| Renaissance Technologiesas of 2025-12-31 | 396,200 | $29.8M |
No one on the platform has traded USFD yet.
| 58,359 |
| $5.4M |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $41.5B | +4.9% | $4.72 | $4.45–$4.89 | 21.2× | 9 |
| 2027 | $43.1B | +4.0% | $5.51 | $5.17–$5.75 | 18.2× | 9 |
| 2028 | $45.4B | +5.3% | $6.40 | $5.69–$6.70 | 15.7× | 4 |
| 2029 | $47.4B | +4.4% | $7.37 | $7.22–$7.53 | 13.6× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-07 | $0.81 | $0.78 | -3.7% |
| 2026-02-12 | $1.00 | $1.04 | +4.0% |
| 2025-11-06 | $1.04 | $1.07 | +2.9% |
| 2025-08-07 | $1.14 | $1.19 | +4.4% |
| 2025-05-08 | $0.69 | $0.68 | -1.9% |
| 2025-02-13 | $0.79 | $0.84 | +6.3% |
| 2024-11-07 | $0.83 | $0.85 | +2.4% |
| 2024-08-08 | $0.93 |
| $0.93 |
| +0.0% |
| $43.2B |
| — |
| KOFCoca-Cola FEMSA, S.A.B. de C.V. | $109.12 | +1.94% | $22.9B | — |
| MKCMcCormick & Company, Incorporated | $50.96 | -1.98% | $13.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
The most recent New Uptrend signal on $USFD triggered on 2026-07-28. The expected return for the selected horizon is +11.96% with a historical profit probability of +73.85%. Learn more: https://axlfi.com/factor-analysis?symbol=USFD&factor=uptrend&timeframe=daily
View on StockTwits ↗$USFD Updated Chart with Ashi Candles and elder Impulse indicator
View on StockTwits ↗$USFD first Ashi candle with Elder Impulse and I go long
View on StockTwits ↗The most recent Momentum signal on $USFD triggered on 2026-07-24. The expected return for the selected horizon is +12.23% with a historical profit probability of +74.81%. Learn more: https://axlfi.com/factor-analysis?symbol=USFD&factor=momentum&timeframe=daily
View on StockTwits ↗US Foods secured a $43.6 million contract modification from the U.S. Defense Logistics Agency (DLA), extending its food supply agreement with the U.S. military by 364 days, with the ordering period now running through July 3, 2027. The award modifies the existing fixed-price, indefinite-delivery/indefinite-quantity (IDIQ) contract, which includes economic price adjustment provisions and expands the original two-year agreement with two additional 18-month option periods. Under the contract, US Foods will continue supplying food products to U.S. Air Force, Army, and Navy personnel. The agreement is funded through the Defense Working Capital Fund for fiscal years 2026 and 2027, reinforcing US Foods' role as a key supplier to the U.S. military through the Defense Logistics Agency, which oversees global procurement and distribution of food and other essential supplies. $USFD
View on StockTwits ↗$USFD Current Stock Price: $97.75 Contracts to trade: $97.5 USFD Jul 17 2026 Call Entry: $2.20 Exit: $4.33 ROI: 97% Hold ~25 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$USFD Share Price: $89.22 Contract Selected: Oct 16, 2026 $90 Calls Buy Zone: $4.33 – $5.35 Target Zone: $7.72 – $9.43 Potential Upside: 68% ROI Time to Expiration: 128 Days | Updates via https://fxcapta.com/stockinfo/
View on StockTwits ↗$USFD is locked in on its 2026 targets: 4–6% net sales growth and 18–24% Adjusted EPS growth. They’re not just talking; they repurchased $125M in stock this quarter alone and expanded their credit facility to $2.5B to stay flexible. I’m ignoring the macro static and watching for the volume confirmation to seal the bottom. ⚡ 🐂 Bull Level: Sustained momentum over $85.00 is the green light for the next leg up. 🐻 Bear Level: If $79.00 gives way, brace for an acceleration toward the next major floor.#USFD #Stocks #Trading #CapitalAllocation #hovdid
View on StockTwits ↗$USFD Flushed after earnings despite unchanged full-year guidance, continued buybacks, and double-digit EPS growth. Weekly 50EMA now in play. Institutions control the float and they’re defending. Shares + calls. Full setup and trade plan: https://nnntrader.substack.com/p/weekly-pick-usfd
View on StockTwits ↗$USFD Excellent article that nails exactly where USFD stands right now. So if you want to update your USFD knowledge or get acquainted with USFD, this is a must read. https://everyticker.com/quote/USFD/analysis/self-help-execution-meets-technology-moat-us-foods-path-to-margin-leadership-nyse-usfd
View on StockTwits ↗$USFD Current Stock Price: $86.88 Contracts to trade: $87.5 USFD May 15 2026 Call Entry: $1.00 Exit: $1.95 ROI: 95% Hold ~23 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$USFD (-5.5% pre) US Foods (NYSE:USFD) Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings https://ooc.bz/l/101490
View on StockTwits ↗$USFD if this falls any further into sub 85.. im a buyer.... people still eat.... fuel costs are killing their numbers and next quarter will probably be brutal due to fuel expenses
View on StockTwits ↗$USFD Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $0.53 up 6.00% YoY • Reported revenue of $9.61B up 2.77% YoY • US Foods is reaffirming its Fiscal Year 2026 guidance, expecting Net Sales growth of 4% to 6%, Adjusted EBITDA growth of 9% to 13%, and Adjusted Diluted EPS growth of 18% to 24%.
View on StockTwits ↗$KVUE $TPR $USFD $U $PLNT Some notable companies reporting before tomorrow's open, with earnings consensus estimates: - McDonald's (MCD), consensus $2.74 - Howmet Aerospace (HWM), consensus $1.11 - Datadog (DDOG), consensus 51c - Zoetis (ZTS), consensus $1.62 - Becton Dickinson (BDX), consensus $2.77 - Kenvue (KVUE), consensus 26c - Tapestry (TPR), consensus $1.29 - US Foods (USFD), consensus 81c - Unity (U), consensus 24c - Planet Fitness (PLNT), consensus 63c - Warby Parker (WRBY), consensus 11c - Peloton (PTON), consensus 7c - TripAdvisor (TRIP), consensus (7c) - Shell (SHEL), consensus $2.21 - Six Flags (FUN), consensus ($2.74) - Papa John's (PZZA), consensus 37c .
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.