Consumer Defensive
US Foods Holding Corp.(USFD)
Live Price
Offline$91.91
-1.96% today
1Y Change
+22.16%
Window
Jun 20, 2025 โ Jun 12, 2026
- Market Cap
- $20.53B
- Revenue Growth
- +4.1%
- EPS Growth
- +45.4%
- Dividend Yield
- 0.0%
Coverage: 246 bars ยท Jun 20, 2025 โ Jun 12, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
US Foods Holding Corp. (USFD) is a Consumer Defensive stock with a market cap of $20.53B and listed on NYSE. The stock last traded around $91.91 and up 22.2% across the available one-year price window (Jun 20, 2025 โ Jun 12, 2026). Baseline metrics include revenue growth of +4.1%, EPS growth of +45.4%, a dividend yield of 0.0%. What stands out right now is revenue +4.1%, EPS +45.4%, free cash flow +15.1% with operating margin 3.1% and ROIC 8.7%. Valuation already assumes a fairly strong business story at P/E 30.6 and price/sales 0.5. Stock Foundry combines USFD price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+4.1% vs +1.7% peer median
Operating Margin
Below sector median
+3.1% vs +6.6% peer median
P/E
Above sector median
30.6 vs 14.0 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 14, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +4.1% and EPS at +45.4%, with operating margin around 3.1%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -2.5% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 14, 2026 | โ | -1.9% | -3.2% | +11.1% |
2026 Feb 12, 2026 | +4.0% | -2.0% | -5.2% | -7.2% |
2025 Nov 6, 2025 | +2.9% | +2.9% | +1.0% | +5.3% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
USFD
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
USFD Max Drawdown
-21.09%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for USFD and SPY.
Company Overview
US Foods Holding Corp.
New York Stock Exchange
US Foods Holding Corp., through its subsidiary, US Foods, Inc., markets and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States. The company's customers include 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. As of July 06, 2022, it operated 70 broadline facilities; and 80 cash and carry locations. The company was formerly known as USF Holding Corp. and changed its name to US Foods Holding Corp. in February 2016. US Foods Holding Corp. was incorporated in 2007 and is headquartered in Rosemont, Illinois.
- Leadership
- David E. Flitman
- IPO Date
- May 26, 2016
- Employees
- 30.0k
- Street Address
- 9399 West Higgins Road
- Mailing
- Rosemont, IL, 60018
- Region
- Rosemont, IL, US
- Reporting Currency
- USD
- Investor Line
- 847 720 8000
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 30.6
- EV/EBITDA
- 15.7
- Price/Sales
- 0.5
- Price/Book
- 4.8
Growth
- Revenue
- +4.1%
- EPS
- +45.4%
- Free Cash Flow
- +15.1%
Profitability
- Gross Margin
- 17.4%
- Operating Margin
- 3.1%
- Net Margin
- 1.7%
- ROE
- 15.0%
- ROIC
- 8.7%
Balance Sheet
- Debt/Equity
- 1.33
- Current Ratio
- 1.16
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.