US Foods (USFD)
Consumer Staples · Broadline foodservice distribution
A nationwide foodservice distributor supplying restaurants, healthcare, and hospitality customers with fresh, frozen, and dry food products alongside industry-leading digital ordering and flexible delivery options.
What US Foods does
US Foods is a broadline foodservice distributor that supplies approximately 250,000 customer locations nationwide, including independent restaurants, chain restaurants, healthcare, hospitality, government, and education customers. The company provides fresh, frozen, and dry food products as well as non-food items sourced from thousands of suppliers through an extensive network of over 70 distribution facilities and over 6,500 trucks. Its value proposition centers on three elements: a large Exclusive Brand portfolio (private label products), the MOXē digital ecommerce platform for order and inventory management, and expanded delivery options including traditional broadline services and the Pronto flexible delivery program.
Themes: ["Foodservice distribution","Restaurant supply chain","Healthcare food services","Hospitality supply","Digital ordering / ecommerce","Private label / exclusive brands","Customer concentration: top 50 customers (including GPOs) accounted for approximately 42% of net sales in fiscal 2025, with GPOs alone representing ~27% of sales, creating vulnerability to pricing pressures and contract changes with large purchasing groups.","Industry competition from local, regional, and national broadline distributors as well as adjacent competitors (cash-and-carry retailers, commercial wholesalers, grocery stores, and online outlets), which compete on product assortment, quality, price, and service levels.","Exposure to evolving consumer preferences, dietary trends, and new pharmaceutical therapies that reshape dining behaviors and require continuous adaptation of product assortments and supply chain capabilities.","Sysco Corporation (SYY)"]
Fundamentals
- Price$100.74 as of 2026-07-09 close
- Market cap$21.9B as of 2026-07-09
- 1-year return+27.0% as of 2026-07-09 close
- P/E32.40 as of 2026-07-09
- Net margin+1.7% as of 2026-07-09
- Gross margin+17.4% as of 2026-07-09
- ROE+15.3% as of 2026-07-09
- Debt / equity1.23 as of 2026-07-09
- Revenue growth (YoY)+3.7% as of 2026-07-09
- Revenue CAGR (3y)+5.0% SEC XBRL
- Beta0.83 as of 2026-07-09
Dividend: does not currently pay a dividend.
Key risks (from latest filing)
[]
Fundamentals: Finnhub, as of 2026-07-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.