US FOODS HOLDING CORP.
At today's price, US FOODS HOLDING CORP. (USFD) is priced for +23.5% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• US Foods is one of the country's largest broadline foodservice distributors, and its growth engine is the highest-margin slice of that business: independent restaurants, where case volume rose 4.6% in Q1 2026, the 20th straight quarter of share gains. [Source: USFD Q1 2026 earnings release, May 2026] • The model is thin-margin and scale-driven: it earns about 3% operating margin on roughly $40 billion of revenue, with adjusted EBITDA growing 6.2% to $413 million in Q1 2026 despite weather and
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655 institutional managers reported holding USFD in 13F filings for the quarter ended 2026-03-31. 97 opened new positions that quarter. Held by Vanguard Group, BlackRock, Wellington Management, among others. On the short side, 11.3M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (3.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
USFD has cut its share count 0.9% over the past five years, spending $2.26B on repurchases. It pays no dividend. Cash returned over the past three years: $2.04B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at USFD over the trailing three years: 2025: 1 buy totaling $284k. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
USFD's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-11 | -2.6% | -11.9% |
| 2023-11-10 | +3.4% | +8.3% |
| 2024-02-16 | +5.7% | +0.9% |
| 2024-05-10 | +4.7% | -4.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
USFD's latest 8-K filings: 2026-06-02 (items 1.01, 2.03, 9.01); 2026-05-15 (items 5.03, 5.07, 9.01); 2026-05-14 (items 8.01, 9.01); 2026-05-07 (items 2.02, 9.01); 2026-02-12 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.