US Foods Holding Corp. (USFD)
NYSE · Consumer Staples · analysed November 9, 2026
US Foods Holding Corp. is one of the largest broadline foodservice distributors in the United States, marketing and delivering fresh, frozen, and dry foods as well as non-food supplies to roughly 250,000 customer locations, including independent restaurants, healthcare facilities, hospitality venues, and educational institutions. Although the company's heritage traces back to 19th-century distributors such as Monarch Foods, the modern business took shape through consolidations beginning in 1989 before reorganizing under its current holding structure in 2007. The company is currently focused on executing its multi-year long-range growth plan, prioritizing supply chain and operational efficiencies, EBITDA margin expansion, the growth of higher-margin private-label offerings, and customer-facing digital initiatives.
Executive summary
US Foods is navigating macroeconomic softening in restaurant dining through disciplined internal operational execution and consistent market-share capture in high-margin independent accounts2. Third-quarter fiscal 2026 adjusted diluted EPS expanded 17.8% year-over-year despite a top-line miss driven by disinflation and reduced chain restaurant traffic2,10. With the stock up 34.5% over the trailing year and full-year guidance trimmed at the upper bounds, current valuation fairly balances robust operational self-help against broader industry foot-traffic headwinds2,10.