Why is USFD up?
Up 188% over five years while the S&P 500 rose 76%.
“Net sales increased $1,547 million, or 4.1%, in fiscal year 2025 driven primarily by case volume growth and food cost inflation of 2.6%.”
USFD's Quality Score rose 1 point on Mon, Nov 2, to 16.
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Up 188% over five years while the S&P 500 rose 76%.
“Net sales increased $1,547 million, or 4.1%, in fiscal year 2025 driven primarily by case volume growth and food cost inflation of 2.6%.”
| The company | Free cash flow quadrupled |
| Latest filing | 8-K, Oct 2 |
ReportReports Thursday, before the open. Every 3 months, a company tells everyone how much it sold and earned. It rose after 2 and fell after 2 of its last 4 reports, +2.6% on average. Past reports ›
After its last 4 reports it closed +2.6% on average, higher 2 of 4 times.
Excellentfor quality, not price, 8 of 14 chart checks firingWhat the Quality Score means
Well above its recent run. USFD scores 16 today, against a median of 10 over its last 20 recorded sessions.
USFD is #1 of 3 by Quality Score among Wholesale-Groceries & Related Products.
Sales over four quarters: USFD $40.1B, SYY $84.6B.
Reports Thu Nov 5, before the open (in 3 days). Confirmed.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
The figures are not read from the release yet.
“Net sales of $10.5 billion for the quarter increased 4.5% from the prior year, driven by case volume growth and food cost inflation of 2.3%.”
USFD's results filing gives no sales by line in a table we read.
| Measure | Figure |
|---|---|
| Adjusted diluted EPS growth | 18% to 24% |
“Gross profit of $1.9 billion increased by $142 million, or 8.0%, from the prior year, primarily as a result of an increase in total case volume, improved cost of goods sold, and a $19 million favorable year-over-year LIFO adjustment.”
From its results filing (SEC filing · Aug 6)
Sales grew 12% a year over 5 years, fiscal 2020 to 2025.
Its share count grew 0.9% a year over 5 years.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Aug 6, 2026 | +4.8% | +6.5% | +10.4% |
| May 7, 2026 | -5.5% | -5.6% | -7.5% |
| Feb 12, 2026 | -0.6% | +13.4% | +7.2% |
Sales grew in six of the last seven years, to $39B in 2025. It made a profit in seven of the eight years.
2 insiders sold $3.6M across 3 filings in the last 6 months. No open-market buys on record. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: USFD is under 0.1% of VTI, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.
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 around 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.
USFD scores 16 today, which Breakaway calls Excellent. It is #1 of 3 in Wholesale-Groceries & Related Products by Quality Score, with 8 of 14 chart checks firing. Up 188% over five years while the S&P 500 rose 76%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
USFD scores 16 today, which Breakaway calls Excellent (15 to 19). That is #1 of 3 in Wholesale-Groceries & Related Products by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind USFD's 16.
2 insiders sold $3.6M across 3 filings in the last 6 months. No open-market buys on record. The newest is Randy J. Taylor, Insider, who sold $710K on Aug 13. Every filing, with the scored weight, for Pro members.
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