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USFD
Volume: 3.48M

USFD Stock Forecast & Price Target

USFD Analyst Ratings

Based on 12 analyst ratings
Buy
Strong Buy 42%
Buy 33%
Hold 25%
Sell 0%
Strong Sell 0%

Bulls say

US Foods Holdings is viewed favorably because it continues to deliver strong organic independent case growth, with +5.0% in the quarter and the best new account growth in three years, showing that share gains are being driven by both new customer wins and deeper penetration. Its earnings quality is also improving as gross profit dollars per case are rising faster than operating expense dollars per case, supporting new highs for gross margin of 18.2% and adjusted EBITDA margin of 5.7% in 2Q26 while management reaffirmed FY2026e revenue growth of +4.0% to 6.0%, adjusted EBITDA growth of +9.0% to 13.0%, and adjusted diluted EPS growth of +18.0% to 24.0%. More broadly, the company benefits from a highly fragmented industry, a broad distribution network serving about 250,000 customer locations with sales of over $40B, and multi-year self-help initiatives such as technology, AI-enabled automation, Pronto expansion, and a new variable sales compensation model that together should sustain profitable growth and margin expansion.

Bears say

US Foods Holdings is vulnerable to cyclical demand swings because its revenue base is highly exposed to restaurant traffic, consumer spending, labor availability, wage inflation, fuel prices, and disruptions in healthcare and hospitality, all of which can quickly pressure volumes and margins in a fragmented industry where it still holds only about a 10% share. Although it generated $39 billion in sales in fiscal 2025 and serves around 250,000 customer locations with more than 350,000 products, the business mix remains concentrated in independent restaurants (33% of fiscal 2025 sales), chain restaurants (23%), and healthcare and hospitality clients (27%), leaving results sensitive to uneven recovery across end markets. In addition, its turnaround depends on complex efficiency initiatives across routing and warehouse technology, so any execution missteps, labor turnover, or M&A integration issues could disrupt operations, cause lost sales, and prevent the company from closing its margin gap versus competitors.

USFD has been analyzed by 12 analysts, with a consensus rating of Buy. 42% of analysts recommend a Strong Buy, 33% recommend Buy, 25% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of US Foods Holding and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About US Foods Holding (USFD) Forecast

Analysts have given USFD a Buy based on their latest research and market trends.

According to 12 analysts, USFD has a Buy consensus rating as of Oct 4, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $113.17, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $113.17, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

US Foods Holding (USFD)

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