Equity Brief · Consumer Defensive2026-05-20
USFD·Consumer Defensive

US Foods Holding Corp

Sentinellis health

4.2/10

Moderate concerns

Market capitalisation

$17.9B

Revenue (TTM)

$39.4B

§ I · AI Analysis

The brief

US Foods distributes fresh, frozen, and dry food products plus non-food supplies to restaurants, hospitals, schools, hotels, and other foodservice customers throughout the US [Yahoo Finance]. The company also offers MOXe, a digital business management application for foodservice operators [Yahoo Finance].

US Foods Holding Corp is a $17.9 billion food distributor serving restaurants, hospitals, schools, and other foodservice customers across the United States [Yahoo Finance]. The company reported weaker-than-expected first-quarter 2026 results due to severe winter weather disruptions and high fuel costs, though it continued to gain customers in key segments [Yahoo Finance]. Recent board leadership changes consolidated power under CEO Dave Flitman, who now serves as both CEO and board chair [Yahoo Finance].

Moderate financial health with tight margins and elevated leverage, though operationally profitable.

Synthesis Claude Sonnet 4.5Confidence 7/10

§ II · Recent news

What moved

3 stories · ranked by relevance

  • macro2026-05-18

    The 5 Most Interesting Analyst Questions From US Foods’s Q1 Earnings Call

    Yahoo Finance

  • macro2026-05-14

    US Foods Announces Board Leadership Transition

    Yahoo Finance

  • macro2026-05-14

    BTIG Maintains Buy Rating on US Foods Holding (USFD)

    Yahoo Finance

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§ III · Related

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