US FoodsUSFD
About: US Foods Holding Corp is the U.S. food service distributor. us Foods distributes food and nonfood products to the healthcare and hospitality industries, restaurants, and education, government facilities, and grocers. In addition to its delivery business, the firm has 80 cash-and- carry stores under the Chef'Store banner. The company generates majority of the revenue from Meats and seafood products.
Employees: 30,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
28% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 142
27% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 48
3% more funds holding
Funds holding: 435 [Q1] → 448 (+13) [Q2]
0.7% more ownership
Funds ownership: 99.17% [Q1] → 99.87% (+0.7%) [Q2]
1% less capital invested
Capital invested by funds: $13.1B [Q1] → $13B (-$94.7M) [Q2]
5% less funds holding in top 10
Funds holding in top 10: 19 [Q1] → 18 (-1) [Q2]
80% less call options, than puts
Call options by funds: $35.3M | Put options by funds: $175M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Jefferies Alexander Slagle 0% 1-year accuracy 0 / 1 met price target | 15%upside $71 | Buy Maintained | 25 Sept 2024 |
Wells Fargo Edward Kelly 67% 1-year accuracy 12 / 18 met price target | 21%upside $75 | Overweight Maintained | 18 Sept 2024 |
JP Morgan John Ivankoe 58% 1-year accuracy 19 / 33 met price target | 10%upside $68 | Neutral Maintained | 16 Sept 2024 |
JP Morgan John Ivankoe 58% 1-year accuracy 19 / 33 met price target | 3%downside $60 | Neutral Maintained | 13 Aug 2024 |
Deutsche Bank Lauren Silberman 80% 1-year accuracy 8 / 10 met price target | 21%upside $75 | Buy Maintained | 9 Aug 2024 |
Financial journalist opinion
Based on 5 articles about USFD published over the past 30 days