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 Q3 regulatory filings by fund managers ($100M+ AUM)
109% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 46
17% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 158
11% more funds holding
Funds holding: 449 [Q2] → 499 (+50) [Q3]
6% more capital invested
Capital invested by funds: $13.1B [Q2] → $13.9B (+$818M) [Q3]
8.0% less ownership
Funds ownership: 100.39% [Q2] → 92.39% (-8.0%) [Q3]
22% less funds holding in top 10
Funds holding in top 10: 18 [Q2] → 14 (-4) [Q3]
48% less call options, than puts
Call options by funds: $47.7M | Put options by funds: $92.2M
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Jefferies Alexander Slagle 50% 1-year accuracy 2 / 4 met price target | 21%upside $82 | Buy Maintained | 16 Dec 2024 |
Piper Sandler Brian Mullan 64% 1-year accuracy 7 / 11 met price target | 11%upside $75 | Overweight Maintained | 11 Nov 2024 |
Barclays Jeffrey Bernstein 45% 1-year accuracy 46 / 102 met price target | 15%upside $78 | Overweight Maintained | 8 Nov 2024 |
UBS Mark Carden 80% 1-year accuracy 8 / 10 met price target | 14%upside $77 | Buy Maintained | 8 Nov 2024 |
JP Morgan John Ivankoe 52% 1-year accuracy 16 / 31 met price target | 2%upside $69 | Neutral Maintained | 8 Nov 2024 |
Financial journalist opinion
Based on 9 articles about USFD published over the past 30 days