US Foods Holding Corp.
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
No enriched coverage for $USFD in the last 7 days.
The U.S. paused beef import tariffs for 90 days to help domestic herd growth, but cattle production takes years. The American Farm Bureau warns imports may hurt domestic production. Restaurant chains like McDonald's, Shake Shack, and Chipotle may benefit from lower beef costs, while processors like Tyson Foods face challenges. Investors should watch for short-term gains and long-term risks.
Taylor Randy J (See Remarks) sold 11,630 shares of US Foods Holding Corp. (USFD) at an average of $110.37 ($110.34–$110.40, $1.28M total) across 2 trades on 2026-08-13.
US Foods Holding Corp. (USFD) reported 2Q and half-year 2026 results with year-over-year increases in sales, net income and EPS, and said it completed share repurchases totaling about $1.36B for 16,612,155 shares. The company reaffirmed fiscal 2026 net sales growth guidance of 4% to 6%.
Recent USFD coverage spans earnings, insider activity and sector analysis.
In the last 30 days, USFD insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($3.6M). The most active reporter was Taylor Randy J, See Remarks, with 2 filings.
Potential margin improvement for the foodservice distributor.
The filing is a routine insider sale with no stated 10b5-1 plan, but it does not disclose new company fundamentals.
Reaffirmed guidance plus completed buybacks supports the capital-discipline narrative, but leverage and valuation risk can cap upside if execution slips.
Earnings call discloses a full set of operating metrics plus raised Pronto targets and updated leverage, supporting a near-term re-rate if investors buy the margin and volume trajectory.
A routine Form 4 open-market sale by an officer, with no 10b5-1 plan cited, may slightly affect near-term sentiment but is not a fundamental catalyst.
alphai scores every news story that mentions USFD with an AI model for sentiment and relevance, and aggregates insider trades from US Foods Holding Corp.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
The U.S. paused beef import tariffs for 90 days to help domestic herd growth, but cattle production takes years. The American Farm Bureau warns imports may hurt domestic production. Restaurant chains like McDonald's, Shake Shack, and Chipotle may benefit from lower beef costs, while processors like Tyson Foods face challenges. Investors should watch for short-term gains and long-term risks.
4 min readTaylor Randy J (See Remarks) sold 11,630 shares of US Foods Holding Corp. (USFD) at an average of $110.37 ($110.34–$110.40, $1.28M total) across 2 trades on 2026-08-13.
2 min readUS Foods Holding Corp. (USFD) reported 2Q and half-year 2026 results with year-over-year increases in sales, net income and EPS, and said it completed share repurchases totaling about $1.36B for 16,612,155 shares. The company reaffirmed fiscal 2026 net sales growth guidance of 4% to 6%.
4 min readUS Foods Holding (USFD) reported Q2 FY2026 net sales of $10.5B, up 4.5%, with adjusted EBITDA of $604M (+10.2%) and adjusted diluted EPS of $1.44 (+21%). Management cited record adjusted EBITDA margin (5.7%), volume gains in independent, healthcare, and hospitality, Pronto sales of $1.3B estimated for 2026, and raised 2027 target to $1.7B.
7 min readHancock William Spencer (See Remarks) sold 21,754 shares of US Foods Holding Corp. (USFD) at $108.29 ($2.36M total) on 2026-08-07.
1 min readUS Foods Holding Corp. reported Q2 drivers including 5.1% independent restaurant case growth, $50M+ cost-of-goods savings in H1, and 13% YoY improvement in operations quality. Management raised 2027 Pronto sales to $1.7B and expects 2026 indirect spend benefits of $75M+. The company repurchased $374M of shares and cited higher fuel costs and sales-comp changes raising adjusted operating expenses by $0.21 per case.
7 min readU.S. stocks opened mixed, with the Nasdaq Composite down about 50 points to 26,299.39. US Foods Holding Corp (NYSE:USFD) reported Q2 earnings of $1.44 per share, above the $1.36 consensus, and sales of $10.532 billion versus $10.461 billion. Oil rose to $76.05 and initial jobless claims were 199,000.
3 min readUS Foods (NYSE:USFD) reported Q2 CY2026 revenue of $10.53 billion, up 4.5% year on year and 0.6% above Wall Street estimates, according to the company. Non-GAAP adjusted EPS was $1.44, up from $1.19, and 5.7% above consensus. Analysts expect full-year EPS to rise from $4.33 to $5.13.
4 min readUS Foods Holding Corp. (USFD) reported Q2 net income of $275 million, or $1.24 per share, up from $224 million, or $0.96, a year earlier. Net sales rose 4.5% to $10.532 billion. Adjusted EPS was $1.44. The company confirmed full-year outlook for 4% to 6% net sales growth and 18% to 24% adjusted EPS growth.
2 min readUS Foods Holding Corp. (USFD) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 INVESTOR CONTACT: MEDIA CONTACT: Mike Neese Sara Matheu (847) 232-5894 (773) 580-3775 Michael.Neese@usfoods.com Sara.Matheu@usfoods.com US Foods Reports Second Quarter Fiscal Year 2026 Earnings Grew Net Sales 4.5% to $10.5 Billion, Net Income 22.8% to $275 Million an
6 min read
