US Foods Holding Corp.
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No enriched coverage for $USFD in the last 7 days.
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See all $USFD insider activity →Morgan Stanley raised its price target for US Foods from $107 to $111, maintaining an 'Equal Weight' rating. The stock is currently trading at $100.40, up 1.98% on the day and 2.50% over the past year. The company recently ratified a new contract with Teamsters.
US Foods and Teamsters Locals have ratified a 4-year contract, granting workers 66-70% wage increases, pension boosts, and maintained health benefits. US Foods is a major food service distributor, and the agreement covers 500 workers in Southern California.
US Foods secured an $810 million term loan maturing in 2033 to refinance debt. The loan, arranged by Citicorp and lenders, will refinance 2028 term loans, partially prepay 2031 term loans, and reduce revolver borrowings. Interest rates are Term SOFR plus 1.50% or an alternative base rate plus 0.50%.
Recent USFD coverage spans financial news, corporate actions and insider activity.
Analyst target increase with unchanged rating suggests modestly improved valuation expectations rather than a clear re-rating catalyst.
The contract raises labor costs significantly, likely compressing margins.
The new loan adds senior debt but improves liquidity, likely causing modest short‑term pressure on the stock.
The new loan increases leverage but improves liquidity by refinancing higher‑cost debt, likely leading to modest downside pressure.
Potential margin improvement for the foodservice distributor.
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.
Morgan Stanley raised its price target for US Foods from $107 to $111, maintaining an 'Equal Weight' rating. The stock is currently trading at $100.40, up 1.98% on the day and 2.50% over the past year. The company recently ratified a new contract with Teamsters.
2 min readUS Foods and Teamsters Locals have ratified a 4-year contract, granting workers 66-70% wage increases, pension boosts, and maintained health benefits. US Foods is a major food service distributor, and the agreement covers 500 workers in Southern California.
1 min readUS Foods secured an $810 million term loan maturing in 2033 to refinance debt. The loan, arranged by Citicorp and lenders, will refinance 2028 term loans, partially prepay 2031 term loans, and reduce revolver borrowings. Interest rates are Term SOFR plus 1.50% or an alternative base rate plus 0.50%.
2 min readUS Foods Holding Corp. (USFD) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01. Entry into a Material Definitive Agreement. Incremental Senior Secured Term Loan Facility On October 2, 2026, US Foods, Inc. (the “Company”) entered into the Fourteenth Amendment (the “Term Loan Amendment”) to the Amended and Restated Term Loan Credit Agreement, dated
1 min readThe 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.
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