
USFD Stock Forecast & Price Target
USFD Analyst Ratings
Bulls say
US Foods Holding Corp has demonstrated strong financial growth with a 3.6% year-over-year increase in sales per case in 4Q24, indicating improved demand and operational efficiency. The company also expanded its EBITDA margin by 30 basis points year-over-year, supported by strategic initiatives in procurement and productivity that are expected to sustain a positive growth trajectory. Furthermore, US Foods is well-positioned to continue gaining market share in key sectors, including independent restaurants, healthcare, and hospitality, bolstered by digital sales initiatives and improved service levels.
Bears say
US Foods Holding Corp is facing a negative outlook due to several fundamental challenges, including organic case growth rates of only 1.4% in the fourth quarter, indicating a slowdown in demand amid a decline in overall restaurant industry foot traffic. The company's 2025 case growth guidance of 2-4% is below the long-term algorithm of 3-5%, highlighting concerns over a potentially weak macroeconomic environment and stagnant industry traffic. Additionally, increasing competition from Sysco Corporation and shifts towards chain restaurants may further erode market share and pricing power, posing risks to future profitability and market positioning.
This aggregate rating is based on analysts' research of US Foods Holding and is not a guaranteed prediction by Public.com or investment advice.
USFD Analyst Forecast & Price Prediction
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