
USFD Stock Forecast & Price Target
USFD Analyst Ratings
Bulls say
US Foods Holdings is viewed positively because its core independent restaurant business is accelerating, with organic independent case growth of 5.0% and the strongest new account additions in three years, while healthcare and hospitality cases are also rising in the +3% to 4% range. Its scale and reach across 250,000 customer locations, 76 distribution facilities, and 14 broadline production centers support a durable share-gain story in a fragmented industry, and the business generated $39 billion in fiscal 2025 sales. Margin expansion, cost savings, and technology-driven productivity are reinforcing the outlook, with management reaffirming FY2026e revenue growth of 4.0% to 6.0%, adjusted EBITDA growth of 9.0% to 13.0%, and adjusted diluted EPS growth of 18.0% to 24.0%.
Bears say
US Foods Holdings is vulnerable because foodservice remains its core earnings driver, and weaker restaurant traffic, especially among independent operators that represent 33% of fiscal 2025 sales, could hurt case volumes, mix, and operating leverage. Its transportation-intensive model also leaves margins exposed to diesel and input-cost inflation if surcharges lag, while inability to fully pass through commodity inflation or achieve OpEx and COGS productivity savings would pressure profitability. Despite $39 billion in fiscal 2025 sales and a 10% share of the fragmented industry, risks from macro deterioration, healthcare and hospitality disruption, and execution issues in routing and warehouse technology could erode its competitive position.
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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