$USFD — BUY 📊

$USFD — BUY 📊 US Foods Holding Corp., together with its subsidiaries, markets, sells, and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United Sta 🎯 Q1 FY26 | Rev $10B | EPS $0.78 vs $0.81 🔴 💡 Consensus sees a 3% EPS miss as a sign that margin expansion is peaking. Our view: one-time factors (weather, supply-chain hiccups) depressed EPS by ~$0.05, and normalized EPS is $0.83. The market is pricing in flat to declining margins, while we see mid-teens EPS growth from mix and efficiency, warranting a premium multiple. 📉 Reward/Risk: 1.96:1 🏢 Business Quality: 7/10 - #2 scaled foodservice distributor with strong private-label penetration and digital ordering, but operates in a competitive, thin-margin industry that is cyclical. 📊 Our read: BUY. Full analysis → https://stockduty.xyz/s/USFD0618

US Foods Holding Corp., together with its subsidiaries, markets, sells, and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United Sta