US Foods

Yahoo Finance • 17 days ago

Large carrier M&A proves elusive in 2025

Large carriers kept their purse strings taught in 2025 as they focused on improving asset utilization and cutting costs. There were several small and midsize deals across trucking and logistics this year, however, not many transactions inv... Full story

Yahoo Finance • 18 days ago

Noteworthy ETF Outflows: IJJ, USFD, JLL, NLY

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares S&P Mid-Cap 400 Value ETF (Symbol: IJJ) where we have detected an approximate $832.4 million dollar o... Full story

Yahoo Finance • last month

US Foods Holding (NYSE:USFD) Shareholders Will Want The ROCE Trajectory To Continue

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want to see two things; firstly, a growing return on capital employed (ROCE) and secondly, an expansion in the company's amoun... Full story

Yahoo Finance • last month

Vertex Stock: Why One Fund Lifted Its $94.3 Million Position Even as Shares Sank

Key Points California-based Tensile Capital Management increased its position in Vertex by 160,559 shares in the third quarter. Despite the increase in shares, the position value fell by about $34.4 million from quarter to quarter. As of... Full story

Yahoo Finance • last month

Centuri Stock Up 18% This Year: What a New $17 Million Position Signals for Investors

Key Points California-based Tensile Capital Management disclosed a new position in the third quarter, acquiring 812,088 shares of Centuri in a position valued at approximately $17.2 million. The moe marked a new position for the fund, whi... Full story

Yahoo Finance • last month

Why One Fund Just Put $23.5 Million Into Champion Homes Despite an 18% Stock Slide

Key Points California-based Tensile Capital Management acquired 308,162 shares of Champion Homes for an estimated $23.5 million in the third quarter. The new position represents 2.9% of 13F reportable assets under management at quarter-en... Full story

Yahoo Finance • last month

Value Fund Cuts nCino Stake After $152 Million Quarter: What Long-Term Investors Should Know

Key Points California-based Tensile Capital Management sold 449,165 shares of nCino in the third quarter, decreasing the position value by $13.3 million. At quarter-end, the firm reported holding 901,539 nCino shares valued at $24.4 milli... Full story

Yahoo Finance • last month

Why One Investor Just Doubled Down on Clearwater Analytics Stock with a $45 Million Position

Key Points California-based Tensile Capital Management increased its holding of Clearwater Analytics by nearly 1.2 million shares in the third quarter, resulting in a net position value change of $15.7 million. At quarter-end, the fund re... Full story

Yahoo Finance • 2 months ago

Analysts see more upside for US Foods and Performance Food apart than merged

[Document management and checking system, Online documentation database, Online approve paperless and quality assurance, Audit or assessments, Review process, Compliance inspection] matdesign24 Investors seem to approve of the mutual deci... Full story

Yahoo Finance • 2 months ago

PFG and US Foods abandon pursuit of merger

Performance Food Group (PFG) and US Foods have backed out of plans for a merger after assessing potential benefits and regulatory concerns. The foodservice distributors have mutually decided to end an information-sharing process which com... Full story

Yahoo Finance • 2 months ago

US Foods and Performance Food end their pursuit of a merger

gradyreese US Foods Holding Corp. (USFD [https://seekingalpha.com/symbol/USFD]) and Performance Food Group Company (PFGC [https://seekingalpha.com/symbol/PFGC]) announced on Monday that they have ended their pursuit of a merger. US Foods... Full story

Yahoo Finance • 2 months ago

US Foods: Q3 Earnings Snapshot

ROSEMONT, Ill. (AP) — ROSEMONT, Ill. (AP) — US Foods Holding Corp. (USFD) on Thursday reported third-quarter profit of $153 million. On a per-share basis, the Rosemont, Illinois-based company said it had profit of 67 cents. Earnings, adju... Full story

Yahoo Finance • 2 months ago

US Foods Q3 2025 Earnings Preview

* US Foods (USFD [https://seekingalpha.com/symbol/USFD]) is scheduled to announce Q3 earnings results on Thursday, November 6th, before market open. * The consensus EPS Estimate is $1.03 [https://seekingalpha.com/symbol/USFD/earnings/e... Full story

Yahoo Finance • 3 months ago

Lecap Asset Management Invests $1,195,000 in US Foods Holding Corp. (USFD)

US Foods Holding Corp. (NYSE:USFD) is among the most profitable consumer defensive stocks to buy now. In the second quarter, Lecap Asset Management Ltd. bought a new position in US Foods Holding Corp. (NYSE:USFD) through the acquisition of... Full story

Yahoo Finance • 4 months ago

US Foods secures $340.8M DLA contract for full-line food and beverage items

[Soldier and businessman shaking hands against flag of USA, closeup] Liudmila Chernetska US Foods (NYSE:USFD [https://seekingalpha.com/symbol/USFD]) has been awarded a five-year, $340.8 million contract by the Defense Logistics Agency (DL... Full story

Yahoo Finance • 4 months ago

Performance Food Group works out a board deal with activist investor Sachem Head

[Financial advisor interacts with a digital interface displaying machine learning data insights.] Performance Food Group Company (NYSE:PFGC [https://seekingalpha.com/symbol/PFGC]) disclosed that it entered a cooperation agreement with act... Full story

Yahoo Finance • 4 months ago

Analysts eye a potential Performance Food Group-US Foods merger

[Merger & Acquisition. Businessman Holding Icon with M&A Insights, Collaborative Growth on Analysis Chart and Networking.] Performance Food Group (NYSE:PFGC [https://seekingalpha.com/symbol/PFGC]) and US Foods Holdings (NYSE:USFD [https:/... Full story

Yahoo Finance • 4 months ago

Performance Food rallies after engaging with US Foods in potential merger talks

[Two puzzle pieces connecting, one white and one grey, on a contrasting background.] Performance Food Group Company (NYSE:PFGC [https://seekingalpha.com/symbol/PFGC]) announced on Tuesday that it has entered into a clean team agreement wi... Full story

Yahoo Finance • 4 months ago

US Foods reiterates annual outlook

* US Foods (NYSE:USFD [https://seekingalpha.com/symbol/USFD]) has reaffirmed its fiscal year 2025 guidance, expecting adjusted EPS growth of 19.5% to 23% on net sales growth of 4% to 6%. * The company also reiterated its 2025-2027 long... Full story

Yahoo Finance • 5 months ago

Cohesity Catalyst 1 to Bring Together Cyber Resilience Experts, Celebrity Guest Appearance by Andre Agassi

Cohesity Catalyst 1, September 17-18, 2025: Global Virtual Event to Unlock Actionable Strategies and Battle-Tested Best Practices to Fight Modern Cyber Attacks SINGAPORE, Aug. 22, 2025 /PRNewswire/ -- Cohesity, the leader in AI-powered da... Full story