US Foods reaffirms 2025 guidance ahead of Piper Sandler conference

Published 10/09/2025, 11:50
US Foods reaffirms 2025 guidance ahead of Piper Sandler conference

ROSEMONT, Ill. - US Foods Holding Corp. (NYSE:USFD), a $17.6 billion market cap foodservice distributor with a "GOOD" InvestingPro Financial Health rating, has reaffirmed its fiscal year 2025 guidance and long-range growth targets through 2027, according to a company press release issued today.

The foodservice distributor, one of the largest in the United States with $38.7 billion in trailing twelve-month revenue, maintained its outlook for 4% to 6% net sales growth, 9.5% to 12% adjusted EBITDA growth, and 19.5% to 23% adjusted diluted EPS growth for fiscal 2025.

US Foods also reiterated its 2025-2027 long-range plan, which targets a 5% compound annual growth rate (CAGR) for net sales, 10% CAGR for adjusted EBITDA, at least 20 basis points of annual adjusted EBITDA margin expansion, and a 20% CAGR for adjusted diluted EPS.

"Our team continues to drive steady progress on our self-help initiatives as we delivered strong results through the first half of 2025, including growing Adjusted EBITDA approximately 11% and Adjusted EPS 27%," said Dave Flitman, Chief Executive Officer, in the statement. According to InvestingPro data, analysts have set a high target of $103 for the stock, with 8 additional exclusive ProTips available for subscribers.

The company noted that Dirk Locascio, Chief Financial Officer, will participate in a fireside chat at the 2025 Piper Sandler Growth Frontiers Conference in Nashville today at 10 a.m. CDT.

US Foods serves approximately 250,000 customer locations across the country through more than 70 broadline locations and over 90 cash and carry stores. The company employs about 30,000 associates and is headquartered in Rosemont, Illinois. For detailed insights into US Foods’ performance metrics and growth potential, access the comprehensive Pro Research Report available exclusively on InvestingPro.

In other recent news, US Foods has seen a series of analyst upgrades following its second-quarter earnings report. Guggenheim increased its price target for US Foods to $88, maintaining a Buy rating, after the company reported a 4% sales growth, which fell short of expectations, but a 12% increase in EBITDA that exceeded projections. Truist Securities also raised its price target to $90, citing strong EBITDA growth and an upward revision of the company’s adjusted EBITDA guidance for the year. Wells Fargo followed suit, raising its target to $87 and highlighting US Foods’ role as a consolidator in the fragmented industry, alongside its effective share repurchase program.

Additionally, Piper Sandler increased its price target to $85, maintaining an Overweight rating, suggesting a potential upside for investors. Despite the mixed sales results, US Foods’ financial performance and strategic initiatives have garnered positive attention from analysts. The Food Producer Price Index inflation remains high, with a slight deceleration noted in July, which could impact the broader food manufacturing sector. These developments provide investors with insights into US Foods’ current market position and future prospects.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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