Analysts predict greater potential for US Foods and Performance Food as separate entities rather than as a merged company.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 26 2025
0mins
Source: SeekingAlpha
Merger Termination: US Foods and Performance Food Group have decided to halt their merger pursuit due to regulatory risks and insufficient economic justification, leading to positive stock performance for both companies.
Analyst Insights: Analysts from BTIG and Guggenheim view the merger termination as beneficial, allowing both companies to refocus on their individual strategies and operational strengths, with expectations of margin expansion and market share growth.
Stock Performance: Following the merger announcement, US Foods shares rose by 12% and Performance Food Group shares increased by 2%, reflecting investor approval of the decision.
Future Outlook: Analysts do not foresee significant transformational acquisitions for either company in the near future, although potential interest in Chef's Warehouse and Shamrock Foods has been noted.
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Analyst Views on USFD
Wall Street analysts forecast USFD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for USFD is 91.00 USD with a low forecast of 85.00 USD and a high forecast of 95.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 83.790
Low
85.00
Averages
91.00
High
95.00
Current: 83.790
Low
85.00
Averages
91.00
High
95.00
About USFD
US Foods Holding Corp. is a foodservice distributor. The Company provides its customers with a range of food offering and a comprehensive suite of e-commerce, technology and business solutions. The Company is primarily engaged in marketing, selling and distributing fresh, frozen and dry food and non-food products to foodservice customers throughout the United States. Its products include meat and seafood, dry grocery products, refrigerated and frozen grocery products, dairy, equipment disposables and supplies and beverage products. It serves customers including independently owned single and multi-unit restaurants, regional concepts, national restaurant chains, hospitals, nursing homes, hotels and motels, country clubs, government and military organizations, colleges and universities and retail locations. The Company operates a network of over 70 distribution facilities and a fleet of over 6,500 trucks, along with approximately 90 cash and carry locations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
US Foods Holding Corp. to Host Q4 2025 Results Conference Call on February 12, 2026
- Conference Call Details: US Foods Holding Corp. will host a conference call on February 12, 2026, at 8 a.m. CST to discuss Q4 and FY 2025 results, which is expected to attract significant investor interest.
- Dial-in Information: Participants should dial 877-344-2001 10 minutes prior to the call and provide Conference ID 2528845 to ensure smooth access, reflecting the company's commitment to investor communication.
- Webcast and Replay: The call will be webcast live on the company's Investor Relations website, with a replay available afterward, allowing investors who cannot attend live to access the information.
- Company Overview: US Foods, as a leading foodservice distributor in the U.S., partners with approximately 250,000 customer locations, offering a broad range of food products and technology solutions, highlighting its significant position in the industry.
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US Foods Holding Corp. (USFD) Reaffirms 2025 Guidance with 4%-5% Sales Growth
- Guidance Reaffirmation: US Foods Holding Corp. reaffirmed its fiscal year 2025 guidance at the ICR Conference, expecting net sales growth of 4%-5%, indicating strong confidence in future market demand and aiming to bolster investor trust.
- EBITDA and EPS Growth: The company anticipates adjusted EBITDA growth of 10%-12% and adjusted EPS growth of 24%-26%, reflecting ongoing improvements in profitability and further solidifying its competitive position in the foodservice industry.
- Merger Talks Termination: US Foods has ended its merger discussions with Performance Food Group, with CEO Dave Flitman stating that the board concluded independent operations are more beneficial for long-term value creation, emphasizing clarity in the company's strategic direction.
- Share Repurchase Plan: US Foods plans a $250 million accelerated share repurchase agreement and has authorized a new $1 billion share repurchase, demonstrating confidence in its own value and aiming to enhance shareholder returns.
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