Significant ETF Withdrawals Observed - ESML, SUNC, USFD, CASY
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 03 2025
0mins
Should l Buy USFD?
Source: NASDAQ.COM
52-Week Range of ESML: ESML's share price has a 52-week low of $32.905 and a high of $46.54, with the last trade recorded at $45.90.
200-Day Moving Average: The article suggests that comparing the current share price to the 200-day moving average can be a useful technical analysis tool.
ETFs Trading Mechanism: Exchange traded funds (ETFs) function similarly to stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of changes in shares outstanding helps identify ETFs with significant inflows or outflows, which can affect the underlying holdings.
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Analyst Views on USFD
Wall Street analysts forecast USFD stock price to fall
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 96.590
Low
85.00
Averages
91.00
High
95.00
Current: 96.590
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 Officer Plans to Sell $6.35 Million in Common Stock via Form 144
- Stock Sale Announcement: US Foods Holding officer James David Jr intends to sell 65,737 shares of its common stock.
- Market Value: The total market value of the shares being sold is approximately $6.35 million.
See More
Wells Fargo Optimistic on Food Service Sector's AI Potential
- AI Efficiency Outlook: Wells Fargo analyst Edward Kelley highlights significant opportunities for the food service sector to capture AI-related efficiencies, particularly in a logistics-heavy industry facing cost pressures, where AI models could lead to substantial supply chain improvements.
- Cost Savings Impact: The analyst team estimates that supply chain costs account for 60% of operating expenses, with each 1% savings translating to approximately a 3% increase in EPS, indicating that even incremental productivity gains can significantly enhance profitability.
- Accelerated Market Share: Large distributors control extensive private fleets and complex warehouse networks, allowing them to internalize AI benefits across their systems, thereby accelerating market share growth and improving profitability, which could raise the valuation ceiling for the sector.
- Rating Outlook: Wells Fargo has assigned Overweight ratings to Sysco (SYY), Performance Food Group (PFGC), and US Foods (USFD), reflecting confidence in the future growth potential of the food service industry.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, indicating a shift in market sentiment that could influence investor decisions and market trends.
- Overview of Updates: While specific upgrades and downgrades are not detailed, the overall rating changes reflect analysts' sensitivity to market sentiment, potentially prompting investors to reassess their stock holdings.
- Investor Focus: For those considering buying DLTR stock, analysts' opinions will serve as a crucial reference point, likely impacting their investment decisions and the stock's market performance.
- Market Dynamics Impact: Changes in analyst ratings not only affect individual stock performance but may also create ripple effects on overall market sentiment and trends, necessitating close attention from investors to these developments.
See More
U.S. Markets Declined on Thursday; Icon PLC Experienced Largest Drop
- Stock Market Decline: U.S. stock indexes experienced a decline on Thursday, with the overall market dropping by 2.03%.
- Sector Performance: The S&P 500 index fell by 1.57%, while the Dow Jones Industrial Average decreased by 1.34%.
See More
US Foods Q4 Earnings Beat Estimates Amid Strong Growth
- Earnings Beat: US Foods reported an adjusted diluted EPS of $1.04 for Q4, surpassing the $1.00 estimate, while net income surged 178.8% to $184 million, demonstrating robust performance despite a challenging economic backdrop.
- Sales Growth: Q4 net sales rose 3.3% to $9.8 billion, although missing the $9.913 billion estimate, the overall sales increase indicates sustained demand in the independent restaurant and healthcare sectors.
- Cash Flow and Buybacks: Operating cash flow for fiscal 2025 was $1.37 billion, with net debt at $5.2 billion, and the company repurchased 4.2 million shares, reflecting confidence in future prospects and commitment to shareholder value.
- Outlook: US Foods projects adjusted diluted EPS growth of 18% to 24% for fiscal 2026, with sales expected to reach between $41 billion and $41.789 billion, showcasing an optimistic outlook for future growth.
See More
US Foods Reports Record Earnings for Fiscal 2025
- Strong Performance: US Foods achieved over $1.9 billion in adjusted EBITDA and an adjusted EPS of $3.98 for fiscal 2025, exceeding the long-range plan set during the June 2024 Investor Day, reflecting robust growth in independent restaurants, healthcare, and hospitality sectors.
- Market Share Gains: The independent restaurant case volume grew by 4.1% in Q4, marking the company's 19th consecutive quarter of market share gains, indicating a sustained competitive advantage in a challenging market environment.
- Strategic Investments: The company invested over $150 million in technological advancements, enhancing the AI-driven ordering system on the MOXe platform, while the small truck delivery service Pronto generated over $1 billion in sales, with plans for further market expansion.
- Future Outlook: US Foods expects net sales growth of 4% to 6% in fiscal 2026 and adjusted EBITDA growth of 9% to 13%, with management expressing confidence in achieving 2027 goals despite short-term challenges related to weather disruptions.
See More
US Foods Holding Officer Plans to Sell $6.35 Million in Common Stock via Form 144
- Stock Sale Announcement: US Foods Holding officer James David Jr intends to sell 65,737 shares of its common stock.
- Market Value: The total market value of the shares being sold is approximately $6.35 million.
See More
Wells Fargo Optimistic on Food Service Sector's AI Potential
- AI Efficiency Outlook: Wells Fargo analyst Edward Kelley highlights significant opportunities for the food service sector to capture AI-related efficiencies, particularly in a logistics-heavy industry facing cost pressures, where AI models could lead to substantial supply chain improvements.
- Cost Savings Impact: The analyst team estimates that supply chain costs account for 60% of operating expenses, with each 1% savings translating to approximately a 3% increase in EPS, indicating that even incremental productivity gains can significantly enhance profitability.
- Accelerated Market Share: Large distributors control extensive private fleets and complex warehouse networks, allowing them to internalize AI benefits across their systems, thereby accelerating market share growth and improving profitability, which could raise the valuation ceiling for the sector.
- Rating Outlook: Wells Fargo has assigned Overweight ratings to Sysco (SYY), Performance Food Group (PFGC), and US Foods (USFD), reflecting confidence in the future growth potential of the food service industry.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, indicating a shift in market sentiment that could influence investor decisions and market trends.
- Overview of Updates: While specific upgrades and downgrades are not detailed, the overall rating changes reflect analysts' sensitivity to market sentiment, potentially prompting investors to reassess their stock holdings.
- Investor Focus: For those considering buying DLTR stock, analysts' opinions will serve as a crucial reference point, likely impacting their investment decisions and the stock's market performance.
- Market Dynamics Impact: Changes in analyst ratings not only affect individual stock performance but may also create ripple effects on overall market sentiment and trends, necessitating close attention from investors to these developments.
See More
U.S. Markets Declined on Thursday; Icon PLC Experienced Largest Drop
- Stock Market Decline: U.S. stock indexes experienced a decline on Thursday, with the overall market dropping by 2.03%.
- Sector Performance: The S&P 500 index fell by 1.57%, while the Dow Jones Industrial Average decreased by 1.34%.
See More
US Foods Q4 Earnings Beat Estimates Amid Strong Growth
- Earnings Beat: US Foods reported an adjusted diluted EPS of $1.04 for Q4, surpassing the $1.00 estimate, while net income surged 178.8% to $184 million, demonstrating robust performance despite a challenging economic backdrop.
- Sales Growth: Q4 net sales rose 3.3% to $9.8 billion, although missing the $9.913 billion estimate, the overall sales increase indicates sustained demand in the independent restaurant and healthcare sectors.
- Cash Flow and Buybacks: Operating cash flow for fiscal 2025 was $1.37 billion, with net debt at $5.2 billion, and the company repurchased 4.2 million shares, reflecting confidence in future prospects and commitment to shareholder value.
- Outlook: US Foods projects adjusted diluted EPS growth of 18% to 24% for fiscal 2026, with sales expected to reach between $41 billion and $41.789 billion, showcasing an optimistic outlook for future growth.
See More
US Foods Reports Record Earnings for Fiscal 2025
- Strong Performance: US Foods achieved over $1.9 billion in adjusted EBITDA and an adjusted EPS of $3.98 for fiscal 2025, exceeding the long-range plan set during the June 2024 Investor Day, reflecting robust growth in independent restaurants, healthcare, and hospitality sectors.
- Market Share Gains: The independent restaurant case volume grew by 4.1% in Q4, marking the company's 19th consecutive quarter of market share gains, indicating a sustained competitive advantage in a challenging market environment.
- Strategic Investments: The company invested over $150 million in technological advancements, enhancing the AI-driven ordering system on the MOXe platform, while the small truck delivery service Pronto generated over $1 billion in sales, with plans for further market expansion.
- Future Outlook: US Foods expects net sales growth of 4% to 6% in fiscal 2026 and adjusted EBITDA growth of 9% to 13%, with management expressing confidence in achieving 2027 goals despite short-term challenges related to weather disruptions.
See More
