PFGC Earnings Prediction
The chart below shows how PFGC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, PFGC sees a -2.75% change in stock price 10 days leading up to the earnings, and a +0.53% change 10 days following the report. On the earnings day itself, the stock moves by +0.93%. This data can give you a slight idea of what to expect for the next quarter's release.
PFGC Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
14.30B
2.85%
-4.30%
Gross Margin
10.98%
3.20%
0.18%
Operating Margin
1.19%
13.33%
-19.59%
Net Margin
0.55%
7.84%
-32.10%
EPS
0.50
8.70%
-35.06%
No Data Available
PFGC Earnings Analysis
Performance Food Group Co Corporation (PFGC.N) Earnings Conference Call
Positive
Restaurant Case Volume Growth: Organic independent restaurant case volume grew 5% in Q2 2025, up from 4.3% in Q1 2025, indicating strong underlying business momentum.
Sales Growth Analysis: Total net sales increased by 9.4% in Q2 2025, driven by contributions from both Jose Santiago and Cheyney Brothers acquisitions, with independent restaurant cases up 19.8%.
EBITDA Growth Exceeds Guidance: Adjusted EBITDA grew by 22.5% to $423 million in Q2 2025, exceeding the high end of previous guidance, reflecting strong operational performance across all segments.
Sales Force Expansion: The sales force headcount increased by nearly 7%, adding over 200 new sales associates compared to the same period last year, which is expected to drive further growth.
Increased Sales Guidance: PFG raised its full-year guidance for net sales to a range of $63 billion to $64 billion, reflecting strong underlying fundamentals and positive early results from acquisitions.
Negative
Cost Inflation Impact: Total company cost inflation was about 4.6% for the second quarter, with foodservice cost inflation at 3.2%, indicating ongoing pressure on margins due to rising costs.
Adjusted EBITDA Growth Challenges: Vistar's adjusted EBITDA growth turned positive year over year, but the segment continues to be impacted by lower foot traffic and customer-specific challenges, suggesting ongoing operational difficulties.
Organic Growth vs. Acquisitions: Despite a 9.4% growth in total net sales, the underlying organic independent case growth was only 5%, indicating reliance on acquisitions for growth rather than organic performance.
Acquisition Financing Concerns: The company drew down its ABL facility by approximately $2 billion to fund the Cheyney Brothers acquisition, pushing net leverage above the target range of 2.5 to 3.5 times, raising concerns about financial stability.
Cost Inflation Impact: The convenience segment experienced cost inflation of 6.7%, primarily driven by nicotine pricing, which could negatively impact profitability in the face of declining cigarette carton sales.
PFGC FAQs
How does PFGC typically perform around its earnings report dates?
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PFGC Earning Call Sentiment
Earnings call transcript: Performance Food Group misses Q2 2024 EPS forecast
PFGC.N
2.83%Positive
The earnings call indicates strong financial performance with significant year-over-year growth in net sales, gross profit, and adjusted EBITDA, driven by successful acquisitions and operational efficiencies. Despite integration challenges and high leverage, management's optimistic guidance and strategic focus on debt reduction and future share repurchases suggest positive sentiment. The Q&A section reveals confidence in sales growth and cost management, although some areas lacked detailed responses. Overall, the positive financial metrics and strategic initiatives outweigh the concerns, suggesting a positive stock price movement in the short term.
