What smart money is saying about US Foods
3 funds in our archive have pitched US Foods — most recently Corbyn Investment Management Strategies in June 2026.
US Foods Holding Corp., operating primarily via its subsidiary, US Foods, Inc., is a key marketer and distributor within the United States foodservice market, offering an extensive selection of fresh, frozen, and dry food products alongside various non-food supplies. Its clientele is highly diversified, encompassing independent single and multi-location dining establishments, regional culinary ventures, national restaurant chains, institutional accounts such as hospitals, nursing homes, hotels, motels, country clubs, government and military entities, academic institutions, and certain retail businesses. Data from July 6, 2022, shows the company's operational infrastructure included 70 broadline facilities and 80 cash-and-carry sites. Formed in 2007, US Foods Holding Corp. transitioned from its previous designation, USF Holding Corp., to its current name in February 2016, and maintains its corporate headquarters in Rosemont, Illinois.
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Position history
Between Q4 2024 and Q2 2026, 3 fund letters reported a position in US Foods — 3 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 2 | 0 | 2 |
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 3 moves
- June 2026
“US Foods Holding Corp (USFD) is one of the largest foodservice distributors in the United States and a steady share gainer with independent restaurant, healthcare, and hospitality customers. We like the company's self-help profile: management is executing on a multi-year plan that includes more than $300 million of cost-of-goods savings through 2027, rising private-label penetration, and the scaling of its Pronto next-day delivery program toward $1.5 billion in sales by 2027.1 Together, those initiatives support management's long-term algorithm of double-digit earnings growth with only modest dependence on the restaurant traffic environment. The shares weakened this spring after a modest first-quarter earnings miss amid soft restaurant traffic, and we took advantage to build our position.”
US Foods - New positionCorbyn Investment Management StrategiesJune 2026
“During the quarter, we identified two notable examples of this process in action, purchasing shares of Xylem Inc. (XYL) and US Foods (USFD) across all equity-oriented strategies.”
US Foods - AddedFlexible Equity FundMarch 2026
“ Consumer Staples performed strongly in the period, increasing the weighting, and we added to U.S. Foods (USFD) and Mondelez International (MDLZ).”
US Foods
Fund coverage · 3 theses
- Corbyn Investment Management StrategiesJune 2026
US Foods is a scaled national food distributor with consistent earnings and free cash flow growth, supported by management initiatives to expand and improve the business.
Read the full thesis US Foods Holding Corp is a leading foodservice distributor with self-help initiatives that support double-digit earnings growth.
Read the full thesis- Artisan US Mid Cap Growth StrategyDecember 2024
US Foods is poised for continued margin growth and enhanced profitability through operational improvements and strategic initiatives in the competitive food distribution industry.
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