Performance Food Group（P5F）株式概要パフォーマンス・フード・グループ・カンパニーは、その子会社を通じて、北米で食品および食品関連製品のマーケティングと販売を行っている。 詳細P5F ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長3/6過去の実績2/6財務の健全性2/6配当金0/6報酬当社が推定した公正価値より35.9%で取引されている 収益は年間32.76%増加すると予測されています アナリストらは、株価が27.5%上昇するだろうとほぼ一致している。 リスク分析利払いは収益で十分にカバーされない すべてのリスクチェックを見るP5F Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€80.502.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-140m85b2016201920222025202620282031Revenue US$85.1bEarnings US$441.4mAdvancedSet Fair ValueView all narrativesPerformance Food Group Company 競合他社US Foods HoldingSymbol: NYSE:USFDMarket cap: US$17.7bBidSymbol: JSE:BIDMarket cap: R142.5bSyscoSymbol: NYSE:SYYMarket cap: US$36.5bChefs' WarehouseSymbol: NasdaqGS:CHEFMarket cap: US$3.1b価格と性能株価の高値、安値、推移の概要Performance Food Group過去の株価現在の株価US$80.5052週高値US$91.0052週安値US$68.50ベータ0.921ヶ月の変化4.55%3ヶ月変化0%1年変化8.78%3年間の変化53.33%5年間の変化97.30%IPOからの変化326.78%最新ニュースお知らせ • May 08Performance Food Group Company Narrows Guidance Range for the Fiscal Year 2026Performance Food Group Company narrowed guidance range for the fiscal year 2026. For the year, the company is narrowing the guidance range for net sales. PFG now expects net sales to be in a range of approximately $67.7 billion to $68.0 billion compared to the prior expectation of a $67.25 billion to $68.25 billion range.お知らせ • Apr 22Performance Food Group Company to Report Q3, 2026 Results on May 06, 2026Performance Food Group Company announced that they will report Q3, 2026 results at 7:00 AM, US Eastern Standard Time on May 06, 2026お知らせ • Feb 04+ 1 more updatePerformance Food Group Company Revises Financial Guidance for the Full Fiscal Year of 2026Performance Food Group Company revised financial guidance for the full fiscal year of 2026. For the year, the company expects net sales to be in a range of approximately $67,250 million to $68,250 million compared to the prior expectation of a $67,500 million to $68,500 million range.お知らせ • Jan 21Performance Food Group Company to Report Q2, 2026 Results on Feb 04, 2026Performance Food Group Company announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Feb 04, 2026お知らせ • Dec 18+ 1 more updatePerformance Food Group Company Announces Chief Executive Officer Changes, Effective January 1, 2026Performance Food Group Company announced that, as part of a planned succession process, George Holm will transition to the role of Executive Chair of the Board of Directors, effective January 1, 2026. Scott McPherson, currently President and Chief Operating Officer (COO) of PFG, will succeed Holm as Chief Executive Officer (CEO) of PFG and will also be appointed as a member of the company’s Board at that time. As Executive Chair, Holm will continue to work closely with McPherson on M&A activities, customer relationships and overseeing the Company’s strategic direction. McPherson, whose extensive experience includes having served as CEO of CoreMark, became President and COO at PFG in January 2025. He previously served as Chief Field Operations Officer, where he oversaw the Company’s primary business segments: Performance Foodservice, Core-Mark, and Vistar since January 2024. Over the course of his more than 30-year career, McPherson has been recognized for his innovative contributions to sales and marketing, his valuable expertise in supply chain management and divisional operations, and for his commitment to cultivating a positive, collaborative company culture.お知らせ • Nov 05+ 1 more updatePerformance Food Group Company Provides Earnings Guidance for the Second Quarter of Fiscal 2026Performance Food Group Company provided earnings guidance for the second quarter of fiscal 2026. For the quarter, the company expects net sales to be in a range of approximately $16.4 billion to $16.7 billion.最新情報をもっと見るRecent updatesお知らせ • May 08Performance Food Group Company Narrows Guidance Range for the Fiscal Year 2026Performance Food Group Company narrowed guidance range for the fiscal year 2026. For the year, the company is narrowing the guidance range for net sales. PFG now expects net sales to be in a range of approximately $67.7 billion to $68.0 billion compared to the prior expectation of a $67.25 billion to $68.25 billion range.お知らせ • Apr 22Performance Food Group Company to Report Q3, 2026 Results on May 06, 2026Performance Food Group Company announced that they will report Q3, 2026 results at 7:00 AM, US Eastern Standard Time on May 06, 2026お知らせ • Feb 04+ 1 more updatePerformance Food Group Company Revises Financial Guidance for the Full Fiscal Year of 2026Performance Food Group Company revised financial guidance for the full fiscal year of 2026. For the year, the company expects net sales to be in a range of approximately $67,250 million to $68,250 million compared to the prior expectation of a $67,500 million to $68,500 million range.お知らせ • Jan 21Performance Food Group Company to Report Q2, 2026 Results on Feb 04, 2026Performance Food Group Company announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Feb 04, 2026お知らせ • Dec 18+ 1 more updatePerformance Food Group Company Announces Chief Executive Officer Changes, Effective January 1, 2026Performance Food Group Company announced that, as part of a planned succession process, George Holm will transition to the role of Executive Chair of the Board of Directors, effective January 1, 2026. Scott McPherson, currently President and Chief Operating Officer (COO) of PFG, will succeed Holm as Chief Executive Officer (CEO) of PFG and will also be appointed as a member of the company’s Board at that time. As Executive Chair, Holm will continue to work closely with McPherson on M&A activities, customer relationships and overseeing the Company’s strategic direction. McPherson, whose extensive experience includes having served as CEO of CoreMark, became President and COO at PFG in January 2025. He previously served as Chief Field Operations Officer, where he oversaw the Company’s primary business segments: Performance Foodservice, Core-Mark, and Vistar since January 2024. Over the course of his more than 30-year career, McPherson has been recognized for his innovative contributions to sales and marketing, his valuable expertise in supply chain management and divisional operations, and for his commitment to cultivating a positive, collaborative company culture.お知らせ • Nov 05+ 1 more updatePerformance Food Group Company Provides Earnings Guidance for the Second Quarter of Fiscal 2026Performance Food Group Company provided earnings guidance for the second quarter of fiscal 2026. For the quarter, the company expects net sales to be in a range of approximately $16.4 billion to $16.7 billion.お知らせ • Oct 22Performance Food Group Company to Report Q1, 2026 Results on Nov 05, 2025Performance Food Group Company announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on Nov 05, 2025お知らせ • Oct 13Performance Food Group Company, Annual General Meeting, Nov 19, 2025Performance Food Group Company, Annual General Meeting, Nov 19, 2025.お知らせ • Sep 24Performance Food Group Company Announces Board AppointmentsPerformance Food Group Company entered into a Cooperation Agreement with Sachem Head Capital Management LP and its affiliates. Pursuant to the Cooperation Agreement, the Board increased its size from twelve to thirteen directors and appointed Scott D. Ferguson, a principal of Sachem Head, to the Board with a term expiring at the 2025 Annual Meeting. Mr. Ferguson was also appointed to the Audit and Finance Committee of the Board. The Company agreed to include Mr. Ferguson on its slate of director nominees recommended by the Board for election at the 2025 Annual Meeting, subject to specified conditions. Mr. Ferguson delivered an irrevocable resignation letter to the Company, effective upon certain conditions. The Board determined that Mr. Ferguson qualifies as an independent director under the corporate governance standards of the New York Stock Exchange, the Company’s Corporate Governance Guidelines, and the applicable rules of the Securities Exchange Act of 1934, as amended. Scott is the managing partner and portfolio manager of Sachem Head Capital Management, a value-oriented investment management firm based in New York. Prior to founding Sachem Head, he spent nine years at Pershing Square Capital Management, which he joined at the firm’s inception in 2003. Prior to Pershing Square, Scott earned an M.B.A. from Harvard Business School in 2003 and was a vice president at American Industrial Partners, an operations focused private equity firm, from 1999 to 2001. Scott was also a business analyst at McKinsey & Company from 1996 to 1999. Scott graduated from Stanford University with an A.B. in Public Policy in 1996. He currently serves on the board of directors of the Henry Street Settlement and is also a board member at the Robin Hood Foundation. Scott has served on the Supervisory Board of Delivery Hero SE, a leading global food delivery company, since June 2024 and was formerly on the boards of Elanco Animal Health Incorporated, Olin Corporation, Autodesk Inc. and US Foods Holding Corp.お知らせ • Aug 21Performance Food Group Company Announces Craig H. Hoskins to Retire and Resign as Executive Vice President and Chief Development Officer, Effective January 5, 2026On August 19, 2025, Craig H. Hoskins, Executive Vice President and Chief Development Officer of Performance Food Group Company (the “Company”) notified the Company of his intention to retire and resign from his position as Executive Vice President and Chief Development Officer. On the same date, the Human Capital and Compensation Committee of the Board of Directors of the Company authorized a letter agreement with Mr. Hoskins (the “Letter Agreement”) setting forth the terms of Mr. Hoskins’ voluntary retirement from the Company on January 5, 2026 (the “Retirement Date”), and the terms of Mr. Hoskins’ continued service with the Company as a consultant for a period thereafter. On August 19, 2025, the Company and Mr. Hoskins entered into the Letter Agreement.お知らせ • Aug 14Performance Food Group Company Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026Performance Food Group Company provided earnings guidance for the first quarter and full fiscal year 2026. For the first quarter of fiscal 2026, PFG expects net sales to be in a range of approximately $16.6 billion to $16.9 billion. For the full fiscal year 2026, PFG expects net sales to be in a range of approximately $67 billion to $68 billion.お知らせ • Jul 30Performance Food Group Company to Report Q4, 2025 Results on Aug 13, 2025Performance Food Group Company announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Aug 13, 2025お知らせ • Jul 12Performance Food Reportedly Attracts Takeover Interest from US FoodsPerformance Food Group Company (NYSE:PFGC) has attracted takeover interest from US Foods Holding Corp. (NYSE:USFD), a potential deal that would create a food distribution company with combined sales of roughly $100 billion, people familiar with the matter said. Rosemont, Illinois-based US Foods has been evaluating an acquisition of Performance Food and expressed interest about a potential combination in recent months, according to the people, who asked not to be identified because the information is private. There’s no certainty the deliberations will lead to a transaction, the people said. Representatives for US Foods and Performance Food declined to comment.お知らせ • May 29Performance Food Group Company (NYSE:PFGC) announces an Equity Buyback for $500 million worth of its shares.Performance Food Group Company (NYSE:PFGC) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its common shares. The program is valid through May 27, 2029.お知らせ • May 28Performance Food Group Company Continues to Expect Earnings Guidance for the Fiscal Year 2025 and Provides Guidance for 3-YearPerformance Food Group Company continued to expect earnings guidance for the fiscal year 2025 and provided guidance for 3-Year. For the period, the company continues to expect net sales to be in a range of $63 billion to $63.5 billion. For 3 year, the company expects to achieve annual sales of $73 billion to $75 billion.お知らせ • May 07Performance Food Group Company Updates Earnings Guidance for the Full Fiscal Year 2025Performance Food Group Company updated earnings guidance for the full fiscal year 2025. For the full fiscal year 2025, the company now expected net sales to be in a range of approximately $63 billion to $63.5 billion, compared to the prior $63 billion to $64 billion range.お知らせ • Apr 23Performance Food Group Company to Report Q3, 2025 Results on May 07, 2025Performance Food Group Company announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on May 07, 2025お知らせ • Feb 05+ 1 more updatePerformance Food Group Company Revises Earnings Guidance for the Full Fiscal Year 2025Performance Food Group Company revised earnings guidance for the full fiscal year 2025. For the year, the company expects net sales to be in a range of approximately $63 billion to $64 billion, an increase from the prior $62.5 billion to $63.5 billion range previously anticipated.お知らせ • Jan 23Performance Food Group Company to Report Q2, 2025 Results on Feb 05, 2025Performance Food Group Company announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on Feb 05, 2025お知らせ • Dec 16Performance Food Group Company Announces Executive Changes, Effective January 1, 2025Performance Food Group Company announced its board of directors has approved two changes to PFG’s leadership team. Effective January 1, 2025, Scott McPherson has been promoted to President & Chief Operating Officer (COO), while Craig Hoskins will transition into the newly established position of Executive Vice President (EVP) & Chief Development Officer. In his new role, McPherson will continue overseeing PFG’s three business segments: Foodservice, Convenience and Vistar. He will focus on the company’s growth and will be responsible for all aspects of these businesses. McPherson will report to George Holm, PFG’s Chairman & Chief Executive Officer (CEO). Throughout his 30-year career, McPherson has held numerous leadership positions with Core-Mark including Senior Vice President roles for the company’s U.S. Division, Corporate Development, COO, and President and Chief Executive Officer (CEO). Most recently, he served as EVP & Chief Field Operations Officer, PFG. Craig Hoskins will now lead the integration efforts of PFG’s two recent acquisitions, Cheney Brothers Inc. and Jose Santiago Inc., to help ensure the company maximizes the strengths of these two exceptional organizations across the PFG enterprise. For the past three years, Hoskins has served as President & COO of PFG. He has also held positions as President & CEO, Performance Foodservice, and President & CEO, PFG Customized. His career with PFG began in 1990 with the legacy company that became Vistar, where he successively held roles in marketing, sales, purchasing and operations.お知らせ • Nov 20Performance Food Group's FarmSmart Brand Launches Innovative Beef & Jackfruit BurgerPerformance Food Group Company announced the launch of its latest product under its FarmSmart brand - the Beef & Jackfruit Burger. This innovative blend combines the richness of premium beef with the clean, meat-like qualities of jackfruit, supplied by The Jackfruit Company. The new product offers consumers a delicious way to enjoy the taste of meat while improving nutrition and reducing their environmental footprint. By blending beef with jackfruit, FarmSmart offers the ultimate juicy and flavorful burger while providing unique nutritional benefits such as 40% less saturated fat and 40% lower cholesterol than a 100% beef burger. This innovative product supports the broader movement transitioning the food system to lower carbon emissions and enables chefs to avoid any compromise on taste. The Beef & Jackfruit Burger has been sampled among various audiences including college students and chefs, to extremely positive response on taste and juiciness. Additionally, from the chef experience, the item cooks like a regular burger, whether flame-grilled or cooked on a flat-top grill. Jackfruit has gained recognition for its unique, meat-like texture and clean-label appeal, making it an ideal plant-based alternative in a variety of meat products. By selecting jackfruit over other plant-based options, PFG will deliver a product that resonates with both meat lovers and those seeking plant-forward options. Jackfruit's versatility and minimal processing requirements further align with the FarmSmart brand's commitment to sustainability and quality.Recent Insider Transactions • Nov 13Executive VP & Chief Commercial Officer recently sold €793k worth of stockOn the 8th of November, Patrick Hagerty sold around 10k shares on-market at roughly €79.35 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.2m. Insiders have been net sellers, collectively disposing of €8.4m more than they bought in the last 12 months.お知らせ • Nov 07Performance Food Group Company Provides Earnings Guidance for the Second Quarter of Fiscal Year 2025Performance Food Group Company provided earnings guidance for the second quarter of fiscal year 2025. For the quarter, the company expects net sales to be in a range of $15.2 billion to $15.6 billion.Reported Earnings • Nov 07First quarter 2025 earnings released: EPS: US$0.70 (vs US$0.78 in 1Q 2024)First quarter 2025 results: EPS: US$0.70 (down from US$0.78 in 1Q 2024). Revenue: US$15.4b (up 3.2% from 1Q 2024). Net income: US$108.0m (down 11% from 1Q 2024). Profit margin: 0.7% (down from 0.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 23Performance Food Group Company to Report Q1, 2025 Results on Nov 06, 2024Performance Food Group Company announced that they will report Q1, 2025 results at 7:00 AM, US Eastern Standard Time on Nov 06, 2024お知らせ • Oct 11Performance Food Group Company, Annual General Meeting, Nov 20, 2024Performance Food Group Company, Annual General Meeting, Nov 20, 2024.お知らせ • Oct 09+ 1 more updatePerformance Food Group Company (NYSE:PFGC) completed the acquisition of Cheney Bros., Inc. from the Cheney family and Clayton, Dubilier & Rice, LLC.Performance Food Group Company (NYSE:PFGC) entered into a definitive agreement to acquire Cheney Bros., Inc. from the Cheney family and Clayton, Dubilier & Rice, LLC for $2.1 billion on August 13, 2024. The $2.1 billion purchase price is expected to be financed with borrowing on Performance Food’s ABL facility and new Senior Unsecured Notes. In case of termination of the transaction under certain circumstances, Performance Food must pay Cheney Brothers a termination fee of $115,225,000. Cheney Bros. generates approximately $3.2 billion in annual revenue. The purchase price reflects a multiple of 13.0x to Cheney Bros.’ unaudited Trailing 12 month Adjusted EBITDA. The transaction is subject to U.S. federal antitrust clearance and other customary closing conditions. The transaction has been approved by the Board of Directors of Performance Food. The transaction is not subject to Performance Food shareholder approval. The transaction is expected to close in calendar year 2025. Transaction is anticipated to be accretive to Adjusted Diluted EPS by the end of the first full fiscal year, including year 1 synergies. J.P. Morgan acted as the financial advisor to Performance Food. Micah Kegley of Skadden, Arps, Slate, Meagher & Flom LLP acted as legal counsel to Performance Food. Morgan Stanley & Co. LLC acted as financial advisor to Cheney Bros. Louis Goldberg, Albert Zhu, Adam Kaminsky, Kara L. Mungovan, Frank J. Azzopardi and Ronan P. Harty of Davis Polk & Wardwell LLP and Kevin M. Schmidt., Spencer K. Gilbert and Tim Cornell of Debevoise & Plimpton LLP acted as legal counsels to Cheney Bros. and Clayton, Dubilier & Rice. Performance Food Group Company (NYSE:PFGC) completed the acquisition of Cheney Bros., Inc. from the Cheney family and Clayton, Dubilier & Rice, LLC on October 8, 2024. For the full fiscal year 2025, PFG now expects net sales to be in a range of approximately $62.5 billion to $63.5 billion compared to the prior expectation for net sales in a range of approximately $60 billion to $61 billion. For the full fiscal year 2025, PFG now expects Adjusted EBITDA to be in a $1.7 billion to $1.8 billion range compared to the prior expectation of a $1.6 billion to $1.7 billion range. PFG’s outlook for fiscal year 2025 now includes expected business results for Cheney Brothers beginning October 8, 2024.Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 3 highly experienced directors. Independent Director Dani Brown was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Aug 21Chairman & CEO recently sold €4.2m worth of stockOn the 19th of August, George Holm sold around 64k shares on-market at roughly €66.48 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was George's only on-market trade for the last 12 months.お知らせ • Aug 16Performance Food Group Company (NYSE:PFGC) entered into a definitive agreement to acquire Cheney Bros., Inc. from the Cheney family and Clayton, Dubilier & Rice, LLC for $2.1 billion.Performance Food Group Company (NYSE:PFGC) entered into a definitive agreement to acquire Cheney Bros., Inc. from the Cheney family and Clayton, Dubilier & Rice, LLC for $2.1 billion on August 13, 2024. The $2.1 billion purchase price is expected to be financed with borrowing on Performance Food’s ABL facility and new Senior Unsecured Notes. In case of termination of the transaction under certain circumstances, Performance Food must pay Cheney Brothers a termination fee of $115,225,000. Cheney Bros. generates approximately $3.2 billion in annual revenue. The purchase price reflects a multiple of 13.0x to Cheney Bros.’ unaudited Trailing 12 month Adjusted EBITDA. The transaction is subject to U.S. federal antitrust clearance and other customary closing conditions. The transaction has been approved by the Board of Directors of Performance Food. The transaction is not subject to Performance Food shareholder approval. The transaction is expected to close in calendar year 2025. Transaction is anticipated to be accretive to Adjusted Diluted EPS by the end of the first full fiscal year, including year 1 synergies. J.P. Morgan acted as the financial advisor to Performance Food. Micah Kegley of Skadden, Arps, Slate, Meagher & Flom LLP acted as legal counsel to Performance Food. Morgan Stanley & Co. LLC acted as financial advisor to Cheney Bros. Louis Goldberg, Albert Zhu, Adam Kaminsky, Kara L. Mungovan, Frank J. Azzopardi and Ronan P. Harty of Davis Polk & Wardwell LLP and Kevin M. Schmidt and Spencer K. Gilbert of Debevoise & Plimpton LLP acted as legal counsels to Cheney Bros. and Clayton, Dubilier & Rice.Reported Earnings • Aug 15Full year 2024 earnings released: EPS: US$2.82 (vs US$2.58 in FY 2023)Full year 2024 results: EPS: US$2.82 (up from US$2.58 in FY 2023). Revenue: US$58.3b (up 9.2% from FY 2023). Net income: US$435.9m (up 9.7% from FY 2023). Profit margin: 0.7% (in line with FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 15Performance Food Group Company (NYSE:PFGC) acquired José Santiago, Inc.Performance Food Group Company (NYSE:PFGC) acquired José Santiago, Inc in July, 2024. Performance Food Group Company (NYSE:PFGC) completed the acquisition of José Santiago, Inc in July, 2024.お知らせ • Aug 14Performance Food Group Company Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2025Performance Food Group Company provided earnings guidance for the first quarter and full fiscal year 2025. For the first quarter of fiscal 2025, the company expects net sales to be in a range of $15.2 billion to $15.5 billion. For the full fiscal year 2025, the company expects net sales to be in a range of approximately $60 billion to $61 billion.お知らせ • Jul 31Performance Food Group Company to Report Q4, 2024 Results on Aug 14, 2024Performance Food Group Company announced that they will report Q4, 2024 results at 7:00 AM, US Eastern Standard Time on Aug 14, 2024お知らせ • Jul 01Performance Food Group Company Appoints Danielle Brown as Independent Director on Its Board of Directors, Member of the Audit and Finance Committee and Technology and Cybersecurity CommitteePerformance Food Group Company announced it has appointed Danielle M. Brown to serve as an independent director on its Board of Directors, effective June 28, 2024. This appointment expands PFG’s Board to 12 directors. The Board appointed Ms. Brown to serve as a member of the Company’s Audit and Finance Committee and Technology and Cybersecurity Committee. Ms. Brown, 53, currently serves as Senior Vice President and Chief Information Officer (CIO) of Whirlpool Corporation’s Global Information Technology function. Ms. Brown has been in information technology (IT) leadership for more than 20 years, including serving as CIO at Brunswick Corporation for four years prior to joining Whirlpool Corp. Previously, Ms. Brown spent 16 years at DuPont, where she held a series of IT roles of increasing responsibility, including Asia Pacific Applications Delivery; Global Chief Information Officer for Crop Protection, oversight of a $3.2-billion DuPont Strategic Business Unit; and IT Transformational Productivity Leader. Ms. Brown currently serves as a member of the board of PRA Group, and Corewell Health, a non-profit healthcare system. Additionally, she is a member of the Executive Leadership Council, a not-for-profit that opens the channels of opportunity for the development of Black executives to positively impact business and communities. Ms. Brown holds a BS in computer science from Indiana University of Pennsylvania, as well as a master’s degree in management information systems from Penn State University and an MBA from Drexel University. She is also a Six Sigma Black Belt.お知らせ • May 09+ 1 more updatePerformance Food Group Company Revises Earnings Guidance for the Full Fiscal Year 2024Performance Food Group Company revised earnings guidance for the full fiscal year 2024. For the full fiscal year 2024, the company now expects net sales to be in a range of approximately $58.1 billion to $58.5 billion compared to the prior expectation of a $59 billion to $60 billion range.Reported Earnings • May 09Third quarter 2024 earnings released: EPS: US$0.46 (vs US$0.52 in 3Q 2023)Third quarter 2024 results: EPS: US$0.46 (down from US$0.52 in 3Q 2023). Revenue: US$13.9b (up 7.6% from 3Q 2023). Net income: US$70.4m (down 12% from 3Q 2023). Profit margin: 0.5% (down from 0.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 26Performance Food Group Company to Report Q3, 2024 Results on May 08, 2024Performance Food Group Company announced that they will report Q3, 2024 results at 7:00 AM, Eastern Standard Time on May 08, 2024Buy Or Sell Opportunity • Apr 04Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €64.00. The fair value is estimated to be €80.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.お知らせ • Feb 23Performance Food Group Company and Gpm Investments, Llc Partner to Launch A Premium Pizza Offering At Incredible PricePerformance Food Group Company and GPM Investments, LLC have partnered to launch a premium 12" pizza offering for the low price of $4.99 for enrolled fas REWARDS®? members that is now available at more than 1,000 GPM locations. Leveraging the expertise and quality of PFG company products, the pizza is now available frozen to take-and-bake in more than 1,000 G PM stores, and hot to customers in more than 200 stores. It is garnished with a hearty sauce blended from 100% California vine-ripened tomatoes and Wisconsin-made, whole milk mozzarella cheese with no preservatives layered on a made-from-scratch seasoned pizza crust. The pizzas are available as a hearty cheese or topped with savory pepperoni. The fresh ingredients result in an authentic, Italian-style taste, texture, and appearance. The $4.99 pizza will be available for enrolled fas REWarDS members, or $7.99 to unenrolled customers. GPM has partnered with Pepsi®? to offer customers an ideal complement to their meals through a co-branded launch.お知らせ • Feb 08Performance Food Group Company Provides Earnings Guidance for the Third Quarter and Full Year of 2024 and for the Year 2025Performance Food Group Company provided earnings guidance for the third quarter and full year of 2024 and for the year 2025. For the quarter, the company expects net sales to be in a range of $14.0 billion to $14.3 billion.For the full year 2024, the company expects net sales to be in a range of $59 billion to $60 billion. For the full year 2025, the company expects to achieve annual net sales to be in a range of $62 billion to $64 billion.Reported Earnings • Feb 08Second quarter 2024 earnings released: EPS: US$0.51 (vs US$0.46 in 2Q 2023)Second quarter 2024 results: EPS: US$0.51 (up from US$0.46 in 2Q 2023). Revenue: US$14.3b (up 20% from 2Q 2023). Net income: US$78.3m (up 10% from 2Q 2023). Profit margin: 0.5% (down from 0.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 25Performance Food Group Company to Report Q2, 2024 Results on Feb 07, 2024Performance Food Group Company announced that they will report Q2, 2024 results at 7:00 AM, US Eastern Standard Time on Feb 07, 2024Board Change • Jan 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. Independent Director Laura Flanagan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 18Performance Food Group Company Approves Promotion of Scott Mcpherson to Executive Vice President & Chief Field Operations Officer, Effective January 1, 2024Performance Food Group Company announced its board of directors has approved the promotion of Scott McPherson to Executive Vice President & Chief Field Operations Officer, effective January 1, 2024. In this new role, McPherson will add the responsibility of leading PFG’s Foodservice business segment, in addition to his current responsibilities overseeing PFG’s Vistar and Convenience businesses. He will also provide strategic oversight to line operations across PFG’s distribution businesses. During his 30-year career, McPherson has held numerous leadership positions with Core-Mark including Senior Vice President roles for the company’s U.S. Division, Corporate Development, COO, and President and Chief Executive Officer (CEO). Most recently, he was promoted to PFG Executive Vice President and President & CEO of PFG’s Convenience business providing leadership and direction to both Core-Mark and Vistar. With McPherson’s change, Chris Hobson will be promoted to President & CEO, Convenience. Hobson began his career at Core-Mark as a General Sales Manager and held other positions during his more than 20-year tenure including Division President, Vice President, Marketing, Senior Vice President, and most recently as President & COO. In his expanded role, he will continue to oversee performance, enterprise growth and Marketing/Purchasing/Merchandising, while adding the responsibilities of Finance, Human Resources and IT. Additionally, Sean Mahoney will be promoted to President & CEO, Vistar, where he will continue to lead the day-to-day operations of the business segment. He joined Vistar in 2014 as Channel Vice President and has progressed through several leadership roles including Multichannel Vice President and Senior Vice President, Sales & Marketing. Mahoney most recently served as President & COO of Vistar.お知らせ • Dec 01Performance Food Group Company Announces Management ChangesOn May 24, 2023, Performance Food Group Company filed a Form 8-K reporting the planned retirement of Christine Vlahcevic from her position as Senior Vice President and Chief Accounting Officer of the Company, following a transition period, but no later than December 31, 2023. On August 11, 2023, the Company filed a Form 8-K reporting the appointment of Chasity Grosh to serve as Senior Vice President and Chief Accounting Officer of the Company following the end of the transition period. On November 28, 2023, Ms. Vlahcevic notified the Company that she will retire on November 30, 2023. Ms. Grosh’s appointment as Senior Vice President and Chief Accounting Officer will be effective November 30, 2023.Reported Earnings • Nov 09First quarter 2024 earnings released: EPS: US$0.78 (vs US$0.62 in 1Q 2023)First quarter 2024 results: EPS: US$0.78 (up from US$0.62 in 1Q 2023). Revenue: US$14.9b (up 1.5% from 1Q 2023). Net income: US$120.7m (up 26% from 1Q 2023). Profit margin: 0.8% (up from 0.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 09Performance Food Group Company Provides Earnings Guidance for Second Quarter and Fiscal Year of 2024Performance Food Group Company provided earnings guidance for second quarter and fiscal year of 2024. For the quarter, the company expects net sales to be in a range of $14 billion to $14.3 billion. For the year, the company expects net sales to be in a range of $59 billion to $60 billion.お知らせ • Nov 03Core-Mark Offers New Mighty Marked Tub-Sized Snacking and Candy OptionsPerformance Food Group Company's (PFG) Convenience division, Core-Mark, announced the rollout of newly launched Mighty Marked branded snack and candy tubs. Joining the Mighty MarkedTM peg line, the candy and snack tub options are available in 17 different flavors from chocolate-covered nuts, dried fruit, and sour sweets to gummy candies and more. Designed with input from C-store customers, the Mighty Marked retail rack is built with a slim profile on smooth-rolling caster wheels to ensure it is easy to position in limited space to maximize space allocation. The consistent branding across the Mighty Marked portfolio allows retailers to build a strong and recognizable snack and candy selection, while the fresh and clean packaging design is eye-catching to drive impulse sales. For a limited time and while supplies last, Core-Mark is offering retailers a free small-format rack designed specifically for Mighty Marked tub items, allowing them to stock the entire 17 SKU program. Key Features of the Mighty Marked Program: Cost-Effective: The value-driven tubs offer customers more snacks and candy for their money in comparison to individual servings. Quality Ingredients: Core-Mark is committed to quality, using only the finest ingredients, and maintaining the high production standards to ensure fresh and enjoyable treats with a long shelf life. Resealable Packaging: tubs come with a conveniently resealable lid to ensure the freshness and flavor of treats are locked in, so they can be savored over time.お知らせ • Oct 26Performance Food Group Company to Report Q1, 2024 Results on Nov 08, 2023Performance Food Group Company announced that they will report Q1, 2024 results at 7:00 AM, US Eastern Standard Time on Nov 08, 2023お知らせ • Oct 13Performance Food Group Company, Annual General Meeting, Nov 30, 2023Performance Food Group Company, Annual General Meeting, Nov 30, 2023, at 10:30 US Eastern Standard Time. Agenda: To elect 11 director nominees listed in this Proxy Statement; to ratify the appointment of Deloitte & Touche LLP and to approve compensation paid to our named executive officers.お知らせ • Sep 01Hyzon Motors Inc., Performance Food Group, Inc. and Chart Industries, Inc. Announces Successful Completion of Hyzon's First Commercial Run with A Liquid Hydrogen Fuel Cell Electric Vehicle (LH2 FCEV)Hyzon Motors Inc., Performance Food Group, Inc. and Chart Industries, Inc. announced successful completion of Hyzon's first commercial run with a liquid hydrogen fuel cell electric vehicle (LH2 FCEV). Starting in Temple, TX, the truck completed deliveries to eight PFG customers near Dallas, TX, travelling over 540 miles on a 16-hour continuous run including over 100-degree Fahrenheit temperatures. The run – further than the distance from Sacramento to San Diego – demonstrates the viability of on-board liquid hydrogen to fuel long-distance, zero-emission transport. Compared to gaseous hydrogen, the current industry standard, liquid hydrogen allows Hyzon to increase the amount of fuel on board significantly increased energy density, with no changes to vehicle weight or payload. To maintain the energy-dense liquid state, hydrogen requires cold temperatures of negative 400 degrees Fahrenheit. Hyzon partnered with Chart Industries to develop a tank system capable of storing liquid hydrogen at extremely cold temperatures and delivering it to the fuel cell system at the necessary pressure. Liquid hydrogen as a fuel source has been estimated to be up to $5 per kilogram less expensive all-in to dispense than high-pressure gaseous hydrogen1, which would provide meaningful benefits to fleet owners.お知らせ • Aug 17Performance Food Group Company Provides Earnings Guidance for the Fiscal First Quarter 2024 and Full Fiscal Year of 2024; Reiterates Financial Guidance for the Fiscal 2025Performance Food Group Company provided earnings guidance for the fiscal first quarter 2024 and full fiscal year of 2024. For the quarter, company expects net sales to be in a range of $14.7 billion to $15.0 billion.For the full fiscal year 2024, company expects net sales to be in a range of $59 billion to $60 billion.The company reiterated its previously announced 3-year net sales targets. The Company continues to expect to achieve annual net sales of $62 to $64 billion in fiscal 2025.Reported Earnings • Aug 17Full year 2023 earnings released: EPS: US$2.58 (vs US$0.75 in FY 2022)Full year 2023 results: EPS: US$2.58 (up from US$0.75 in FY 2022). Revenue: US$57.3b (up 21% from FY 2022). Net income: US$397.2m (up 253% from FY 2022). Profit margin: 0.7% (up from 0.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 03Performance Food Group Company to Report Q4, 2023 Results on Aug 16, 2023Performance Food Group Company announced that they will report Q4, 2023 results at 7:00 AM, Eastern Standard Time on Aug 16, 2023お知らせ • May 25Performance Food Group Company Announces Resignation of Christine Vlahcevics Senior Vice President and Chief Accounting Officer, Effective No Later Than December 31, 2023Performance Food Group Company announced that on May 23, 2023, Christine Vlahcevic, Senior Vice President and Chief Accounting Officer notified the Company of her intention to retire and resign from her position as Senior Vice President and Chief Accounting Officer, effective no later than December 31, 2023. Ms. Vlahcevic plans to continue in her role as Senior Vice President and Chief Accounting Officer through the Effective Date or until a successor is appointed by the Company, if earlier, and to continue as an advisor to the Company thereafter.お知らせ • May 11Performance Food Group Company Revised Sales Guidance for the Full Year of 2023For the full fiscal year 2023, Performance Food Group Company now expects net sales to be in a range of $57 billion to $57.5 billion compared to the prior expectation of $57 billion to $59 billion.Reported Earnings • May 10Third quarter 2023 earnings released: EPS: US$0.52 (vs US$0.15 in 3Q 2022)Third quarter 2023 results: EPS: US$0.52 (up from US$0.15 in 3Q 2022). Revenue: US$13.8b (up 14% from 3Q 2022). Net income: US$80.3m (up 243% from 3Q 2022). Profit margin: 0.6% (up from 0.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 09Second quarter 2023 earnings released: EPS: US$0.46 (vs US$0.055 in 2Q 2022)Second quarter 2023 results: EPS: US$0.46 (up from US$0.055 in 2Q 2022). Revenue: US$13.9b (up 24% from 2Q 2022). Net income: US$71.1m (up US$62.7m from 2Q 2022). Profit margin: 0.5% (up from 0.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 09Performance Food Group Company Provides Earnings Guidance for the Third Quarter and Full Fiscal Year of 2023Performance Food Group Company provided earnings guidance for the third quarter and full fiscal year of 2023. For the full fiscal year 2023, the company expects net sales to be in a range of $13.7 billion to $14.0 billion.For the full fiscal year 2023, the company continues to expect net sales to be in a range of $57 billion to $59 billion.お知らせ • Jan 26Performance Food Group Company to Report Q2, 2023 Results on Feb 08, 2023Performance Food Group Company announced that they will report Q2, 2023 results at 7:00 AM, Eastern Standard Time on Feb 08, 2023Recent Insider Transactions • Nov 29Senior VP & Chief Accounting Officer recently sold €242k worth of stockOn the 23rd of November, Christine Vlahcevic sold around 4k shares on-market at roughly €57.54 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.8m more than they bought in the last 12 months.お知らせ • Nov 17Performance Food Group Company (NYSE:PFGC) announces an Equity Buyback for $300 million worth of its shares.Performance Food Group Company (NYSE:PFGC) announces a share repurchase program. Under the program, the company will repurchase up to $300 million worth of its common shares. The program is valid through November 16, 2026.Board Change • Nov 16High number of new directorsIndependent Director Laura Flanagan was the last director to join the board, commencing their role in 2021.Reported Earnings • Nov 10First quarter 2023 earnings released: EPS: US$0.62 (vs US$0.034 in 1Q 2022)First quarter 2023 results: EPS: US$0.62 (up from US$0.034 in 1Q 2022). Revenue: US$14.7b (up 42% from 1Q 2022). Net income: US$95.7m (up US$91.0m from 1Q 2022). Profit margin: 0.7% (up from 0% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 10+ 1 more updatePerformance Food Group Company Revises Earnings Guidance for the Second Quarter and Full Fiscal Year 2023Performance Food Group Company revised earnings guidance for the second quarter and full fiscal year 2023. For the fiscal second quarter of 2023, PFG now expects net sales to be in a range of $13.6 billion to $13.9 billion. The company had previously expected second quarter net sales to be in a range of $13.5 billion to $13.8 billion. For the full fiscal year 2023, PFG now expects net sales to be in a range of $57 billion to $59 billion compared to the prior expectation for a range of $56 billion to $58 billion.お知らせ • Oct 27Performance Food Group Company to Report Q1, 2023 Results on Nov 09, 2022Performance Food Group Company announced that they will report Q1, 2023 results at 7:00 AM, Eastern Daylight on Nov 09, 2022お知らせ • Oct 11Performance Food Group Introduces Exclusive Fair Trade Certified™ Norwegian Salmon ProductPerformance Food Group Company announced the launch of its latest seafood item, Bay Winds® Fair Trade Certified™ Norwegian Salmon. Through a partnership with Beaver Street Fisheries™, PFG has exclusive rights to distribute the only farmed salmon in the world that is Fair Trade Certified. Bay Winds Fair Trade Certified Norwegian Salmon portions are delivered frozen in 10-lb. packages, and are packed in 4-oz., 6-oz. or 8-oz. portions—skin-on or skinless. Just one four-ounce serving of Bay Winds Fair Trade Certified Norwegian salmon has more than 2,000 mg of omega 3s—exceeding the weekly recommended goal. Bay Winds Fair Trade Certified Norwegian Salmon has double the omega-3 content of other farmed salmon, due to the non-GMO food fed to the salmon during their growing period.お知らせ • Oct 07Performance Food Group Company, Annual General Meeting, Nov 16, 2022Performance Food Group Company, Annual General Meeting, Nov 16, 2022, at 08:30 US Eastern Standard Time. Agenda: To elect the 11 director nominees listed in the Proxy Statement; to ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for fiscal 2023; to approve, in a non-binding advisory vote, the compensation paid to company named executive officers; and to consider other matters.お知らせ • Sep 14Performance Food Group Company Reaffirms Sales Guidance for the First Quarter, Second Quarter and Full Year of 2023Performance Food Group Company reaffirms sales guidance for the First Quarter, Second Quarter and Full Year of Fiscal 2023. For the fiscal first quarter of 2023, PFG continues to expect net sales to be in a range of $14.2 billion to $14.5 billion.For the fiscal second quarter of 2023, PFG continues to expect net sales to be in a range of $13.5 billion to $13.8 billion.For the full fiscal year 2023, PFG continues to expect net sales to be in a range of $56 billion to $58 billion.Recent Insider Transactions • Aug 31Chairman & CEO recently sold €4.1m worth of stockOn the 26th of August, George Holm sold around 80k shares on-market at roughly €51.57 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was George's only on-market trade for the last 12 months.Reported Earnings • Aug 19Full year 2022 earnings released: EPS: US$0.75 (vs US$0.31 in FY 2021)Full year 2022 results: EPS: US$0.75 (up from US$0.31 in FY 2021). Revenue: US$50.9b (up 67% from FY 2021). Net income: US$112.5m (up 176% from FY 2021). Profit margin: 0.2% (up from 0.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 13%, compared to a 7.6% growth forecast for the Consumer Retailing industry in Germany. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Aug 18Performance Food Group Company Provides Earnings Guidance for the First Quarter, Second Quarter and Full Year 2023Performance Food Group Company provided earnings guidance for the first quarter, second quarter and full year 2023. For the fiscal first quarter of 2023, PFG expects net sales to be in a range of $14.2 billion to $14.5 billion.For the fiscal second quarter of 2023, PFG expects net sales to be in a range of $13.5 billion to $13.8 billion.For the full fiscal year 2023, PFG expects net sales to be in a range of $56 billion to $58 billion.お知らせ • Aug 11+ 1 more updatePerformance Food Group Company Announces Chief Financial Officer ChangesPerformance Food Group Company announced the upcoming retirement Chief Financial Officer Jim Hope and the transition of the role to Patrick Hatcher, Vistar President & Chief Operating Officer during the final quarter of calendar 2022. Mr. Hope has had an impressive career in the industry for more than 35 years. Early in his career with PFG, he led efforts to streamline business operations, strengthen internal best practices, develop PFG’s Specialty business and guide procurement and operations strategies. As CFO, he has led PFG’s corporate finance department, overseeing accounting, tax, treasury, internal audit, investor relations and financial planning. Prior to PFG, Mr. Hope held executive leadership roles with Sysco Corporation for 26 years, serving as Executive Vice President of Business Transformation, Senior Vice President of Sales and Operating Company President. Mr. Hatcher is currently President & Chief Operating Office of Vistar. He joined Vistar in 2010 and has held diverse executive leadership roles spanning finance, information technology, sales and marketing, including Vice President, Finance & Chief Financial Officer, Vistar. Prior to joining PFG’s family of companies, Mr. Hatcher spent 10 years with MillerCoors in finance and numerous other functions. He brings global experience from his roles as a senior business development producer for China.com and as an operations manager for South China Brewing Company. He currently serves as the vice chair of the NAMA Board of Directors, the U.S. convenience services industry association.お知らせ • Aug 04Performance Food Group Company to Report Q4, 2022 Results on Aug 17, 2022Performance Food Group Company announced that they will report Q4, 2022 results at 7:00 AM, Eastern Standard Time on Aug 17, 2022お知らせ • Jul 07+ 1 more updatePerformance Food Group Company Announces George Hearn as Chief Financial OfficerPerformance Food Group Company has announced George Hearn as Senior Vice President & Chief Financial Officer (CFO). George Hearn is now Senior Vice President & CFO of Performance Foodservice. Mr. Hearn has served as Vice President & Treasurer of PFG since joining the company in 2019 where he led treasury, shared services and corporate financial planning and analysis, and previously led corporate tax. He began his career with General Electric where he was a divisional CFO and key architect in a business line spinoff, later becoming CFO of that business. Mr. Hearn received a bachelor’s degree in Accounting from the State University of New York-Albany and earned a master’s degree in Business Administration from the Robinson College of Business at Georgia State University.お知らせ • Jun 17Performance Food Group Company Updates Earnings Guidance for the Year 2022Performance Food Group Company updated earnings guidance for the year 2022. PFG is also updating its full-fiscal year 2022 guidance. PFG continues to expect net sales to be in a range of $50.5 billion to $51 billion.お知らせ • Jun 02Performance Food Group Company Announces Executive Leadership PromotionPerformance Food Group Company announced that its Board of Directors has approved promotions to Executive Vice President for three senior leaders: Don Bulmer, Chief Information Officer (CIO); Erika Davis, Chief Human Resources Officer (CHRO), and Brent King, General Counsel & Secretary, effective immediately. All three continue to report to George Holm, Chairman and CEO.Mr. Bulmer became PFG’s Senior Vice President & CIO in March 2019, after serving as Vice President of Corporate Information Technology and a member of Vistar’s senior leadership team since 2013. Before joining Vistar, he held IT leadership roles with ProBuild Holdings and Gates Corporation, both in Denver, and with Nupremis Inc., a start-up based in Boulder, Colo.Mr. Bulmer earned a bachelor’s degree in Economics from Colorado State University and a master’s degree in Management Information Systems from the University of Colorado-Denver.Ms. Davis joined PFG as Senior Vice President & CHRO in July 2019, after a 26-year career with Owens & Minor. There, she served in senior leadership roles for nearly 20 years, including as Chief Administrative Officer, Corporate Chief of Staff, Senior Vice President Operations & Administration and Senior Vice President Human Resources – a position she held for 12 years. Ms. Davis earned a bachelor’s degree from the University of Richmond and a master’s in Public Administration from the University of North Carolina at Chapel Hill.Mr. King joined PFG as Senior Vice President, General Counsel & Secretary in March 2016. Prior to that he served as Vice President, General Counsel & Secretary for global manufacturer Tredegar Corporation. Mr. King held the role of Vice President & General Counsel for Hilb Rogal and Hobbs Company, a publicly traded insurance and risk management broker, and served as a partner with the law firm of Williams Mullen. Mr. King holds a bachelor’s degree in Foreign Affairs from the University of Virginia and a Juris Doctor degree from the University of Richmond School of Law.Reported Earnings • May 13Third quarter 2022 earnings released: EPS: US$0.15 (vs US$0.057 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.15 (up from US$0.057 loss in 3Q 2021). Revenue: US$12.1b (up 75% from 3Q 2021). Net income: US$23.4m (up US$31.0m from 3Q 2021). Profit margin: 0.2% (up from net loss in 3Q 2021). Over the next year, revenue is forecast to grow 26%, compared to a 7.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • May 12Performance Food Group Company Raises Revenue Guidance for Full Fiscal Year 2022Performance Food Group Company raised revenue guidance for full fiscal year 2022. For the full fiscal year 2022, PFG now expects net sales to be in a range of $50.5 billion to $51 billion. PFG had previously expected net sales to be in a range of $50 billion to $51 billion. This outlook includes the impact of 10 months of Core-Mark’s business results.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Laura Flanagan was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Feb 18Executive VP & Chief Commercial Officer recently sold €465k worth of stockOn the 16th of February, Patrick Hagerty sold around 10k shares on-market at roughly €46.50 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €844k more than they bought in the last 12 months.Reported Earnings • Feb 10Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: US$0.055 (down from US$0.13 in 2Q 2021). Revenue: US$12.8b (up 88% from 2Q 2021). Net income: US$8.40m (down 52% from 2Q 2021). Profit margin: 0.1% (down from 0.3% in 2Q 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 33%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.お知らせ • Feb 10+ 1 more updatePerformance Food Group Company Provides Earnings Guidance for the Fiscal Year 2022Performance Food Group Company provided earnings guidance for the fiscal year 2022. For the period, the company expects net sales to be in a range of $50 billion to $51 billion against previously expected net sales to be in a range of $49.5 billion to $50.5 billion.お知らせ • Dec 03Performance Food Group Company Provides Earnings Guidance for the Second Quarter of 2022 and Full Fiscal Year 2022Performance Food Group Company provides earnings guidance for the second quarter of 2022 and full fiscal year 2022. The company reaffirms its outlook for the fiscal second quarter of 2022 and continues to expect net sales to be in a range of $12.7 billion to $12.9 billion. For the full fiscal year 2022, the company continues to expect net sales to be in a range of $49.5 billion to $50.5 billion.Executive Departure • Nov 29Independent Director Meredith Adler has left the companyOn the 18th of November, Meredith Adler's tenure as Independent Director ended after 5.2 years in the role. As of September 2021, Meredith still personally held 4.81k shares (€192k worth at the time). Meredith is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.67 years.Executive Departure • Nov 29Independent Director Meredith Adler has left the companyOn the 18th of November, Meredith Adler's tenure as Independent Director ended after 5.2 years in the role. As of September 2021, Meredith still personally held 4.81k shares (€192k worth at the time). Meredith is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.67 years.Executive Departure • Nov 28Independent Director Meredith Adler has left the companyOn the 18th of November, Meredith Adler's tenure as Independent Director ended after 5.2 years in the role. As of September 2021, Meredith still personally held 4.81k shares (€192k worth at the time). Meredith is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.67 years.Executive Departure • Nov 28Independent Director Meredith Adler has left the companyOn the 18th of November, Meredith Adler's tenure as Independent Director ended after 5.2 years in the role. As of September 2021, Meredith still personally held 4.81k shares (€192k worth at the time). Meredith is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.67 years.Executive Departure • Nov 28Independent Director Meredith Adler has left the companyOn the 18th of November, Meredith Adler's tenure as Independent Director ended after 5.2 years in the role. As of September 2021, Meredith still personally held 4.81k shares (€192k worth at the time). Meredith is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.67 years.株主還元P5FDE Consumer RetailingDE 市場7D-2.4%3.6%3.2%1Y8.8%-31.4%2.5%株主還元を見る業界別リターン: P5F過去 1 年間で-31.4 % の収益を上げたGerman Consumer Retailing業界を上回りました。リターン対市場: P5F過去 1 年間で2.5 % の収益を上げたGerman市場を上回りました。価格変動Is P5F's price volatile compared to industry and market?P5F volatilityP5F Average Weekly Movement4.3%Consumer Retailing Industry Average Movement8.0%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: P5F 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: P5Fの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト188542,785Scott McPhersonwww.pfgc.comパフォーマンス・フード・グループ・カンパニーは子会社を通じ、北米で食品および食品関連製品のマーケティングと販売に従事している。3つのセグメントで事業展開：フードサービス、ビスター、コンビニエンス。同社は、牛肉、豚肉、鶏肉、魚介類、冷凍食品、冷蔵製品、乾物、乳製品、パン、キャンディー、スナック、飲料、その他の製品、タバコ、代替ニコチン製品、その他のタバコ製品、健康・美容ケア製品を提供している。また、使い捨て用品、清掃用品、台所用品、関連商品も販売している。さらに、同社は商品の選択と調達、メニュー開発、経営戦略の分野で付加価値サービスを提供している。同社は、独立系およびチェーン系レストラン、学校、ビジネス・産業拠点、病院、自動販売機販売業者、オフィスコーヒーサービス販売業者、小売業者、コンビニエンスストア、映画館、ホスピタリティ・プロバイダー、売店、空港ギフトショップ、大学書店、矯正施設、インパルス拠点、およびフランチャイズやその他の組織顧客にサービスを提供している。同社は1885年に設立され、バージニア州リッチモンドに本社を置いている。もっと見るPerformance Food Group Company 基礎のまとめPerformance Food Group の収益と売上を時価総額と比較するとどうか。P5F 基礎統計学時価総額€12.67b収益（TTM）€283.04m売上高(TTM)€54.58b44.8xPER（株価収益率0.2xP/SレシオP5F は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計P5F 損益計算書（TTM）収益US$63.35b売上原価US$55.43b売上総利益US$7.92bその他の費用US$7.60b収益US$328.50m直近の収益報告Mar 28, 2026次回決算日該当なし一株当たり利益（EPS）2.09グロス・マージン12.51%純利益率0.52%有利子負債／自己資本比率108.4%P5F の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 09:25終値2026/05/22 00:00収益2026/03/28年間収益2025/06/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Performance Food Group Company 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27 アナリスト機関Jeffrey BernsteinBarclaysJeffrey BernsteinBarclaysAlok PatelBerenberg24 その他のアナリストを表示
お知らせ • May 08Performance Food Group Company Narrows Guidance Range for the Fiscal Year 2026Performance Food Group Company narrowed guidance range for the fiscal year 2026. For the year, the company is narrowing the guidance range for net sales. PFG now expects net sales to be in a range of approximately $67.7 billion to $68.0 billion compared to the prior expectation of a $67.25 billion to $68.25 billion range.
お知らせ • Apr 22Performance Food Group Company to Report Q3, 2026 Results on May 06, 2026Performance Food Group Company announced that they will report Q3, 2026 results at 7:00 AM, US Eastern Standard Time on May 06, 2026
お知らせ • Feb 04+ 1 more updatePerformance Food Group Company Revises Financial Guidance for the Full Fiscal Year of 2026Performance Food Group Company revised financial guidance for the full fiscal year of 2026. For the year, the company expects net sales to be in a range of approximately $67,250 million to $68,250 million compared to the prior expectation of a $67,500 million to $68,500 million range.
お知らせ • Jan 21Performance Food Group Company to Report Q2, 2026 Results on Feb 04, 2026Performance Food Group Company announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Feb 04, 2026
お知らせ • Dec 18+ 1 more updatePerformance Food Group Company Announces Chief Executive Officer Changes, Effective January 1, 2026Performance Food Group Company announced that, as part of a planned succession process, George Holm will transition to the role of Executive Chair of the Board of Directors, effective January 1, 2026. Scott McPherson, currently President and Chief Operating Officer (COO) of PFG, will succeed Holm as Chief Executive Officer (CEO) of PFG and will also be appointed as a member of the company’s Board at that time. As Executive Chair, Holm will continue to work closely with McPherson on M&A activities, customer relationships and overseeing the Company’s strategic direction. McPherson, whose extensive experience includes having served as CEO of CoreMark, became President and COO at PFG in January 2025. He previously served as Chief Field Operations Officer, where he oversaw the Company’s primary business segments: Performance Foodservice, Core-Mark, and Vistar since January 2024. Over the course of his more than 30-year career, McPherson has been recognized for his innovative contributions to sales and marketing, his valuable expertise in supply chain management and divisional operations, and for his commitment to cultivating a positive, collaborative company culture.
お知らせ • Nov 05+ 1 more updatePerformance Food Group Company Provides Earnings Guidance for the Second Quarter of Fiscal 2026Performance Food Group Company provided earnings guidance for the second quarter of fiscal 2026. For the quarter, the company expects net sales to be in a range of approximately $16.4 billion to $16.7 billion.
お知らせ • May 08Performance Food Group Company Narrows Guidance Range for the Fiscal Year 2026Performance Food Group Company narrowed guidance range for the fiscal year 2026. For the year, the company is narrowing the guidance range for net sales. PFG now expects net sales to be in a range of approximately $67.7 billion to $68.0 billion compared to the prior expectation of a $67.25 billion to $68.25 billion range.
お知らせ • Apr 22Performance Food Group Company to Report Q3, 2026 Results on May 06, 2026Performance Food Group Company announced that they will report Q3, 2026 results at 7:00 AM, US Eastern Standard Time on May 06, 2026
お知らせ • Feb 04+ 1 more updatePerformance Food Group Company Revises Financial Guidance for the Full Fiscal Year of 2026Performance Food Group Company revised financial guidance for the full fiscal year of 2026. For the year, the company expects net sales to be in a range of approximately $67,250 million to $68,250 million compared to the prior expectation of a $67,500 million to $68,500 million range.
お知らせ • Jan 21Performance Food Group Company to Report Q2, 2026 Results on Feb 04, 2026Performance Food Group Company announced that they will report Q2, 2026 results at 7:00 AM, US Eastern Standard Time on Feb 04, 2026
お知らせ • Dec 18+ 1 more updatePerformance Food Group Company Announces Chief Executive Officer Changes, Effective January 1, 2026Performance Food Group Company announced that, as part of a planned succession process, George Holm will transition to the role of Executive Chair of the Board of Directors, effective January 1, 2026. Scott McPherson, currently President and Chief Operating Officer (COO) of PFG, will succeed Holm as Chief Executive Officer (CEO) of PFG and will also be appointed as a member of the company’s Board at that time. As Executive Chair, Holm will continue to work closely with McPherson on M&A activities, customer relationships and overseeing the Company’s strategic direction. McPherson, whose extensive experience includes having served as CEO of CoreMark, became President and COO at PFG in January 2025. He previously served as Chief Field Operations Officer, where he oversaw the Company’s primary business segments: Performance Foodservice, Core-Mark, and Vistar since January 2024. Over the course of his more than 30-year career, McPherson has been recognized for his innovative contributions to sales and marketing, his valuable expertise in supply chain management and divisional operations, and for his commitment to cultivating a positive, collaborative company culture.
お知らせ • Nov 05+ 1 more updatePerformance Food Group Company Provides Earnings Guidance for the Second Quarter of Fiscal 2026Performance Food Group Company provided earnings guidance for the second quarter of fiscal 2026. For the quarter, the company expects net sales to be in a range of approximately $16.4 billion to $16.7 billion.
お知らせ • Oct 22Performance Food Group Company to Report Q1, 2026 Results on Nov 05, 2025Performance Food Group Company announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on Nov 05, 2025
お知らせ • Oct 13Performance Food Group Company, Annual General Meeting, Nov 19, 2025Performance Food Group Company, Annual General Meeting, Nov 19, 2025.
お知らせ • Sep 24Performance Food Group Company Announces Board AppointmentsPerformance Food Group Company entered into a Cooperation Agreement with Sachem Head Capital Management LP and its affiliates. Pursuant to the Cooperation Agreement, the Board increased its size from twelve to thirteen directors and appointed Scott D. Ferguson, a principal of Sachem Head, to the Board with a term expiring at the 2025 Annual Meeting. Mr. Ferguson was also appointed to the Audit and Finance Committee of the Board. The Company agreed to include Mr. Ferguson on its slate of director nominees recommended by the Board for election at the 2025 Annual Meeting, subject to specified conditions. Mr. Ferguson delivered an irrevocable resignation letter to the Company, effective upon certain conditions. The Board determined that Mr. Ferguson qualifies as an independent director under the corporate governance standards of the New York Stock Exchange, the Company’s Corporate Governance Guidelines, and the applicable rules of the Securities Exchange Act of 1934, as amended. Scott is the managing partner and portfolio manager of Sachem Head Capital Management, a value-oriented investment management firm based in New York. Prior to founding Sachem Head, he spent nine years at Pershing Square Capital Management, which he joined at the firm’s inception in 2003. Prior to Pershing Square, Scott earned an M.B.A. from Harvard Business School in 2003 and was a vice president at American Industrial Partners, an operations focused private equity firm, from 1999 to 2001. Scott was also a business analyst at McKinsey & Company from 1996 to 1999. Scott graduated from Stanford University with an A.B. in Public Policy in 1996. He currently serves on the board of directors of the Henry Street Settlement and is also a board member at the Robin Hood Foundation. Scott has served on the Supervisory Board of Delivery Hero SE, a leading global food delivery company, since June 2024 and was formerly on the boards of Elanco Animal Health Incorporated, Olin Corporation, Autodesk Inc. and US Foods Holding Corp.
お知らせ • Aug 21Performance Food Group Company Announces Craig H. Hoskins to Retire and Resign as Executive Vice President and Chief Development Officer, Effective January 5, 2026On August 19, 2025, Craig H. Hoskins, Executive Vice President and Chief Development Officer of Performance Food Group Company (the “Company”) notified the Company of his intention to retire and resign from his position as Executive Vice President and Chief Development Officer. On the same date, the Human Capital and Compensation Committee of the Board of Directors of the Company authorized a letter agreement with Mr. Hoskins (the “Letter Agreement”) setting forth the terms of Mr. Hoskins’ voluntary retirement from the Company on January 5, 2026 (the “Retirement Date”), and the terms of Mr. Hoskins’ continued service with the Company as a consultant for a period thereafter. On August 19, 2025, the Company and Mr. Hoskins entered into the Letter Agreement.
お知らせ • Aug 14Performance Food Group Company Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2026Performance Food Group Company provided earnings guidance for the first quarter and full fiscal year 2026. For the first quarter of fiscal 2026, PFG expects net sales to be in a range of approximately $16.6 billion to $16.9 billion. For the full fiscal year 2026, PFG expects net sales to be in a range of approximately $67 billion to $68 billion.
お知らせ • Jul 30Performance Food Group Company to Report Q4, 2025 Results on Aug 13, 2025Performance Food Group Company announced that they will report Q4, 2025 results at 7:00 AM, US Eastern Standard Time on Aug 13, 2025
お知らせ • Jul 12Performance Food Reportedly Attracts Takeover Interest from US FoodsPerformance Food Group Company (NYSE:PFGC) has attracted takeover interest from US Foods Holding Corp. (NYSE:USFD), a potential deal that would create a food distribution company with combined sales of roughly $100 billion, people familiar with the matter said. Rosemont, Illinois-based US Foods has been evaluating an acquisition of Performance Food and expressed interest about a potential combination in recent months, according to the people, who asked not to be identified because the information is private. There’s no certainty the deliberations will lead to a transaction, the people said. Representatives for US Foods and Performance Food declined to comment.
お知らせ • May 29Performance Food Group Company (NYSE:PFGC) announces an Equity Buyback for $500 million worth of its shares.Performance Food Group Company (NYSE:PFGC) announces a share repurchase program. Under the program, the company will repurchase up to $500 million worth of its common shares. The program is valid through May 27, 2029.
お知らせ • May 28Performance Food Group Company Continues to Expect Earnings Guidance for the Fiscal Year 2025 and Provides Guidance for 3-YearPerformance Food Group Company continued to expect earnings guidance for the fiscal year 2025 and provided guidance for 3-Year. For the period, the company continues to expect net sales to be in a range of $63 billion to $63.5 billion. For 3 year, the company expects to achieve annual sales of $73 billion to $75 billion.
お知らせ • May 07Performance Food Group Company Updates Earnings Guidance for the Full Fiscal Year 2025Performance Food Group Company updated earnings guidance for the full fiscal year 2025. For the full fiscal year 2025, the company now expected net sales to be in a range of approximately $63 billion to $63.5 billion, compared to the prior $63 billion to $64 billion range.
お知らせ • Apr 23Performance Food Group Company to Report Q3, 2025 Results on May 07, 2025Performance Food Group Company announced that they will report Q3, 2025 results at 7:00 AM, US Eastern Standard Time on May 07, 2025
お知らせ • Feb 05+ 1 more updatePerformance Food Group Company Revises Earnings Guidance for the Full Fiscal Year 2025Performance Food Group Company revised earnings guidance for the full fiscal year 2025. For the year, the company expects net sales to be in a range of approximately $63 billion to $64 billion, an increase from the prior $62.5 billion to $63.5 billion range previously anticipated.
お知らせ • Jan 23Performance Food Group Company to Report Q2, 2025 Results on Feb 05, 2025Performance Food Group Company announced that they will report Q2, 2025 results at 7:00 AM, US Eastern Standard Time on Feb 05, 2025
お知らせ • Dec 16Performance Food Group Company Announces Executive Changes, Effective January 1, 2025Performance Food Group Company announced its board of directors has approved two changes to PFG’s leadership team. Effective January 1, 2025, Scott McPherson has been promoted to President & Chief Operating Officer (COO), while Craig Hoskins will transition into the newly established position of Executive Vice President (EVP) & Chief Development Officer. In his new role, McPherson will continue overseeing PFG’s three business segments: Foodservice, Convenience and Vistar. He will focus on the company’s growth and will be responsible for all aspects of these businesses. McPherson will report to George Holm, PFG’s Chairman & Chief Executive Officer (CEO). Throughout his 30-year career, McPherson has held numerous leadership positions with Core-Mark including Senior Vice President roles for the company’s U.S. Division, Corporate Development, COO, and President and Chief Executive Officer (CEO). Most recently, he served as EVP & Chief Field Operations Officer, PFG. Craig Hoskins will now lead the integration efforts of PFG’s two recent acquisitions, Cheney Brothers Inc. and Jose Santiago Inc., to help ensure the company maximizes the strengths of these two exceptional organizations across the PFG enterprise. For the past three years, Hoskins has served as President & COO of PFG. He has also held positions as President & CEO, Performance Foodservice, and President & CEO, PFG Customized. His career with PFG began in 1990 with the legacy company that became Vistar, where he successively held roles in marketing, sales, purchasing and operations.
お知らせ • Nov 20Performance Food Group's FarmSmart Brand Launches Innovative Beef & Jackfruit BurgerPerformance Food Group Company announced the launch of its latest product under its FarmSmart brand - the Beef & Jackfruit Burger. This innovative blend combines the richness of premium beef with the clean, meat-like qualities of jackfruit, supplied by The Jackfruit Company. The new product offers consumers a delicious way to enjoy the taste of meat while improving nutrition and reducing their environmental footprint. By blending beef with jackfruit, FarmSmart offers the ultimate juicy and flavorful burger while providing unique nutritional benefits such as 40% less saturated fat and 40% lower cholesterol than a 100% beef burger. This innovative product supports the broader movement transitioning the food system to lower carbon emissions and enables chefs to avoid any compromise on taste. The Beef & Jackfruit Burger has been sampled among various audiences including college students and chefs, to extremely positive response on taste and juiciness. Additionally, from the chef experience, the item cooks like a regular burger, whether flame-grilled or cooked on a flat-top grill. Jackfruit has gained recognition for its unique, meat-like texture and clean-label appeal, making it an ideal plant-based alternative in a variety of meat products. By selecting jackfruit over other plant-based options, PFG will deliver a product that resonates with both meat lovers and those seeking plant-forward options. Jackfruit's versatility and minimal processing requirements further align with the FarmSmart brand's commitment to sustainability and quality.
Recent Insider Transactions • Nov 13Executive VP & Chief Commercial Officer recently sold €793k worth of stockOn the 8th of November, Patrick Hagerty sold around 10k shares on-market at roughly €79.35 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €4.2m. Insiders have been net sellers, collectively disposing of €8.4m more than they bought in the last 12 months.
お知らせ • Nov 07Performance Food Group Company Provides Earnings Guidance for the Second Quarter of Fiscal Year 2025Performance Food Group Company provided earnings guidance for the second quarter of fiscal year 2025. For the quarter, the company expects net sales to be in a range of $15.2 billion to $15.6 billion.
Reported Earnings • Nov 07First quarter 2025 earnings released: EPS: US$0.70 (vs US$0.78 in 1Q 2024)First quarter 2025 results: EPS: US$0.70 (down from US$0.78 in 1Q 2024). Revenue: US$15.4b (up 3.2% from 1Q 2024). Net income: US$108.0m (down 11% from 1Q 2024). Profit margin: 0.7% (down from 0.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 23Performance Food Group Company to Report Q1, 2025 Results on Nov 06, 2024Performance Food Group Company announced that they will report Q1, 2025 results at 7:00 AM, US Eastern Standard Time on Nov 06, 2024
お知らせ • Oct 11Performance Food Group Company, Annual General Meeting, Nov 20, 2024Performance Food Group Company, Annual General Meeting, Nov 20, 2024.
お知らせ • Oct 09+ 1 more updatePerformance Food Group Company (NYSE:PFGC) completed the acquisition of Cheney Bros., Inc. from the Cheney family and Clayton, Dubilier & Rice, LLC.Performance Food Group Company (NYSE:PFGC) entered into a definitive agreement to acquire Cheney Bros., Inc. from the Cheney family and Clayton, Dubilier & Rice, LLC for $2.1 billion on August 13, 2024. The $2.1 billion purchase price is expected to be financed with borrowing on Performance Food’s ABL facility and new Senior Unsecured Notes. In case of termination of the transaction under certain circumstances, Performance Food must pay Cheney Brothers a termination fee of $115,225,000. Cheney Bros. generates approximately $3.2 billion in annual revenue. The purchase price reflects a multiple of 13.0x to Cheney Bros.’ unaudited Trailing 12 month Adjusted EBITDA. The transaction is subject to U.S. federal antitrust clearance and other customary closing conditions. The transaction has been approved by the Board of Directors of Performance Food. The transaction is not subject to Performance Food shareholder approval. The transaction is expected to close in calendar year 2025. Transaction is anticipated to be accretive to Adjusted Diluted EPS by the end of the first full fiscal year, including year 1 synergies. J.P. Morgan acted as the financial advisor to Performance Food. Micah Kegley of Skadden, Arps, Slate, Meagher & Flom LLP acted as legal counsel to Performance Food. Morgan Stanley & Co. LLC acted as financial advisor to Cheney Bros. Louis Goldberg, Albert Zhu, Adam Kaminsky, Kara L. Mungovan, Frank J. Azzopardi and Ronan P. Harty of Davis Polk & Wardwell LLP and Kevin M. Schmidt., Spencer K. Gilbert and Tim Cornell of Debevoise & Plimpton LLP acted as legal counsels to Cheney Bros. and Clayton, Dubilier & Rice. Performance Food Group Company (NYSE:PFGC) completed the acquisition of Cheney Bros., Inc. from the Cheney family and Clayton, Dubilier & Rice, LLC on October 8, 2024. For the full fiscal year 2025, PFG now expects net sales to be in a range of approximately $62.5 billion to $63.5 billion compared to the prior expectation for net sales in a range of approximately $60 billion to $61 billion. For the full fiscal year 2025, PFG now expects Adjusted EBITDA to be in a $1.7 billion to $1.8 billion range compared to the prior expectation of a $1.6 billion to $1.7 billion range. PFG’s outlook for fiscal year 2025 now includes expected business results for Cheney Brothers beginning October 8, 2024.
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. 3 highly experienced directors. Independent Director Dani Brown was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Aug 21Chairman & CEO recently sold €4.2m worth of stockOn the 19th of August, George Holm sold around 64k shares on-market at roughly €66.48 per share. This transaction amounted to 3.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was George's only on-market trade for the last 12 months.
お知らせ • Aug 16Performance Food Group Company (NYSE:PFGC) entered into a definitive agreement to acquire Cheney Bros., Inc. from the Cheney family and Clayton, Dubilier & Rice, LLC for $2.1 billion.Performance Food Group Company (NYSE:PFGC) entered into a definitive agreement to acquire Cheney Bros., Inc. from the Cheney family and Clayton, Dubilier & Rice, LLC for $2.1 billion on August 13, 2024. The $2.1 billion purchase price is expected to be financed with borrowing on Performance Food’s ABL facility and new Senior Unsecured Notes. In case of termination of the transaction under certain circumstances, Performance Food must pay Cheney Brothers a termination fee of $115,225,000. Cheney Bros. generates approximately $3.2 billion in annual revenue. The purchase price reflects a multiple of 13.0x to Cheney Bros.’ unaudited Trailing 12 month Adjusted EBITDA. The transaction is subject to U.S. federal antitrust clearance and other customary closing conditions. The transaction has been approved by the Board of Directors of Performance Food. The transaction is not subject to Performance Food shareholder approval. The transaction is expected to close in calendar year 2025. Transaction is anticipated to be accretive to Adjusted Diluted EPS by the end of the first full fiscal year, including year 1 synergies. J.P. Morgan acted as the financial advisor to Performance Food. Micah Kegley of Skadden, Arps, Slate, Meagher & Flom LLP acted as legal counsel to Performance Food. Morgan Stanley & Co. LLC acted as financial advisor to Cheney Bros. Louis Goldberg, Albert Zhu, Adam Kaminsky, Kara L. Mungovan, Frank J. Azzopardi and Ronan P. Harty of Davis Polk & Wardwell LLP and Kevin M. Schmidt and Spencer K. Gilbert of Debevoise & Plimpton LLP acted as legal counsels to Cheney Bros. and Clayton, Dubilier & Rice.
Reported Earnings • Aug 15Full year 2024 earnings released: EPS: US$2.82 (vs US$2.58 in FY 2023)Full year 2024 results: EPS: US$2.82 (up from US$2.58 in FY 2023). Revenue: US$58.3b (up 9.2% from FY 2023). Net income: US$435.9m (up 9.7% from FY 2023). Profit margin: 0.7% (in line with FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 15Performance Food Group Company (NYSE:PFGC) acquired José Santiago, Inc.Performance Food Group Company (NYSE:PFGC) acquired José Santiago, Inc in July, 2024. Performance Food Group Company (NYSE:PFGC) completed the acquisition of José Santiago, Inc in July, 2024.
お知らせ • Aug 14Performance Food Group Company Provides Earnings Guidance for the First Quarter and Full Fiscal Year 2025Performance Food Group Company provided earnings guidance for the first quarter and full fiscal year 2025. For the first quarter of fiscal 2025, the company expects net sales to be in a range of $15.2 billion to $15.5 billion. For the full fiscal year 2025, the company expects net sales to be in a range of approximately $60 billion to $61 billion.
お知らせ • Jul 31Performance Food Group Company to Report Q4, 2024 Results on Aug 14, 2024Performance Food Group Company announced that they will report Q4, 2024 results at 7:00 AM, US Eastern Standard Time on Aug 14, 2024
お知らせ • Jul 01Performance Food Group Company Appoints Danielle Brown as Independent Director on Its Board of Directors, Member of the Audit and Finance Committee and Technology and Cybersecurity CommitteePerformance Food Group Company announced it has appointed Danielle M. Brown to serve as an independent director on its Board of Directors, effective June 28, 2024. This appointment expands PFG’s Board to 12 directors. The Board appointed Ms. Brown to serve as a member of the Company’s Audit and Finance Committee and Technology and Cybersecurity Committee. Ms. Brown, 53, currently serves as Senior Vice President and Chief Information Officer (CIO) of Whirlpool Corporation’s Global Information Technology function. Ms. Brown has been in information technology (IT) leadership for more than 20 years, including serving as CIO at Brunswick Corporation for four years prior to joining Whirlpool Corp. Previously, Ms. Brown spent 16 years at DuPont, where she held a series of IT roles of increasing responsibility, including Asia Pacific Applications Delivery; Global Chief Information Officer for Crop Protection, oversight of a $3.2-billion DuPont Strategic Business Unit; and IT Transformational Productivity Leader. Ms. Brown currently serves as a member of the board of PRA Group, and Corewell Health, a non-profit healthcare system. Additionally, she is a member of the Executive Leadership Council, a not-for-profit that opens the channels of opportunity for the development of Black executives to positively impact business and communities. Ms. Brown holds a BS in computer science from Indiana University of Pennsylvania, as well as a master’s degree in management information systems from Penn State University and an MBA from Drexel University. She is also a Six Sigma Black Belt.
お知らせ • May 09+ 1 more updatePerformance Food Group Company Revises Earnings Guidance for the Full Fiscal Year 2024Performance Food Group Company revised earnings guidance for the full fiscal year 2024. For the full fiscal year 2024, the company now expects net sales to be in a range of approximately $58.1 billion to $58.5 billion compared to the prior expectation of a $59 billion to $60 billion range.
Reported Earnings • May 09Third quarter 2024 earnings released: EPS: US$0.46 (vs US$0.52 in 3Q 2023)Third quarter 2024 results: EPS: US$0.46 (down from US$0.52 in 3Q 2023). Revenue: US$13.9b (up 7.6% from 3Q 2023). Net income: US$70.4m (down 12% from 3Q 2023). Profit margin: 0.5% (down from 0.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 26Performance Food Group Company to Report Q3, 2024 Results on May 08, 2024Performance Food Group Company announced that they will report Q3, 2024 results at 7:00 AM, Eastern Standard Time on May 08, 2024
Buy Or Sell Opportunity • Apr 04Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €64.00. The fair value is estimated to be €80.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 6.9% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
お知らせ • Feb 23Performance Food Group Company and Gpm Investments, Llc Partner to Launch A Premium Pizza Offering At Incredible PricePerformance Food Group Company and GPM Investments, LLC have partnered to launch a premium 12" pizza offering for the low price of $4.99 for enrolled fas REWARDS®? members that is now available at more than 1,000 GPM locations. Leveraging the expertise and quality of PFG company products, the pizza is now available frozen to take-and-bake in more than 1,000 G PM stores, and hot to customers in more than 200 stores. It is garnished with a hearty sauce blended from 100% California vine-ripened tomatoes and Wisconsin-made, whole milk mozzarella cheese with no preservatives layered on a made-from-scratch seasoned pizza crust. The pizzas are available as a hearty cheese or topped with savory pepperoni. The fresh ingredients result in an authentic, Italian-style taste, texture, and appearance. The $4.99 pizza will be available for enrolled fas REWarDS members, or $7.99 to unenrolled customers. GPM has partnered with Pepsi®? to offer customers an ideal complement to their meals through a co-branded launch.
お知らせ • Feb 08Performance Food Group Company Provides Earnings Guidance for the Third Quarter and Full Year of 2024 and for the Year 2025Performance Food Group Company provided earnings guidance for the third quarter and full year of 2024 and for the year 2025. For the quarter, the company expects net sales to be in a range of $14.0 billion to $14.3 billion.For the full year 2024, the company expects net sales to be in a range of $59 billion to $60 billion. For the full year 2025, the company expects to achieve annual net sales to be in a range of $62 billion to $64 billion.
Reported Earnings • Feb 08Second quarter 2024 earnings released: EPS: US$0.51 (vs US$0.46 in 2Q 2023)Second quarter 2024 results: EPS: US$0.51 (up from US$0.46 in 2Q 2023). Revenue: US$14.3b (up 20% from 2Q 2023). Net income: US$78.3m (up 10% from 2Q 2023). Profit margin: 0.5% (down from 0.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 99% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 25Performance Food Group Company to Report Q2, 2024 Results on Feb 07, 2024Performance Food Group Company announced that they will report Q2, 2024 results at 7:00 AM, US Eastern Standard Time on Feb 07, 2024
Board Change • Jan 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 3 highly experienced directors. Independent Director Laura Flanagan was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 18Performance Food Group Company Approves Promotion of Scott Mcpherson to Executive Vice President & Chief Field Operations Officer, Effective January 1, 2024Performance Food Group Company announced its board of directors has approved the promotion of Scott McPherson to Executive Vice President & Chief Field Operations Officer, effective January 1, 2024. In this new role, McPherson will add the responsibility of leading PFG’s Foodservice business segment, in addition to his current responsibilities overseeing PFG’s Vistar and Convenience businesses. He will also provide strategic oversight to line operations across PFG’s distribution businesses. During his 30-year career, McPherson has held numerous leadership positions with Core-Mark including Senior Vice President roles for the company’s U.S. Division, Corporate Development, COO, and President and Chief Executive Officer (CEO). Most recently, he was promoted to PFG Executive Vice President and President & CEO of PFG’s Convenience business providing leadership and direction to both Core-Mark and Vistar. With McPherson’s change, Chris Hobson will be promoted to President & CEO, Convenience. Hobson began his career at Core-Mark as a General Sales Manager and held other positions during his more than 20-year tenure including Division President, Vice President, Marketing, Senior Vice President, and most recently as President & COO. In his expanded role, he will continue to oversee performance, enterprise growth and Marketing/Purchasing/Merchandising, while adding the responsibilities of Finance, Human Resources and IT. Additionally, Sean Mahoney will be promoted to President & CEO, Vistar, where he will continue to lead the day-to-day operations of the business segment. He joined Vistar in 2014 as Channel Vice President and has progressed through several leadership roles including Multichannel Vice President and Senior Vice President, Sales & Marketing. Mahoney most recently served as President & COO of Vistar.
お知らせ • Dec 01Performance Food Group Company Announces Management ChangesOn May 24, 2023, Performance Food Group Company filed a Form 8-K reporting the planned retirement of Christine Vlahcevic from her position as Senior Vice President and Chief Accounting Officer of the Company, following a transition period, but no later than December 31, 2023. On August 11, 2023, the Company filed a Form 8-K reporting the appointment of Chasity Grosh to serve as Senior Vice President and Chief Accounting Officer of the Company following the end of the transition period. On November 28, 2023, Ms. Vlahcevic notified the Company that she will retire on November 30, 2023. Ms. Grosh’s appointment as Senior Vice President and Chief Accounting Officer will be effective November 30, 2023.
Reported Earnings • Nov 09First quarter 2024 earnings released: EPS: US$0.78 (vs US$0.62 in 1Q 2023)First quarter 2024 results: EPS: US$0.78 (up from US$0.62 in 1Q 2023). Revenue: US$14.9b (up 1.5% from 1Q 2023). Net income: US$120.7m (up 26% from 1Q 2023). Profit margin: 0.8% (up from 0.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 110% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 09Performance Food Group Company Provides Earnings Guidance for Second Quarter and Fiscal Year of 2024Performance Food Group Company provided earnings guidance for second quarter and fiscal year of 2024. For the quarter, the company expects net sales to be in a range of $14 billion to $14.3 billion. For the year, the company expects net sales to be in a range of $59 billion to $60 billion.
お知らせ • Nov 03Core-Mark Offers New Mighty Marked Tub-Sized Snacking and Candy OptionsPerformance Food Group Company's (PFG) Convenience division, Core-Mark, announced the rollout of newly launched Mighty Marked branded snack and candy tubs. Joining the Mighty MarkedTM peg line, the candy and snack tub options are available in 17 different flavors from chocolate-covered nuts, dried fruit, and sour sweets to gummy candies and more. Designed with input from C-store customers, the Mighty Marked retail rack is built with a slim profile on smooth-rolling caster wheels to ensure it is easy to position in limited space to maximize space allocation. The consistent branding across the Mighty Marked portfolio allows retailers to build a strong and recognizable snack and candy selection, while the fresh and clean packaging design is eye-catching to drive impulse sales. For a limited time and while supplies last, Core-Mark is offering retailers a free small-format rack designed specifically for Mighty Marked tub items, allowing them to stock the entire 17 SKU program. Key Features of the Mighty Marked Program: Cost-Effective: The value-driven tubs offer customers more snacks and candy for their money in comparison to individual servings. Quality Ingredients: Core-Mark is committed to quality, using only the finest ingredients, and maintaining the high production standards to ensure fresh and enjoyable treats with a long shelf life. Resealable Packaging: tubs come with a conveniently resealable lid to ensure the freshness and flavor of treats are locked in, so they can be savored over time.
お知らせ • Oct 26Performance Food Group Company to Report Q1, 2024 Results on Nov 08, 2023Performance Food Group Company announced that they will report Q1, 2024 results at 7:00 AM, US Eastern Standard Time on Nov 08, 2023
お知らせ • Oct 13Performance Food Group Company, Annual General Meeting, Nov 30, 2023Performance Food Group Company, Annual General Meeting, Nov 30, 2023, at 10:30 US Eastern Standard Time. Agenda: To elect 11 director nominees listed in this Proxy Statement; to ratify the appointment of Deloitte & Touche LLP and to approve compensation paid to our named executive officers.
お知らせ • Sep 01Hyzon Motors Inc., Performance Food Group, Inc. and Chart Industries, Inc. Announces Successful Completion of Hyzon's First Commercial Run with A Liquid Hydrogen Fuel Cell Electric Vehicle (LH2 FCEV)Hyzon Motors Inc., Performance Food Group, Inc. and Chart Industries, Inc. announced successful completion of Hyzon's first commercial run with a liquid hydrogen fuel cell electric vehicle (LH2 FCEV). Starting in Temple, TX, the truck completed deliveries to eight PFG customers near Dallas, TX, travelling over 540 miles on a 16-hour continuous run including over 100-degree Fahrenheit temperatures. The run – further than the distance from Sacramento to San Diego – demonstrates the viability of on-board liquid hydrogen to fuel long-distance, zero-emission transport. Compared to gaseous hydrogen, the current industry standard, liquid hydrogen allows Hyzon to increase the amount of fuel on board significantly increased energy density, with no changes to vehicle weight or payload. To maintain the energy-dense liquid state, hydrogen requires cold temperatures of negative 400 degrees Fahrenheit. Hyzon partnered with Chart Industries to develop a tank system capable of storing liquid hydrogen at extremely cold temperatures and delivering it to the fuel cell system at the necessary pressure. Liquid hydrogen as a fuel source has been estimated to be up to $5 per kilogram less expensive all-in to dispense than high-pressure gaseous hydrogen1, which would provide meaningful benefits to fleet owners.
お知らせ • Aug 17Performance Food Group Company Provides Earnings Guidance for the Fiscal First Quarter 2024 and Full Fiscal Year of 2024; Reiterates Financial Guidance for the Fiscal 2025Performance Food Group Company provided earnings guidance for the fiscal first quarter 2024 and full fiscal year of 2024. For the quarter, company expects net sales to be in a range of $14.7 billion to $15.0 billion.For the full fiscal year 2024, company expects net sales to be in a range of $59 billion to $60 billion.The company reiterated its previously announced 3-year net sales targets. The Company continues to expect to achieve annual net sales of $62 to $64 billion in fiscal 2025.
Reported Earnings • Aug 17Full year 2023 earnings released: EPS: US$2.58 (vs US$0.75 in FY 2022)Full year 2023 results: EPS: US$2.58 (up from US$0.75 in FY 2022). Revenue: US$57.3b (up 21% from FY 2022). Net income: US$397.2m (up 253% from FY 2022). Profit margin: 0.7% (up from 0.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 115% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 03Performance Food Group Company to Report Q4, 2023 Results on Aug 16, 2023Performance Food Group Company announced that they will report Q4, 2023 results at 7:00 AM, Eastern Standard Time on Aug 16, 2023
お知らせ • May 25Performance Food Group Company Announces Resignation of Christine Vlahcevics Senior Vice President and Chief Accounting Officer, Effective No Later Than December 31, 2023Performance Food Group Company announced that on May 23, 2023, Christine Vlahcevic, Senior Vice President and Chief Accounting Officer notified the Company of her intention to retire and resign from her position as Senior Vice President and Chief Accounting Officer, effective no later than December 31, 2023. Ms. Vlahcevic plans to continue in her role as Senior Vice President and Chief Accounting Officer through the Effective Date or until a successor is appointed by the Company, if earlier, and to continue as an advisor to the Company thereafter.
お知らせ • May 11Performance Food Group Company Revised Sales Guidance for the Full Year of 2023For the full fiscal year 2023, Performance Food Group Company now expects net sales to be in a range of $57 billion to $57.5 billion compared to the prior expectation of $57 billion to $59 billion.
Reported Earnings • May 10Third quarter 2023 earnings released: EPS: US$0.52 (vs US$0.15 in 3Q 2022)Third quarter 2023 results: EPS: US$0.52 (up from US$0.15 in 3Q 2022). Revenue: US$13.8b (up 14% from 3Q 2022). Net income: US$80.3m (up 243% from 3Q 2022). Profit margin: 0.6% (up from 0.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 09Second quarter 2023 earnings released: EPS: US$0.46 (vs US$0.055 in 2Q 2022)Second quarter 2023 results: EPS: US$0.46 (up from US$0.055 in 2Q 2022). Revenue: US$13.9b (up 24% from 2Q 2022). Net income: US$71.1m (up US$62.7m from 2Q 2022). Profit margin: 0.5% (up from 0.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 09Performance Food Group Company Provides Earnings Guidance for the Third Quarter and Full Fiscal Year of 2023Performance Food Group Company provided earnings guidance for the third quarter and full fiscal year of 2023. For the full fiscal year 2023, the company expects net sales to be in a range of $13.7 billion to $14.0 billion.For the full fiscal year 2023, the company continues to expect net sales to be in a range of $57 billion to $59 billion.
お知らせ • Jan 26Performance Food Group Company to Report Q2, 2023 Results on Feb 08, 2023Performance Food Group Company announced that they will report Q2, 2023 results at 7:00 AM, Eastern Standard Time on Feb 08, 2023
Recent Insider Transactions • Nov 29Senior VP & Chief Accounting Officer recently sold €242k worth of stockOn the 23rd of November, Christine Vlahcevic sold around 4k shares on-market at roughly €57.54 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.8m more than they bought in the last 12 months.
お知らせ • Nov 17Performance Food Group Company (NYSE:PFGC) announces an Equity Buyback for $300 million worth of its shares.Performance Food Group Company (NYSE:PFGC) announces a share repurchase program. Under the program, the company will repurchase up to $300 million worth of its common shares. The program is valid through November 16, 2026.
Board Change • Nov 16High number of new directorsIndependent Director Laura Flanagan was the last director to join the board, commencing their role in 2021.
Reported Earnings • Nov 10First quarter 2023 earnings released: EPS: US$0.62 (vs US$0.034 in 1Q 2022)First quarter 2023 results: EPS: US$0.62 (up from US$0.034 in 1Q 2022). Revenue: US$14.7b (up 42% from 1Q 2022). Net income: US$95.7m (up US$91.0m from 1Q 2022). Profit margin: 0.7% (up from 0% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 10+ 1 more updatePerformance Food Group Company Revises Earnings Guidance for the Second Quarter and Full Fiscal Year 2023Performance Food Group Company revised earnings guidance for the second quarter and full fiscal year 2023. For the fiscal second quarter of 2023, PFG now expects net sales to be in a range of $13.6 billion to $13.9 billion. The company had previously expected second quarter net sales to be in a range of $13.5 billion to $13.8 billion. For the full fiscal year 2023, PFG now expects net sales to be in a range of $57 billion to $59 billion compared to the prior expectation for a range of $56 billion to $58 billion.
お知らせ • Oct 27Performance Food Group Company to Report Q1, 2023 Results on Nov 09, 2022Performance Food Group Company announced that they will report Q1, 2023 results at 7:00 AM, Eastern Daylight on Nov 09, 2022
お知らせ • Oct 11Performance Food Group Introduces Exclusive Fair Trade Certified™ Norwegian Salmon ProductPerformance Food Group Company announced the launch of its latest seafood item, Bay Winds® Fair Trade Certified™ Norwegian Salmon. Through a partnership with Beaver Street Fisheries™, PFG has exclusive rights to distribute the only farmed salmon in the world that is Fair Trade Certified. Bay Winds Fair Trade Certified Norwegian Salmon portions are delivered frozen in 10-lb. packages, and are packed in 4-oz., 6-oz. or 8-oz. portions—skin-on or skinless. Just one four-ounce serving of Bay Winds Fair Trade Certified Norwegian salmon has more than 2,000 mg of omega 3s—exceeding the weekly recommended goal. Bay Winds Fair Trade Certified Norwegian Salmon has double the omega-3 content of other farmed salmon, due to the non-GMO food fed to the salmon during their growing period.
お知らせ • Oct 07Performance Food Group Company, Annual General Meeting, Nov 16, 2022Performance Food Group Company, Annual General Meeting, Nov 16, 2022, at 08:30 US Eastern Standard Time. Agenda: To elect the 11 director nominees listed in the Proxy Statement; to ratify the appointment of Deloitte & Touche LLP as our independent registered public accounting firm for fiscal 2023; to approve, in a non-binding advisory vote, the compensation paid to company named executive officers; and to consider other matters.
お知らせ • Sep 14Performance Food Group Company Reaffirms Sales Guidance for the First Quarter, Second Quarter and Full Year of 2023Performance Food Group Company reaffirms sales guidance for the First Quarter, Second Quarter and Full Year of Fiscal 2023. For the fiscal first quarter of 2023, PFG continues to expect net sales to be in a range of $14.2 billion to $14.5 billion.For the fiscal second quarter of 2023, PFG continues to expect net sales to be in a range of $13.5 billion to $13.8 billion.For the full fiscal year 2023, PFG continues to expect net sales to be in a range of $56 billion to $58 billion.
Recent Insider Transactions • Aug 31Chairman & CEO recently sold €4.1m worth of stockOn the 26th of August, George Holm sold around 80k shares on-market at roughly €51.57 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was George's only on-market trade for the last 12 months.
Reported Earnings • Aug 19Full year 2022 earnings released: EPS: US$0.75 (vs US$0.31 in FY 2021)Full year 2022 results: EPS: US$0.75 (up from US$0.31 in FY 2021). Revenue: US$50.9b (up 67% from FY 2021). Net income: US$112.5m (up 176% from FY 2021). Profit margin: 0.2% (up from 0.1% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 13%, compared to a 7.6% growth forecast for the Consumer Retailing industry in Germany. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Aug 18Performance Food Group Company Provides Earnings Guidance for the First Quarter, Second Quarter and Full Year 2023Performance Food Group Company provided earnings guidance for the first quarter, second quarter and full year 2023. For the fiscal first quarter of 2023, PFG expects net sales to be in a range of $14.2 billion to $14.5 billion.For the fiscal second quarter of 2023, PFG expects net sales to be in a range of $13.5 billion to $13.8 billion.For the full fiscal year 2023, PFG expects net sales to be in a range of $56 billion to $58 billion.
お知らせ • Aug 11+ 1 more updatePerformance Food Group Company Announces Chief Financial Officer ChangesPerformance Food Group Company announced the upcoming retirement Chief Financial Officer Jim Hope and the transition of the role to Patrick Hatcher, Vistar President & Chief Operating Officer during the final quarter of calendar 2022. Mr. Hope has had an impressive career in the industry for more than 35 years. Early in his career with PFG, he led efforts to streamline business operations, strengthen internal best practices, develop PFG’s Specialty business and guide procurement and operations strategies. As CFO, he has led PFG’s corporate finance department, overseeing accounting, tax, treasury, internal audit, investor relations and financial planning. Prior to PFG, Mr. Hope held executive leadership roles with Sysco Corporation for 26 years, serving as Executive Vice President of Business Transformation, Senior Vice President of Sales and Operating Company President. Mr. Hatcher is currently President & Chief Operating Office of Vistar. He joined Vistar in 2010 and has held diverse executive leadership roles spanning finance, information technology, sales and marketing, including Vice President, Finance & Chief Financial Officer, Vistar. Prior to joining PFG’s family of companies, Mr. Hatcher spent 10 years with MillerCoors in finance and numerous other functions. He brings global experience from his roles as a senior business development producer for China.com and as an operations manager for South China Brewing Company. He currently serves as the vice chair of the NAMA Board of Directors, the U.S. convenience services industry association.
お知らせ • Aug 04Performance Food Group Company to Report Q4, 2022 Results on Aug 17, 2022Performance Food Group Company announced that they will report Q4, 2022 results at 7:00 AM, Eastern Standard Time on Aug 17, 2022
お知らせ • Jul 07+ 1 more updatePerformance Food Group Company Announces George Hearn as Chief Financial OfficerPerformance Food Group Company has announced George Hearn as Senior Vice President & Chief Financial Officer (CFO). George Hearn is now Senior Vice President & CFO of Performance Foodservice. Mr. Hearn has served as Vice President & Treasurer of PFG since joining the company in 2019 where he led treasury, shared services and corporate financial planning and analysis, and previously led corporate tax. He began his career with General Electric where he was a divisional CFO and key architect in a business line spinoff, later becoming CFO of that business. Mr. Hearn received a bachelor’s degree in Accounting from the State University of New York-Albany and earned a master’s degree in Business Administration from the Robinson College of Business at Georgia State University.
お知らせ • Jun 17Performance Food Group Company Updates Earnings Guidance for the Year 2022Performance Food Group Company updated earnings guidance for the year 2022. PFG is also updating its full-fiscal year 2022 guidance. PFG continues to expect net sales to be in a range of $50.5 billion to $51 billion.
お知らせ • Jun 02Performance Food Group Company Announces Executive Leadership PromotionPerformance Food Group Company announced that its Board of Directors has approved promotions to Executive Vice President for three senior leaders: Don Bulmer, Chief Information Officer (CIO); Erika Davis, Chief Human Resources Officer (CHRO), and Brent King, General Counsel & Secretary, effective immediately. All three continue to report to George Holm, Chairman and CEO.Mr. Bulmer became PFG’s Senior Vice President & CIO in March 2019, after serving as Vice President of Corporate Information Technology and a member of Vistar’s senior leadership team since 2013. Before joining Vistar, he held IT leadership roles with ProBuild Holdings and Gates Corporation, both in Denver, and with Nupremis Inc., a start-up based in Boulder, Colo.Mr. Bulmer earned a bachelor’s degree in Economics from Colorado State University and a master’s degree in Management Information Systems from the University of Colorado-Denver.Ms. Davis joined PFG as Senior Vice President & CHRO in July 2019, after a 26-year career with Owens & Minor. There, she served in senior leadership roles for nearly 20 years, including as Chief Administrative Officer, Corporate Chief of Staff, Senior Vice President Operations & Administration and Senior Vice President Human Resources – a position she held for 12 years. Ms. Davis earned a bachelor’s degree from the University of Richmond and a master’s in Public Administration from the University of North Carolina at Chapel Hill.Mr. King joined PFG as Senior Vice President, General Counsel & Secretary in March 2016. Prior to that he served as Vice President, General Counsel & Secretary for global manufacturer Tredegar Corporation. Mr. King held the role of Vice President & General Counsel for Hilb Rogal and Hobbs Company, a publicly traded insurance and risk management broker, and served as a partner with the law firm of Williams Mullen. Mr. King holds a bachelor’s degree in Foreign Affairs from the University of Virginia and a Juris Doctor degree from the University of Richmond School of Law.
Reported Earnings • May 13Third quarter 2022 earnings released: EPS: US$0.15 (vs US$0.057 loss in 3Q 2021)Third quarter 2022 results: EPS: US$0.15 (up from US$0.057 loss in 3Q 2021). Revenue: US$12.1b (up 75% from 3Q 2021). Net income: US$23.4m (up US$31.0m from 3Q 2021). Profit margin: 0.2% (up from net loss in 3Q 2021). Over the next year, revenue is forecast to grow 26%, compared to a 7.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • May 12Performance Food Group Company Raises Revenue Guidance for Full Fiscal Year 2022Performance Food Group Company raised revenue guidance for full fiscal year 2022. For the full fiscal year 2022, PFG now expects net sales to be in a range of $50.5 billion to $51 billion. PFG had previously expected net sales to be in a range of $50 billion to $51 billion. This outlook includes the impact of 10 months of Core-Mark’s business results.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Laura Flanagan was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Feb 18Executive VP & Chief Commercial Officer recently sold €465k worth of stockOn the 16th of February, Patrick Hagerty sold around 10k shares on-market at roughly €46.50 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €844k more than they bought in the last 12 months.
Reported Earnings • Feb 10Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: US$0.055 (down from US$0.13 in 2Q 2021). Revenue: US$12.8b (up 88% from 2Q 2021). Net income: US$8.40m (down 52% from 2Q 2021). Profit margin: 0.1% (down from 0.3% in 2Q 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 33%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 10+ 1 more updatePerformance Food Group Company Provides Earnings Guidance for the Fiscal Year 2022Performance Food Group Company provided earnings guidance for the fiscal year 2022. For the period, the company expects net sales to be in a range of $50 billion to $51 billion against previously expected net sales to be in a range of $49.5 billion to $50.5 billion.
お知らせ • Dec 03Performance Food Group Company Provides Earnings Guidance for the Second Quarter of 2022 and Full Fiscal Year 2022Performance Food Group Company provides earnings guidance for the second quarter of 2022 and full fiscal year 2022. The company reaffirms its outlook for the fiscal second quarter of 2022 and continues to expect net sales to be in a range of $12.7 billion to $12.9 billion. For the full fiscal year 2022, the company continues to expect net sales to be in a range of $49.5 billion to $50.5 billion.
Executive Departure • Nov 29Independent Director Meredith Adler has left the companyOn the 18th of November, Meredith Adler's tenure as Independent Director ended after 5.2 years in the role. As of September 2021, Meredith still personally held 4.81k shares (€192k worth at the time). Meredith is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.67 years.
Executive Departure • Nov 29Independent Director Meredith Adler has left the companyOn the 18th of November, Meredith Adler's tenure as Independent Director ended after 5.2 years in the role. As of September 2021, Meredith still personally held 4.81k shares (€192k worth at the time). Meredith is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.67 years.
Executive Departure • Nov 28Independent Director Meredith Adler has left the companyOn the 18th of November, Meredith Adler's tenure as Independent Director ended after 5.2 years in the role. As of September 2021, Meredith still personally held 4.81k shares (€192k worth at the time). Meredith is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.67 years.
Executive Departure • Nov 28Independent Director Meredith Adler has left the companyOn the 18th of November, Meredith Adler's tenure as Independent Director ended after 5.2 years in the role. As of September 2021, Meredith still personally held 4.81k shares (€192k worth at the time). Meredith is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.67 years.
Executive Departure • Nov 28Independent Director Meredith Adler has left the companyOn the 18th of November, Meredith Adler's tenure as Independent Director ended after 5.2 years in the role. As of September 2021, Meredith still personally held 4.81k shares (€192k worth at the time). Meredith is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.67 years.
