Performance Food Group Company

NYSE:PFGC 주식 리포트

시가총액: US$17.6b

Performance Food Group 경영진

경영진 기준 점검 3/4

Performance Food Group CEO는 Scott McPherson, Jan2025 에 임명되었습니다 의 임기는 1.58 년입니다. 총 연간 보상은 $4.00M, 17.8% 급여 및 82.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $20.06M 가치에 해당하는 회사 주식의 0.11% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.6 년과 7.5 년입니다.

핵심 정보

Scott McPherson

최고경영자

US$4.0m

총 보수

CEO 급여 비율17.80%
CEO 재임 기간1.6yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간3.6yrs
이사회 평균 재임 기간7.5yrs

최근 경영진 업데이트

분석 기사 Nov 13

The Compensation For Performance Food Group Company's (NYSE:PFGC) CEO Looks Deserved And Here's Why

Key Insights Performance Food Group to hold its Annual General Meeting on 19th of November Salary of US$1.20m is part...

Recent updates

내러티브 업데이트 Jul 27

PFGC: Elevated Multiple Will Face Pressure From Mixed Foodservice Demand

Analysts have lifted the fair value estimate for Performance Food Group from $85.14 to $88.81, citing higher Street price targets in the $125 to $143 range and updated assumptions around the discount rate, profitability, and future P/E multiples. Analyst Commentary Recent Street research on Performance Food Group points to a generally constructive stance, with several firms lifting price targets into a higher trading range.
내러티브 업데이트 Jul 13

PFGC: 2026 Outlook Weighs PFG One Efficiencies Against Execution Risks

Analysts have raised the fair value estimate for Performance Food Group to $119.23 from $115.77, citing recent price target increases and expectations for steady revenue, margin and P/E assumptions that contribute to a more constructive long term outlook for the stock. Analyst Commentary Recent Street research on Performance Food Group highlights a generally constructive tone, with several firms lifting price targets and outlining key drivers that could influence how the stock trades relative to its fair value estimate.
새로운 내러티브 Jul 10

Digital Ordering And Convenience Expansion Will Drive Long-Term Earnings Power

Catalysts About Performance Food Group Performance Food Group is a food distribution company serving restaurants, convenience retailers and specialty channels across the U.S. food away from home market. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Jun 25

PFGC: Updated 2026 Outlook Will Balance Margin Pressure And Execution Upside

Analysts have modestly adjusted their price targets on Performance Food Group, with the consensus view effectively reflecting a fine-tuned fair value shift of about $2, supported by updated assumptions around discount rates, revenue growth, profit margins, and a slightly higher future P/E multiple. Analyst Commentary Recent Street research around Performance Food Group has focused on how current execution and future growth assumptions line up with the latest price target revisions, and what that might mean for valuation risk and reward.
새로운 내러티브 Jun 25

Expansion Costs And Convenience Exposure Will Likely Pressure Margins Over The Long Term

Catalysts About Performance Food Group Performance Food Group distributes food and related products to restaurants, convenience stores and specialty retail customers across the U.S. What are the underlying business or industry changes driving this perspective? The push to expand across the food away from home market, including independents, chains, convenience and specialty channels, requires ongoing salesforce hiring, technology rollouts and integration work.
Seeking Alpha May 13

Performance Food Group Remains A Tasty Treat

Summary Performance Food Group remains a "Buy" as valuation offers meaningful upside, even after recent underperformance versus the S&P 500. PFGC delivered strong revenue growth, driven by acquisitions and organic case volume increases, despite margin pressure and mixed segment profitability. Management raised 2026 revenue guidance to $67.7–$68 billion and reaffirmed 2028 EBITDA targets, supporting a bullish long-term outlook. Even at current multiples, PFGC could deliver 17.2%–18.9% annualized upside if management achieves 2028 targets. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 22

PFGC: Foodservice Share Gains Will Support Future 2026 Margin Expansion

Analysts have slightly raised the modeled fair value for Performance Food Group to about $117.83 per share, with modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions after recent Street price target cuts of $1 and $12. Analyst Commentary Recent target cuts of $1 and $12 suggest that analysts are recalibrating expectations rather than completely changing their views on Performance Food Group.
내러티브 업데이트 Apr 07

PFGC: Foodservice Share Gains Will Support Future 2026 Distribution Upside

Analysts have slightly reduced their average price targets for Performance Food Group, with recent cuts of $1 at Citi, $12 at UBS, and adjustments from $134 to $127 and from $120 to $105, reflecting updated 2026 outlooks for food distributors and restaurants while still highlighting a relatively constructive view on foodservice distribution as a group. Analyst Commentary Recent research on Performance Food Group reflects both optimism about the foodservice distribution space and caution around sector level headwinds, with price target resets framed within updated 2026 outlooks for distributors and restaurants.
내러티브 업데이트 Mar 24

PFGC: Foodservice Share Gains Will Support Future Distribution And M&A Upside

Analysts trimmed the 12 month price target for Performance Food Group by $0.12 to $117.50. This reflects slightly lower assumptions for revenue growth and profit margins, partly offset by a higher assumed future P/E multiple and a modestly higher discount rate following recent sector wide target resets at firms covering food distributors and restaurants.
내러티브 업데이트 Mar 07

PFGC: Foodservice Share Gains Will Support Future M&A Execution

Narrative Update on Performance Food Group Analysts have trimmed their average price targets on Performance Food Group by $1 to $12 across recent updates, reflecting refreshed 2026 outlooks for food distributors and restaurants. They still generally highlight foodservice distribution as a relatively favorable area compared with restaurant peers.
내러티브 업데이트 Feb 20

PFGC: Foodservice Share Gains Will Support Future M&A And Margin Expansion

Analysts have trimmed their average price target for Performance Food Group by about $0.08 to roughly $117.38, reflecting updated sector views that take into account ongoing sales challenges for restaurants as well as relatively stronger positioning for food distributors. Analyst Commentary Recent research on Performance Food Group points to a mixed but generally constructive stance, with updated models reflecting both sector headwinds and confidence in the company’s role within foodservice distribution.
내러티브 업데이트 Feb 06

PFGC: Foodservice Share Gains Will Support Future EBITDA Margin Expansion

Analysts have trimmed their price targets for Performance Food Group, with our fair value estimate moving from about US$121.25 to roughly US$117.46 as they factor in updated sector views on restaurant sales trends, a slightly higher discount rate, modest tweaks to revenue growth assumptions, and lower future P/E multiples, despite generally supportive views on foodservice distribution and the stock's positioning within the distributor group. Analyst Commentary Recent research updates on Performance Food Group point to a mixed backdrop, with several firms trimming price targets while still expressing confidence in the company’s position within foodservice distribution.
내러티브 업데이트 Jan 04

PFGC: Independent Case Share Gains Will Support Future 15% EBITDA Trajectory

Analysts have raised their price target on Performance Food Group by $8.75 to $130.00, citing expectations for faster independent case growth than peers, supported by a market share focused salesforce. This is expected to drive approximately 15 percent near to medium term EBITDA growth and help the company grow into its valuation multiple.
내러티브 업데이트 Dec 17

PFGC: Independent Case Share Gains Will Support Future 15% EBITDA Expansion

Analysts have nudged their price target on Performance Food Group slightly lower to $121.25 from $121.67, while maintaining a constructive view as they expect the company to outgrow peers in independent case volume and deliver mid-teens EBITDA growth that supports its current valuation multiple. Analyst Commentary Bullish Takeaways Bullish analysts see Performance Food Group gaining independent case share faster than peers, which they expect will support sustained outperformance in top line growth.
내러티브 업데이트 Dec 03

PFGC: Independent Case Gains Will Support Multiple Through 15% EBITDA Expansion

Analysts have raised their price target on Performance Food Group by $8.33 to $130.00 per share, citing expectations for the company to outpace peers in independent case growth and deliver near to medium term EBITDA growth of about 15 percent, which they believe would enable it to grow into its current valuation multiple. Analyst Commentary Recent commentary from bullish analysts underscores growing confidence that Performance Food Group can sustain above industry growth and justify its higher valuation multiple through consistent execution.
내러티브 업데이트 Nov 19

PFGC: Market Share Gains And Expanding Margins Will Underpin Outperformance

Analysts have slightly raised their price target for Performance Food Group from $120.92 to $121.67. They cite expectations of faster-than-peer growth, successful sales strategies, and expanding profit margins as factors expected to drive near-term EBITDA growth.
분석 기사 Nov 13

The Compensation For Performance Food Group Company's (NYSE:PFGC) CEO Looks Deserved And Here's Why

Key Insights Performance Food Group to hold its Annual General Meeting on 19th of November Salary of US$1.20m is part...
내러티브 업데이트 Nov 05

PFGC: Accelerating Market Share Gains Will Drive Upside Amid Robust Earnings Momentum

Analysts have modestly increased their price target for Performance Food Group to approximately $120.92, citing robust Q4 earnings results, accelerating market share gains, and expectations for continued independent case growth to support EBITDA expansion. Analyst Commentary Recent street research on Performance Food Group highlights a series of bullish adjustments and positive sentiment.
내러티브 업데이트 Oct 21

Analysts Boost Price Target for Performance Food Group Amid Strong Results and Upbeat Outlook

Analysts have raised their price target for Performance Food Group from $119.36 to $120.75 per share. They cite the company's strong earnings performance, sustained market share gains, and improving industry demand as key factors supporting this upward revision.
내러티브 업데이트 Sep 17

Digital Ordering And Acquisitions Will Fuel Future Market Leadership

Performance Food Group received an upward price target revision driven by a strong Q4 earnings beat, solid FY26 guidance, improving case growth, robust market share gains, and stable cost inflation, resulting in a new consensus price target of $119.36. Analyst Commentary Strong Q4 earnings beat expectations, with EPS and EBITDA exceeding consensus estimates.
내러티브 업데이트 Aug 15

Digital Ordering And Acquisitions Will Fuel Future Market Leadership

Driven by Q4 earnings beats, upward guidance revisions, and accelerating market share gains despite macro uncertainty, analysts have raised Performance Food Group’s consensus price target from $111.55 to $117.36. Analyst Commentary Q4 earnings outperformed expectations, delivering EPS and EBITDA beats, and prompting upward revisions to future guidance.
Seeking Alpha Jan 06

Performance Food Group Company: I'm Sticking To My Guns

Summary Despite recent gains, I maintain a 'hold' rating for Performance Food Group due to its mixed financial results and relatively high valuation compared to peers. The company's recent acquisition of Cheney Brothers is expected to significantly boost revenue and EBITDA, but increased operating costs and interest expenses have impacted net income. Management's revenue and EBITDA forecasts for 2025 are promising, yet the stock remains slightly expensive relative to similar firms. My initial downgrade may have been premature, but without a sufficient margin of safety, an upgrade to 'buy' isn't justified. Read the full article on Seeking Alpha

CEO 보수 분석

Scott McPherson의 보수는 Performance Food Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 28 2026n/an/a

US$329m

Dec 27 2025n/an/a

US$345m

Sep 27 2025n/an/a

US$326m

Jun 28 2025US$4mUS$713k

US$340m

Mar 29 2025n/an/a

US$375m

Dec 28 2024n/an/a

US$387m

Sep 28 2024n/an/a

US$423m

Jun 29 2024US$3mUS$647k

US$436m

Mar 30 2024n/an/a

US$420m

Dec 30 2023n/an/a

US$429m

Sep 30 2023n/an/a

US$422m

Jul 01 2023US$2mUS$607k

US$397m

보상 대 시장: Scott의 총 보수(USD4.00M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.54M)보다 낮습니다.

보상과 수익: Scott의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Scott McPherson (56 yo)

1.6yrs
재임 기간
US$4,004,526
보수

Mr. Scott E. McPherson is CEO, President & Director of Performance Food Group Company from January 1, 2026. Mr. McPherson was COO of Performance Food Group Company from January 1, 2025 to December 2025. Mr...


리더십 팀

이름직위재임 기간보수지분
George Holm
Executive Chair24.6yrsUS$11.66m1.37%
$ 241.1m
Scott McPherson
CEO, President & Director1.6yrsUS$4.00m0.11%
$ 20.1m
H. Hatcher
Executive VP & CFO3.6yrsUS$3.16m0.028%
$ 5.0m
Allen King
Executive VP10.4yrsUS$2.51m0.028%
$ 5.0m
Chasity Grosh
Senior VP & Chief Accounting Officer2.8yrs데이터 없음0.0042%
$ 739.0k
Donald Bulmer
Executive VP & Chief Information Officer7.4yrs데이터 없음0.034%
$ 6.0m
Bill Marshall
Senior Vice President of Investor Relationsno data데이터 없음데이터 없음
Scott Golden
Director of Communications & Engagementno data데이터 없음데이터 없음
Erika Davis
Executive VP & Chief Human Resources Officer7.1yrs데이터 없음0.026%
$ 4.5m
George Hearn
Senior VP & CFO of Performance Foodserviceno data데이터 없음데이터 없음
Liz Mountjoy
Senior Vice President of Strategy and Mergers & Acquisitions4.1yrs데이터 없음데이터 없음
Christopher Hobson
President & CEO of Convenience2.6yrs데이터 없음데이터 없음
3.6yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: PFGC의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.6 년).


이사회 구성원

이름직위재임 기간보수지분
George Holm
Executive Chair24.6yrsUS$11.66m1.37%
$ 241.1m
Scott McPherson
CEO, President & Directorless than a yearUS$4.00m0.11%
$ 20.1m
Manuel Fernandez
Lead Independent Director8.7yrsUS$385.08k데이터 없음
David Singer
Independent Director6.8yrsUS$285.01k0.0091%
$ 1.6m
William Dawson
Independent Director24.6yrsUS$285.01k0.0024%
$ 418.7k
Barbara Beck
Independent Director6.8yrsUS$367.52k데이터 없음
Matthew Flanigan
Independent Director6.8yrsUS$310.01k0.022%
$ 3.9m
Jeffrey Overly
Independent Director13.6yrsUS$287.73k데이터 없음
Warren Thompson
Independent Director5.7yrsUS$285.01k0.0093%
$ 1.6m
Randall Spratt
Independent Director8.3yrsUS$300.01k0.019%
$ 3.3m
Kimberly Grant
Independent Director9.1yrsUS$302.29k0.0063%
$ 1.1m
Laura Flanagan
Independent Director4.9yrsUS$285.01k0.012%
$ 2.2m
7.5yrs
평균 재임 기간
65.5yo
평균 나이

경험이 풍부한 이사회: PFGC의 이사회경험이 있음으로 간주됩니다(평균 재임 7.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/06 15:07
종가2026/08/06 00:00
수익2026/03/28
연간 수익2025/06/28

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Performance Food Group Company는 27명의 분석가가 다루고 있습니다. 이 중 14명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jeffrey BernsteinBarclays
Alok PatelBerenberg
Danilo GargiuloBernstein