NYSE:USFDConsumer Retailing
Stronger EPS Amid Margin Pressure Might Change The Case For Investing In US Foods (USFD)
In the past week, US Foods Holding reported Q4 2025 results with adjusted earnings per share exceeding estimates on the back of tighter cost controls and improved operational efficiency, while simultaneously setting ambitious fiscal 2026 targets for adjusted EPS and EBITDA growth despite a revenue shortfall and weaker gross profit margin.
An interesting angle for investors is that, even as revenue quality and margin pressures draw scrutiny, analysts have been revising earnings forecasts...