Feed / PFGC

Performance Food Group Company

PFGC

Consumer Defensive · 94.37 -1.3% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Performance Food Group Company's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Company-1.3% todayVolume comparison unavailable
Market group0 of 1 activeFood Distribution · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
  • Inventory grew faster than revenue, increasing inventory intensity and creating a larger working-capital balance to compare with future sales.

Invalidation: The isolated read changes if PFGC's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Defensive · Food Distribution

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • Inventory grew faster than revenue, increasing inventory intensity and creating a larger working-capital balance to compare with future sales.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements18
Verified relationships4
Evidence supporting the case
  • Latest annual revenue changed +7.2% year over year.
  • Operating cash flow covered net income at 3.93x in the latest annual period.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

94.37
6m+7.5%12m-9.6%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-07-02$50.9B+67.4%$0.74+13.4%
2023-07-01$57.3B+12.5%$2.54+3.2%
2024-06-29$58.3B+1.8%$2.79-0.1%
2025-06-28$63.3B+8.6%$2.18+0.3%
2026-06-27$67.8B+7.2%$2.29+0.4%

What management says matters

Persistent and emerging business drivers

Energy and commodity pricespositive · 1 filings
“The Company’s fuel expense increased $57.1 million in fiscal 2026 compared to fiscal 2025, due to higher fuel prices and miles driven as a result of new business and acquisitions.”
10-K · Aug 12, 2026 ↗

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

94.37-1.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for PFGC. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for PFGC. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind PFGC

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MOAltria Group, Inc.supplierAug 13, 2025 ▾

“The Company’s significant suppliers include Altria Group, Inc.”

PMPhilip Morris International Inc.supplierAug 13, 2025 ▾

“The Company’s significant suppliers include Altria Group, Inc.”

Depended on by

ARMKAramarkdistributorNov 25, 2025 ▾

“We purchase most products and other items through food service distribution companies, including Sysco Corporation ("Sysco"), US Foods, Performance Food Group and other regional distributors.”

Filing peers

SKYCRVLEXTR

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 8 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

PFGC is currently a Leader in the organic co-movement group Food Distribution. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for PFGC; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.