Feed / USFD

US Foods Holding Corp.

USFD

Consumer Defensive · 100.61 -0.1% today

Jodie read · what matters now

Revenue increased 2.8% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to USFD, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections9 verified links7 additional receipts in Pro
Organic co-movement groupFood Distribution · LeaderLast observed group; it is between live snapshots · See active groups →

Latest filing assessment · baseline

The latest filing presents a mixed picture

10-Q filed 2026-05-07 against the comparable filing from 2025-05-08.

mixed
OperationsmixedEvidence score +1
liquidityneutralEvidence score 0
valuationmixed

What improved

  • Revenue increased 2.8% versus the comparable filing period.

What weakened

No thresholded deterioration was identified.

Filing receipts

Interest Expense—Net Interest expense—net decreased $2 million to $75 million in 2026 primarily due to lower borrowings under the ABL Facility revolver and lower interest rates for our variable rate debt.

For the 13 weeks ended March 28, 2026, the increase was primarily a result of an increase in total case volume and higher distribution, selling and administrative costs, partially offset by continued distribution productivity improvement as well as actions to streamline administrative processes and costs.

For the 13 weeks ended March 28, 2026, the increase was primarily a result of an increase in total case volume and improved cost of goods sold, partially offset by an unfavorable year-over-year LIFO adjustment.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind USFD

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

Depends on

FDXFedEx CorporationdistributorFull receipt with Pro →

Depended on by

POST42.0% of POSTcustomerFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 7 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

USFD 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. 2 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 USFD; it is not active in the latest market snapshot.

Theme membership history

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