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USFD

US Foods Holding Corp

NYSE: USFD · CONSUMER DEFENSIVE · FOOD DISTRIBUTION

$91.28
+1.00% today

Updated 2026-04-29

Market cap
$20.13B
P/E ratio
31.05
P/S ratio
0.51x
EPS (TTM)
$2.94
Dividend yield
—
52W range
$67 – $102
Volume
2.3M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

US Foods Holding Corp (USFD) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$91.28
Consensus
$103.64
+13.54%
2030 Target
$2,672.75
+2828.08%
DCF
$124.84
+27.96% MoS
11 analysts:
5 Buy2 Hold0 Sell

Management guidance

No specific multi-year revenue targets found in available guidance. CEO reaffirmed FY2025 guidance in January 2026. Company emphasizes market share gains, digital platform investments (Menu IQ launch Feb 2026), and supply chain automation as growth drivers. Recent $261M military contracts awarded (DLA) support near-term revenue visibility.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$4,454.59
$49.1B Rev × 20x P/S
Base case (2030)
$2,672.75
$49.1B Rev × 12x P/S
Bear case (2030)
$1,781.84
$49.1B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$35.6B$37.9B$39.4B$42.4B$44.1B$45.6B$47.3B$49.1B
Revenue growth—6.4%4.1%7.6%3.9%3.5%3.6%3.7%
EPS$2.63$3.16$3.76$4.88$5.68$6.10$6.55$7.05
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$2,309.11$2,400.02$2,481.84$2,572.75$2,672.75

Catalysts & risks

Growth catalysts
+ Menu IQ AI platform driving higher-margin value-added offerings and private label penetration
+ $261M Defense Logistics Agency contracts through early 2027 providing contracted revenue visibility
+ Spring 2026 Scoop program (19 Exclusive Brands products) addressing restaurant labor cost pressures and margin expansion
+ Supply chain automation initiatives reducing costs and improving operational efficiency
+ Market share gains in key segments offsetting flat 'food away from home' volumes
+ Continued digital transformation and e-commerce expansion
Key risks
- Persistent softness in 'food away from home' volumes and restaurant customer traffic remain headwinds despite margin initiatives
- Inflation and food cost volatility could compress margins despite pricing actions
- High P/E multiple (30.6x TTM, 18.63x forward) leaves limited room for execution misses or macro deterioration
- Competition from larger peer Sysco ($82.65B revenue) and regional distributors on pricing and service
- M&A execution risk if company pursues significant acquisitions to drive growth
- Operating margin low at 3.47% leaves limited cushion for operational disruptions

Methodology

US Foods Holding Corp's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 11 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.