Us Foods(NYSE) USFD

US Foods helps restaurants and hospitals get the food and supplies they need to serve their guests. The company delivers fresh, frozen, and dry ingredients to thousands of locations across the United States. Its tools and delivery services make it easier for chefs to manage their kitchens and menus.

What Is on the Menu?

• Meats and seafood: High-quality proteins including center-of-the-plate items; accounted for 35% of net sales in fiscal year 2025.
• Dry grocery products: Pantry staples, canned goods, and non-perishables; represented 17% of net sales in fiscal year 2025.
• Refrigerated and frozen grocery: Temperature-controlled food items for long-term storage; made up 17% of net sales in fiscal year 2025.
• Dairy: Fresh milk, cheese, and related products for diverse cooking needs; accounted for 11% of net sales in fiscal year 2025.
• Equipment, disposables and supplies: Non-food items like kitchen tools and packaging; represented 9% of net sales in fiscal year 2025.

Growth and Expansion

• Acquired Jake’s Finer Foods and Gourmet Ranch on January 10, 2025, to increase distribution in the South Texas market.
• Completed the acquisition of Shetakis on November 14, 2025, to expand the company's footprint into Nevada and the southwest.
• Introduced the MOXē digital platform to help customers manage orders and food costs through mobile technology and artificial intelligence.
• Expanded the Pronto program to offer daily deliveries and late order times for customers in high-volume, dense markets.

How the Company Stands Out

US Foods combines a national distribution network with local consulting services through its staff of world-class chefs and business managers. Its MOXē platform simplifies inventory management for independent operators by using image recognition and artificial intelligence to automate ordering.

The Recent Financial Record

• Net sales reached $9.8 billion in Q4 2025, up 3.3% from $9.5 billion in Q4 2024.
• Net income rose to $184 million in Q4 2025, up 178.8% year-over-year.
• Operating income grew to $334 million in Q4 2025, a 9.9% increase from $304 million in Q4 2024.
• Operating cash flow reached $293 million in Q4 2025, up 3.5% from the previous year.

Bottom Line

US Foods has transitioned from a traditional food distributor into a technology-driven partner for the foodservice industry. By integrating digital tools and strategic regional acquisitions, the company has strengthened its focus on high-margin independent restaurant and healthcare customers.