US Food Distribution Stocks Surge 13% on Earnings Surprise

US Foods Holding Corp (USFD) surged 13.55% on the New York Stock Exchange on the 11th, closing at $102.08. Its market capitalization stands at approximately $22.7 billion (roughly ₩30 trillion), and the one-day stock jump added about $3.6 billion—around ₩5 trillion—to its enterprise value.

The rally followed the release of fourth-quarter fiscal 2025 results, which showed an adjusted EPS of $1.04 versus the $1.00 consensus, and quarterly revenue of $9.8 billion, signaling improved profitability. Last month, US Foods reaffirmed its fiscal 2025 guidance, maintaining projected annual adjusted EBITDA growth of 10–12% and adjusted EPS growth of 24–26%. The company’s CEO and CFO are scheduled to present to investors at the CAGNY 2026 conference later this month.

As one of the largest foodservice distributors in the U.S., US Foods supplies food and related business solutions to approximately 250,000 customers nationwide. It operates over 70 distribution centers and 90 cash-and-carry locations, serving restaurants, hospitals, hotels and other foodservice operators. The company is considered a representative domestic consumer and foodservice play, with its results and stock performance directly influenced by trends in U.S. dining activity, commodity prices and labor costs.