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    Does US Foods’ Expanded Exclusive Menu Lineup Mark a New Competitive Phase for USFD?

    Simply Wall St·09/22/2025 14:34:48
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    • Earlier this month, US Foods Holding Corp. unveiled its Fall 2025 Scoop™ lineup, introducing 18 new, versatile Exclusive Brands products aimed at helping operators elevate profitability and streamline menu operations.
    • This rollout directly targets the ongoing profitability challenges faced by foodservice operators, emphasizing product flexibility, waste reduction, and enhanced menu innovation amid persistent cost pressures.
    • Now, we'll examine how the broadened exclusive offerings may reshape US Foods' investment narrative and influence future growth drivers.

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    US Foods Holding Investment Narrative Recap

    To believe in US Foods as a shareholder, you need to see continued growth in away-from-home dining and margin expansion from private label innovations. The recent Fall 2025 Scoop™ rollout aligns with these themes but is unlikely to materially shift the short-term catalyst, which remains the broader recovery in case volume, or the main risk, persistent industry softness weighing on both top-line growth and profitability.

    Among recent updates, the reaffirmation on September 10, 2025, of 4% to 6% net sales growth for this fiscal year is particularly relevant. This guidance lends continuity to US Foods' investment case amid ongoing menu and operational initiative launches meant to support revenue, but it does not reduce the underlying risk if industry demand fails to rebound as expected. However, investors should also consider the impact of industry-wide dining trends on the company's future profitability and...

    Read the full narrative on US Foods Holding (it's free!)

    US Foods Holding's outlook anticipates $45.1 billion in revenue and $1.1 billion in earnings by 2028. This scenario assumes a 5.3% annual revenue growth rate and a $547 million increase in earnings from the current $553 million.

    Uncover how US Foods Holding's forecasts yield a $91.33 fair value, a 17% upside to its current price.

    Exploring Other Perspectives

    USFD Community Fair Values as at Sep 2025
    USFD Community Fair Values as at Sep 2025

    Simply Wall St Community members have produced a wide spectrum of fair value estimates for US Foods, from US$78.52 to US$192.39, across seven viewpoints. While some expect industry volume recovery to support further gains, a range of opinions suggests it's important to consider several perspectives before making any decision.

    Explore 7 other fair value estimates on US Foods Holding - why the stock might be worth just $78.52!

    Build Your Own US Foods Holding Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.