US Foods: A Strong Buy Opportunity at the 2025 CAGNY Conference

US Foods Holding Corp. (NYSE: USFD), one of the largest foodservice distributors in the United States, is set to present at the 2025 Consumer Analyst Group of New York (CAGNY) Conference on Thursday, Feb. 20, 2025, at 11 a.m. EST. Dave Flitman, Chief Executive Officer, and Dirk Locascio, Chief Financial Officer, will present at the conference, highlighting the company's momentum and reaffirming its fiscal year 2025 guidance.

US Foods has overachieved its 2022 to 2024 long-range plan, delivering an Adjusted EBITDA increase of 11.7% to $1.74 billion in 2024. Building on this momentum, the company is well-positioned to execute on its new long-range plan for 2025 to 2027. US Foods is confident in its ability to continue outpacing industry volume growth over the long term and expand margins through its extensive portfolio of self-help initiatives, while driving long-term value creation for shareholders.

At the CAGNY 2025 Conference, US Foods will highlight its transformation with seasoned leadership focused on customer-centric solutions, operational excellence, and strong execution. The company will also emphasize its leading position in a highly fragmented and resilient industry with national scale, targeted customer growth, and digital innovation. Additionally, US Foods will discuss its balanced, profitable growth strategy to further expand its market position and extend its technology leadership position to provide industry-leading solutions.

US Foods is reaffirming its previously announced fiscal year 2025 guidance, including:

* Net Sales growth of 4% to 6%
* Adjusted EBITDA growth of 8% to 12%
* Adjusted Diluted EPS growth of 17% to 23%

The company also reiterates its 2025 to 2027 long-range plan growth algorithm, including:

* 5% sales Compound Annual Growth Rate (CAGR)
* 10% Adjusted EBITDA CAGR
* At least 20 basis points of annual Adjusted EBITDA margin expansion
* 20% Adjusted Diluted EPS CAGR

US Foods will webcast live from the CAGNY event, which can be accessed at . An archived replay of the webcast will be available shortly after the live event is completed.


Chart showing US Foods' Adjusted EBITDA growth from 2022 to 2027, based on the company's long-range plan.


In conclusion, US Foods' strong performance, strategic focus, and positive outlook make it an attractive investment opportunity. With a "Strong Buy" rating from 12 analysts and a 12-month stock price forecast of $74.25, US Foods is expected to continue its growth trajectory and create shareholder value. Investors should consider adding USFD to their portfolios as the company presents at the 2025 CAGNY Conference and reaffirms its guidance.