US Foods' sales grew 2.1% in the third quarter, driven by a 1.3% volume lift and a tepid 0.4% inflation benefit. High-margin organic independent case volume popped 5.5%. Positive mix and ongoing efficiency initiatives helped adjusted EBITDA margin expand by 40 basis points to 5.3%.
US Foods’ investments in its digital ecosystem should raise switching costs by enhancing the customer value proposition through easier ordering and greater convenience, while also reducing the workload of its sales reps.
Ongoing macroeconomic pressures could sideline consumers’ appetite for food-away-from-home fare and temper US Foods’ ambitions to grow independent restaurant volumes.
Metric | USFD | PFGC | SYY |
|---|---|---|---|
Price/Earnings (Normalized) | 26.66 | 24.17 | 16.15 |
Price/Book Value | 5.36 | 3.43 | 9.28 |
Price/Sales | 0.59 | 0.25 | 0.43 |
Price/Cash Flow | 16.18 | 11.88 | 12.16 |
Metric | USFD | PFGC | SYY |
|---|---|---|---|
Quick Ratio | 0.64 | 0.62 | 0.90 |
Current Ratio | 1.11 | 1.61 | 1.46 |
Interest Coverage | 4.40 | 2.32 | 3.93 |
Metric | USFD | PFGC | SYY |
|---|---|---|---|
Return on Assets (Normalized) | 7.06% | 2.34% | 7.93% |
Return on Equity (Normalized) | 23.04% | 9.06% | 83.71% |
Return on Invested Capital (Normalized) | 12.71% | 5.75% | 16.08% |
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United States