US Foods Holding Corp. (NYSE: USFD)

US Foods Holding Corp. operates as a broadline foodservice distributor in the United States, supplying a wide range of fresh, frozen, and dry food products as well as non food items to approximately 250,000 customer locations. The company serves independent restaurants, chain restaurants, healthcare facilities, hospitality venues, government agencies, and educational institutions through a network of over 70 distribution centers, more than 6,500 trucks, and over 90 cash and carry locations. Its operations are supported by a proprietary ecommerce platform MOXē, a fleet that enables scheduled and rapid deliveries, and a portfolio of exclusive brands that emphasize quality and innovation.

The company generates revenue primarily from the sale of food products across categories such as meats and seafood, dry grocery, refrigerated and frozen grocery, dairy, equipment disposables and supplies, beverage products, and produce. In fiscal year 2025, sales of meats and seafood reached $13,974 million, dry grocery contributed $6,685 million, refrigerated and frozen grocery totaled $6,635 million, dairy amounted to $4,214 million, equipment disposables and supplies equaled $3,631 million, beverage products generated $2,338 million, and produce accounted for $1,947 million. Total net sales for the year were $39,424 million. Beyond product sales, US Foods Holding Corp. earns revenue from its MOXē ecommerce platform, the Pronto delivery program, US Foods Direct online offerings, and the CHEFSTORE cash and carry locations, which together provide value added services such as menu planning, inventory management, and food cost analysis. A sales force of more than 4,000 associates engages with customers at local, regional, and national levels to drive these revenues.

US Foods Holding Corp. holds a leading position among national broadline foodservice distributors, competing primarily with Sysco Corporation and Performance Food Group Company. Its competitive advantages stem from a nationwide scale that includes over 70 distribution facilities, a fleet exceeding 6,500 vehicles, and more than 90 cash and carry locations. The MOXē platform integrates ordering, inventory, and business analytics tools, helping customers improve efficiency and streamline operations. A strong portfolio of exclusive brands provides differentiated quality and price points across numerous product categories. These capabilities enable the company to offer a broad assortment, reliable service, and tailored solutions to a diverse customer base.

The company serves a broad mix of customers including independent restaurants, regional and national restaurant chains, healthcare systems such as hospitals and nursing homes, hospitality operators like hotels, country clubs, and casinos, government agencies, and educational institutions from K to 12 schools to colleges and universities. While no single customer accounted for more than 2% of total sales in fiscal year 2025, the top 50 customers represented approximately 42% of net sales. Group purchasing organizations contributed roughly 27% of revenue, reflecting the importance of consolidated buying groups in the healthcare, hospitality, education, and government sectors.