US Foods Holding Corp. (USFD): Jim Cramer Discusses Performance Foods Deal

We recently published 10 Stocks Jim Cramer Discussed As He Commented On Latest Tariffs. US Foods Holding Corp. (NYSE:USFD) is one of the stocks Jim Cramer recently discussed.

US Foods Holding Corp. (NYSE:USFD) is one of the largest food distribution companies in America. It is one of the few companies in its group whose shares have gained year-to-date. US Foods Holding Corp. (NYSE:USFD)’s stock is up by 19.5% so far as the firm has benefited from strong earnings performance and optimistic analyst sentiment. US Foods Holding Corp. (NYSE:USFD)’s shares also gained in July after a Bloomberg report claimed that the firm was going to acquire Performance Foods. The combined entity could have $100 billion in revenue, and here’s what Cramer said:

“15 billion dollar company. 15 billion. . .This could be US Foods. This could be US Foods. The same company.”

A loading dock filled with dry goods and frozen food being loaded onto a truck.

Artisan Partners mentioned US Foods Holding Corp. (NYSE:USFD) in its Q1 2025 investor letter. Here is what they said:

“Notable adds in the quarter included CCC Intelligent Solutions and US Foods Holding Corp. (NYSE:USFD). US Foods stands as the second-largest food distribution company in the US, catering to independent restaurants, national chains, health care providers and hospitality venues. Historically fragmented, the food distribution industry has consolidated into three dominant players, driven by strategic M&A, procurement efficiencies, private label expansion and technological advancements. US Foods leads the industry with best-in-class asset and inventory turnover metrics, reflecting exceptional productivity. We believe the company is well positioned to achieve continued margin growth through several self improvement initiatives, including a new warehousing operating and management system, advanced routing, flexible scheduling, small truck service expansion, warehouse automation and enhanced vendor rebate programs. By following through on these operational enhancements, we believe US Foods is poised to strengthen its competitive edge, drive higher profitability and reinforce its standing as an industry leader. During Q1, the company reported thesis affirming earnings results, including 14% earnings growth, and we added to the position.”

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Disclosure: None. This article is originally published at Insider Monkey.