US Foods Holding Corp.

• USFD Stock Price 24h change: +3.08%. From 84.36 USD to 86.96 USD. The surge followed a new all-time high of $87.28 reached during intraday trading, driven by strong quarterly earnings beating estimates and aggressive share buybacks.
• From a technical perspective, USFD presents a "Strong Buy" signal across multiple timeframes. The stock is trading above its 50-day ($78.50) and 200-day ($77.60) moving averages, with a 14-day RSI of 59.02 indicating positive momentum without being overbought. Key resistance is identified at the recent $87.28 peak.
• US Foods reached a new all-time high of $87.28 on February 3, 2026, fueled by a Q4 earnings beat ($1.07 EPS vs. $1.05 consensus) and 4.8% year-over-year revenue growth.
• Major brokerages including Citigroup and Guggenheim recently raised their price targets to $95.00, citing the company's resilient growth despite macro headwinds like adverse weather and high labor costs.
• US Foods and Performance Food Group officially terminated their merger talks following a detailed regulatory evaluation, opting instead to focus on independent strategic initiatives.
• The restaurant industry faces intensified pressure as Fat Brands filed for Chapter 11 bankruptcy on January 28, citing $1 billion in debt and declining consumer spending as major factors.
• The National Restaurant Association’s 2026 forecast highlights a major shift toward "value-focused dining" and locally sourced ingredients as inflation-weary consumers reduce spending at full-service establishments.

• USFD Stock Price 24h change: +0.07%. From 83.56 USD to 83.62 USD. The stock maintained stability with a marginal gain after digesting previous weekly declines, supported by a "Moderate Buy" consensus and positive earnings expectations for the upcoming Q4 report.
• Technical analysis indicates a "Strong Buy" setup: USFD is trading above its 20-day (83.31), 50-day (82.64), and 200-day (78.85) moving averages. The RSI is neutral at 59.02, while the MACD remains positive at 0.34, suggesting a solid uptrend with some short-term consolidation near 52-week highs.
• US Foods Teamsters authorized a strike with a 98% vote on January 22, signaling potential labor disruptions in the distribution network.
• Citigroup maintained a "Buy" rating on January 27 with a price target of $95.00, citing confidence in the company's margin expansion and independent case volume growth.
• US Foods announced it will host its Q4 and Fiscal Year 2025 financial results conference call on February 12, 2026, with analysts expecting an EPS of $1.01.
• Foodservice field intelligence is set for a shift as Acxion Foodservice and Influxr AI announced an exclusive partnership on January 29 to deploy real-time AI insights for improved execution.
• The broader food industry is monitoring Gulfood 2026, which concluded on February 1, highlighting significant growth in the global halal food sector and new multi-million dollar investments in supply chain infrastructure.