Stock Library / USFD

USFD Consumer Defensive Latest YouTube: Q2 2026 Published 2026-08-08

US Foods Holding Corp.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest on YouTube Latest on Spotify Latest on Podbean Apple Podcasts Amazon Music iHeartRadio YouTube Music Company Website Back to Library

Latest earnings video

US Foods (USFD) Q2 2026 Earnings: Every Cent Of The Beat Came From The Share Count

Published 2026-08-08

Open YouTube Open Spotify Open Podbean Apple Podcasts

Library coverage

Episodes tracked

1

Episodes linked

1

Latest video

Q2 2026

2026-08-08

Podcast available

Yes

Current price

$108.71

-1.38 (-1.25%)

Trailing / Forward P/E

33.45x

Forward: 19.82x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

4.5%

Earnings: 29.2%

Margins

4.2% op

Gross: 17.6% · Net: 1.8%

Balance sheet

1.14x current

Debt / Equity: 126.3

52-week range / Beta

$69.88 - $111.42

Beta: 0.82

Analyst target

$112.20

Upside: 3.2%

Cash / shareholder return

3.42% FCF yield

Dividend yield: —

Company context

Industry: Food Distribution

Country: United States

Employees: —

Price to book: 5.53x

Return on equity: 16.4%

US Foods Holding Corp., together with its subsidiaries, markets, sells, and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States. The company also provides MOXe, an all-in-one foodservice business application. Its customers include independently owned single and multi-unit restaurants, regional concepts, national restaurant chains, hospitals, nursing homes, hotels and motels, country clubs, government and military organizations, colleges and universities, and retail locations. The company was formerly known as USF Holding Corp. and changed its name to US Foods Holding Corp. in February 2016. US Foods Holding Corp. was incorporated in 2007 and is headquartered in Rosemont, Illinois.

Price chart

Market context for USFD

Competitive view

USFD vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

US Foods Holding Corp. latest YouTube video thumbnail

US Foods Holding Corp.

USFD

YouTube Spotify Podbean

Latest video

Q2 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.

Philip Morris International Inc latest YouTube video thumbnail

Philip Morris International Inc

PM

YouTube Podbean

Latest video

Q2 2026

Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.

Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.

Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.

Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.

Clorox Company (The) latest YouTube video thumbnail

Clorox Company (The)

CLX

YouTube Podbean

Latest video

Q4 FY2026

Growth profile looks mature or currently muted, which can cap multiple expansion unless execution improves.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.

Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

USFD

$23.52B

US Foods Holding Corp.

PM

$296.03B

Philip Morris International Inc

CLX

$12.69B

Clorox Company (The)

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

USFD

33.5x

US Foods Holding Corp.

PM

25.7x

Philip Morris International Inc

CLX

21.9x

Clorox Company (The)

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

USFD

19.8x

US Foods Holding Corp.

PM

20.7x

Philip Morris International Inc

CLX

16.5x

Clorox Company (The)

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

USFD

4.5%

US Foods Holding Corp.

PM

10.4%

Philip Morris International Inc

CLX

-2.0%

Clorox Company (The)

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

USFD

29.2%

US Foods Holding Corp.

PM

-7.5%

Philip Morris International Inc

CLX

-50.1%

Clorox Company (The)

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

USFD

4.2%

US Foods Holding Corp.

PM

40.0%

Philip Morris International Inc

CLX

12.9%

Clorox Company (The)

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

USFD

17.6%

US Foods Holding Corp.

PM

67.5%

Philip Morris International Inc

CLX

42.3%

Clorox Company (The)

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

USFD

1.8%

US Foods Holding Corp.

PM

25.6%

Philip Morris International Inc

CLX

8.7%

Clorox Company (The)

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

USFD

16.4%

US Foods Holding Corp.

PM

—

Philip Morris International Inc

CLX

163.8%

Clorox Company (The)

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

USFD

3.4%

US Foods Holding Corp.

PM

3.3%

Philip Morris International Inc

CLX

0.9%

Clorox Company (The)

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

USFD

126.31x

US Foods Holding Corp.

PM

—

Philip Morris International Inc

CLX

2221.43x

Clorox Company (The)

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

USFD

1.14x

US Foods Holding Corp.

PM

0.98x

Philip Morris International Inc

CLX

0.66x

Clorox Company (The)

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

USFD

0.82

US Foods Holding Corp.

PM

0.40

Philip Morris International Inc

CLX

0.54

Clorox Company (The)

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

USFD

—

US Foods Holding Corp.

PM

3.1%

Philip Morris International Inc

CLX

4.7%

Clorox Company (The)

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

USFD

3.2%

US Foods Holding Corp.

PM

7.3%

Philip Morris International Inc

CLX

-3.1%

Clorox Company (The)

Related research

Non-quarter videos featuring USFD

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections

Shorts and Clips 2026-08-08

USFD Stock: US Foods Q2 2026 Earnings - The Beat Was Bought #Shorts

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

YouTube

Episode timeline

Episode archive for USFD

Each row is one earnings episode with every verified platform link available.

Q2 2026

Episode live

2026-08-08

Published youtube podcast complete

US Foods (USFD) Q2 2026 Earnings: Every Cent Of The Beat Came From The Share Count

Quarterly earnings-analysis entry for US Foods Holding Corp.. Use the links on the right to open the video or podcast episode.

YouTube Spotify Podcast Apple Podcasts Amazon Show iHeart Show YouTube Music