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US Foods Holding Corp.

USFD pitch long Edgardo Gutierrez, CFA, Yuri Rettore, CFA, Rodolfo Zeidler, CFA

Thesis

US Foods is positioned for significant gross margin expansion driven by independents and private label growth. The company has a clear path to reduce operational expenses and improve EBITDA margins, while activist involvement could further enhance shareholder value and close the valuation gap with Sysco. The projected EPS growth and potential for an increased P/E multiple suggest a strong investment opportunity.

Did it work?

worked confidence: high

The long thesis on US Foods played out decisively: the stock returned +193.1% over the ~7.4 years since the pitch, far exceeding a typical market return and validating the bullish direction. The core thesis dynamics largely materialized — US Foods expanded EBITDA margins through independent case growth and private label penetration, executed cost-reduction initiatives, and attracted activist involvement (e.g., Sachem Head), supporting EPS growth and a re-rated multiple. With the horizon long past and the thesis elements confirmed, this is a clear win.