PFGC Performance Food Group Company

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Performance Food Group (PFGC) trades around $91.55 after recent weakness, with the stock down about 11% over the past month and roughly 17% over the past 3 months. Zooming out, Performance Food Group’s recent pullback sits against a mixed backdrop, with a 30 day share price return that is down 10.66% and a year to date share price gain of 3.98%. The 3 year total shareholder return of 55.54% points to stronger longer term momentum despite a 12.22% decline over the past year. Scan how...

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at consumer discretionary stocks, starting with Performance Food Group (NYSE:PFGC).

Hatcher disposed of $298,000 in stock under a pre-established Rule 10b5-1 trading plan, reducing his direct holdings to 58,167 shares worth $5.77 million.

United Natural Foods (UNFI) swung to stronger-than-expected fourth-quarter earnings and announced a

SupplyCaddy has received growth investment from CEAS Investments, which is a partner in the business. Established in 2020, SupplyCaddy supplies customised packaging and supply chain services to restaurant groups. It currently works with more than 70 brands, among them sweetgreen, Dave’s Hot Chicken, Huey Magoo’s and Burger King, covering over 6,500 sites in North America and […]

SYY targets 6-7% fiscal 2027 sales growth as AI-enabled projects aim to deliver $100 million in savings and support faster earnings growth.

SYY targets 6-7% fiscal 2027 sales growth and 9-11% adjusted earnings growth, but costs, traffic and Restaurant Depot uncertainty keep risks in focus.

SupplyCaddy provides customised packaging and supply chain services to restaurant groups.

Hatcher disposed of stock to cover tax withholding on vesting equity awards, reducing his direct position by 2% while retaining $6.42 million in holdings.

Performance Food Group Company (NYSE:PFGC) reported fiscal fourth-quarter sales of $18.03 billion, up 6.4% from a year earlier, as overall product cost inflation reached approximately 4.7%. Yet the quarter was not simply a pricing story. Total case volume increased 3.5%, while organic case volume rose 1.8%. Net income climbed 23.4% to $162.3 million, although non-GAAP […]

McPherson discusses market share gains despite negative restaurant foot traffic.

Performance Food Group’s second quarter saw sales growth across all segments, but results fell short of Wall Street’s revenue expectations, prompting a negative market reaction. Management cited persistent cost inflation, especially in fuel and certain product categories, as headwinds that constrained margin expansion. CEO Scott McPherson noted, “External factors weighed on the broader food-away-from-home industry,” while emphasizing that new business wins in both the Foodservice and Convenience

Performance Food Group (NYSE:PFGC) used its latest Q2 earnings update to highlight company wide efforts in procurement and technology. Management discussed progress on integrating recent acquisitions and the related cost and revenue synergies targeted across the business. The company outlined guidance that points to broad based growth initiatives and ongoing synergy realization through 2027. For investors tracking how food distribution and logistics companies use data, automation and scale...

While the market looks for AI plays, billionaire Dan Loeb bought a new stake in a food service distributor. Recent filings show billionaire Loeb’s Third Point bought Performance Food Group (NYSE:PFGC) in the second quarter. The stake is worth about $75.5 million, and it’s a new position for the fund. What Performance Food Group Does […]

Food distribution giant Performance Food Group (NYSE:PFGC) missed Wall Street’s revenue expectations in Q2 CY2026, but sales rose 6.4% year on year to $18.03 billion. On the other hand, the company’s outlook for the full year was close to analysts’ estimates with revenue guided to $72.75 billion at the midpoint. Its non-GAAP profit of $1.59 per share was in line with analysts’ consensus estimates.

Performance Food Group's sales growth reflects gains in independent Foodservice, Convenience and Specialty, despite higher costs.

PFGC delivers 6.4% sales growth and over $1 billion in free cash flow, with strong independent case growth and new national accounts positioning the company for continued momentum.

Moby summary of Performance Food Group Company's Q4 2026 earnings call

Performance Food Group (NYSE:PFGC) reported fiscal fourth-quarter growth in sales, gross profit and adjusted EBITDA, as the food distributor cited market-share gains across its foodservice, convenience and specialty businesses despite pressure on restaurant traffic and operating costs. For the quar

Food distribution giant Performance Food Group (NYSE:PFGC) will be reporting results this Wednesday before market hours. Here’s what to expect.

Earnings Results in Focus

U.S. Stock Futures Rise After In-Line Key Inflation Data.

The headline numbers for Performance Food (PFGC) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Performance Food (PFGC) delivered earnings and revenue surprises of -1.85% and -1.02%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The main US equity benchmarks were trending higher in Wednesday's premarket activity as traders awai

Executive Chair George L. Holm recently exercised stock options and sold shares of Performance Food Group (PFGC) under a pre-set Rule 10b5-1 trading plan, while retaining a sizeable holding valued at about $186 million. See our latest analysis for Performance Food Group. At a share price of $114.90, Performance Food Group has seen strong recent momentum, with a 90 day share price return of 22.14% and a 3 year total shareholder return of 98.34%. This points to investors reassessing its longer...

In recent days, Wall Street analysts have projected that Performance Food Group’s latest quarterly results would show earnings of $1.62 per share and revenue of $18.21 billion, both higher than the same period a year earlier, while consensus earnings estimates have been adjusted slightly lower over the past month. At the same time, Executive Chair George L. Holm exercised options and sold shares through a pre-set Rule 10b5-1 trading plan, yet still retains a substantial holding of more than...

Performance Food Group stock has returned 147.0% over the past 5 years, yet the current valuation checks and market multiples point to a company that screens as expensive rather than obviously cheap today. A 147.0% total return over 5 years highlights how strongly Performance Food Group has rewarded long term shareholders, which raises the bar for what needs to happen next to justify the current share price. Expectations for continued growth in revenue and cash generation can support a...

Executive Chair George L. Holm exercised options and sold shares under a pre-established trading plan, while retaining a $186 million stake.

Get a deeper insight into the potential performance of Performance Food (PFGC) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Performance Food (PFGC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Most consumer discretionary businesses succeed or fail based on the broader economy. This sensitive demand profile can cause the industry to underperform when macro uncertainty enters the fray, and over the past six months, its 4.1% return has fallen short of the S&P 500’s 8.3% gain.

Sprouts Farmers (SFM) delivered earnings and revenue surprises of +1.48% and -0.12%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Since July 2021, the S&P 500 has delivered a total return of 77.6%. But one standout stock has more than doubled the market - over the past five years, Performance Food Group has surged 160% to $113.18 per share. Its momentum hasn’t stopped as it’s also gained 18.7% in the last six months, beating the S&P by 7.3%.

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

US restaurant and food distribution companies likely saw a mixed second quarter, with largely stable

Restaurant and food companies continue to see mixed performance, as stronger operators outperform wh