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Core Viewpoint - Performance Food Group Company (NYSE:PFGC) is recognized as one of the best FMCG stocks to invest in, despite a recent price target reduction by UBS from $120 to $108 while maintaining a "Buy" rating, indicating a stable growth outlook for the company [1]. Financial Performance - For Q2 2026, Performance Food Group reported a 5.2% year-over-year increase in net sales, reaching $16.4 billion, driven by higher case sales and increased selling prices per case [3]. - The company's total case volume rose by 3.4% year-over-year, with organic case volume increasing by 2.8% due to a 5.3% rise in organic independent cases [2]. - Net income for Q2 2026 increased by $19.3 million year-over-year to $61.7 million, supported by higher gross profit, although this was partially offset by increased operating expenses, income taxes, and interest expenses [3]. Future Outlook - For Q3 2026, Performance Food Group anticipates net sales to be between approximately $16.0 billion and $16.3 billion, indicating continued growth in the upcoming quarter [4].

Core Viewpoint - Performance Food Group Company announced the pricing of its offering of $1.06 billion aggregate principal amount of 5.625% Senior Notes due 2034, with the offering expected to close on February 19, 2026, subject to customary closing conditions [1]. Group 1 - The offering consists of 5.625% Senior Notes due 2034 [1]. - The total amount of the offering is $1.06 billion [1]. - The net proceeds from the offering will be utilized by the company for unspecified purposes [1].

RICHMOND, Va.--(BUSINESS WIRE)--Performance Food Group Company ("PFG†) (NYSE: PFGC) announced today that its indirect wholly-owned subsidiary, Performance Food Group, Inc. (the "Issuer†), intends, subject to market and other conditions, to offer $1.06 billion aggregate principal amount of Senior Notes due 2034 (the "notes†). PFG intends to use the net proceeds from the offering, together with borrowings under its revolving credit facility, to redeem all of the Issuer's outstanding 5.500% Senior. ...

Management reiterated confidence in longer-term targets disclosed previously, emphasizing a combination of market share gains, margin enhancement and operating leverage. McPherson also pointed to technology as an area of personal focus, alongside continued organic growth and acquisitions.McPherson opened the call by recognizing Holm’s retirement after nearly 25 years with the company and said Holm will remain active as executive chair, particularly in strategic M&A, customer relationships, and overarching s ...

Washington, D.C. 20549 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 27, 2025 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to ___________ Commission File Number 001-37578 Performance Food Group Company (Exact name of registrant as specified in its charter) Delaware 43-1983182 (Sta ...

Core Insights - Performance Food Group (PFGC) reported revenue of $16.44 billion for the quarter ended December 2025, marking a year-over-year increase of 5.2% [1] - The earnings per share (EPS) for the same period was $0.98, unchanged from the previous year, but below the consensus estimate of $1.07, resulting in an EPS surprise of -8.09% [1] - The reported revenue fell short of the Zacks Consensus Estimate of $16.56 billion, leading to a surprise of -0.71% [1] Revenue Breakdown - Convenience revenue reached $6.33 billion, exceeding the two-analyst average estimate of $6.24 billion, with a year-over-year change of +6.1% [4] - Foodservice revenue was reported at $8.8 billion, below the estimated $9.01 billion from two analysts [4] - Intersegment Eliminations revenue was -$181.4 million, slightly worse than the estimated -$175.96 million, but showed a year-over-year improvement of +5.2% [4] - Corporate & All Other revenue was $239.7 million, marginally below the average estimate of $240.64 million, reflecting a -0.2% change year over year [4] - Specialty revenue totaled $1.25 billion, slightly below the estimated $1.26 billion, with a year-over-year increase of +1.5% [4] Stock Performance - Shares of Performance Food have returned +11% over the past month, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.9% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Performance Food Group Company (NYSE:PFGC) Q2 2026 Earnings call February 04, 2026 09:00 AM ET Company ParticipantsBen Wood - VP of Equity ResearchBill Marshall - SVP and Head of Investor RelationsEdward Kelly - Managing Director and Equity Research analystPatrick Hatcher - CFOScott McPherson - EVP and Chief Field Operations OfficerConference Call ParticipantsAlex Slagle - SVP and Equity Research AnalystBrian Harbour - Executive Director and Senior Equity Research AnalystDanilo Gargiulo - Senior AnalystJeff ...

Financial Data and Key Metrics Changes - PFG's total net sales grew by 5.2% in Q2 2026, with total company cases increasing by 3.4% [19] - Net income reached $61.7 million, a 45.5% increase year-over-year [21] - Adjusted EBITDA increased by 6.7% to $451 million, with diluted earnings per share at $0.39 and adjusted diluted earnings per share flat at $0.98 year-over-year [22] Business Line Data and Key Metrics Changes - Food service segment delivered 5.3% organic independent case growth, driven by a 5.8% independent account growth [7] - Convenience segment net sales increased by 6.1%, benefiting from market share gains and onboarding of new accounts [13] - Specialty segment saw modest improvement in top-line trends, with sales growth in vending, office coffee, retail, campus, and travel channels [16] Market Data and Key Metrics Changes - Industry-wide foot traffic decelerated, with December traffic down 3.5% [9] - Convenience segment sales were driven by low single-digit dollar growth from food and mid-teen non-combustible nicotine product sales growth [14] - Total company cost inflation was approximately 4.5%, with food service inflation at 1.8% and convenience cost inflation at 7.4% [20] Company Strategy and Development Direction - The company is focused on a three-year strategic vision aimed at revenue growth, market share gains, gross margin enhancement, and improving operating leverage [6] - PFG is committed to pursuing strategic M&A opportunities, with a robust pipeline and a history of successful acquisitions [25] - The integration of Cheney Brothers is expected to contribute significantly to revenue and profit growth in the future, with synergies anticipated to flow through in years two and three post-acquisition [11][12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to drive growth and EBITDA performance despite a challenging macro environment [6] - The company anticipates a modest sequential decline in net interest expense and expects to maintain a tax rate close to historical averages [23][24] - Management remains optimistic about achieving the full-year guidance and the three-year projections announced at Investor Day [27] Other Important Information - The company generated $456 million of operating cash flow in the first half of 2026, an increase of $77 million compared to the same period last year [24] - PFG did not repurchase any shares under its share repurchase program in the quarter, prioritizing debt reduction instead [25] Q&A Session Summary Question: Can you provide additional color on performance by month for organic independent case growth? - Management noted strong performance in October, followed by a decline due to the government shutdown, with a rebound in January despite weather impacts [30][32] Question: How did the pace of your sales force growth compare to recent quarters? - The sales force growth remained consistent at around 6%, with a focus on market share performance [34] Question: Can you discuss the dynamics at play for the food service business in the second quarter? - Management highlighted strong independent growth but noted elevated operating expenses due to Cheney investments and deflation in cheese and poultry [38][40] Question: What is the outlook for the convenience segment's EBITDA margins? - Management expressed optimism about margin expansion due to growth in food service and non-combustible nicotine products [42][44] Question: How is the company managing procurement opportunities? - Management indicated confidence in achieving procurement synergies over the three-year plan, with progress expected in the back half of the year [47][49] Question: What is the impact of deflation on margins? - Deflation is expected to impact margins, particularly in cheese and poultry, which the company overindexes [50][91] Question: How does the company view the competitive environment? - Management noted consistent market share gains and did not observe significant changes in the competitive landscape [82]

Exhibit 99.1 1 This earnings release includes several metrics, including Adjusted EBITDA, Adjusted Diluted Earnings Per Share, and Free Cash Flow, that are not calculated in accordance with Generally Accepted Accounting Principles in the U.S. ("GAAP"). Please see "Statement Regarding Non-GAAP Financial Measures" at the end of this release for the definitions of such non-GAAP financial measures and reconciliations of such non-GAAP financial measures to their respective most comparable financial measures calc ...