US Foods Holding: Rating Downgrade On Cautious FY 2025 Outlook

Following my coverage on US Foods Holding (NYSE: USFD ) in Mar'24, for which I recommended a buy rating due to my expectation that USFD is in a good position to continue growing EBITDA faster than revenue becauseI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn t ...