US Foods (USFD) Lags Q1 Earnings and Revenue Estimates

Company Performance - US Foods reported quarterly earnings of $0.68 per share, missing the Zacks Consensus Estimate of $0.69 per share, but showing an increase from $0.54 per share a year ago, representing an earnings surprise of -1.45% [1] - The company posted revenues of $9.35 billion for the quarter ended March 2025, which was below the Zacks Consensus Estimate by 0.37%, but an increase from $8.95 billion year-over-year [2] - Over the last four quarters, US Foods has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] Stock Outlook - The immediate price movement of US Foods' stock will depend on management's commentary during the earnings call and the sustainability of earnings expectations [3][4] - US Foods shares have increased by about 2.5% since the beginning of the year, contrasting with the S&P 500's decline of -4.3% [3] Earnings Estimates - The current consensus EPS estimate for the upcoming quarter is $1.11 on revenues of $10.15 billion, and for the current fiscal year, it is $3.77 on revenues of $39.51 billion [7] - The estimate revisions trend for US Foods is currently unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Zacks Industry Rank for Food - Miscellaneous places it in the top 34% of over 250 Zacks industries, suggesting that the industry outlook can significantly impact stock performance [8] - Campbell's, another company in the same industry, is expected to report quarterly earnings of $0.65 per share, reflecting a year-over-year decline of -13.3% [9]