US Foods(US:USFD) ZACKS·2025-07-31 15:07Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for US Foods, driven by higher revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - US Foods is expected to report quarterly earnings of $1.14 per share, reflecting a year-over-year increase of +22.6% [3]. - Revenues are projected to be $10.18 billion, representing a 4.9% increase from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.17% higher in the last 30 days, indicating a slight upward reassessment by analysts [4]. - The Most Accurate Estimate for US Foods aligns with the Zacks Consensus Estimate, resulting in an Earnings ESP of 0% [11]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likelihood of actual earnings deviating from consensus estimates, with a strong predictive power for positive readings [8][9]. - US Foods currently holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [11]. Historical Performance - In the last reported quarter, US Foods had an expected EPS of $0.69 but delivered $0.68, resulting in a surprise of -1.45% [12]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [13]. Industry Comparison - J&J Snack Foods, another player in the food industry, is expected to report an EPS of $1.74, indicating a year-over-year decline of -12.1% [17]. - J&J Snack Foods' revenues are expected to be $447.55 million, up 1.7% from the previous year, with a higher Most Accurate Estimate leading to an Earnings ESP of +0.87% [18].