US Foods Holding: Visible Growth Story With Optionality (Rating Upgrade) (NYSE:USFD)

Following my coverage on US Foods Holding Corp. (NYSE: USFD ), for which I recommended a hold rating as I felt the growth expectations for FY25 were too much, especially with regard to independent restaurant case volumes, this post is toI 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 ...