US Foods Seeing Inflows

USFD is a food distributor, offering frozen and dry food and non-food products to over 250,000 customers throughout the U.S. The company operates multiple food brands and has more than 160 in-person locations for customers to shop. In addition to food, the company also offers its customers e-commerce, technology, and business solutions.

As for earnings, USFD’s first-quarter fiscal 2025 report showed adjusted EBITDA growing over 9% and adjusted diluted per-share earnings increasing 26%. Net sales jumped by 4.5%, to $9.4 billion. Also, USFD grew its business across its portfolio, including growth in total case volume, independent restaurants, health care, and hospitality. Also, the company authorized a share repurchase program of $1 billion.

It’s no wonder USFD shares are up 16% this year – and they could rise more. MoneyFlows data shows how Big Money investors are betting heavily on the forward picture of the stock.

Big Money Buying US Foods

Institutional volumes reveal plenty. In the last year, USFD has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in USFD shares. They reflect our proprietary inflow signal, pushing the stock higher:

Plenty of discretionary names are under accumulation right now. But there’s a powerful fundamental story happening with US Foods.

US Foods Fundamental Analysis

Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, USFD has had strong sales and earnings growth:

• 3-year sales growth rate (+8.8%)
• 3-year sales EPS rate (+63.4%)

Source: FactSet

Also, EPS is estimated to ramp higher this year by +19.3%.

Now it makes sense why the stock has been powering to new heights. USFD has a track record of strong financial performance.

Marrying great fundamentals with our proprietary software has found some big winning stocks over the long term.

US Foods has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s made the rare Outlier 20 report multiple times in the last nine years. The blue bars below show when USFD was a top pick…rising with Big Money support:

Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

US Foods Price Prediction

The USFD rally isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in USFD at the time of publication.

If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights.