JP Morgan Maintains Neutral on US Foods Holdings, Lowers Price Target to $98

Full Transcript: US Foods Hldg Q2 2026 Earnings Call

US Foods Hldg (NYSE:USFD) reported second-quarter financial results on Thursday. The transcript from the company's second-quarter earnings call has been provided below. This transcript is brought to you by Benzinga

8-K filing — US Foods Holding Corp. (USFD)

Filed: 2026-10-02 AccNo: 0001665918-26-000048 Size: 2 MB Item 1.01: Entry into a Material Definitive Agreement Item 2.03: Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant Item 9.01: Financial Statements and Exhibits

Shares of wholesale food distribution companies are trading lower after August dining foot traffic data showed a 2.4% year-over-year decrease. Also, elevated energy prices and Fed rate expectations may lead to concerns over consumer demand and lower margins.