- Performance Food Group (PFG) reported adjusted earnings per share (EPS) of $1.55, surpassing both last year’s $1.45 and analysts’ estimates of $1.45.
- Total net sales increased by 12% year-over-year (y/y) to $16.94 billion, just above the expected $16.86 billion.
- Foodservice net sales showed robust growth of 20% y/y, reaching $9.19 billion, exceeding estimates of $9.15 billion.
- Convenience net sales grew by 2.8% y/y to $6.44 billion, slightly under the projected $6.45 billion.
- The company’s gross profit climbed by 15% y/y to $2.00 billion, aligning with market expectations.
- Adjusted EBITDA was reported at $546.9 million, a 20% increase y/y, surpassing estimates of $526.1 million.
- Convenience adjusted EBITDA rose by 4.8% y/y to $120.0 million, beating the forecast of $107.9 million.
- Adjusted Foodservice EBITDA increased by 24% y/y to $386.9 million, exceeding expectations of $382.4 million.
- For the first quarter of fiscal 2026, PFG anticipates net sales in the range of $16.6 billion to $16.9 billion.
- PFG forecasts adjusted EBITDA for the upcoming quarter to fall between $465 million and $485 million.
- George Holm, PFG’s Chairman & CEO, stated that fiscal 2025 ended strongly due to contributions from all operating segments.
- Analyst recommendations include 11 buys and 3 holds, with no sell ratings.
Performance Food Group Co on Smartkarma
Performance Food Group Co (PFG) is generating significant interest among analysts on Smartkarma, with coverage from Baptista Research showcasing a bullish sentiment towards the company. Analyst reports highlight PFG’s potential mega-deal with US Foods Holding Corp, which could lead to the creation of the largest foodservice distributor in the US. The proposed merger has sparked excitement within Wall Street circles, positioning PFG as a key player in the evolving food distribution industry.
Furthermore, Baptista Research‘s analysis of PFG’s recent financial performance underscores the company’s strategic growth initiatives. With a focus on expanding convenience sales and acquiring key players in the industry, PFG reported a notable 10.5% increase in net sales for the quarter. The research also emphasizes the company’s efforts in customer penetration and account expansion, contributing to Baptista Research‘s ‘Outperform’ rating for Performance Food Group Co.
A look at Performance Food Group Co Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 1 | |
| Growth | 5 | |
| Resilience | 2 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Performance Food Group Company, a player in the food distribution industry in the United States, is looking at a mixed bag in terms of their long-term outlook based on Smartkarma Smart Scores. With a high Growth score of 5, the company seems to be positioned well for expansion and development in the future. This is further supported by a strong Momentum score of 5, indicating a positive trend in the company’s performance.
However, there are some areas of concern as indicated by the scores. The Value score of 3 suggests that the company may not be currently undervalued, and the Resilience score of 2 implies some vulnerability to market fluctuations. Additionally, the Dividend score of 1 indicates a lower level of dividend payouts. Investors may need to carefully weigh these factors when considering Performance Food Group Co for long-term investment.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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