US Foods Holding Corp. reported a notable increase in financial performance for the 13 and 26 weeks ended June 27, 2026, compared to the same periods in the previous year. Net sales rose by $450 million, or 4.5%, to $10,532 million for the 13-week period, and by $709 million, or 3.6%, to $20,142 million for the 26-week period. The growth was primarily driven by a 1.9% increase in total case volume, with independent restaurant case volume increasing by 5.1%. Gross profit also saw an increase, rising by $142 million, or 8.0%, to $1,919 million for the 13 weeks, and by $181 million, or 5.3%, to $3,572 million for the 26 weeks.
The company experienced significant changes in its operating expenses, which increased by $71 million, or 5.1%, to $1,476 million for the 13 weeks, and by $118 million, or 4.2%, to $2,913 million for the 26 weeks. This rise in expenses was attributed to higher distribution, selling, and administrative costs, although efforts to streamline administrative processes helped mitigate some of the increases. Operating income improved to $443 million for the 13 weeks and $659 million for the 26 weeks, reflecting an increase of $71 million and $63 million, respectively.
In terms of strategic developments, US Foods completed the acquisition of Jake’s Finer Foods in January 2025 for $92 million, enhancing its distribution capabilities in Texas. The company also divested its Freshway business during the fiscal quarter ended March 29, 2025, for approximately $38 million, which did not significantly impact its overall financial results. The company continues to focus on expanding its product offerings and enhancing customer service through its MOXē® digital platform, which supports order and inventory management for approximately 250,000 customer locations nationwide.
Operationally, US Foods reported a total case volume increase of 1.6% for the 26 weeks, with independent restaurant case volume up by 4.8%. The company’s employee headcount remains stable, supported by a network of over 4,000 sales associates and more than 70 distribution facilities. The company’s liquidity position is strong, with approximately $1.8 billion in cash and available liquidity as of June 27, 2026, allowing it to meet ongoing operational needs and capital expenditures.
Looking ahead, US Foods anticipates continued growth driven by case volume increases and food cost inflation. The company expects total cash capital expenditures for fiscal year 2026 to be between $400 million and $440 million, funded through operational cash flow. The management remains optimistic about leveraging its scale and operational efficiencies to enhance profitability and market share in the competitive foodservice distribution sector.
About US Foods Holding Corp.
US Foods Holding Corp. is a leading broadline foodservice distributor providing quality food and non-food products, private brands, and value-added services to approximately 250,000 customer locations nationwide. Its core business includes sourcing, distribution, and digital tools to support independent restaurants, healthcare, and hospitality sectors. The company emphasizes innovation, supply chain efficiency, and customer support to maintain competitive advantage in the highly fragmented industry.
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