US Foods Holding Posts Strong Q3 Financials Amid Mixed Volume Trends

US Foods Holding Corp. (NYSE: USFD) delivered a solid third quarter for fiscal 2025, posting net sales of about US$10.19 billion, slightly ahead of expectations. Adjusted EPS rose 26 % year‑over‑year to US$1.07, driven by gains in independent restaurant case volume and margin expansion. Adjusted EBITDA climbed approximately 11 % as the company leveraged its self‑help initiatives amid a sluggish broader foodservice backdrop. Volume trends were mixed: independent restaurant growth remained strong, but chain‑restaurant volume fell about 2.4 % year‑over‑year, even though it improved sequentially. Management noted macro risks—such as ongoing consumer softness and a government shutdown causing temporary disruptions in foodservice demand—yet reiterated confidence in its long‑term algorithm and growth strategy. The company also discussed changes to its sales‑force compensation model (moving to 100 % variable pay) and reiterated strategic priorities like gaining market share and margin improvement. #USFoods #FoodserviceGrowth #Q3Earnings #MarginExpansion #SlimScan #GrowthStocks #CANSLIM