Performance Food Group remains a "Buy" as valuation offers meaningful upside, even after recent underperformance versus the S&P 500. PFGC delivered strong revenue growth, driven by acquisitions and organic case volume increases, despite margin pressure and mixed segment profitability. Management raised 2026 revenue guidance to $67.7–$68 billion and reaffirmed 2028 EBITDA targets, supporting a bullish long-term outlook.
Performance Food Group Company (PFGC) Q3 2026 Earnings Call Transcript
Performance Food Group (PFGC) came out with quarterly earnings of $0.8 per share, beating the Zacks Consensus Estimate of $0.77 per share. This compares to earnings of $0.79 per share a year ago.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 17 | $1,421 | $1,934.43 | $513.43 | 36.13% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 201 | $18,073.93 | $22,871.79 | $4,797.86 | 26.55% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 33 | $2,942.8 | $3,739.56 | $796.76 | 27.07% |
Vaughan Nelson Vaughan Nelson Investment Management LP | 160 | $14,387.2 | $18,107.2 | $3,720 | 25.86% |
Lone Pine Capital Lone Pine Capital | 3.98M | $340.77M | $451.6M | $110.83M | 32.52% |
| Consumer Staples Distribution & Retail Industry | Consumer Staples Sector | Scott E. McPherson CEO | NYSE Exchange | 71377A103 CUSIP |
| US Country | 43,000 Employees | - Last Dividend | - Last Split | 24 Aug 1993 IPO Date |
Performance Food Group Company, operational since 1885 and based in Richmond, Virginia, stands as a pivotal distributor in the United States’ food and food-related products industry. Through its extensive network of subsidiaries, the company is adept at marketing and distributing an array of products across varied sectors. It structures its operations through three main segments: Foodservice, Vistar, and Convenience, catering to a wide spectrum of customer needs spanning from individual and chain restaurants to various institutional clients. Its service ethos is further enriched by offering value-added services that go beyond mere product delivery, focusing on enhancing the operating efficiency and menu appeal of its clientele.
Performance Food Group Company's diverse catalogue includes:
This extensive product range and service offering enable Performance Food Group to serve a wide array of customers, including independent and chain restaurants, schools, business and industry locations, hospitals, vending distributors, office coffee service distributors, retailers, convenience stores, theaters, hospitality providers, concessionaires, airport gift shops, college bookstores, corrections facilities, and impulse locations, as well as franchises and other institutional customers.