Description

Performance Food Group Company Ramps Up Convenience Sales—Is This the Secret to Beating Headwinds? 

Performance Food Group (PFG) recently reported its fiscal Q3 2025 financial results, providing insight into its current position and future outlook. The report highlighted several dynamics within the company’s operating segments and provided guidance for the remainder of the year. PFG reported a 10.5% growth in net sales for the quarter, attributed to strategic acquisitions of Cheney Brothers and Jose Santiago, alongside organic growth. Notably, organic independent restaurant case growth was recorded at 3.4% for the period. There was a marked improvement toward the end of the quarter, with April achieving 6% growth in organic independent restaurant cases, indicative of potential recovery despite earlier challenges. The convenience segment also saw an uptick, growing volume by approximately 1% in the quarter, outperforming the industry trends which saw declines in key categories. PFG’s gross profit saw an increase of 16.2% quarter-over-quarter, with operational improvements leading to margin expansions across its Foodservice, Convenience, and Specialty segments. In particular, the Specialty segment, despite a challenging top-line environment, produced a 6.9% growth in adjusted EBITDA.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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