US Foods Is Setting the Stage for Robust Growth With Pronto, AI, & Private Label Power; But Is This Enough For A ‘Buy’ Rating?

US Foods Holding Corp. reported a solid second quarter for fiscal year 2025, exhibiting positive momentum across various strategic pillars. The company delivered a record adjusted EBITDA of $548 million, showcasing a 12% year-over-year increase and achieving an adjusted EBITDA margin of 5.4%, marking a 40-basis-point expansion. This growth was driven by disciplined cost management, strategic vendor initiatives, improved operational efficiency, and robust performance across its customer segments, particularly independent restaurants, healthcare, and hospitality sectors.