Why US Foods Holding Corp. (USFD) stock moved
US Foods Holding Corp. (USFD) shares tumbled 5.5% to $97.45 as of September 10, 2026, a significant decline from the prior close of $103.09. BestStocks flagged the session as a major change for USFD. Below, we break down what changed for USFD, why it matters for investors, how the stock reacted, and the catalysts on the calendar.
USFD fell 5.5% to $97.45
USFD tumbled 5.5% in its latest session, moving from $103.09 to $97.45.
What it means for US Foods Holding Corp. investors
For US Foods Holding Corp. investors, the recent signals add up to a bearish shift. On the constructive side: US Foods Holding Corp. (USFD) moved +2.36% from $106.37 to $108.88 on 2026-08-07, reaching a new 30-day high; USFD moved +1.56% from its $105.33 open to a $106.97 close on 2026-08-06. Weighing against that: Material negative event; Sharp 5.5% decline — elevated risk. Wall Street's consensus price target sits at $117.00, implying +20.1% upside from $97.45. BestStocks rates the overall signal quality medium (60/100). With earnings roughly 56 days out, the next report is the most likely near-term test of the move.
USFD price reaction
USFD last traded at $97.45, down $5.64 (-5.47%) from the previous close of $103.09. The session traded on 1.2× average volume (normal), so participation was unremarkable. Over the past month the stock has ranged between $97.45 and $110.94, and it currently sits about 0% of the way up that band.
Bullish and bearish analyst opinions on US Foods Holding Corp. (USFD)
The consensus analyst price target on US Foods Holding Corp. (USFD) is $117.00, 20.1% above the recent $97.45. Over the past 90 days analysts logged 0 upgrades, 8 maintains, and 0 downgrades. Here is how the bullish and bearish cases on USFD line up.
The bullish case
- Wall Street's consensus price target of $117.00 implies +20.1% upside from $97.45.
- The Street's most bullish target is $127.00 (+30.3%).
- US Foods Holding Corp. (USFD) moved +2.36% from $106.37 to $108.88 on 2026-08-07, reaching a new 30-day high.
- USFD moved +1.56% from its $105.33 open to a $106.97 close on 2026-08-06.
- Positive price momentum.
The bearish case
- Material negative event.
- Sharp 5.5% decline — elevated risk.
- US Foods fell 3.20% to $99.79 following industry-wide margin anxiety in the food supply chain.
- US Foods Holding Corp. (USFD) moved -3.91% from $101.00 to $97.05 on 2026-07-15.
- USFD moved -3.95% from $103.99 to $99.88 on 2026-07-08.
Weighing both sides, BestStocks' composite read of recent signals is bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.
Analyst price targets and ratings are FMP consensus figures as of Sep 9, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.
Previous notable changes for USFD
Frequently asked questions about USFD
Why did US Foods Holding Corp. (USFD) stock move?
USFD tumbled 5.5% to $97.45. No single company-specific catalyst was confirmed during the move window, and it looks technical.
How much did USFD stock fall?
USFD lost 5.47% ($5.64) versus the prior close of $103.09, last trading at $97.45 on 1.2× average volume.
When is US Foods Holding Corp.'s next earnings date?
USFD's next earnings report is estimated for 2026-11-05 — about 56 days away.
What is the analyst price target for USFD?
The consensus analyst price target for USFD is $117.00, about 20.1% above the current $97.45. Over the past 90 days, analysts recorded 0 upgrades, 8 maintains, and 0 downgrades.
How BestStocks tracks USFD
This page is generated automatically by BestStocks' change-detection system after its price and volume cleared USFD-specific materiality thresholds, triggering an evidence check. It draws on 14 tracked change events for USFD, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of September 10, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.