Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of USFD revenue | Skew |
|---|---|---|---|
| POSTPost Holdings, Inc. | 41.20% | 8.28% | 5.0× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“The Company's products are sold globally to a diverse customer base including mass market merchants (such as Walmart Inc. ("Walmart") and Target), specialty stores (such as Williams Sonoma and Dunelm), department stores (such as Macy's, Kohl's and Belk), warehouse clubs (such as Costco Wholesale Corporation ("Costco"), and BJs), grocery stores (such as Publix, Kroger, Meijer, and Fred Meyer), off-price retailers (such as the TJX Companies, Inc. ("TJX") and Ross Stores), dollar channel retailers (such as Dollar General), food service distributors (such as US Foods, Clark Food Service and Jetro), food and beverage outlets (such as Starbucks) and e-commerce retailers and online marketplaces (such as Amazon.com, Inc. ("Amazon")).”
FILING10-K0000874396-26-000008cik 0000874396disclosed by LCUT
“The largest customers of our Foodservice segment, Sysco and US Foods, accounted for 41.2% of the segment's net sales in fiscal 2024.”
$3.3B relationship5.0× more of POST’s book than USFD’s
basisPOST fy2024 · closed 2024-09 $7.9BUSFD fy2025 · closed 2025-12 $39.4B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001530950-24-000365cik 0001530950disclosed by POST
“Customers can explore a wide array of products delivered right to their door via FedEx.”
FILING10-K0001665918-26-000008cik 0001665918
“We anticipate growing our foodservice distribution penetration through our relationships, for example, with Dot Foods, the largest redistribution company in the country, group purchasing organizations, including Foodbuy and Buyer's Edge, and broad-line distributors, including Sysco, US Foods, Performance Food Group, Gordon Food Service, Shamrock Foods and Ben E. Keith.”
FILING10-K0001193125-26-073423cik 0001579733disclosed by VITL
“Although we negotiate the pricing and other terms for the majority of our purchases of food and related products in the United States and Canada directly with national manufacturers, we purchase these products and other items through national distributors and suppliers, including Sysco, US Foods, Performance Food Group and regional distributors.”
FILING10-K0001584509-24-000212cik 0001584509disclosed by ARMK
Watchlist prices, news filtered to it, and its next report on your desk.
US Foods Holding Corp.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Wholesale-Groceries & Related Products
Prev close 91.78 · gapped above the open, then crossed back over prior close. High/low 94.79 at 9:15 am ET, 90.32 at 1:30 pm ET.
US Foods Holding Corp. has 4 disclosed suppliers and 1 disclosed customer. Each one is named in an SEC filing, either US Foods Holding Corp.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
USFD (US Foods Holding Corp.) has 4 disclosed suppliers and 1 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: POST −2.75%, in consumer.