US Foods Holding Corp. (USFD): An Investment Analysis

from The Gemini Brief - Investment Deep Dives · host Lukasz Tomicki and LRT Capital Management LLC

Company Overview & Business Model US Foods Holding Corp. (USFD) is a leading American food company and the second-largest foodservice distributor in the United States.1 The company’s business model is centered on the marketing, sale, and distribution of a comprehensive portfolio of food and non-food products to a customer base of approximately 250,000 restaurants and […]

Episode metadata supplied by the publisher feed · Published May 23, 2026

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US Foods Holding Corp. (USFD): An Investment Analysis

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