Jim Cramer Discusses Performance Foods Deal

We have recently published 10 stocks discussed Jim Kramer as it commented on the latest definitions. US Foods Holding Corp. (NYSE: USFD) is one of the shares that Jim Cramer recently discussed.

US Foods Holding Corp. (NYSE: USFD) is one of the largest food distribution companies in America. It is one of the few companies in its group that its shares have gained from year to date. US Holding Corp. (NYSE: USFD) by 19.5 %, as much as the company benefited from the performance of strong profits and optimistic analysts. It also gained the shares of US Foods Holding Corp. (NYSE: USFD) in July after the Bloomberg report claimed that the company will get performance foods. The joint entity can have $ 100 billion in revenue, and here is what Kramer said:

“15 billion dollars is a company 15 billion. This can be American foods. This can be American foods. The same company.”

A loading pavement filled with dry goods and frozen foods loaded on a truck.

Artisan Partners US Foods Holding Corp. (NYSE: USFD) in the investor speech Q1 2025. This is what they said:

The noticeable addition in the quarter included smart CCC solutions and US Foods Holding Corp. (NYSE: USFD). US Foods stands the second largest food distribution company in the United States, which meets the needs of independent restaurants, national chains, health care providers and hospitality. Historically fragmented, the food distribution industry has been unified with three dominant players, driven by integration and strategic purchase, purchasing efficiency, expansion of private posters and technological developments. The United States leads industry foods with the best asset rotation and stocks in its class, which reflects exceptional productivity. We believe that the company is in a good position to achieve continuous margin growth through many self -improvement initiatives, including a new warehouse operating and management system, advanced guidance, flexible scope, expansion of small truck service, warehouse automation, and improved seller discount programs. By following these operational improvements, we believe that foods are ready to enhance their competitive advantage, pay a higher profit and enhance their position as a pioneer in this field. During the first quarter, the company reported a thesis confirming the results of the profits, including 14 % profit growth, and we added this position. “

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