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PFPFGC

Performance Food Group Co

$PFGC·$15B·Food Distribution·Consumer Defensive
$97.78+0.5%YTD+5.8%1Y-2.8%
Price updated 1d ago·X counts updated 6d ago
PFPFGC
$PFGCPerformance Food Group Co
$97.78+0.48%28 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PFGC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

28X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $PFGC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PFGC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

The move is getting stronger, with heavier trading behind it.

US foodservice distributor with Q4 FY26 revenue +6.4% YoY, 1.8% operating margin and shares flat YTD at a $14.4B market cap.

Performance Food Group distributes food and food-related products to restaurant, convenience and specialty customers, so revenue scales with foodservice volume and case mix against a thin-margin distribution model.

  • Q4 FY26 revenue $18.03B, +6.4% YoY with 1.8% operating margin; prior four quarters: +10.8%, +5.2%, +6.4%, +6.4% — consistent HSD revenue growth
  • TTM: 45x earnings, 0.24x sales, 7.6% ROE, 12% gross margin, 1.3% operating margin, FCF yield 6.3%, debt-to-equity 1.59 — scaled food-distribution economics
  • FY27 estimate: $67.9B revenue, $4.61 EPS; FY28 $72.9B, $5.66 EPS — modeling continued HSD revenue growth with EPS +23%
  • YTD +2.8%, trailing-12m -10.3% at $91.84 against a $14.4B market cap
  • Aug 24: executive-officer change filed
  • Barclays Global Consumer Staples Conference presentation

The operating line is doing what food-distribution scale compounders should — HSD revenue growth, 1.3-1.8% operating margin, FCF generation — against a 45x TTM multiple that is extended for the segment. FY27 EPS +23% is the swing factor.

What to watch: Nov 4 Q1 FY27 earnings and segment commentary — whether operating margin extends past the Q4 1.8% level or stays pinned.

On the calendar: 2026-11-04 Q1 FY27 earnings

Read the AI verdict on $PFGC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Foodservice distributor marketing and delivering food products to restaurants, convenience stores, and specialty venues across North America.

Industry overviewAI analysisGenerated by AI from underlying data

Where Food Distribution sits in its cycle right now — and what that implies for $PFGC.

Food Distribution · Consumer Defensive

Restaurant traffic normalization (back to pre-COVID levels) is sustaining foodservice distribution volume, while inflation-driven ASP growth is giving way to deflation risk in produce and protein categories. Supply chain consolidation (US Foods, Sysco) benefits the two dominant players through scale purchasing and private-label program economics.

What this means for $PFGC

Partial — Foodservice distributor marketing and delivering food products to restaurants, convenience stores, and specialty venues across North America.

Top industry ETF

$XLPConsumer Staples Select Sector SPDR
+6.1%YTD
+11.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
45.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
1.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
6.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
7.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$1.59$1.60-0.6%
Q1 2026May 6, 2026$0.80$0.78+3.2%
Q4 2025Feb 4, 2026$0.98$1.07-8.4%
Q3 2025Nov 5, 2025$1.18$1.16+1.7%
Next earningsWed, Nov 4·consensus EPS $1.29

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$18.0B+6.4%12.0%1.8%$1.03$223.6M
Q3 FY26$16.3B+6.4%11.9%0.9%$0.27$542.3M
Q2 FY26$16.4B+5.2%12.0%1.2%$0.40$487.8M
Q1 FY26$17.1B+10.8%11.8%1.3%$0.60$-224.1M

Forward consensus

5-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$67.9B$67.7B – $68.2B$4.61$4.46 – $4.6210
FY27$72.9B$72.8B – $72.9B$5.66$5.58 – $5.749
FY28$75.2B$73.6B – $77.2B$6.77$6.00 – $7.259
FY29$78.3B$74.7B – $79.7B$7.96$7.02 – $9.079
FY30$82.6B$80.4B – $83.6B$8.77$8.47 – $8.914

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.46%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+0.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β0.875-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 30Chasity D GroshSee Remarks1.0K sh$93KSellSep 1Hatcher Hugh PatrickSee Remarks3.0K sh$298KSellAug 25Erika T DavisSee Remarks1.3K sh$139KSellAug 25Donald S. BulmerSee Remarks1.4K sh$142KSellAug 25King A BrentSee Remarks1.3K sh$139KSellAug 24Donald S. BulmerSee Remarks10.5K sh$1.1MSellAug 21Erika T DavisSee Remarks1.2K sh$123KSellAug 21Chasity D GroshSee Remarks643 sh$67KSellAug 21King A BrentSee Remarks1.2K sh$123KSellAug 20Erika T DavisSee Remarks8.0K sh$835K
1–10 of 29
+ 40 other (27 inkinds · 7 awards · 6 exempts) in window

See when $PFGC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 248-K — Item 5.02: Officer or director change
AI summary

Performance Food Group Company (PFGC, Richmond VA), one of the largest US foodservice distributors, filed a current report on August 24, 2026 disclosing a change in executive officers or directors (Item 5.02) with exhibits (Item 9.01). The specific details of the leadership change are not visible in the excerpt. Leadership changes at a major food distribution company can be material to operational continuity.

8-KOfficer or director changeAug 208-K — Item 5.02: Officer or director change · Item 8.01: Other event
+ 8 other (2 13Gs · 2 earnings 8-Ks · 1 ARS · 1 proxy) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Performance Food Group Company to Host Webcast of First-Quarter Fiscal 2027 Resultsgurufocus.com·4d agoPerformance Food Group Company to Host Webcast of First-Quarter Fiscal 2027 Resultsbusinesswire.com·4d agoPerformance Food Group (NYSE:PFGC) & NextPlat (NASDAQ:NXPL) Head-To-Head Contrastdefenseworld.net·18d agoFinancial Contrast: Maplebear (NASDAQ:CART) vs. Performance Food Group (NYSE:PFGC)defenseworld.net·26d agoCalifornia State Teachers Retirement System Boosts Holdings in Performance Food Group Company $PFGCdefenseworld.net·36d ago

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Voices on X · last 7 days

No standout posts about $PFGC on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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