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Performance Food Group Company (PFGC) investor relations material
Performance Food Group Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary13 Aug, 2025
Executive summary
Fiscal 2025 ended with strong sales and case volume growth, surpassing $63B in sales, driven by acquisitions, organic expansion, and improved business mix.
All three segments—foodservice, convenience, and specialty—contributed to performance, with momentum carrying into fiscal 2026.
Integration of Cheney Brothers and José Santiago contributed to market share gains and operational momentum.
Aggressive hiring of sales reps (8.8% increase year-over-year) and strategic investments in people are expected to accelerate growth.
The board rejected US Foods' information-sharing request, reaffirming commitment to independent strategy and shareholder value.
Financial highlights
Q4 net sales rose 11.5% to $16.9B; full-year net sales up 8.6% to $63.3B.
Q4 gross profit increased 14.6% to $2.0B; full-year gross profit up 12.8% to $7.4B.
Q4 net income was $131.5M; full-year net income down 22% to $340.2M.
Adjusted EBITDA grew 19.9% in Q4 to $546.9M and 17.3% for the year to $1.77B.
Diluted EPS in Q4 was $0.84; adjusted diluted EPS was $1.55, up 6.9% year-over-year.
Outlook and guidance
Fiscal 2026 net sales projected at $67B–$68B; adjusted EBITDA expected between $1.9B–$2.0B.
Q1 2026 guidance: net sales of $16.6B–$16.9B and adjusted EBITDA of $465M–$485M.
Three-year targets reaffirmed: $73B–$75B sales and $2.3B–$2.5B adjusted EBITDA by fiscal 2028.
Fiscal 2027 will include a 53rd week.
Guidance excludes certain non-recurring items and acquisition-related charges.
Explain the drivers behind Foodservice's sales increase.
What factors offset Convenience's gross profit increase?
Detail the board's rationale for the new share repurchase.
How will new Core-Mark customers affect Q2 profits?
What's driving the difference in QSR performance?
Elaborate on PFG's West Coast organic growth.
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Next Performance Food Group Company earnings date
Q1 20265 Nov, 2025
Next Performance Food Group Company earnings date
Q1 20265 Nov, 2025
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Frequently asked questions
Performance Food Group Company, through its subsidiaries, markets and distributes food and food-related products in the United States. It operates through two segments, Foodservice and Vistar. The company offers a range of frozen foods, groceries, candy, snacks, beverages, cigarettes, and other tobacco products, as well as beef, pork, poultry, and seafood. It also sells disposables, cleaning and kitchen supplies, and related products. In addition, the company offers value-added services that include product selection and procurement; menu development; recipe management; strategic planning or consulting; new store openings; data analysis; marketing support services; culinary support services; data processing; credit card processing; accounts receivable financing to independent operators; group purchasing organization for the purpose of providing cost savings opportunities to our customers; co-branding programs for the benefit of our customers' patrons and our brand partners; and electronic ordering platforms that provide labor efficiency advantages to our customers. It serves approximately 165,000 independent and national chain restaurants, quick-service eateries, pizzerias, theaters, schools/colleges/universities/ hospitals/other institutions (SCHUHS), vending operators and office coffee service distributors.
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