Pentallect has continued to conduct our quarterly analyses of the most recent performance1 of 20 publicly traded, multi-billion-dollar, brand-oriented food and beverage companies. Collectively, the...
In the absence of inflationary tailwinds, each of the Big 3 foodservice distributors – Performance Food Group, Sysco and US Foods – reported very solid growth in revenues, volume and profitability. ...
The “Big 3” foodservice distributors have a 35 – 40% share of market1 and, as such, are a reasonable proxy for the broader market. Their most recent results, most notably their total and independent...
A year ago, the industry was recovering, and food cost inflation was 16.4% (a rate that, in hindsight, is hard to fathom). Consequently, the Big 3 sales were +29.5% and case volume was a...
Performance Food Group (PFG), Sysco and US Foods (the Big 3) recently released their 2023 first quarter results. These results reflect several significant, generally favorable and rather interesting...
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