Professional
Added to YB: 2025-11-28
Pitch date: 2025-10-27
PFGC [neutral]
Performance Food Group Company
-6.21%
current return
Author Info
No bio for this author
Company Info
Performance Food Group Company, through its subsidiaries, engages in the marketing and distribution of food and food-related products in North America.
Market Cap
$15.1B
Pitch Price
$99.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.88
P/E
46.21
EV/Sales
0.38
Sector
Consumer Staples Distribution and Retail
Category
special_situation
13D Activist Fund Portfolio Holding: Performance Food Group Company
PFGC (holding update): Sachem Head pushing US Foods merger after installing Ferguson on board. Potential $800M-$1B synergies based on Sysco's 2013 US Foods deal projections (70% of EBITDA). Better antitrust prospects vs Obama era (#2/#3 merger not #1/#2). Info sharing agreement signed post-campaign.
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