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USFD · Current Report (Form 8-K) · Filed November 24, 2025

US Foods Holding Corp — Current Report (Form 8-K)

Form
8-K
Filed
November 24, 2025
Period
Nov 24, 2025
Ticker
USFD
Accession
0001665918-25-000148
Boardroom Alpha · Filing insights

US Foods ends merger talks with Performance Food Group and reaffirms guidance; launches accelerated $250M buyback and a $1B program.

Buyback authorized
About US Foods Holding Corp
Market cap
$17.8B
1Y TSR
+9.4%
3Y TSR
+26.1%
Board grade
B
Sector
Consumer Defensive
CEO
David E Flitman
Last annual meeting: May 14, 2026 · View full US Foods Holding Corp profile →
usfd-20251124

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): November 24, 2025
_____________________________________________________________________________________

US FOODS HOLDING CORP.
(Exact name of registrant as specified in its charter)
 
Delaware 001-37786 26-0347906
(State or other jurisdiction of
incorporation)
 (Commission File Number) (I.R.S. Employer
Identification Number)
9399 W. Higgins Road, Suite 100
Rosemont, IL 60018
(Address of principal executive offices) (Zip code)

(847) 720-8000
(Registrant’s telephone number, including area code)

Not Applicable
(Former name, former address and former fiscal year, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
  
 Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading symbol(s)Name of each exchange on which registered
Common Stock, par value $0.01 per shareUSFDNew York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.






Item 7.01. Regulation FD Disclosure.

On November 24, 2025, US Foods Holding Corp. (the "Company"), issued a press release announcing that the Company and Performance Food Group Company have terminated the previously-announced information sharing process by mutual agreement and will no longer pursue a potential combination.

Additionally, the Company announced in the press release that it is reaffirming its fiscal year 2025 guidance and 2025 to 2027 long-range plan growth algorithm provided on its third quarter earnings call on November 6, 2025. The Company also announced its intent to enter into an accelerated share repurchase agreement for an aggregate of $250 million of the Company's common stock, as part of its previously authorized share repurchase program, and that the Company’s Board of Directors has approved a new $1 billion share repurchase program. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.

The information in Item 7.01 of this Current Report on Form 8-K and Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such a filing. For important information about forward looking statements, see the information under the heading “Forward-Looking Statements” in Exhibit 99.1 attached hereto.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits
Exhibit
Number
  Description
 
99.1  
104Cover Page Interactive Data File (embedded within the Inline XBRL document).



SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
 
    
DATED: November 24, 2025 US Foods Holding Corp.
    
 By:/s/ Dirk J. Locascio
   Dirk J. Locascio
   Chief Financial Officer


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Reference

Frequently asked questions

When did US Foods Holding Corp file this 8-K?
US Foods Holding Corp (USFD) filed this Current Report (Form 8-K) with the SEC on November 24, 2025. The accession number assigned by EDGAR is 0001665918-25-000148.
What does an 8-K disclose?
Form 8-K is the SEC's current-report form, used to disclose material events between periodic reports (10-K / 10-Q). Triggers include CEO/CFO departures, acquisitions, bankruptcies, earnings releases, auditor changes, changes in fiscal year, and amendments to corporate governance. Each 8-K is keyed to one or more Item numbers (1.01 through 9.01).
What is the key takeaway from this filing?
US Foods ends merger talks with Performance Food Group and reaffirms guidance; launches accelerated $250M buyback and a $1B program. This is Boardroom Alpha's one-line summary of the current report; see the full filing text above for the formal disclosure.
What events did Boardroom Alpha flag in this filing?
BA's event-extraction layer identified this signal in the filing text: "Buyback authorized". It appears above the filing body as a labeled pill.
What Item codes does an 8-K cover?
An 8-K's Item codes (1.01 through 9.01) specify what kind of event is being disclosed — e.g. Item 1.01 for entering a material agreement, Item 5.02 for departure/election of directors and executive officers, Item 8.01 for other events. The Item codes for this 8-K appear in the filing text above.
Where can I find US Foods Holding Corp's prior current reports on EDGAR?
The SEC EDGAR browser lists every 8-K US Foods Holding Corp has filed under CIK 1665918, sortable by date. Use the "View on SEC EDGAR" link in the page header, or browse directly via https://www.sec.gov/cgi-bin/browse-edgar.
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