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Bull Of The Day: US Foods (USFD)
Article By: Zacks Investment Research
Monday, February 26, 2018 11:24 AM EST
US Foods is headed down a steady upward track for the foreseeable future. Earnings are expected to grow almost 78% for the current quarter.
In this article: USFD
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4 Food Stocks Poised To Outshine The Market In 2018
Article By: Zacks Investment Research
Wednesday, December 27, 2017 3:31 PM EST
YThe Consumer Staples Select Sector SPDR ETF (XLP) has gained only 10.2% on a YTD basis, performing better than only three sectors among 11 of the S&P 500.
In this article: MED, PPC, USFD, NOMD Also: XLP
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3 Consumer Staples Stocks Marching Ahead Of The Industry
Article By: Zacks Investment Research
Friday, December 23, 2016 7:19 AM EST
Traditionally, the Consumer Staples sector has always been a safe haven for investors who are apprehensive about a volatile and uncertain market.
In this article: DF, SYY, USFD
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McCormick (MKC) Tops Q3 Earnings On Acquisitions, Ups View
Article By: Zacks Investment Research
Saturday, October 1, 2016 4:55 PM EST
McCormick & Co. Inc. delivered better-than-expected results in the third quarter of fiscal 2016, where both earnings and revenues beat the Zacks Consensus Estimate. The company has also raised its financial guidance for full year 2016.
In this article: MKC, OME, INGR, USFD
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Innovative Food: Beaten Down Former Growth Darling Throwing Off Significant Cash
Article By: Brian Harper
Monday, September 26, 2016 7:08 PM EST
Innovative Food is a specialty distributor of high-quality foods to higher-end chefs and kitchens. Shares are beaten down and the stock trades at a 18% EBIT/EV yield. At a mere $12.5 mil market cap, IVFH is well under the radar of most investors.
In this article: IVFH, USFD
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Innovative Food: Beaten Down Former Growth Darling Throwing Off Significant Cash
Brian Harper 11/30/2016 4:56:00 PM

I think it's quite a different situation than some component maker to AAPL who has massive power over suppliers. I don't think there are any great alternatives for USFD, and the switching costs would be very high as many of the end customers have relationships with IVFH. USFD is highly unlikely to try to supply these small market, niche ingredients which IVFH provide. As a specific product gets larger, USFD ultimately takes it in house and IVFH abandons the category. And its a great biz for USFD, as the business is like a royalty, and very asset lite. $AAPL $USFD $IVFH

Innovative Food: Beaten Down Former Growth Darling Throwing Off Significant Cash
Kurt Benson 11/30/2016 4:47:26 PM

Brian Harper, thanks for sharing your thoughts on $IVFH. I've been considering this stock but am concerned that 70% of #InnovativeFood's revenue comes from a single company - $USFD.

It reminds me of how $GTAT went bankrupt after $AAPL decided not to use it's screens on the #Apple Watch. Aren't there other competitors which could steal US Food's business from them?

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