Food distribution
6 companies · $232B combined revenue · $6.5B operating profit
The typical US-listed food distribution company grew revenue 4.5% and earnings 5.6% in its latest year, at a 3.3% operating margin, and 2 of 6 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.
Growth engines: the 4 Cylinders
All four working: 0% of companiesA company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.
- Sales growth · Revenue up 10% or more0%
- Operating leverage · Operating income growing faster than a growing revenue80%
- Margin expansion · Operating margin up 1 point or more0%
- Debt reduction · Debt down 5% or more, or net cash50%
Combined revenue · 6 companies reporting in US dollars
Combined operating margin
All 6 companies
| Median | – | 4.5% | 5.6% | 3.3% | 10.5% | 1.18x |
| SYYSYSCO | $84.6B | 3.9%▼ | -3.9%▼ | 3.7%▲ | 17.3%▲ | 4.62x▼ |
| USFDUS Foods | $39.4B | 4.1%▼ | 36.8%▲ | 3%▼ | 11.6%▲ | 1.18x |
| PFGCPerformance Food | $67.8B | 7.2%▲ | 5.6% | 1.3%▼ | 6.5%▼ | 1.02x▲ |
| DPZDominos Pizza | $4.9B | 5%▲ | 3%▼ | 19.3%▲ | 81.2%▲ | – |
| CHEFChefs' Warehouse | $4.1B | 9.4%▲ | 30.4%▲ | 3.5%▲ | 9.3%▼ | 1.24x▼ |
| UNFIUnited Natural Foods | $31.2B | -2%▼ | – | 0.7%▼ | 4.5%▼ | 0.96x▲ |
▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).