US Foods Faces Critical Earnings Test Amid Divided Investor Sentiment

All eyes are on US Foods as the food distribution giant prepares to release its third-quarter 2025 financial results tomorrow morning. The upcoming earnings report comes at a pivotal moment for the company, with institutional investors taking dramatically opposing positions on the stock’s prospects.

Recent regulatory filings reveal a stark division among major financial institutions regarding US Foods. Envestnet Asset Management has significantly reduced its exposure, selling 27,645 shares representing an 8.8 percent decrease in its position. This substantial divestment signals clear skepticism from one influential market participant.

However, other prominent firms are moving in the opposite direction. Corient Private Wealth LLC dramatically increased its stake by 90.0 percent, while Captrust Financial Read more...