US Foods Holding Corp.

USFD pitch long James Shen, Lauren Warsavsky, Mark Zager

Thesis

We recommend a long position in US Foods, which operates in a recession-resistant industry and has strong competitive advantages. The stock has recently declined over 30% due to operational challenges, but we believe that with activist involvement, the implied IRR can be improved from 23% to 33%.

Did it work?

worked confidence: high

The long thesis on US Foods has played out successfully, with the stock appreciating by 164% since the pitch. The operational challenges mentioned appear to have been addressed, and the activist involvement likely contributed to the improved performance, aligning with the expectation of a higher internal rate of return. Given that 87 months have passed, this significant return confirms the thesis's validity.

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