{"filings":[{"id":94121,"accession_number":"0001193125-26-207521","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Performance Food Group Q3 net sales up 6.4% to $16.3B; adjusted EPS rises 1.3%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total case volume +4.4%; Independent Foodservice case volume +7.3% (organic +6.5%).","Q3 net income fell 28.5% to $41.7M, GAAP diluted EPS $0.27 vs $0.37 prior.","Adjusted EBITDA grew 6.6% to $410.6M; adjusted diluted EPS $0.80 vs $0.79.","First-nine months free cash flow $806.0M; operating cash flow $1,071.9M.","Company tightens fiscal 2026 guidance range (specifics not fully disclosed in release)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":49810600000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106262,"accession_number":"0001193125-26-059455","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"PFGC subsidiary issues $1.06B 5.625% Senior Notes due 2034 to refinance 2027 Notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.06B aggregate principal of 5.625% Senior Notes due March 1, 2034 at par.","Net proceeds used to redeem all outstanding 5.500% Senior Notes due 2027 plus fees.","Notes guaranteed by PFGC, Inc. and certain subsidiaries; not guaranteed by parent PFGC.","Issuer may redeem notes at make-whole prior to 2029, then at step-down prices (102.813% to 100%).","Covenants limit additional debt, dividends, liens, investments, and asset sales with exceptions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106261,"accession_number":"0001193125-26-043019","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Performance Food Group prices $1.06B of 5.625% Senior Notes due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Indirect subsidiary priced $1.06B aggregate principal of 5.625% Senior Notes due 2034.","Net proceeds, plus revolver borrowings, will redeem all outstanding 5.500% Senior Notes due 2027.","Offering expected to close on February 19, 2026, subject to customary conditions.","Notes offered only to QIBs via Rule 144A and non-U.S. investors via Regulation S.","Notes guaranteed by parent PFGC, Inc. and its material domestic restricted subsidiaries."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106260,"accession_number":"0001193125-26-041923","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"PFG subsidiary plans $1.06B senior notes offering to refinance 2027 notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Indirect subsidiary Performance Food Group, Inc. intends to offer $1.06B aggregate principal of Senior Notes due 2034.","Net proceeds together with revolver borrowings will redeem all outstanding 5.500% Senior Notes due 2027.","Notes to be guaranteed by parent PFGC, Inc. and its material domestic restricted subsidiaries.","Offering is exempt from SEC registration, sold only to QIBs and non-U.S. persons under Rule 144A/Regulation S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106259,"accession_number":"0001193125-26-036704","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PFG Q2 net income +45.5% to $61.7M; adjusts FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Q2 net sales $16.4B (+5.2% YoY); gross profit $2.0B (+7.6%); net income $61.7M (+45.5%).","Total case volume +3.4%; Independent Foodservice case volume +6.7% (organic +5.3%).","Adjusted EBITDA $451.2M (+6.7%); diluted EPS $0.39 (+44.4%); adj. dil. EPS flat at $0.98.","First-half FY2026: net sales $33.5B (+7.9%); net income $155.3M (+3.3%); adj. EBITDA $931.3M (+11.5%).","Management adjusts 2026 guidance; specific changes not detailed in press release excerpt."],"consensus_eps_estimate":null,"consensus_eps_actual":0.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":33520600000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122563,"accession_number":"0001193125-25-323612","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"PFG announces CEO succession: Holm to Executive Chair, McPherson named CEO effective Jan 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["George Holm retires as CEO effective Jan 1, 2026, transitions to Executive Chair of the Board.","Scott McPherson, current President & COO, appointed CEO and elected to the Board effective same date.","McPherson's new compensation: base salary $1M, cash incentive target 150%, LTI target $6M, plus $1.75M equity grant.","Holm's salary reduced to $600K for remainder of fiscal 2026; cash incentive target lowered to 100% of base.","Succession follows multi-year planning; McPherson previously CEO of Core-Mark, joined PFG in 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122562,"accession_number":"0001193125-25-291981","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2025-11-24T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"PFG and US Foods terminate merger talks; PFG reaffirms FY2026 outlook","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["PFG and US Foods mutually agreed to end information sharing; will not pursue a business combination.","PFG Board unanimously believes standalone plan is the best path for long-term stockholder value.","Q2 FY2026 outlook: net sales $16.4B-$16.7B; Adjusted EBITDA $450M-$470M.","Full-year FY2026 outlook: net sales $67.5B-$68.5B; Adjusted EBITDA $1.9B-$2.0B.","PFG cites strong fiscal Q1 results and continued momentum as support for standalone plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122561,"accession_number":"0001193125-25-288162","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2025-11-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Performance Food Group stockholders elect 12 directors, ratify auditor, approve say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 12 director nominees elected with votes for ranging from 137.1M to 142.6M out of ~145.3M votes cast.","Ratification of Deloitte & Touche as independent auditor for fiscal 2026 passed: 142.1M for, 3.1M against.","Non-binding advisory vote on named executive officer compensation approved: 140.2M for, 2.2M against, 0.3M abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122560,"accession_number":"0001193125-25-265687","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PFG Q1 FY2026: Sales +10.8% to $17.1B, Adjusted EBITDA +16.6% to $480.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $17.1B (+10.8%); gross profit $2.0B (+14.3%); net income $93.6M (-13.3%).","Adjusted EBITDA $480.1M (+16.6%); adjusted diluted EPS $1.18 (+1.7%).","Total case volume +9.4%; independent foodservice case volume +16.6% (organic +6.3%).","Company increased fiscal 2026 sales guidance citing strong momentum and market share gains."],"consensus_eps_estimate":null,"consensus_eps_actual":0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":17075900000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139254,"accession_number":"0001193125-25-213333","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2025-09-23T23:59:59+00:00","items":["1.01","5.02","7.01","9.01"],"status":"ready","headline":"PFG appoints Sachem Head founder Scott Ferguson to board under cooperation agreement","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board expanded to 13 directors; Ferguson appointed to Audit and Finance Committee.","Sachem Head agreed to standstill, voting commitments, and mutual non-disparagement until 2026 meeting window.","Press release notes Board evaluating potential paths forward with US Foods, indicating strategic review.","Ferguson's board term expires at 2025 annual meeting, but he will be nominated for re-election by PFG.","Sachem Head holds at least 1.0% net long position to retain board seat."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139253,"accession_number":"0001193125-25-204256","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2025-09-16T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"PFG enters clean-team agreement with US Foods to explore potential combination","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Clean-team agreement enables sharing non-public info to evaluate regulatory considerations and synergies.","PFG engaged with large stockholders recently to hear perspectives; board determined sufficient basis to share info.","Independent lawyers, economists, and consultants will analyze detailed confidential data via clean team.","Advisors: JP Morgan, BofA Securities (financial); Skadden Arps (legal). No definitive agreement or outcome assured."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139252,"accession_number":"0001193125-25-184124","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2025-08-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Performance Food Group EVP & Chief Development Officer Craig Hoskins to retire Jan 5, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Hoskins will resign as EVP & Chief Development Officer on Jan 5, 2026 and provide consulting through Dec 31, 2026.","Consulting fee of $350,000 ($300K monthly + $50K lump sum upon release) plus $500K FY26 restricted stock grant.","Eligible for 100% of FY26 annual bonus at actual performance level; unvested equity continues vesting during consulting.","Subject to 18-month non-compete and non-solicitation after consulting period; 2-year executive physical benefit.","No successor named; transition includes continued integration work with Jose Santiago."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139251,"accession_number":"0001618673-25-000010","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2025-08-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PFG Q4 fiscal 2025 adjusted EBITDA +19.9%, case volume +11.9% vs prior year; announces FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $16.9B (+11.5% YoY), gross profit $2.0B (+14.6%), net income $131.5M (-21.0%).","Q4 adjusted EBITDA $546.9M (+19.9% YoY), adjusted diluted EPS $1.55 (+6.9%).","Q4 independent foodservice total case volume +20.4%; organic independent case volume +5.9%.","Full-year fiscal 2025: net sales $63.3B (+8.6%), adjusted EBITDA $1.8B (+17.3%), diluted EPS $2.18.","Announced full-year fiscal 2026 guidance; specific financial targets not included in this release."],"consensus_eps_estimate":null,"consensus_eps_actual":2.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":63298900000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156812,"accession_number":"0000950170-25-078073","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2025-05-28T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"PFG reaffirms FY25 guidance, sets FY28 targets, authorizes $500M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reaffirms FY2025 net sales $63-63.5B and Adjusted EBITDA $1.725-1.75B.","Sets FY2028 targets: net sales $73-75B and Adjusted EBITDA $2.3-2.5B.","Authorizes new $500M share repurchase program through May 2029, replacing $300M authorization."],"consensus_eps_estimate":1.2356,"consensus_eps_actual":1.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":46360000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156811,"accession_number":"0000950170-25-064972","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PFG Q3 net sales up 10.5% to $15.3B; adj. EBITDA +20.1% but net income -17.2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.37 (-17.8% YoY); adjusted diluted EPS $0.79 (-1.3% YoY).","Total case volume +10.0%; Independent Foodservice case volume +20.0% (organic +3.4%).","First-nine months net income $208.7M (-22.5%); adj. EBITDA $1,220.0M (+16.2%).","Operating cash flow $827.1M; free cash flow $494.4M for first nine months.","Company updates full-year fiscal 2025 guidance; cites Cheney Brothers and José Santiago integration progress."],"consensus_eps_estimate":1.2356,"consensus_eps_actual":1.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":46360000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":175222,"accession_number":"0000950170-25-014152","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PFGC Q2 Adj EBITDA +22.5% to $423M; Independent case volume +19.8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $15.6B (+9.4% YoY); net income $42.4M (-45.8%); diluted EPS $0.27 (-46.0%).","Adjusted diluted EPS $0.98 (+8.9%); Adjusted EBITDA $423.0M (+22.5%)—above guidance.","Total Independent Foodservice case volume +19.8%; organic Independent case volume +5.0%.","First-half FY2025: net sales $31.1B (+6.2%), operating cash flow $379M, free cash flow $175.1M.","CEO George Holm cited solid performance across all three Foodservice segments."],"consensus_eps_estimate":1.4802,"consensus_eps_actual":0.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":31053700000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192163,"accession_number":"0000950170-24-137946","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K/A","filed_at":"2024-12-18T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"PFGC closes Cheney Brothers acquisition; discloses audited FY2024: $3.28B sales, $74.4M net income","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Completed acquisition of Cheney Brothers for $2.095 billion in cash on October 8, 2024.","Cheney Brothers audited FY2024 (May 31, 2024): net sales $3.277B, gross profit $607.8M, operating income $107.5M, net income $74.4M.","As of May 31, 2024, Cheney Brothers total assets $973.3M, total debt $356.2M, stockholders' equity $375.8M.","Unaudited pro forma combined financials for PFGC filed as Exhibit 99.3 (three months ended Sep 28, 2024 and FY ended Jun 29, 2024).","Acquisition previously announced August 13, 2024; this 8-K/A provides financial statements required under Item 9.01."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192167,"accession_number":"0000950170-24-136382","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2024-12-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Performance Food Group promotes McPherson to President/COO, Hoskins to Chief Development Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Scott McPherson named President & COO effective Jan 1, 2025; previously EVP & Chief Field Operations Officer.","Craig Hoskins transitions to new EVP & Chief Development Officer role; will lead integration of Cheney Brothers and Jose Santiago acquisitions.","McPherson to oversee all three business segments (Foodservice, Convenience, Vistar) and report to CEO George Holm.","Hoskins receives base salary increase to $750k, annual cash incentive target 135% of salary, LTI target $2.5M, and $450k RSU grant."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192166,"accession_number":"0000950170-24-129264","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2024-11-20T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"PFGC stockholders approve 2024 Omnibus Incentive Plan and elect all directors at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected 11 director nominees; George Holm received 141.2M votes for (1.3M against).","Ratified Deloitte & Touche as fiscal 2025 auditor with 145.3M votes for (2.4M against).","Advisory say-on-pay passed with 141.7M for (0.8M against, 5.2M broker non-votes).","2024 Omnibus Incentive Plan approved (140.8M for, 1.8M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192165,"accession_number":"0000950170-24-121804","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PFG Q1: Net sales up 3.2% to $15.4B; adj. EBITDA +7.3%; GAAP EPS -10.4% to $0.69","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total case volume +2.6%; Independent Foodservice +7.8% (organic +4.3%).","Net sales $15.4B (+3.2%), gross profit $1.8B (+6.1%).","Net income $108M (-10.5%), diluted EPS $0.69 (-10.4%); adj. EBITDA $412M (+7.3%).","Adj. diluted EPS $1.16 (+0.9%); operating cash flow $53.5M.","CEO highlights strong start; integrations of Cheney Brothers & José Santiago expected to drive profit growth."],"consensus_eps_estimate":null,"consensus_eps_actual":0.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":15415500000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":192164,"accession_number":"0001193125-24-234397","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2024-10-08T23:59:59+00:00","items":["2.01","1.01","7.01","9.01"],"status":"ready","headline":"PFG completes $2.095B Cheney Brothers acquisition; raises FY2025 outlook","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired Cheney Brothers for $2.095B in cash, adding ~$3.2B annual revenue and 5 distribution centers in FL/NC.","Expects ~$50M annual run-rate cost synergies by third full fiscal year post-close.","FY2025 net sales guidance raised to $62.5B-$63.5B (prior $60B-$61B); Adjusted EBITDA to $1.7B-$1.8B (prior $1.6B-$1.7B).","Transaction expected to be accretive to adjusted diluted EPS by end of first full fiscal year.","Purchase price reflects 13.0x Cheney's TTM Adjusted EBITDA, or 9.9x including synergies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208649,"accession_number":"0001193125-24-217992","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2024-09-12T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"PFGC upsizes revolver to $5.0B, issues $1.0B 6.125% notes due 2032 for Cheney Bros. acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Sixth Amended Credit Agreement increases revolving commitments from $4.0B to $5.0B, extends maturity to Sept. 9, 2029.","Issued $1.0B of 6.125% Senior Notes due Sept. 15, 2032; proceeds to partly fund Cheney Bros. acquisition.","New credit facility provides $1.0B uncommitted incremental capacity and includes a $375M fixed charge coverage trigger.","Notes are guaranteed by PFGC, Inc. and material domestic subsidiaries; redemption prices start at 103.063% after Sept. 2027.","Wells Fargo serves as administrative agent; J.P. Morgan, BofA, BMO, Capital One, Rabobank as syndication agents."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208648,"accession_number":"0001193125-24-213191","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2024-09-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"PFG prices $1.0B of 6.125% Senior Notes due 2032 for Cheney Bros acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["PFG priced $1.0B aggregate principal of 6.125% Senior Notes due 2032 on Sept 4, 2024.","Closing of offering expected on Sept 12, 2024, subject to customary closing conditions.","Proceeds, together with revolver borrowings, to finance cash consideration for Cheney Bros acquisition and fees.","Notes will be guaranteed by PFGC, Inc. (parent) and its material domestic restricted subsidiaries.","Notes offered to QIBs under Rule 144A and non-U.S. investors under Reg S; unregistered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208647,"accession_number":"0001193125-24-212690","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2024-09-04T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"PFGC to offer $1.0B Senior Notes due 2032, amend ABL to $5B for Cheney Brothers deal","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Intends to offer $1.0B aggregate principal amount of Senior Notes due 2032; proceeds plus ABL borrowings to fund Cheney Brothers acquisition.","Existing ABL facility to be amended: add $1.0B revolver for total $5.0B, extend maturity to 2029.","Cheney Brothers (12 mos ended May 31, 2024): net sales $3.3B, net income $74.4M, Adj EBITDA $159.4M.","José Santiago (acquired July 2, 2024; 12 mos ended June 30, 2024): net sales $385.6M, net income $46.2M, Adj EBITDA $47.4M.","Pro forma total debt post-transactions: $6.79B as of June 29, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208646,"accession_number":"0000950170-24-096642","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2024-08-14T23:59:59+00:00","items":["1.01","2.02","7.01","9.01"],"status":"ready","headline":"PFG reports strong Q4 earnings and announces $2.1B acquisition of Cheney Brothers","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Q4 net sales $15.2B (+2.2%); net income $166.5M (+10.9%); Adj Diluted EPS $1.45 (+27.2%).","FY2024 net sales $58.3B (+1.8%); net income $435.9M (+9.7%); Adj Diluted EPS $4.30 (+10.8%); operating cash flow $1.2B.","Acquiring Cheney Brothers for $2.095B cash; target has ~$3.2B annual revenue; purchase price multiple 9.9x including $50M synergies.","Expected to close in calendar 2025; accretive to Adj Diluted EPS by end of first full fiscal year; $50M annual synergies by year 3.","Also closed José Santiago acquisition in July 2024; strong organic independent case volume growth of 3.7% in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208645,"accession_number":"0000950170-24-085046","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2024-07-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Performance Food Group EVP & CCO Patrick Hagerty to retire Jan 4, 2025; consulting role through June 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Patrick Hagerty, EVP & Chief Commercial Officer, will retire on Jan 4, 2025; transitions to consultant through June 30, 2025.","Consulting fee of $260,416.67 paid monthly; plus $52,083.33 lump sum upon signing release.","Receives $750,000 restricted stock grant with 12-month vesting; eligible for 50% of FY2025 annual bonus.","Non-compete and non-solicitation restrictions apply for 18 months after consulting period.","Company and Hagerty entered letter agreement on July 19, 2024; no successor named yet."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208644,"accession_number":"0000950170-24-079267","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2024-07-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"PFG appoints Danielle Brown to Board; expands board to 12 directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Danielle M. Brown appointed independent director, effective June 28, 2024; serves on Audit & Finance and Tech & Cybersecurity committees.","Brown is SVP & CIO of Whirlpool Corporation; 20+ years IT leadership incl. CIO at Brunswick Corp. and roles at DuPont.","Board expands to 12 directors; Brown's compensation consistent with other non-employee directors, prorated from appointment date.","No arrangement or material interest in any transaction with PFG; qualifies as independent per NYSE standards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226375,"accession_number":"0000950170-24-055049","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PFG reports Q3 FY24: net income $70.4M (-12%), adj. EBITDA $320.7M (+2%), guides FY24 adj. EBITDA to $1.48-1.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Third-quarter net sales $13.9B (+0.6%), gross profit $1.6B (+3.8%); net income $70.4M (-12.3%), diluted EPS $0.45 (-11.8%).","Adjusted diluted EPS $0.80 (-3.6%); adjusted EBITDA $320.7M (+1.9%) – within midpoint of guidance.","Organic Independent Foodservice case volume grew 4.3% in Q3; total case volume down 0.2% due to January weather.","First-nine-months net sales $43.1B (+1.7%), net income $269.4M (+9.0%), adjusted EBITDA $1,049.9M (+7.3%).","Raised full-year fiscal 2024 adjusted EBITDA guidance to $1.48B-$1.5B (previously $1.47B-$1.5B)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":43092000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":226374,"accession_number":"0001193125-24-105027","cik":1618673,"company_name":"Performance Food Group Co","ticker":"PFGC","form_type":"8-K","filed_at":"2024-04-22T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Performance Food Group redeems $275M of 6.875% Senior Notes due 2025","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Indirect subsidiary delivered notice to redeem all $275M outstanding 6.875% Senior Notes due 2025.","Redemption date is May 1, 2024; price set at 100% of principal plus accrued interest.","The notes were originally issued by Performance Food Group, Inc., an indirect wholly-owned subsidiary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":15130108062.237114,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}