Performance Food Group Co

Performance Food Group reported second-quarter revenues of $18.03 billion, up 6.4% year on year but falling 0.5% short of analysts' expectations, with full-year revenue guidance meeting estimates and EPS in line. The stock is down 20.1% since reporting and trades at $91.06. Among the 137 consumer discretionary stocks tracked, group revenues beat consensus by 2.7% while next-quarter revenue guidance came in line, and share prices are down 8.1% on average since the latest results. Smith & Wesson posted the sector's best quarter with revenues of $112.6 million, up 32.3% year on year and 14.1% above expectations, while Matthews was the weakest, with revenues of $246 million, down 29.6% and 7% below estimates. Latham reported revenues of $197.5 million, up 14.4% and 4.8% above expectations, and H&R Block reported revenues of $1.14 billion, up 3% and 2.5% above expectations.

Performance Food Group reported second quarter fiscal 2026 revenue of $18.03 billion, missing analyst estimates of $18.12 billion despite 6.4% year-on-year growth. Adjusted EPS of $1.59 was in line with consensus, and adjusted EBITDA of $587.5 million slightly beat expectations. The company guided full-year revenue to $72.75 billion at the midpoint and fiscal 2027 EBITDA to $2.18 billion, both close to analyst forecasts. Management cited cost inflation and fuel volatility as headwinds, while highlighting procurement synergies and technology investments as key drivers for future margin expansion.