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Reply with quote  #17 
Quote:
Originally Posted by Ole Foodie
Premier still has control over US Foods for now. The powers to be at Premier have long looked at making moves but they have member partners that have a say and most of those will not like having Sysco to deal with. Sysco does not play the games and most likely would challenge the GPO world pretty hard. When all of this is said and done, the GPO world will have a task at hand of renegotiating many of their agreements for the future! Local regional distributors that can weather the storm, will have an opportunity to seize market share. The next 6-18 months will be a challenge for all!


I like the what you write "Premiere still has control of US Foods for now".I had assumed after the proposed USF / Sysco merger was nullified that a way around it would be for a Sodexho for example to acquire  Premiere  which would make the whole Sysco/USF merger moot one way or the other. To account for maybe as much as $10 billion in US Foods sales is leverage if you "axe me". 

I am interested in reading more about Sysco challenging the GPO world. I have always believed GPO's were created by the same financial wizards that created these consolidated distribution networks as a means of accessing additional layers of hidden loot. 

In fact in my many readings I read somewhere that Bernie Madoff's first business partner was the founder of Premiere. That would make sense. But again KKR and company are not free to do as they please as Premiere has the ability to put a huge whole in the Titanic as they're five fold the revenue of that pacific northwest distributor group acquired by US Foods over the past 2-3 years. 

 
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Ole Foodie

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Reply with quote  #18 
GPO stands for Group Purchasing Organization but it should stand for Grand Pay Out!! To your point, when you have that much clout in the food industry, you can somewhat write your own rules for a while. The whole process is getting crazy with the decline of sales but in the Healthcare arena, Premier and Novation pretty much hold the keys to the bus. I do not like to use the commonly used word for muddying the water but when you are as big as Premier and Novation, in order to keep your belly full, you gotta eat. There are many areas of Foodservice they are venturing into. It is only a matter of time before each segment will have some sort of GPO influence. Sad to say that but it is true. Sysco has a lot of clout when it comes to dealing with vendors and will make radical changes if it makes sense. US Foods has some of that but their business is so fragmented now, I am not sure their influence has much weight anymore! We will see!!
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Reply with quote  #19 
Quote:
Originally Posted by Spilt_milk
I’d believe the prostitutes word over yours. With or without penicillin.


https://simplywall.st/news/is-us-foods-holding-nyseusfd-a-risky-investment/


We perform automated risk checks on every company. We flag any failed checks as potential investment risks. A company which passes all our checks, however, is not 'risk free'.

US Foods Holding (USFD) Risk Checks
Fail

Are they in a good financial position?

Debt is not well covered by operating cash flow
Section 6.2
Fail

Is their share price liquid and stable?

Highly volatile share price over past 3 months
Section 2.1
Fail

Do they have high quality earnings?

Large one-off items impacting financial results
Section 5.1
Fail

Have profit margins improved over the past year?

Profit margins (0.7%) are lower than last year (1.7%)
Section 5.1
Pass

Are they forecast to achieve profitability?

The company is currently profitable
Section 5.1
Pass

Are revenue and earnings forecast to grow?

Earnings are forecast to grow by an average of 32.4% per year for the next 3 years
Section 4.1
Pass

Is their dividend sustainable?

They do not pay a dividend
Section 7.0
Pass

Do they have sufficient financial data available?

They have sufficient analyst coverage
Section 4.0
Pass

Are there any concerning recent events?

No concerning events detected
Section 2.1
Pass

Have shareholders been diluted over the past year?

Shareholders have not been meaningfully diluted in the past year or recently listed
Section 9.3
Pass

Do they have meaningful levels of revenue?

Revenue is meaningful ($26B)
Section 5.1
Pass

Do they have a meaningful market capitalization?

Market cap is meaningful ($4B)
Section 10.0
No data

Has there been substantial insider selling in the past 3 months?

No 3 month insider trading information
Section 9.1
 



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formerdsr

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Reply with quote  #20 
USF, Sysco and PFG will merge to become one big f**king company "Borg Foodservice". Their motto: "Resistance is Futile".

Quote:
Originally Posted by Spilt_milk
Apparently some “big exciting announcement” coming Friday.
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seafoodmaniac

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Reply with quote  #21 
For the name sake of this sight- Foodservice Gossip  - I agree we will see a lot of changes in the food distribution industry

below are some thoughts to think about-

Sysco is in the best financial state of anyone
Gordons has always been strong with cash.
Ben E Keith could be a player 
USF is cash strapped and borrowed out - all those out of stocks are not because of market conditions guys.
PFG purchased Reinhart on Dec 30. - PFG borrowed money to buy them and then 3 months later the world stops and no trucks run - wow !! Think about that for a minute, how much trouble are they really in?
Chaney has borrowed a lot of money opening new distribution centers in NC and Fla., family has money but how much do you dump in with an uncertain future.

just some ideas for you to ponder and share your opinions.


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foodpricingguy

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Reply with quote  #22 
Quote:
Originally Posted by formerdsr
I think Premier and Avendra are separate, but I could be wrong.

They are completely different entities. 
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pink_slip_soon

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Reply with quote  #23 
Quote:
Originally Posted by Spilt_milk
Apparently some “big exciting announcement” coming Friday.


So was there any announcement?
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broadliner

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Reply with quote  #24 
Is it like Sysco's commercial? "We may be a gigantic corporation, but we want you to feel like we're helping you."

Quote:
Originally Posted by Spilt_milk
Yeah it’s a stupid commercial. Woo.hoo.
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Spilt_milk

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Reply with quote  #25 
https://m.youtube.com/watch?feature=youtu.be&v=Yhv1vX7Jeng
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rufoodie

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Reply with quote  #26 
So a bunch of nothing once again...……...
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