By Svea Herbst-Bayliss NEW YORK (Reuters) -Activist investor Scott Ferguson is joining the board of Performance Food Group, the company said on Tuesday, at a time the hedge fund is urging the food distributor to consider merging with rival US Foods Holding. Less than five weeks ago, Ferguson's Sachem Head Capital Management nominated four director candidates to Performance Food's board. Last week, Performance Food and US Foods signed an agreement to exchange sensitive financial information without violat ...

Activist investor Scott Ferguson is joining the board of Performance Food Group , the company said on Tuesday, at a time the hedge fund is urging the food distributor to consider merging with rival US... ...

RICHMOND, Va.--(BUSINESS WIRE)--Performance Food Group Company ("PFG†or the "Company†) (NYSE: PFGC) today announced the appointment of Scott Ferguson, Founder and Managing Partner of Sachem Head Capital Management LP ("Sachem Head†), to its Board of Directors (the "Board†), effective immediately. Manuel Fernandez, Lead Independent Director of the PFG Board, said, "Scott's appointment reflects a shared commitment to PFG's continued success and to enhancing stockholder value. He brings important. ...

股价表现 - Performance Food Group股价在上一交易日上涨3.8%至108.72美元 伴随显著放量交易 [1] - 该股过去四周累计涨幅达5.5% 近期表现优于同期行业对比公司 [1][4] - 同行业公司Sprouts Farmers同期股价下跌1.7%至123.36美元 过去一个月累计下跌14.8% [4] 战略合作动向 - 公司与US Foods启动信息共享程序 探索监管考量和协同效应 [2] - 市场对潜在业务合并持乐观态度 成为推动股价上涨的重要因素 [2] 财务预期 - 季度每股收益预期维持1.16美元 与去年同期持平 [3] - 预期营收将达168.6亿美元 同比增长9.4% [3] - 过去30天内共识EPS预期上调1.6% 显示盈利修正呈积极趋势 [4] 同业对比 - Sprouts Farmers季度EPS预期较上月上调0.4%至1.16美元 [5] - 该公司预期EPS同比增幅达27.5% 目前获Zacks买入评级 [5] - Performance Food所属天然食品行业 Zacks评级为持有 [4]

潜在合并交易 - Performance Food Group和US Foods Holdings正在探索潜在合并可能性 [2] - 双方已签署保密信息共享协议以评估业务合并可行性 [2] - 评估内容包括协同效应和监管障碍等关键因素 [2]

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Performance Food Group Company (NYSE:PFGC) announced on Tuesday that it has entered into a clean team agreement with US Foods Holding Corp. (NYSE:USFD). The agreement enables the two companies to share information to evaluate regulatory considerations and ...

RICHMOND, Va.--(BUSINESS WIRE)--Performance Food Group Company ("PFG†or the "Company†) (NYSE: PFGC) today announced that it has entered into a clean team agreement with US Foods Holding Corp. ("US Foods†) (NYSE: USFD) that enables the companies to share information in order to evaluate regulatory considerations and the synergies related to a potential business combination. In recent weeks, members of the PFG Board and management team engaged with several of PFG's large stockholders to hear the. ...

公司动态 - US Foods Holding Corp与Performance Food Group达成保密信息交换协议 双方将通过共同约定的清洁团队流程进行保密信息交换[1] - 公司对PFG决定探索潜在合并的监管考量和协同效应表示满意[1] - 无法保证信息共享将促成任何交易提案[1]

公司业务概况 - Performance Food Group是北美第三大食品服务分销公司 通过三个部门运营 食品服务部门占EBITDA的61.8% 便利部门占20.6% 专业部门占17.61% [1][4] - 公司营销和分销超过250,000种食品和食品相关产品 从约144个分销设施向美国各地超过300,000个客户地点提供服务 [1] - 食品服务部门向独立和多单元连锁餐厅及其他机构分销国家品牌、客户品牌和自有品牌食品及食品相关产品 [1][4] 激进投资者行动 - Sachem Head Capital Management持有公司约2-4%的股份 于8月21日提名为四位董事候选人参加2025年度股东大会 [2][3][5] - 提名候选人包括Sachem Head创始人Scott Ferguson David Toy R Chris Kreidler和Karen King 其中Kreidler曾担任Sysco六年CFO King是麦当劳高管并任职于Aramark董事会 [5][7] - 该基金同时敦促公司探索与US Foods的潜在业务合并 若无法达成交易则需进一步改善利润率 [3][5] 战略合并前景 - 与US Foods合并可能产生8亿至10亿美元的协同效应 主要基于食品服务部门12亿美元EBITDA的协同潜力 [8] - 2013年Sysco尝试合并US Foods时 预计协同效应相当于US Foods当时8.26亿美元EBITDA的70%以上 [8] - 此次合并可能获得监管批准 因涉及第二和第三大玩家而非前两名 且PFG在西海岸几乎没有业务覆盖 [9] 公司治理动态 - US Foods已于2025年7月确认接洽PFG探讨潜在合并 但PFG尚未进行实质性 engagement [10] - 公司CEO George Holm在任职17年后预计即将卸任 可能由总裁Scott McPherson接任 领导层变动为战略交易创造时机 [11] - 潜在合并可能采用股权交换方式 使双方股东都能参与合并后的长期价值创造 [12] 股东结构特点 - 公司股东基础包含许多另类资产管理公司 这些机构比传统指数基金更可能支持此类激进投资议程 [10] - Sachem Head在US Foods的投资案例中帮助更换CEO和管理团队 使公司股价自提交13D文件以来翻倍有余 [6]