-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將12個月目標價上調16美元至119美元，基於10倍EV/EBITDA倍數，該倍數基於我們對2027財年（截至6月）調整後EBITDA的預測（由2026財年12倍的預測值滾動而來）。我們將2026財年每股收益預測從4.57美元上調至4.59美元，並將2027財年每股收益預測從6.05美元下調至4.84美元。鑑於第三季強勁的業績，我們重申「買入」評級，並認為考慮到2027財年調整後EBITDA可能成長7%，該股目前被低估。第三季業績表明，PFGC能夠透過市場份額的成長和有利的產品組合，在客流量疲軟的環境下取得成功。獨立餐廳有機產品銷售成長6.5%，其中新客戶成長速度超過總銷售成長速度，這對公司營收的持續成長而言是一個正面的訊號。該公司不斷擴大的獨立餐廳客戶群為毛利成長提供了結構性支撐。我們相信，PFGC能夠透過價格轉嫁和持續的產品組合優化來有效抵消食品成本上漲的影響，這支撐了我們對2027財年營收實現中等個位數成長的預期。
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