-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将12个月目标价上调16美元至119美元，基于10倍EV/EBITDA倍数，该倍数基于我们对2027财年（截至6月）调整后EBITDA的预测（由2026财年12倍的预测值滚动而来）。我们将2026财年每股收益预测从4.57美元上调至4.59美元，并将2027财年每股收益预测从6.05美元下调至4.84美元。鉴于第三季度强劲的业绩，我们重申“买入”评级，并认为考虑到2027财年调整后EBITDA可能增长7%，该股目前被低估。第三季度业绩表明，PFGC能够通过市场份额的增长和有利的产品组合，在客流量疲软的环境下取得成功。独立餐厅有机产品销量增长6.5%，其中新客户增长速度超过总销量增长速度，这对公司营收的持续增长而言是一个积极的信号。公司不断扩大的独立餐厅客户群为毛利润增长提供了结构性支撑。我们相信，PFGC能够通过价格转嫁和持续的产品组合优化来有效抵消食品成本上涨的影响，这支撑了我们对2027财年营收实现中等个位数增长的预期。
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