-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。2027年度（6月期）調整後EBITDA予想値にEV/EBITDA倍率10倍を適用（2026年度予想値の12倍から繰り越し）し、12ヶ月目標株価を16ドル引き上げ、119ドルとします。2026年度の1株当たり利益（EPS）予想値を4.57ドルから4.59ドルに引き上げ、2027年度のEPS予想値を6.05ドルから4.84ドルに引き下げます。第3四半期の好調な業績を受け、2027年度の調整後EBITDAが7%増加する可能性を考慮すると、株価は割安であるとの見解に基づき、買い推奨を維持します。第3四半期は、PFGCが市場シェアの拡大と有利な製品構成によって、低迷するレストラン客数環境を乗り切る能力を示しました。独立系レストラン向けオーガニックケース販売量は6.5%増加し、新規顧客の増加が総ケース販売量の増加を上回ったことから、収益の持続性を示す好材料となりました。同社の独立系レストラン顧客基盤の拡大は、粗利益の成長に構造的な追い風となります。当社は、PFGCが価格転嫁と継続的な商品構成改善を通じて食品コストの上昇を相殺できる体制が整っており、2027年度の売上高が中一桁台の成長率を達成するという見通しを裏付けていると考えています。
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