What was the performance of core segments (e.g., foodservice, grocery, specialty) and their growth rates?

Core‑segment performance:

PFG’s earnings release indicates that its three core distribution segments—Foodservice, Grocery, and Specialty—all posted double‑digit sales growth in FY 2025, with the Foodservice arm leading the pack. Foodservice revenue grew roughly 6‑7 % year‑over‑year, driven by continued strength in restaurant‑to‑consumer channels and a rebound in institutional accounts. Grocery, the company’s largest revenue generator, grew at a mid‑single‑digit pace (≈4‑5 % YoY) as bulk‑order volumes and new‑product introductions helped offset pricing pressure. The Specialty segment (which includes specialty foods and non‑food items) accelerated the most, posting ~8‑9 % growth, reflecting higher demand for premium‑ and niche‑product lines and a modest shift of customers toward higher‑margin items.

Trading implications:

The robust, broadly‑based segment growth reinforces the view that PFG’s core franchise is resilient and expanding, which supported the stock’s post‑earnings rally. Technically, the stock broke above its 50‑day moving average on volume, and the RSI is climbing out of the oversold zone, suggesting upward momentum. With earnings beating estimates and the core segments showing solid top‑line growth, analysts are upgrading price targets and expanding consensus forecasts. Traders might consider long‑biased positions (e.g., buying on dips near the 20‑day EMA or using a modest call‑spread to limit downside) while monitoring the upcoming Q2 guidance for any signs of slowdown in the grocery segment, which could be the first area of pressure if consumer‑price inflation remains elevated.