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Campaigns / Sachem Head → US Foods Holding Corp.
Sachem Head vs. US Foods Holding Corp.

US Foods Holding Corp. · USFD

1 deck published between 2022-04-26 and 2022-04-26 — 8 pages, 8 analysed slides total.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2022-04-26 proxy fight

    2022 04 ex1todfan14a10692012_042622

    8pp · letter

    Sachem Head owns 8.7% of US Foods and is running a proxy fight to install five directors who can close the Sysco margin gap and deliver ~100% upside.