Geopolitics Alpha

8-K - Performance Food Group Co (0001618673) (Filer)

Published . Updated .

Key takeaways

  • 8-K - Performance Food Group filed an 8-K with the SEC on Nov 4 (a notice of a material company event).
  • Exposed: PFGC, XLY, CHEF, UNFI, SYY
  • Market reaction: PFGC +16.0% after three sessions; XLY +3.1% after three sessions; USFD +8.4% after three sessions

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GEOPOLITICS ALPHA8-K - Performance Food Group Co(0001618673) (Filer)PFGCGEOPOLITICS ALPHA

8-K - Performance Food Group filed an 8-K with the SEC on Nov 4 (a notice of a material company event).

Directly affected

  • PFGC Performance Food Group+21.3% 30d

    Named in this report.

Indirectly affected

  • XLY Consumer Discretionary Select Sector SPDR+5.7% 30d

    Consumer Discretionary Select Sector SPDR holds the consumer sector that Performance Food Group belongs to, so it often moves with news about it.

  • CHEF The Chefs' Warehouse-3.5% 18d

    The Chefs' Warehouse is a peer of Performance Food Group in groceries, general line; rivals often move on the same news.

  • UNFI United Natural Foods-3.5% 8d

    United Natural Foods is a peer of Performance Food Group in groceries, general line; rivals often move on the same news.

  • SYY Sysco-0.5% 30d

    Sysco is a large consumer company like Performance Food Group; big names in a sector often move together.

  • USFD US Foods Holding

    US Foods Holding is a large consumer company like Performance Food Group; big names in a sector often move together.

  • DPZ Domino's Pizza+10.1% 30d

    Domino's Pizza is a large consumer company like Performance Food Group; big names in a sector often move together.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
PFGC-0.17%+2.70%base+13.68%+14.02%+11.44%+15.97%
XLY-1.73%-1.67%base+4.27%+0.01%+0.19%+3.09%
CHEF+6.46%+3.54%base+6.13%+2.35%+2.80%+6.33%
UNFI+5.81%+1.79%base+7.09%+2.13%+0.22%+5.30%
SYY+10.92%+11.86%base+3.81%+1.81%+3.77%+5.79%
USFD+0.50%+2.10%base+8.37%+6.08%+5.14%+8.43%
DPZ-4.21%-2.89%base+5.48%+5.77%+3.40%+3.43%

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Filed: 2026-11-04 AccNo: 0001193125-26-446175 Size: 959 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits

Source: sec-edgar

How far Performance Food Group (PFGC) has moved since 4 Nov 2026

Since the first closing price after “8-K - Performance Food Group Co (0001618673) (Filer),” Performance Food Group (PFGC) is +1.21%.

CompanyWhenMoveStatus
Chefs' Warehouse (CHEF)that day+6.13%final price
Chefs' Warehouse (CHEF)the next day+2.35%final price
Chefs' Warehouse (CHEF)two days later+2.80%final price
Chefs' Warehouse (CHEF)three days later+6.33%final price
Chefs' Warehouse (CHEF)three days earlier+3.54%final price
Chefs' Warehouse (CHEF)five days earlier+6.46%final price
Dominos Pizza (DPZ)that day+5.48%final price
Dominos Pizza (DPZ)the next day+5.77%final price
Dominos Pizza (DPZ)two days later+3.40%final price
Dominos Pizza (DPZ)three days later+3.43%final price
Dominos Pizza (DPZ)three days earlier-2.89%final price
Dominos Pizza (DPZ)five days earlier-4.21%final price
Performance Food Group (PFGC)that day+13.68%final price
Performance Food Group (PFGC)the next day+14.02%final price
Performance Food Group (PFGC)two days later+11.44%final price
Performance Food Group (PFGC)three days later+15.97%final price
Performance Food Group (PFGC)three days earlier+2.70%final price
Performance Food Group (PFGC)five days earlier-0.17%final price
Sysco (SYY)that day+3.81%final price
Sysco (SYY)the next day+1.81%final price
Sysco (SYY)two days later+3.77%final price
Sysco (SYY)three days later+5.79%final price
Sysco (SYY)three days earlier+11.86%final price
Sysco (SYY)five days earlier+10.92%final price
United Natural Foods (UNFI)that day+7.09%final price
United Natural Foods (UNFI)the next day+2.13%final price
United Natural Foods (UNFI)two days later+0.22%final price
United Natural Foods (UNFI)three days later+5.30%final price
United Natural Foods (UNFI)three days earlier+1.79%final price
United Natural Foods (UNFI)five days earlier+5.81%final price
US Foods Holding (USFD)that day+8.37%final price
US Foods Holding (USFD)the next day+6.08%final price
US Foods Holding (USFD)two days later+5.14%final price
US Foods Holding (USFD)three days later+8.43%final price
US Foods Holding (USFD)three days earlier+2.10%final price
US Foods Holding (USFD)five days earlier+0.50%final price
Select Sector Spdr Tr (XLY)that day+4.27%final price
Select Sector Spdr Tr (XLY)the next day+0.01%final price
Select Sector Spdr Tr (XLY)two days later+0.19%final price
Select Sector Spdr Tr (XLY)three days later+3.09%final price
Select Sector Spdr Tr (XLY)three days earlier-1.67%final price
Select Sector Spdr Tr (XLY)five days earlier-1.73%final price
PFGC

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Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who is named in “8-K - Performance Food Group Co (0001618673) (Filer)”

Companies mentioned with this story

  • PFGC Performance Food Group

    Performance Food Group (PFGC) is linked, with no stored direction, high confidence in the 4 Nov 2026 story “8-K - Performance Food Group Co (0001618673) (Filer).” Reason on file: SEC 8-K filing -> direct issuer disclosure -> PFGC

  • XLY Select Sector Spdr Tr

    In “8-K - Performance Food Group Co (0001618673) (Filer),” Select Sector Spdr Tr (XLY) is linked, with no stored direction, medium confidence. Reason on file: Consumer Discretionary Select Sector SPDR holds the consumer sector that Performance Food Group belongs to, so it often moves with news about it

  • CHEF Chefs' Warehouse

    Chefs' Warehouse (CHEF) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “8-K - Performance Food Group Co (0001618673) (Filer).” Reason on file: The Chefs' Warehouse is a peer of Performance Food Group in groceries, general line; rivals often move on the same news

  • UNFI United Natural Foods

    For “8-K - Performance Food Group Co (0001618673) (Filer),” United Natural Foods (UNFI) is linked, with no stored direction, medium confidence. Reason on file: United Natural Foods is a peer of Performance Food Group in groceries, general line; rivals often move on the same news

  • SYY Sysco

    In “8-K - Performance Food Group Co (0001618673) (Filer),” Sysco (SYY) is linked, with no stored direction, medium confidence. Reason on file: Sysco is a large consumer company like Performance Food Group; big names in a sector often move together

  • USFD US Foods Holding

    For “8-K - Performance Food Group Co (0001618673) (Filer),” US Foods Holding (USFD) is linked, with no stored direction, medium confidence. Reason on file: US Foods Holding is a large consumer company like Performance Food Group; big names in a sector often move together

  • DPZ Dominos Pizza

    For “8-K - Performance Food Group Co (0001618673) (Filer),” Dominos Pizza (DPZ) is linked, with no stored direction, medium confidence. Reason on file: Domino's Pizza is a large consumer company like Performance Food Group; big names in a sector often move together

How “8-K - Performance Food Group Co (0001618673) (Filer)” reaches Performance Food Group (PFGC)

The 4 Nov 2026 story “8-K - Performance Food Group Co (0001618673) (Filer)” names Performance Food Group (PFGC) because of this story.

For Performance Food Group (PFGC), the reason on file says SEC 8-K filing -> direct issuer disclosure -> PFGC

A second company, Select Sector Spdr Tr (XLY), is listed for a different reason: Consumer Discretionary Select Sector SPDR holds the consumer sector that Performance Food Group belongs to, so it often moves with news about it

Dates and price levels for Performance Food Group (PFGC)

CHEF traded between 100.43 and 114.54 across 18 sessions. The latest close on file is 108.25. PFGC traded between 92.41 and 112.63 across 20 sessions. The latest close on file is 111.00. XLY traded between 110.58 and 119.20 across 20 sessions. The latest close on file is 118.15.

How strong the case is around Performance Food Group (PFGC)

46 out of 100

“8-K - Performance Food Group Co (0001618673) (Filer)” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.