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US Foods Holding Corp
SWB:UFH

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US Foods Holding Corp
SWB:UFH
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Price: 72 EUR -8.28%
Market Cap: €11.1B

US Foods Holding Corp
Investor Relations

US Foods Holding Corp is one of the large foodservice distributors in the United States. It buys food and related supplies from farmers, manufacturers, and other producers, then sells and delivers them to restaurants, hospitals, hotels, schools, and other commercial kitchens. Its catalog includes meat, produce, dairy, frozen items, dry goods, beverages, packaging, cleaning products, and kitchen equipment. The company makes money mainly by reselling those products at a markup and by charging for distribution and related services. It runs a logistics network that stores, picks, and delivers inventory to customers that need regular, reliable replenishment. US Foods also helps customers with ordering tools, menu ideas, and product selection, which makes it more than a simple wholesaler. What sets US Foods apart is its role as a middle link between food producers and food-service operators. Many of its customers are small and midsized businesses that do not want to manage dozens of suppliers on their own, so they rely on US Foods for one-stop purchasing and delivery. That makes the company a practical, everyday partner for the out-of-home food industry.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
May 7, 2026
AI Summary
Q1 2026

Results: US Foods said first-quarter results were strong despite severe weather, higher fuel costs and weak consumer sentiment, with adjusted EBITDA up 6% and adjusted diluted EPS up 14.7%.

Independent growth: Independent restaurant case growth accelerated to 4.6% overall, with organic growth at 4.4%, the strongest in more than 2 years and the company’s 20th straight quarter of share gains in that segment.

Guidance: Management reaffirmed full-year 2026 guidance, but said elevated fuel and macro uncertainty could leave results toward the low end of the range; second-quarter adjusted EBITDA growth is expected to be mid- to upper single digits.

Self-help: The company said margin gains continue to come from vendor savings, productivity, and operating discipline, including a 3% improvement in warehouse and selector productivity and strong progress on its UMOS rollout.

Growth bets: Management highlighted Pronto, Menu IQ, SIGNATURE and a new seller compensation plan as key long-term growth drivers, with the sales comp plan going live next month across the company.

Key Financials
Net sales
$9.6 billion
Total case volume growth
1.4%
Total case growth excluding Freshway divestiture
1.6%
Independent restaurant volume growth
4.6%
Healthcare volume growth
3.7%
Hospitality volume growth
5%
Chain restaurant volume growth
-2.3%
Adjusted EBITDA
$413 million
Adjusted diluted EPS
$0.78
Adjusted gross profit
$1.7 billion
Adjusted gross profit per case
$0.23
Adjusted operating expenses per case
$0.14
Adjusted EBITDA per case
$1.98
Operating cash flow
$294 million
Capital expenditures
$98 million
Share repurchases
1.4 million shares for $125 million
Net leverage
2.6x
Remaining share repurchase authorization
$1 billion
Independent restaurant organic case growth
4.4%
Menu IQ adoption
15% of independent customers
Ops QC improvement
21%
Injury and accident rates
12%
Pronto markets live
47 markets
Pronto Next Day markets live
26 markets
Private label penetration
54%
Cost of goods savings target
at least $300 million
Indirect spend savings
more than $75 million
Fuel recovery rate
30% to 40%
2026 inflation and mix
1.5
Second quarter adjusted EBITDA growth guidance
mid- to upper single digits
2026 case growth target
2.5% to 4.5%
Earnings Call Recording
Other Earnings Calls

Management

Mr. David E. Flitman
CEO & Director
No Bio Available
Mr. Dirk J. Locascio CPA
Executive VP & CFO
No Bio Available
Mr. John A. Tonnison
Executive VP, Chief Information & Digital Officer
No Bio Available
Mr. Steven M. Guberman
Executive VP of Nationally Managed Business & Chief Transformation Officer
No Bio Available
Mr. William Spencer Hancock
Executive VP & Chief Supply Chain Officer
No Bio Available
Mr. Michael D. Neese
Senior Vice President of Investor Relations
No Bio Available
Ms. Martha Ha
Executive VP & General Counsel
No Bio Available
Ms. Sara Matheu
Director of Media Relations
No Bio Available
Ms. Diane Hund
Senior VP & Chief Marketing Officer
No Bio Available
Mr. David Works
Executive VP & Chief Human Resources Officer
No Bio Available

Contacts

Address
ILLINOIS
Rosemont
9399 W Higgins Rd Ste 100
Contacts
+18477208000.0
www.usfoods.com
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