US Foods Holding Corp. (USFD) Presents at Consumer Analyst Group of New York Conference 2026 Transcript

SA Transcripts158.51K FollowersFollow5ShareSaveCommentsQ4: 2026-02-12 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $1.04 beats by $0.03 | Revenue of $9.80B (3.26% Y/Y) misses by $100.55M US Foods Holding Corp. (USFD) Consumer Analyst Group of New York Conference 2026 February 19, 2026 3:00 PM EST Company Participants David Flitman - CEO & Director Conference Call Participants Andrew WolfKelly Bania - BMO Capital Markets Equity ResearchJeffrey Bernstein - Barclays Bank PLC, Research DivisionKaren Holthouse - Citigroup Inc., Research DivisionAnn Gurkin - Davenport & Company LLC, Research Division Presentation Andrew Wolf All right. If we could all find our seats, we'll kick off our next presentation. It is my pleasure to welcome back US Foods to CAGNY. US Foods is a $20 billion-plus market cap company that generated more than $39 billion in sales and increased their adjusted EPS over 26% in fiscal '25. US Foods maintains a unique position in the industry as the only pure-play U.S.-focused broadline foodservice distributor with national scale. The company's differentiated go-to-market strategy focuses on the three fastest-growing and most profitable consumer types in the industry or customer types in the industry, independent restaurants, health care and hospitality. The company is an industry leader in both digital and food innovation, providing its customers the right tools, resources and products on time and in full. Please join me in welcoming US Foods Chief Executive Officer, Dave Flitman. Dave, over to you. David FlitmanCEO & Director Thanks, Andrew. Good afternoon, everyone. It's great to be at CAGNY for the second consecutive year. I'm Dave Flitman, as Andrew said, and I'll spend the next few minutes talking you through our great story. You can read the disclaimer page on your own. We're excited to be here. Just as we get started, one quick change to the agenda.

Our Chief Financial Officer, Dirk Locascio, was scheduled to present with me today. He had a family emergency associated with the health of one of his parents. So Dirk is exactly where he needs to be with his family today. So I'll