ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD) today announced that Dave Flitman, Chief Executive Officer and Dirk Locascio, Chief Financial Officer, will present at the CAGNY 2026 Conference on Thursday, Feb. 19, 2026, at 3:00 p.m. EST. The live webcast for the event can be accessed at https://ir.usfoods.com. An archived replay of the webcast will be available shortly after the live event is completed. About US Foods With a promise to help its customers Make It, US Foods. ...

US Foods (USFD) is trading at new all-time highs. The stock maintains a 100% “Buy” opinion from Barchart and has robust technical momentum. Analyst sentiment is predominantly bullish, with 13 “Strong Buy” ratings. USFD’s strong growth, positive earnings revisions, and technical strength support a positive overall outlook. Today’s Featured Stock Valued at $18.64 billion, US Foods (USFD) is a foodservice distributor. The company serves independent and multi-unit restaurants, healthcare and hospit ...

Core Viewpoint - US Foods Holding Corp. will host a live conference call and webcast to discuss its fourth quarter and fiscal year 2025 results on February 12, 2026, at 8 a.m. CST [1] Company Information - The conference call can be accessed live over the phone by dialing 877-344-2001, with listeners advised to call in 10 minutes prior to the start time and provide Conference ID 2528845 [1] - A replay of the conference will be available after the call [1]

Core Insights - US Foods Holding Corp. (NYSE:USFD) is recognized as one of the 12 Best Food Stocks to Buy in 2026 [1] Group 1: Contract Award - The Defense Logistics Agency awarded US Foods a maximum $198.26 million firm-fixed-price contract for a full line of food and beverage products [2] - The contract is a sole-source purchase and is structured as a 465-day bridge contract, with the ordering period closing on April 17, 2027 [2] - Military services including the Army, Navy, Air Force, Marine Corps, and Coast Guard will utilize the products supplied under this contract [2] Group 2: Analyst Rating - Citi analyst Karen Holthouse reduced the price objective for US Foods from $99 to $90 while maintaining a Buy rating [3] - The adjustment reflects changes in Citi's 2026 outlook for the food distributors group, indicating that distributors are in a stronger position compared to the overall restaurant industry [3] Group 3: Company Overview - US Foods is a food service distributor in the United States, supplying food and non-food items to various sectors including government buildings, supermarkets, restaurants, healthcare facilities, and educational institutions [4]

Core Insights - The presentation is led by Mark Carden, an analyst from UBS focusing on North American food retail and distribution [1] - US Foods is highlighted as a leading food distributor, partnering with approximately 250,000 restaurants and food service operators across the United States [2] Company Overview - US Foods is recognized for its significant role in the food distribution sector, emphasizing its extensive network of partnerships [2] - The leadership team includes CEO Dave Flitman and CFO Dirk Locascio, indicating a strong executive presence during the event [2]

Financial Data and Key Metrics Changes - The company has maintained a strong profit growth trajectory, achieving a 10% EBITDA and 20% EPS compound annual growth rates despite industry-related top-line pressures [10][12][52] - The company is focused on controlling costs and driving productivity, which has allowed it to offset rising expenses while continuing to invest in the business [12][18] Business Line Data and Key Metrics Changes - The company has seen consistent market share gains in independent restaurants for 18 consecutive quarters, indicating strong performance in this segment [35] - The Pronto initiative is expected to significantly contribute to revenue growth, with projections raised to $1.5 billion over the midterm from $1 billion [39] Market Data and Key Metrics Changes - The consumer backdrop remains stable, with expectations for a stronger consumer environment in 2026 due to potential tax refunds and lower interest rates [5][6] - Independent restaurants have been outperforming chain restaurants, a trend that is expected to continue [9] Company Strategy and Development Direction - The company is focused on three core customer types: independent restaurants, healthcare, and hospitality, which are the fastest-growing and most profitable segments [16] - The company is actively pursuing tuck-in M&A opportunities to enhance local market scale and improve delivery efficiency [22][23] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about the future, citing strong momentum and a clear focus on profitable segments [51][52] - The company is confident in its ability to sustain improvements in EBITDA margins and overall earnings through process improvements and technology enablements [48] Other Important Information - The company is transitioning to a 100% commission compensation model, which is expected to align incentives and enhance sales effectiveness [24][30] - The company has not experienced increased turnover during the pilot phase of the new compensation model, indicating positive reception among the sales force [28][34] Q&A Session Summary Question: How is the company viewing the health of the consumer? - Management believes the consumer backdrop is stable, with hopes for improvement in 2026 due to lower interest rates and potential stimulus [5] Question: What is the company's strategy regarding M&A? - The company is focused on tuck-in acquisitions that align with its existing strategy, while remaining open to larger opportunities if they make sense [22] Question: How does the company plan to balance new account growth and penetration growth? - The company is actively working on both fronts, with a focus on minimizing lost business and generating new accounts [36] Question: What are the key initiatives driving margin improvements? - Strategic Vendor Management is highlighted as a significant initiative, along with other technology and process improvements [47]

Financial Data and Key Metrics Changes - The company has maintained a stable consumer backdrop despite pressures over the past few years, with a focus on market share growth and productivity improvements [3][4] - The company is optimistic about potential tailwinds for 2026, including higher tax refunds and stimulus, which could strengthen consumer sentiment [5] - The company has sustained strong profit growth with a 10% EBITDA and 20% EPS compound annual growth rates (CAGRs) despite industry-related top-line pressures [10][12] Business Line Data and Key Metrics Changes - The company has seen a long-term trend of independent restaurants outperforming chain restaurants, with expectations that this will continue into 2026 [9] - The company has achieved 18 consecutive quarters of market share gains, focusing on new account generation and minimizing lost business [35] Market Data and Key Metrics Changes - The company has noted that the restaurant space remains resilient, with foot traffic holding up better than other consumer sentiment industries [7] - The healthcare segment has shown continuous growth, with the company taking market share and improving margins in this complex category [43][44] Company Strategy and Development Direction - The company is focused on three core customer types: independent restaurants, healthcare, and hospitality, which are the fastest-growing and most profitable segments [16] - The company is investing heavily in its Pronto initiative, aiming for significant revenue growth and expanding its market reach [39][40] - The company is transitioning to a 100% commission compensation model to align incentives and improve sales effectiveness [24][30] Management's Comments on Operating Environment and Future Outlook - Management is optimistic about the future, citing strong momentum and a clear business model focused on profitable segments [51][52] - The company is confident in its ability to continue improving EBITDA margins and overall earnings through process improvements and technology enablements [48] Other Important Information - The company explored a merger with Performance Food Group but decided against it due to concerns over regulatory environment and shareholder returns [19][20] - The company remains focused on tuck-in M&A opportunities to enhance local market scale and delivery efficiency [21][23] Q&A Session Summary Question: How is the company viewing the health of the consumer today? - Management noted that the consumer has been under pressure for the past few years but remains stable, with hopes for improvement in 2026 due to potential economic tailwinds [3][5] Question: What is the company's strategy regarding independent restaurants versus chain restaurants? - Management believes independent restaurants will continue to outperform chains due to their loyal customer base and unique dining experiences [9] Question: How does the company plan to sustain profit growth despite industry pressures? - Management emphasized effective execution and control over factors within their influence, such as market share and productivity [11][12] Question: What are the key initiatives driving margin improvements? - Management highlighted Strategic Vendor Management and technology enhancements as significant contributors to sustainable improvement [47][48] Question: What is the rationale behind the shift to a 100% commission model? - Management explained that the timing is right for this change, as the company has built momentum and is focused on aligning incentives for sales effectiveness [24][30]

Financial Data and Key Metrics Changes - The company has maintained a stable consumer backdrop despite pressures over the past few years, with a focus on market share growth and productivity improvements [3][4] - The company is optimistic about potential tailwinds in 2026, including higher tax refunds and stimulus, which could strengthen consumer sentiment [5] - The company has sustained strong profit growth with a 10% EBITDA and 20% EPS CAGR, attributed to effective execution and control of controllables [10][11] Business Line Data and Key Metrics Changes - The company has seen a long-term trend of independent restaurants outperforming chain restaurants, with expectations for this trend to continue [9] - The company has achieved 18 consecutive quarters of market share gains, focusing on new account generation and minimizing lost business [35] Market Data and Key Metrics Changes - The company is focused on three core customer types: independent restaurants, healthcare, and hospitality, which are the fastest-growing and most profitable segments [15][16] - The company has been investing heavily in its Pronto initiative, projecting revenue growth from $1 billion to $1.5 billion over the midterm [38] Company Strategy and Development Direction - The company is committed to a 100% commission compensation model to align incentives and enhance sales effectiveness [24][30] - The company is focused on tuck-in M&A opportunities to scale in local markets and improve delivery efficiency [22][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the sustainability of profit growth and the ability to improve EBITDA margins over the long term through process improvements and technology [46][47] - The company is excited about its future, emphasizing its unique position as a pure play food service distributor with a simple business model [50][51] Other Important Information - The company has not seen increased turnover since implementing pilot programs for the new compensation model, indicating positive reception among sales staff [28][34] - The company is actively exploring opportunities in the specialty business, leveraging its distribution capabilities to serve a broader array of customers [41] Q&A Session Summary Question: How does the company view the health of the consumer today? - Management noted that the consumer has been under pressure for the past few years but remains stable, with hopes for improvement in 2026 due to potential economic tailwinds [3][5] Question: What is the company's strategy regarding M&A? - The company is focused on tuck-in acquisitions to enhance local market scale, while remaining open to larger opportunities if they align with strategic goals [22][23] Question: How does the company plan to balance new account growth and penetration growth? - Management emphasized the importance of both new account generation and minimizing lost business, with recent success in net new account growth [36]

Financial Guidance - US Foods Holding Corp. reaffirmed its fiscal year 2025 guidance previously announced on November 6, 2025[4] Upcoming Events - The company will participate in the 28th Annual ICR Conference in Orlando on January 12, 2026[4] Investor Information - The press release regarding the financial results is available on the company's Investor Relations page[5]

The Company is reaffirming its previously announced fiscal year 2025 guidance of: Additionally, US Foods will attend the 28th Annual ICR Conference in Orlando, Fla. on Jan. 12 and 13. Dave Flitman, Chief Executive Officer, and Dirk Locascio, Chief Financial Officer, will participate in a fireside chat on Monday, Jan. 12, 2026 at 4:30 p.m. EST. ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD) announced today that it is reaffirming its fiscal year 2025 guidance previously announced on its ...