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US Foods
US Foods (USFD) investor relations material
US Foods Consumer Analyst Group of New York Conference (CAGNY) 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Consumer Analyst Group of New York Conference (CAGNY) 2026 summary19 Feb, 2026
Strategic focus and market positioning
Focuses on independent restaurants, healthcare, and hospitality, which account for 83% of revenue and 75% of industry growth over six years, prioritizing high-growth, high-margin segments.
Holds about 10% market share in a fragmented industry, with significant runway for further growth, and has gained 600 basis points of share since 2019 through scale and digital innovation.
Maintains a four-pillar strategy: culture, service, growth, and profit, emphasizing operational excellence and cultural alignment.
Leverages national scale, a pure-play U.S. focus, and an AI-enabled digital ecosystem to drive engagement, loyalty, and operational simplicity.
Differentiates with exclusive brands, digital tools, and flexible delivery models, including the MOXē platform and Pronto service.
Digital innovation and exclusive brands
Industry-leading digital ecosystem, with MOXē platform driving 90% customer penetration and 86% satisfaction, and embedded AI-powered features enhancing productivity.
MOXē and Vitals platforms improve productivity and customer experience in restaurants and healthcare.
Exclusive brands represent 35% of revenue, with 54% penetration in independent restaurants, offering higher margins and customer value.
Pronto service model tripled revenue in three years, with 2025 sales exceeding $1B and a target of $1.5B in the medium term.
AI and automation in digital tools improve order accuracy, inventory management, and delivery tracking.
Financial performance and capital allocation
Achieved record 2025 Adjusted EBITDA of $1.93B and Adjusted Diluted EPS of $3.98, with 11% and 26.3% growth respectively.
Net sales reached $39.4B in 2025, up 4.1% year-over-year, with a ~5% CAGR since 2022.
Adjusted EBITDA margin expanded by 30 basis points to 4.9% in 2025.
Generated $1.4B in operating cash flow in 2025, supporting $934M in share repurchases and $131M in tuck-in acquisitions.
Maintains a robust M&A pipeline, with $4B+ deployable capital from 2025–2027, 30% reinvested, 20% for M&A, and $2B for share repurchases.
How will smaller players adapt to big 3 share gains?
Beyond productivity, how does AI enhance service?
What's the ceiling for exclusive brand penetration?
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Next US Foods earnings date
Q1 20267 May, 2026
US Foods
Next US Foods earnings date
Q1 20267 May, 2026
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Frequently asked questions
US Foods Holding Corp. distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States. It operates through two segments, Culinary and Supply Chain Solutions. The Culinary segment offers culinary products, such as proteins, including raw and pre-portioned beef, pork, poultry and seafood; meat case products; prepared foods; ethnic foods; imported specialties; a full line of non-protein food items; scallops; lobster tails; crab legs; shrimp; value-added appetizers comprising stuffed mushrooms, chicken tenders, mozzarella sticks, and crab cakes; desserts comprising cakes, pies, brownies and cookies; and thin crust pizza.
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