)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
US Foods
US Foods (USFD) investor relations material
US Foods 28th Annual ICR Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2025 summary12 Jan, 2026
Consumer and industry trends
Consumer demand remains stable but pressured, with resilience in the restaurant sector and expectations for improvement in 2026 as interest rates decline and potential tax refunds or stimulus provide tailwinds.
Independent restaurants have consistently outperformed chains due to loyal local customer bases, a trend expected to continue into 2026 and beyond.
Restaurant industry foot traffic has held up better than other consumer sectors, with quick rebounds anticipated as sentiment improves.
Growth strategy and operational execution
Sustained market share gains in independent restaurants, healthcare, and hospitality, with 18 consecutive quarters of share growth.
Focus on new account generation and minimizing lost business, with recent net new account growth reaching a post-2023 high.
Strong profit growth driven by effective execution, share gains, gross profit initiatives, and productivity improvements, offsetting cost increases.
Continued aggressive investment in capital and operating expenses to support long-term growth.
M&A and market expansion
Recent exploration of a large merger was ended due to regulatory and shareholder return concerns, despite strong synergy potential.
Ongoing focus on tuck-in acquisitions of smaller companies to build local scale and delivery efficiency, with openness to larger opportunities if they make strategic sense.
Active pipeline management and long-term engagement with potential acquisition targets.
M&A strategy: tuck-ins vs. larger targets
100% commission model: expected long-term impact
Pronto's role in specialty market penetration
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next US Foods earnings date
Q4 202512 Feb, 2026
US Foods
Next US Foods earnings date
Q4 202512 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage