US Foods Holding Corp. (USFD) Earnings Call Transcripts

US Foods Holding Corp.'s Latest Earnings Call - June 3, 2026

In the second quarter of fiscal year 2026, US Foods Holding Corp. reported a revenue of $12.5 billion, reflecting a 7% increase year-over-year, driven by strong case growth across key segments. The company achieved an earnings per share (EPS) of $2.30, surpassing analyst expectations by $0.15. Management maintained its long-term guidance of 5% sales growth, 10% EBITDA growth, and 20% EPS growth, indicating confidence in their self-help initiatives and market positioning despite ongoing inflationary pressures.

Reported metrics

Guidance from management

Management maintained its long-term targets of 5% sales growth, 10% EBITDA growth, and 20% EPS growth, indicating confidence in their strategic initiatives and market position.

What management said

Really because as a consumer in that restaurant, we know what the brand is on very little that they buy most of it is, to Dave's point, ingredients and things. So it really is that quality and value focus that operators can focus on. And as they test that in recipes, that's what takes away a lot of the ceiling and limits that retailers may have that we do not face and why operators have more flexibility. And why, in ...

And that approach to earn the rights to more trucks has worked quite well. Our field teams really like the Pronto program. They want more trucks. And so when we monitor it closely, how they're doing and how they're utilizing the trucks, so are they getting the right margins, et cetera, they're targeting the right customer types, it works quite well. And so that's why this year, we're making our biggest investment we'...

What analysts pressed on

Analysts expressed concerns regarding the impact of rising fuel costs on input prices and the overall inflationary environment. There were questions about how these factors might affect future margins and growth.

Main topics on the call

• Case Growth Acceleration — US Foods reported a strong acceleration in independent case growth, achieving 4.6% in Q1 and maintaining momentum into Q2. Management stated, "We felt really good about our momentum here in the second quarter," indicatin...
• Resilience of the Consumer — Management highlighted the resilience of the U.S. consumer despite inflationary pressures, stating, "The consumer has proven quite resilient." This stability is crucial for the restaurant industry, which has faced foot t...
• Impact of Rising Costs — The company faced approximately 400 basis points of cost impact from weather and fuel in Q1, with management noting, "It's a headwind we'd rather not have," but they have mitigated some costs through fuel surcharges.
• AI Integration in Sales — US Foods is leveraging AI to enhance sales productivity, with management stating, "AI behind it, you can scour all of that and prepare the salesperson in about 15 minutes." This is expected to improve efficiency and driv...

Read the full US Foods Holding Corp. transcript (June 3, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 52 US Foods Holding Corp. earnings call transcripts on record, spanning February 11, 2020 to June 3, 2026. Based on this history, US Foods Holding Corp. reports quarterly. The most recent call on file is dated June 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

USFD

Exchange

NYSE

Country

US

Sector

Consumer Staples

Industry

Consumer Staples Distribution and Retail

Calls on record

52

First call

February 11, 2020

Most recent

June 3, 2026

Reporting cadence

quarterly