US Foods Holding Corp (MEX:USFD)
MXN 1,409.4 (0%) Market Cap: 379.27 Bil Enterprise Value: 471.70 Bil PE Ratio: 32.40 PB Ratio: 4.89 GF Score: 62/100

US Foods Holding Corp at Morgan Stanley Global Consumer & Retail Conference Transcript

Dec 02, 2025 / 06:30PM GMT
Release Date Price: MXN1162
Brian Harbour
Morgan Stanley - Analyst

Hi, everyone. Thank you for being here. I'm Brian Harbour, cover restaurants and food distributors, at Morgan Stanley. Real quickly for important disclosures, please see morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

And now we're going to talk US Foods. Dave Flitman, CEO; Dirk Locascio, CFO. Thank you guys for being here. Much appreciate it.

Dave Flipman
US Foods Holding Corp - Chief Executive Officer

Thank you, Brian.

Questions & Answers

Brian Harbour;Dirk Locascio
Morgan Stanley - Analyst;US Foods Holding Corp - Chief

Maybe just let's begin real quick. Last week, so you said you were no longer going to pursue a transaction with PFGC. Maybe make some comments just on drivers behind that. You did reaffirm, of course, all short-term, long-term guidance, but how does this affect any aspect of your strategy or your market approach going forward?

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