Q2 2025 US Foods Holding Corp Earnings Call Transcript
Key Points
- US Foods Holding Corp (USFD) delivered record second quarter adjusted EBITDA of $548 million and a record adjusted EBITDA margin of 5.4%, marking a 40 basis point increase.
- The company achieved a 27% growth in adjusted EPS year-to-date, highlighting strong execution and a robust business model.
- US Foods Holding Corp (USFD) gained market share for the 17th consecutive quarter with independent restaurants and the 19th consecutive quarter with healthcare customers.
- The company repurchased $250 million of shares in the second quarter, demonstrating a commitment to shareholder value.
- US Foods Holding Corp (USFD) reported strong cash flow, with operating cash flow increasing by $104 million to $725 million year-to-date.
- Chain restaurant volume declined by 4% in the second quarter, primarily due to a strategic exit, impacting total chain volume growth by approximately 300 basis points.
- The divestiture of Freshway resulted in nearly a 50 basis point impact on total case growth in the second quarter.
- Despite improvements, the industry remains pressured with independent restaurant traffic not accelerating as much as desired.
- The company faces ongoing challenges in improving wallet penetration within the industry.
- US Foods Holding Corp (USFD) noted that the macroeconomic environment remains dynamic, with pressures such as tariffs impacting consumer behavior.
Thank you for standing by. My name is Jordan, and I'll be your conference operator today. At this time, I'd like to welcome everyone to the US Food Holding Corp.'s second quarter 2025 earnings call. (Operator Instructions)
I would now like to turn the call over to Mike Neese, Senior Vice President of Investor Relations. You may begin.
Thank you, Jordan. Good morning, everyone and welcome to the US Foods second-quarter fiscal 2025 earnings call. On today's call, we have Dave Flitman, our CEO; and Dirk Locascio, our CFO. (Event Instructions) Our earnings release issued earlier this morning and today's presentation can be found on the Investor Relations page of our website at ir.usfoods.com.
During today's call, unless otherwise stated, we're comparing our second quarter fiscal year 2025 to the same period in fiscal year 2024. In addition to historical information, certain statements made during today's call are considered forward-looking statements. Please review
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