US Foods Holding Corp. at Barclays Global Consumer Staples Conference Transcript
Good afternoon, everyone. Thank you very much for joining us as we move through the afternoon of day 2. I hope everyone had a chance to grab some lunch. My name is Jeff Bernstein. I'm the restaurant and foodservice distribution analyst here at Barclays.
We're thrilled to have our next presenting company with us today, US Foods.
With us on stage from Rosemont, Illinois, we have Dirk Locascio, the CFO. By way of background, for those not familiar with US Foods, they are a leader in the U.S. foodservice distribution industry, partnering with roughly 250,000 restaurants and foodservice operators from 70-plus broadline locations and 90-plus cash and carry stores. Their 2026 guidance calls for 4% to 6% revenue growth supported by 2.5% to 4.5% case growth and ultimately culminating in 9% to 13% EBITDA growth and a very impressive 18% to 24% EPS growth.
So I have a slew of questions for Dirk, but we wanted to thank everyone for joining us. And again, thank US Foods for making the trip, and I will kick it off with some Q&A.
So I
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