At the 28th Annual ICR Conference in Orlando on January 12, 2026, US Foods Holding Corp. CEO Dave Flitman and CFO Dirk Locascio delivered a detailed fireside chat outlining the company’s market position and strategic priorities. US Foods, one of America’s leading foodservice distributors, partners with approximately 250,000 restaurants and other foodservice operators nationwide. The company’s 30,000 associates support customers through a network of more than 70 broadline distribution centers and over 90 cash-and-carry stores, offering an extensive range of food products, e-commerce solutions and business management tools. In Q4 2025, management discussed ongoing investments in supply chain modernization and digital ordering platforms, noting a 15% year-over-year increase in e-commerce order volume and a 120-basis point improvement in gross margin thanks to enhanced demand forecasting and distribution efficiencies.

US Foods reaffirmed its full-year 2025 financial outlook, originally issued on its Q3 earnings call. The company expects net sales growth of 4% to 5%, reflecting sustained demand across both full-service and limited-service segments. Adjusted EBITDA is projected to increase by 10% to 12%, driven by ongoing cost-saving initiatives and operating leverage from higher volume. Adjusted diluted EPS is targeted to grow 24% to 26%, reflecting the combined impact of margin expansion and disciplined capital deployment. Management reiterated that these non-GAAP measures exclude the effects of restructuring charges, share-based compensation, LIFO reserve adjustments and other one-time items, and emphasized their commitment to reconciling long-term profitability with strategic investments in technology and customer solutions.