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US Foods
US Foods (USFD) investor relations material
US Foods AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary14 May, 2026
Opening remarks and agenda
Meeting conducted virtually to increase accessibility for stockholders.
Board members and executive team introduced, highlighting their diverse expertise.
Representatives from Deloitte & Touche and Broadridge Financial Solutions present for Q&A and election oversight.
Financial performance review
Adjusted EBITDA grew 11% to over $1.9 billion, with margin expansion of 30 basis points in 2025.
Adjusted EPS reached a record $3.98, up 26%, leading the industry.
Achieved strong results despite macroeconomic softness, severe weather, geopolitical conflict, and rising fuel costs.
Repurchased $930 million in shares and completed two tuck-in acquisitions totaling over $130 million.
Board and executive committee updates
Board consists of experienced leaders overseeing strategy execution.
CEO, CFO, and Chief Legal Counsel present; proxies appointed for voting.
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Latest events from US Foods
- Adjusted EBITDA up 6.2% and net sales up 2.8%, with $125M in share repurchases.USFD
Q1 202613 May 2026 - Stable demand, strategic investments, and a new sales model drive long-term growth outlook.USFD28th Annual ICR Conference 202513 Apr 2026
- Double-digit EBITDA and EPS growth, record margins, and robust share repurchases in 2025.USFDQ4 202512 Apr 2026
- Record 2025 earnings and digital growth drive strong outlook and capital returns.USFDConsumer Analyst Group of New York Conference (CAGNY) 202610 Apr 2026
- 2025 saw record growth, enhanced governance, and new shareholder rights proposals.USFDProxy filing2 Apr 2026
- Key votes include director elections, auditor ratification, and enhanced shareholder meeting rights.USFDProxy filing2 Apr 2026
- 2025 saw record growth, governance enhancements, and a proposal for expanded shareholder rights.USFDProxy filing19 Mar 2026
- Three-year plan targets 5% sales, 10% EBITDA, and 20% EPS CAGR, driven by digital and brand innovation.USFDConsumer Analyst Group of New York Conference 202523 Feb 2026
- 2025–2027 plan targets double-digit profit growth, digital leadership, and $1B buyback.USFDInvestor Day 202423 Feb 2026
Next US Foods earnings date
Q2 20266 Aug, 2026
US Foods
Next US Foods earnings date
Q2 20266 Aug, 2026
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Eferix Drawings Google Play
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@ankurshah47_ x.com
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Amina0781App Store
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@theshortbearx.com
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