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US Foods (USFD) Q1 FY26 earnings call

Earnings call· Mar 2026 (Q1 FY26)· Consumer Staples· May 7, 2026

Source: earnings call transcript

US Foods delivered strong Q1 FY26 results, accelerating independent restaurant case growth and expanding adjusted EBITDA and EPS, despite significant weather and fuel cost headwinds. The company reaffirmed its full-year guidance, emphasizing the strength of its self-help initiatives and ability to control outcomes in a challenging macro environment, while continuing to invest in digital capabilities and sales force transformation.

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USFD operating KPIs by quarter

USFD operating KPIs stated on its earnings calls, by fiscal quarter
KPIThis call Mar 2026 Q1 FY26 Jun 2026 Q2 FY26Change vs prior quarter
Employees
30K Before we begin, I want to thank our dedicated team of 30,000 associates for their unwavering commitment to serving our customers, which was clearly evident in the first quarter. Source: earnings call transcript
30K I thank our 30,000 associates for their unwavering commitment to delivering excellence in serving our customers and to pursuing our ambition to become the undisputed best in our industry. Source: earnings call transcript
0%
Employees Military veterans
1,500 With this being National Military Appreciation Month, I am incredibly grateful for our 1,500 veteran associates and the unique expertise they bring to our company. Source: earnings call transcript
1,500+ Through Valor, we are expanding our veteran recruiting efforts with a dedicated web page, new strategic partnerships and ongoing investments to recognize and support the more than 1,500 and growing number of veteran associates already contributing to our business. Source: earnings call transcript
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Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.