US Foods Holding Corp. (NYSE: USFD), one of the largest and most influential foodservice distributors in the United States, is set to participate in the prestigious 2025 Consumer Analyst Group of New York (CAGNY) Conference. The company’s presentation is scheduled for today at 11 a.m. EST, featuring key insights from Dave Flitman, Chief Executive Officer, and Dirk Locascio, Chief Financial Officer. Their discussion will focus on the company’s financial performance, strategic growth initiatives, and future outlook, underscoring US Foods’ commitment to maintaining its leadership in the industry.
Exceeding Expectations: 2022–2024 Long-Range Plan Achievements
Reflecting on the company’s recent accomplishments, Dave Flitman emphasized the significant strides made through the focused execution of its strategic vision. “We overachieved our 2022 to 2024 long-range plan through the disciplined and strategic implementation of our initiatives, resulting in an Adjusted EBITDA increase of 11.7% to $1.74 billion in 2024,” Flitman noted.
He further highlighted that the momentum built over the past few years has positioned US Foods favorably for the next phase of its long-term strategy. “Building on this exciting momentum, US Foods is well-prepared to execute our new long-range plan for 2025 to 2027. I am highly confident in our ability to continue outpacing industry volume growth over the long term and expand margins through our extensive portfolio of self-help initiatives, while driving long-term value creation for our shareholders.”
Key Areas of Focus at the CAGNY Conference
During the presentation, US Foods will emphasize the company’s strategic priorities, including its ability to lead in a fragmented yet resilient industry, leverage its national scale, and drive sustained, profitable growth. The presentation will highlight the following core areas of momentum:
- Leadership Transformation & Customer-Centric Approach
US Foods has undergone a strategic leadership transformation aimed at enhancing operational excellence, strengthening execution capabilities, and reinforcing a customer-centric approach. By focusing on solutions tailored to customers’ evolving needs, the company ensures a competitive edge in the dynamic foodservice market.
- Dominance in a Highly Fragmented and Resilient Industry
The U.S. foodservice industry remains fragmented, presenting significant opportunities for US Foods to leverage its national scale and drive targeted customer growth. The company continues to utilize digital innovation and market intelligence to enhance its service offerings and optimize its operational efficiency. - Strategic Expansion Through a Four-Pillar Growth Strategy
US Foods’ growth strategy is centered around four core pillars: (1) improving customer experiences, (2) expanding the breadth and depth of its product portfolio, (3) optimizing supply chain efficiency, and (4) leveraging digital solutions. These pillars collectively contribute to the company’s sustained market expansion and competitive positioning. - Technology Leadership & Digital Innovation
US Foods continues to invest in cutting-edge technology and digital solutions, providing customers with best-in-class tools and services. From automated inventory management to AI-driven order forecasting, the company is committed to setting new industry standards in technological innovation. - Accelerated Cash Flow Generation
As part of its financial strategy, US Foods expects to generate more than $4 billion in cash flow over the next three years. This will provide the company with increased financial flexibility to invest in strategic growth initiatives, return capital to shareholders, and explore potential acquisitions that align with its long-term vision.
Fiscal Year 2025 Outlook & Long-Term Financial Targets
US Foods is reaffirming its fiscal year 2025 guidance, demonstrating confidence in its continued financial strength and growth trajectory. The company’s 2025 financial outlook includes:
- Net Sales Growth: 4% to 6% increase
- Adjusted EBITDA Growth: 8% to 12% increase
- Adjusted Diluted EPS Growth: 17% to 23% increase
Additionally, the company has outlined its ambitious 2025 to 2027 long-range plan growth targets:
- Sales Compound Annual Growth Rate (CAGR): 5%
- Adjusted EBITDA CAGR: 10%
- Annual Adjusted EBITDA Margin Expansion: At least 20 basis points per year
- Adjusted Diluted EPS CAGR: 20%
These targets reflect US Foods’ commitment to driving consistent, long-term value for shareholders while strengthening its financial and operational foundation.
Webcast and Additional Information
The company’s presentation at the CAGNY Conference will be broadcasted live via webcast. Interested parties can access the event through US Foods’ investor relations website For those unable to attend the live session, an archived replay will be available shortly after the event concludes.
