May 14, 2020 / 02:00PM GMT
Kelly Ann Bania - BMO Capital Markets Equity Research - Director & Equity Analyst
Perfect. All right. Well, we might as well go ahead and get started. Pietro, I first wanted to just thank you and the team at US Foods for taking the time to participate at Farm to Market, especially in what I know is just a really busy time for everyone across consumer retail. And we definitely do hope that all of you continue to stay safe and well. Very pleased to have you join us and lots of topics to address. So I guess, we'll dive right in, while we're waiting for Dirk and Melissa and Scott. Hopefully, they can get on to the system soon.
So I guess the one thing I wanted to just start off with is just -- and you guys provided a lot of color on earnings last week in terms of the different channel trends. But just helping us to understand under the hood, what's driving that improvement, whether it's just more and more takeout or more restaurants opening back up, contribution from grocery? And just how we think of that progression going forward, especially as restaurants are opening up with restrictions in
US Foods Holding Corp at BMO Capital Markets Farm to Market Conference Transcript
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