US Foods Holding Corp (FRA:UFH)
€ 49.2 0.4 (0.82%) Market Cap: 12.14 Bil Enterprise Value: 16.45 Bil PE Ratio: 26.13 PB Ratio: 2.70 GF Score: 79/100
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US Foods Holding Corp at BMO Capital Markets Farm to Market Conference Transcript

May 15, 2019 / 02:50PM GMT
Release Date Price: €33.77 (-0.62%)
Kelly Ann Bania
BMO Capital Markets Equity Research - Director & Equity Analyst

All right. I think we might as well get started here. I think I'm 2 minutes behind, but I'm thrilled to host our next fireside chat with US Foods. Thrilled to have both Pietro Satriano, to my far right, who is CEO of US Foods; and Dirk Locascio. I hope -- am I saying that right? Dirk Locascio, CFO of US Foods. And Melissa Napier and Scott Einberger are also here up in the front row, both from the IR team.

So many of you probably have heard of US Foods. It's the second largest US foodservice distributor in the U.S. with about $25 billion in sales this year. US has made a case that it operates in an industry with a favorable backdrop, a differentiated strategy and all while focusing on cost reduction. You also have a sizable acquisition -- pending acquisition, I should say, with SG&A (sic) [SGA], which I believe should bring another $3 billion in revenues possibly in the next couple months here. And I think this is your first official farm-to-market. So thank you for making the trip out.

And as a

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