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Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
US Foods
US Foods (USFD) investor relations material
US Foods Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 May, 2026
Executive summary
Net sales grew 2.8% year-over-year to $9.6 billion, with total case volume up 1.4% and independent restaurant case volume accelerating 4.6%; healthcare and hospitality volumes rose 3.7% and 5.0%, respectively, while chain volume declined 2.3%.
Adjusted EBITDA increased 6.2% to $413 million, with margin improving to 4.3% of net sales; Adjusted Diluted EPS rose 14.7% to $0.78.
Maintained strong balance sheet and repurchased $125 million of shares, with net leverage at 2.6x.
Continued market share gains in independent restaurants, healthcare, and hospitality, supported by digital innovation, supply chain improvements, and sales force transformation.
Launched MenuIQ, an AI-powered menu management tool, and SIGNATURE, a new hospitality solution; celebrated 10th IPO anniversary and advanced veteran hiring.
Financial highlights
Net sales reached $9.6 billion, up 2.8% year-over-year, driven by 1.4% total case volume growth and food cost inflation/mix.
Adjusted EBITDA grew 6.2% to $413 million; Adjusted Diluted EPS rose 14.7% to $0.78; Adjusted Net Income increased 9.4% to $174 million.
Adjusted Gross Profit was $1.7 billion, up 4.4%, with gross profit per case up 2.9% to $8.12.
Operating cash flow was $294 million; free cash flow was $197 million, down from prior year.
$125 million invested in share repurchases; $98 million in CapEx; $1 billion remains authorized.
Outlook and guidance
Fiscal 2026 guidance reaffirmed: Net sales growth of 2.5%–6%, total case growth of 2.5%–6%, Adjusted EBITDA growth of 9%–13%, and Adjusted Diluted EPS growth of 18%–24%, including a 53rd week.
Q2 Adjusted EBITDA growth expected in mid to upper single digits due to elevated fuel costs and macro uncertainty.
Full-year guidance range depends on fuel and macro trends; one-third of 2026 fuel gallons locked at lower fixed prices.
CapEx for fiscal 2026 expected at $400–$450 million; net leverage target range remains 2.0x–3.0x.
Confident in achieving sequential improvement in total case growth for the year.
Market share gains in target customer types
Role of self-help initiatives in margin expansion
Impact of the 53rd week on 2026 growth targets
Pronto program path to $1.5B sales by 2027
Why did Q1 operating cash flow decline YoY?
How are pharma therapies impacting food consumption?
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Latest events from US Foods
- Stable demand, strategic investments, and a new sales model drive long-term growth outlook.USFD
28th 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
- Record Q2 sales, profit, and $1B buyback, with 2024 guidance and market share gains reaffirmed.USFDQ2 20242 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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