Former Division President at US Foods Holding Corp
- Food-away-from-home segment strategic update
- US Foods Inc's opportunity for market share gains across key customers
- Margin pressure – commodity, labour and freight inflation
- Sales growth outlook
Could you give an overview of the US food service distribution industry’s structure? How has it developed over the last few years? How has the competitive landscape evolved?
You mentioned restaurants struggling to find labour and losing talent to warehouses. Have any leaders in the restaurant industry successfully addressed these labour challenges through methods such as automation or higher wages? What are the trends around the talent exodus to warehouses?
How do you think US Foods is leveraging technology to capitalise on the changing landscape? Is it lagging vs peers? You said it lacked Sysco’s talent breadth. Could you elaborate on the innovation challenges at US Foods, including its ability to adapt new technologies to improve processes?
You mentioned that US Foods, Sysco and PFGC are the distribution industry’s three top players. Could you quantify their market shares? Beyond those three players, why does the market seem so fragmented across regional and local distributors?
Could you evaluate the success of US Foods’ private label strategy?
Could you outline US Foods’ acquisition strategy? How does the company source acquisition targets? How would you assess its previous acquisitions? Is its strategy fundamentally flawed in any way?
What is your two-year outlook for US Foods and the distributor industry? What are the possible best- and worst-case scenarios?
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