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Achieved strongest organic independent case growth in over two years at 4.4%, marking the 20th consecutive quarter of market share gains in this segment.

Performance was driven by 'controlling the controllables' through self-help initiatives, which allowed adjusted gross profit to grow 50 basis points faster than operating expenses.

Severe winter weather and rising fuel costs acted as significant headwinds, with distribution center closure days nearly doubling compared to the prior year.

Management attributes margin expansion to strategic vendor management and increased private label penetration, which now stands at 54% for core independent customers.

Operational excellence was bolstered by the 'Ops QC' initiative, which improved error-free delivery rates by 21% to reach the best performance levels since 2019.

The company is leveraging AI through its MOXY platform and the separate MenuIQ tool to deepen customer relationships, with the latter providing real-time visibility into menu profitability and food costs.

Reaffirmed 2026 guidance assumes adjusted EBITDA growth of 9% to 13%, though management notes results may hit the lower end if fuel remains elevated and macro uncertainty persists.

The transition to a 100% variable sales compensation plan begins next month, with a projected two-to-three-year window for the full force to reach maturity under the new structure.

Cost of goods savings targets were raised to at least $300 million through 2027, up from the previous commitment of $260 million.

The Pronto small-truck delivery service remains on track to reach $1.5 billion in annual sales by 2027, supported by expansion into 10 additional markets this year.

Guidance for Q2 anticipates mid- to upper-single-digit adjusted EBITDA growth, factoring in a one-month lag in recovering fuel costs through surcharges.

Fuel cost recovery is currently limited to 30% to 40% through surcharges, with approximately one-third of 2026 fuel gallons locked into fixed-price contracts.

Consumer sentiment reached an all-time low in March, creating a persistent headwind for industry-wide foot traffic that has lasted over two years.

Management reiterated that CHEF'STORE is not a long-term strategic fit due to a lack of realized synergies, though they will continue to operate it for the time being.

The company maintains a disciplined capital allocation strategy with $1 billion remaining in share repurchase authorization and a focus on accretive tuck-in M&A.

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Management views fuel as another pressure point on the consumer but emphasizes the industry's historical resiliency during macro downturns.

Stated that while foot traffic has been declining for two and a half years, the company's ability to gain share across target segments remains the primary growth driver.

David Flitman clarified that a competitor's move into cash-and-carry does not change US Foods' strategy, which remains focused on broadline tuck-in acquisitions.

The M&A pipeline is described as 'extremely strong,' focusing on companies with high independent restaurant mixes that can drive local network productivity.

The new 100% commission structure is designed to be simpler and will heavily incentivize the sale of high-margin private label brands.

Management expects the impact to be limited in the second half of 2026, with more meaningful growth contributions arriving in 2027 and 2028.

The new 'Signature' solution for hospitality mimics the successful 'Vitals' program for healthcare, focusing on labor management and event profitability.

Growth in this segment is expected to continue outperforming the macro environment due to a strong pipeline of new business wins.

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