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US Foods’ Hidden Catalyst — Pronto Is Becoming A $1.7 Billion Business!

US Foods Holding Corp. reported solid financial and operational results for the second quarter of fiscal 2026, demonstrating continued growth and margin expansion in a challenging industry environment. The company achieved a 4.5% increase in net sales to $10.5 billion, driven by 1.9% total case volume growth, with independent restaurants showing the strongest acceleration at 5.1%. Health care and hospitality segments also contributed positively with growth rates of 3.5% and 4.4%, respectively, while chain restaurants declined slightly by 1.5%. This volume growth translated into a 10.2% rise in adjusted EBITDA to a record $604 million and a 21% increase in adjusted diluted earnings per share to $1.44, with margin expansion of 29 basis points to 5.7%. The company’s ability to gain market share in its key customer segments was notable, marking the 21st and 23rd consecutive quarters of share gains in independent restaurants and health care, respectively.