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    Hilary Lee

    Research Analyst at Morgan Stanley

    Hilary Lee is an Equity Research Restaurants Senior Associate at Morgan Stanley, specializing in the coverage of the restaurant industry with a particular emphasis on financial analysis and investment management. She is involved in analyzing publicly traded restaurant companies, though specific firm names and performance rankings are not publicly listed. Hilary Lee began her analyst career at Morgan Stanley, where she continues to develop her expertise in equity research, and no prior firm experience is listed. Her credentials include advanced financial analysis skills, but there is no publicly available record of FINRA registrations or securities licenses.

    Hilary Lee's questions to US Foods Holding (USFD) leadership

    Hilary Lee's questions to US Foods Holding (USFD) leadership • Q2 2025

    Question

    Hilary Lee from Morgan Stanley, on behalf of Brian Harbour, asked about the drivers of confidence in achieving the full-year sales guidance, given year-to-date performance was at the low end of the range. She also inquired about current food inflation trends, particularly for beef and eggs.

    Answer

    CEO Dave Flitman cited the onboarding of new chain business and the observed acceleration in independent case volume growth in June and July as key reasons for confidence in the back-half sales performance. CFO Dirk Locascio added that overall food cost inflation has tempered, with categories like beef and eggs seeing moderation or even sequential deflation, keeping inflation within the company's target 2-3% range.

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