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    Matthew Roth

    Research Analyst at UBS

    Matthew Roth is not listed as an analyst at UBS according to available public sources and LinkedIn searches. There is no evidence of a Matthew Roth holding a senior analyst or research role at UBS, nor any indication of company coverage, performance track record, or professional credentials relevant to such a position. Available records and business directories do not associate Matthew Roth with UBS in any equity research, wealth management, or analyst capacity. Accordingly, no performance metrics or detailed career history at UBS can be provided.

    Matthew Roth's questions to Performance Food Group (PFGC) leadership

    Matthew Roth's questions to Performance Food Group (PFGC) leadership • Q3 2025

    Question

    Matthew Roth of UBS inquired about current consumer demand behaviors, such as trade-down or shifts in cuisine types, and the outlook for food inflation, particularly any potential impact from tariffs.

    Answer

    COO Scott McPherson noted a strong recovery in independent case volume in April, with the Mexican and Convenience foodservice segments performing well. CEO George Holm attributed the challenging quarter primarily to severe weather in February. CFO Patrick Hagerty stated that Q4 inflation is expected to be similar to Q3 and that it is too early to assess tariff impacts, a point echoed by Scott McPherson, who added that the main concern is the broader macroeconomic effect on consumers rather than direct costs.

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