US Foods Reports Second Quarter Fiscal 2016 Earnings
Second Quarter Highlights
-
Case volume with
Independent Restaurants rose 6.8% with total cases up 1.2% - Net sales declined by 0.6%
-
Gross profit grew 4.1% to
\\$1.0 billion -
Operating income increased
\\$76 million to \\$98 million -
Net loss of
\\$13 million -
Adjusted EBITDA increased 10.1% to
\\$260 million -
\\$1.1 billion net IPO proceeds were used to reduce debt
First Six Months Highlights
- IR case volume increased 7.3% with total cases 1.8% higher
-
Net sales flat at
\\$11.4 billion -
Gross profit of
\\$2.0 billion was up 3.7% -
Operating income increased
\\$119 million to \\$183 million -
Net loss of
\\$0.1 million -
Adjusted EBITDA increase of 17.3% to
\\$463 million
“Our second quarter results reflect the positive impact that our Great Food. Made Easy. strategy is having in our business,” said President and CEO
Pietro Satriano. “We continued to see positive sales momentum
with independent restaurant customers, gross margin improvement and
operating expense leverage. As a result, we increased adjusted EBITDA by
10% over the prior year second quarter. We also had a very successful
initial public offering in the quarter, raising over
“For the rest of 2016, our focus will remain on providing customers with innovative products, industry-leading technology, and flawless fundamentals,” Satriano continued. “We believe this will lead to full year Adjusted EBITDA growth of 8-9% above 2015 results.”
Second Quarter Results
Independent restaurants showed strong case volume growth of 6.8% from
the prior year, of which 4.6% was organic. Total case volume increased
1.2% over last year’s second quarter. Organic case growth was
essentially flat, reflecting planned exits from national chain business.
Net sales of
Gross profit of
Operating expenses were
Operating income was
First Half Results
For the year-to-date, independent restaurant case growth was 7.3%, of
which 5.5% was organic. Total case volume increased 1.8% over the prior
year, while organic case volume rose 0.8%. Net sales of
Gross profit of
Operating expenses year-to-date were
Operating income was
Cash capital expenditures for the first half of fiscal 2016 totaled
Capital Structure
On
The company entered into a series of transactions to refinance the
Outlook for Fiscal 2016
The company will continue to execute its plan to deliver higher margins and improved profitability. For fiscal 2016, Net sales are expected to be flat compared to last year as growth with independent restaurant and other customers will be offset by a deflationary environment and the anticipated planned exits of national chain business. Independent restaurant case volume is expected to grow between 6-7%. Adjusted EBITDA is expected to increase between 8%-9% from fiscal 2015 reported results. Our fourth quarter results will reflect the impact of a 53rd week, which occurred in 2015 and will not take place in 2016. The 53rd week added approximately 120 bps to Adjusted EBITDA in 2015.
Recent refinancing activities are expected to reduce second half 2016
interest expense by approximately
Please see the “Forward-Looking Statements” section in this release for a discussion of certain risks related to this outlook.
Conference Call and Webcast Information
US Food’s second quarter fiscal 2016 earnings call will be broadcast
live via the Internet today,
About
Forward-Looking Statements
This press release contains “forward-looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements can be identified by words such as “believe,” “expect,” “project,” “anticipate,” “intend,” “plan,” “estimate,” “target,” “seek,” “will,” “may,” “would,” “should,” “could,” “forecasts,” “mission,” “strive,” “more,” “goal,” or similar expressions. Examples of forward-looking statements include, among others, statements we make regarding our liquidity and our possible or assumed future results of operations, including descriptions of our business strategies.
Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based on our current beliefs, expectations and assumptions regarding the future of our business, future plans and strategies, projections, anticipated events and trends, the economy and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of our control. Our actual results and financial condition may differ materially from those indicated in the forward-looking statements. Therefore, you should not rely on any of these forward-looking statements.
Important factors that could cause our actual results to differ materially from the forward-looking statements contained in this press release include, among others: our ability to remain profitable during times of cost inflation, commodity volatility, and other factors; industry competition and our ability to successfully compete; our reliance on third-party suppliers, including the impact of any interruption of supplies or increases in product costs; risks related to our indebtedness, including our substantial amount of debt, our ability to incur substantially more debt, and increases in interest rates; any change in our relationships with GPOs; any change in our relationships with long-term customers; our ability to increase sales to independent customers; our ability to successfully consummate and integrate future acquisitions; our ability to achieve the benefits that we expect from our cost savings programs; shortages of fuel and increases or volatility in fuel costs; any declines in the consumption of food prepared away from home, including as a result of changes in the economy or other factors affecting consumer confidence; liability claims related to products we distribute; our ability to maintain a good reputation; costs and risks associated with labor relations and the availability of qualified labor; changes in industry pricing practices; changes in competitors’ cost structures; our ability to retain customers not obligated by long-term contracts to continue purchasing products from us; environmental, health and safety costs; costs and risks associated with government laws and regulations, including environmental, health, safety, food safety, transportation, labor and employment, laws and regulations, and changes in existing laws or regulations; technology disruptions and our ability to implement new technologies; costs and risks associated with a potential cybersecurity incident; our ability to manage future expenses and liabilities associated with our retirement benefits; disruptions to our business caused by extreme weather conditions; costs and risks associated with litigation; changes in consumer eating habits; costs and risks associated with our intellectual property protections; and risks associated with potential infringements of the intellectual property of others.
For a detailed discussion of these risks and uncertainties, see the
section entitled “Risk Factors,” in our prospectus (filed as part of the
Registration Statement on Form S-1 filed by the Company with the
All forward-looking statements made in this press release are qualified by these cautionary statements. The forward-looking statements contained in this press release speak only as of the date of this press release. We undertake no obligation, other than as may be required by law, to update or revise any forward-looking or cautionary statements to reflect changes in assumptions, the occurrence of events, unanticipated or otherwise, or changes in future operating results over time or otherwise.
Comparisons of results between current and prior periods are not intended to express any future trends, or indications of future performance, unless expressed as such, and should only be viewed as historical data.
Explanation of Non-GAAP Financial Measures
We provide Adjusted Gross profit, Adjusted Operating expenses, EBITDA, Adjusted EBITDA and Adjusted Net income as supplemental measures to GAAP regarding the Company’s operational performance. These financial measures exclude the impact of certain items and, therefore, have not been calculated in accordance with GAAP.
We use Adjusted Gross profit and Adjusted Operating expenses to focus on period-over-period changes in our business and believe this information is helpful to investors. Adjusted Gross profit is Gross profit adjusted to remove the impact of Last-in, first-out (LIFO) reserve changes. Adjusted Operating expenses are Operating expenses adjusted to remove the impact of certain unusual or non-recurring items, as well other items noted in the Company’s debt agreements.
We believe EBITDA and Adjusted EBITDA provide meaningful supplemental information about our operating performance because they exclude amounts that we do not consider part of our core operating results when assessing our performance. Examples of items excluded from Adjusted EBITDA include Restructuring and tangible asset impairment charges, Loss on extinguishment of debt, Sponsor fees, Share-based compensation expense, Business transformation costs (business costs associated with the redesign of systems and processes), Acquisition related costs, Acquisition termination fees—net, and other items as specified in our debt agreements.
We believe that Adjusted Net income is a useful measure of operating performance for both management and investors because it excludes items that are not reflective of our core operating performance and provides an additional view of our operating performance including depreciation, amortization, interest expense, and income taxes on a consistent basis from period to period. Adjusted Net income is Net income (loss) excluding such items as Restructuring and tangible asset impairment charges, Loss on extinguishment of debt, Sponsor fees, Share-based compensation expense, Business transformation costs (cost associated with redesign of systems and process), and other items, and adjusted for the tax effect of the exclusions. We believe that Adjusted Net income is used by investors, analysts, and other interested parties to facilitate period-over-period comparisons and provides additional clarity as to how factors and trends impact our operating performance.
Management uses these non-GAAP financial measures (a) to evaluate the Company’s historical and prospective financial performance as well as the performance relative to competitors as they assist in highlighting trends, (b) to set internal sales targets and spending budgets, (c) to measure operational profitability and the accuracy of forecasting, (d) to assess financial discipline over operational expenditures, and (e) as an important factor in determining variable compensation for management and employees. EBITDA and Adjusted EBITDA are also used for certain covenants and restricted activities under our debt agreements. We also believe these non-GAAP financial measures are frequently used by securities analysts, investors, and other interested parties to evaluate companies in our industry.
We caution readers that amounts presented in accordance with our definitions of Adjusted Gross profit, Adjusted Operating expense, EBITDA, Adjusted EBITDA and Adjusted Net Income may not be the same as similar measures used by other companies. Not all companies and analysts calculate these measures in the same manner. We compensate for these limitations by using these non-GAAP financial measures as supplements to GAAP financial measures and by presenting the reconciliations of the non-GAAP financial measures to their most comparable GAAP financial measures.
US FOODS HOLDING CORP. | ||||||||
Condensed Consolidated Balance Sheets | ||||||||
As of | As of | |||||||
(\\$ in millions*) | July 2, 2016 | January 2, 2016 | ||||||
(Unaudited) | ||||||||
ASSETS | ||||||||
Current assets: | ||||||||
Cash and cash equivalents | \\$ | 115.4 | \\$ | 517.8 | ||||
Accounts receivable, less allowances of \\$22.3 and \\$22.6 | 1,271.2 | 1,234.0 | ||||||
Vendor receivables, less allowances of \\$2.3 and \\$1.6 | 154.1 | 101.4 | ||||||
Inventories | 1,182.5 | 1,113.0 | ||||||
Prepaid expenses | 69.8 | 73.8 | ||||||
Assets held for sale | 21.9 | 5.5 | ||||||
Other current assets | 14.1 | 15.0 | ||||||
Total current assets | 2,829.1 | 3,060.4 | ||||||
Property and equipment -- net | 1,754.7 | 1,768.9 | ||||||
Goodwill | 3,898.1 | 3,875.7 | ||||||
Other intangibles -- net | 450.1 | 477.6 | ||||||
Other assets | 63.7 | 56.7 | ||||||
Total assets | \\$ | 8,995.6 | \\$ | 9,239.4 | ||||
LIABILITIES AND SHAREHOLDERS' EQUITY | ||||||||
Current liabilities: | ||||||||
Bank checks outstanding | \\$ | 176.8 | \\$ | 191.3 | ||||
Accounts payable | 1,365.1 | 1,078.9 | ||||||
Accrued expenses and other current liabilities | 398.7 | 470.0 | ||||||
Current portion of long-term debt | 73.1 | 62.6 | ||||||
Total current liabilities | 2,013.7 | 1,802.8 | ||||||
Long term debt | 3,798.2 | 4,682.1 | ||||||
Deferred tax liabilities | 455.2 | 455.8 | ||||||
Other long-term liabilities | 380.7 | 387.0 | ||||||
Total liabilities | 6,647.8 | 7,327.7 | ||||||
Redeemable common stock | - | 38.4 | ||||||
Shareholders' equity: | ||||||||
Common stock | 2.2 | 1.7 | ||||||
Additional paid in capital | 2,782.6 | 2,292.1 | ||||||
Accumulated deficit | (346.3 | ) | (346.3 | ) | ||||
Accumulated other comprehensive loss | (90.6 | ) | (74.4 | ) | ||||
Total shareholders' equity | 2,347.9 | 1,873.2 | ||||||
Total liabilities and shareholders' equity | \\$ | 8,995.6 | \\$ | 9,239.4 | ||||
* Amounts may not add due to rounding. |
US FOODS HOLDING CORP. | |||||||||||||||
CONSOLIDATED STATEMENTS OF OPERATIONS | |||||||||||||||
(UNAUDITED) | |||||||||||||||
13 weeks | 13 weeks | 26 weeks | 26 weeks | ||||||||||||
ended | ended | ended | ended | ||||||||||||
(\\$ in millions*, except share and per share data) | July 2, 2016 | June 27, 2015 | July 2, 2016 | June 27, 2015 | |||||||||||
Net sales | \\$ | 5,806.8 | \\$ | 5,842.5 | \\$ | 11,399.9 | \\$ | 11,396.2 | |||||||
Cost of goods sold | 4,772.7 | 4,849.9 | 9,406.1 | 9,474.4 | |||||||||||
Gross profit | 1,034.0 | 992.7 | 1,993.8 | 1,921.7 | |||||||||||
Distribution, selling and administrative costs | 922.2 | 919.3 | 1,786.6 | 1,804.8 | |||||||||||
Restructuring and tangible asset impairment charges. | 13.4 | 51.4 | 24.1 | 52.6 | |||||||||||
Total operating expenses | 935.6 | 970.7 | 1,810.7 | 1,857.4 | |||||||||||
Operating income | 98.4 | 22.0 | 183.1 | 64.3 | |||||||||||
Acquisition termination fees -- net | - | 287.5 | - | 287.5 | |||||||||||
Interest expense -- net | 70.3 | 70.0 | 140.8 | 140.9 | |||||||||||
Loss on extinguishment of debt | 42.1 | - | 42.1 | - | |||||||||||
(Loss) income before taxes | (14.0 | ) | 239.5 | 0.2 | 210.9 | ||||||||||
Income tax (benefit) provision | (0.6 | ) | 74.5 | 0.2 | 38.8 | ||||||||||
Net (loss) income | \\$ | (13.4 | ) | \\$ | 165.0 | \\$ | (0.1 | ) | \\$ | 172.1 | |||||
Net (loss) income per share | |||||||||||||||
Basic | \\$ | (0.07 | ) | \\$ | 0.97 | \\$ | - | \\$ | 1.01 | ||||||
Diluted | \\$ | (0.07 | ) | \\$ | 0.97 | \\$ | - | \\$ | 1.01 | ||||||
Weighted-average common shares outstanding | |||||||||||||||
Basic | 190,077,211 | 169,575,384 | 179,599,467 | 169,577,547 | |||||||||||
Diluted | 190,077,211 | 170,846,159 | 179,599,467 | 170,901,910 | |||||||||||
* Amounts may not add due to rounding. |
US FOODS HOLDING CORP. | |||||||||||
Condensed Consolidated Statements of Cash Flow | |||||||||||
(Unaudited) | |||||||||||
26 weeks ended | 26 weeks ended | ||||||||||
(\\$ in millions*) | July 2, 2016 | June 27, 2015 | |||||||||
Cash Flows From Operating Activities: | |||||||||||
Net (loss) income | \\$ | (0.1 | ) | \\$ | 172.1 | ||||||
Adjustments to reconcile net income (loss) to net cash provided by operating activities: |
|||||||||||
Depreciation and amortization | 207.9 | 197.2 | |||||||||
Gain on disposal of property and equipment - net | (7.5 | ) | (0.3 | ) | |||||||
Asset impairment charges | 0.1 | 6.3 | |||||||||
Loss on extinguishment of debt | 42.1 | - | |||||||||
Amortization of deferred financing costs | 4.9 | 7.6 | |||||||||
Amortization of Old Senior Notes original issue premium | (1.7 | ) | (1.7 | ) | |||||||
Insurance proceeds related to operating activities | 7.1 | 13.6 | |||||||||
Insurance benefit in net (loss) income | (7.1 | ) | (10.4 | ) | |||||||
Deferred tax provision | 0.2 | 30.9 | |||||||||
Share-based compensation expense | 9.7 | 5.3 | |||||||||
Provision for doubtful accounts | 6.0 | 5.3 | |||||||||
Changes in operating assets and liabilities, net of business acquisitions: |
|||||||||||
Increase in receivables | (77.3 | ) | (32.8 | ) | |||||||
Increase in inventories | (62.6 | ) | (23.8 | ) | |||||||
Decrease (increase) in prepaid expenses and other assets | 6.3 | (307.8 | ) | ||||||||
Increase in accounts payable and bank checks outstanding | 275.5 | 171.7 | |||||||||
(Decrease) increase in accrued expenses and other liabilities | (102.1 | ) | 32.1 | ||||||||
Net cash provided by operating activities | 301.4 | 265.3 | |||||||||
Cash Flows From Investing Activities: | |||||||||||
Acquisition of businesses—net of cash | (94.9 | ) | - | ||||||||
Proceeds from sales of property and equipment | 8.7 | 1.9 | |||||||||
Purchases of property and equipment | (66.8 | ) | (111.0 | ) | |||||||
Investment in noncontrolling interest | (7.7 | ) | - | ||||||||
Insurance proceeds related to investing activities | - | 2.8 | |||||||||
Purchase of industrial revenue bonds | - | (20.7 | ) | ||||||||
Net cash used in investing activities | (160.7 | ) | (127.0 | ) | |||||||
Cash Flows From Financing Activities: | |||||||||||
Proceeds from debt refinancing | 2,213.8 | - | |||||||||
Proceeds from other debt borrowings | 1,411.0 | 20.7 | |||||||||
Principal payments on debt and capital leases | (3,208.3 | ) | (26.4 | ) | |||||||
Payment for debt financing cost and fees | (25.6 | ) | (0.7 | ) | |||||||
Redemption of Old Senior Notes | (1,376.9 | ) | - | ||||||||
Net proceeds from initial public offering | 1,113.8 | - | |||||||||
Cash distribution to shareholders | (666.3 | ) | - | ||||||||
Proceeds from common stock sales | 2.8 | - | |||||||||
Common stock repurchased | (7.4 | ) | (2.4 | ) | |||||||
Net cash used in financing activities | (543.1 | ) | (8.8 | ) | |||||||
Net (decrease) increase in cash and cash equivalents | (402.4 | ) | 129.5 | ||||||||
Cash and cash equivalents, beginning of period | 517.8 | 343.7 | |||||||||
Cash and cash equivalents, end of period | \\$ | 115.4 | \\$ | 473.2 | |||||||
Supplemental disclosures of cash flow information: | |||||||||||
Cash paid in the period for: | |||||||||||
Interest (net of amounts capitalized) | \\$ | 137.8 | \\$ | 137.0 | |||||||
Income taxes paid - net of refunds | 3.7 | 0.1 | |||||||||
Property and equipment purchases included in accounts payable | 12.7 | 11.7 | |||||||||
Capital lease additions | 64.0 | 28.8 | |||||||||
Contingent consideration payable for business acquisitions | 6.4 | - | |||||||||
* Amounts may not add due to rounding. |
US FOODS HOLDING CORP. | ||||||||||||||||
Non-GAAP Reconciliation (Unaudited) | ||||||||||||||||
13 Weeks Ended | ||||||||||||||||
July 2, | June 27, | |||||||||||||||
(\\$ in millions*) | 2016 | 2015 | Change | % | ||||||||||||
Net (loss) income (GAAP) | \\$ | (13.4 | ) | \\$ | 165.0 | \\$ | (178.4 | ) | (108.1 | ) | ||||||
Interest expense, net | 70.3 | 70.0 | 0.3 | 0.4 | ||||||||||||
Income tax (benefit) provision | (0.6 | ) | 74.5 | (75.1 | ) | (100.8 | ) | |||||||||
Depreciation and amortization expense | 105.1 | 97.8 | 7.3 | 7.5 | ||||||||||||
EBITDA (Non-GAAP) | 161.4 | 407.3 | (245.9 | ) | (60.4 | ) | ||||||||||
Sponsor fees (1) | 33.2 | 2.5 | 30.7 | 1,228.0 | ||||||||||||
Restructuring and tangible asset impairment charges (2). | 13.4 | 51.4 | (38.0 | ) | (73.9 | ) | ||||||||||
Share-based compensation expense (3) | 4.9 | 2.8 | 2.1 | 75.0 | ||||||||||||
LIFO reserve change (4) | (6.7 | ) | 2.6 | (9.3 | ) | (357.7 | ) | |||||||||
Loss on extinguishment of debt (5) | 42.1 | - | 42.1 | N/A | ||||||||||||
Business transformation cost (6) | 6.5 | 10.5 | (4.0 | ) | (38.1 | ) | ||||||||||
Acquisition related costs (7) | - | 40.9 | (40.9 | ) | (100.0 | ) | ||||||||||
Acquisition termination fees - net (8) | - | (287.5 | ) | 287.5 | (100.0 | ) | ||||||||||
Other (9) | 5.3 | 5.8 | (0.5 | ) | (8.6 | ) | ||||||||||
Adjusted EBITDA (Non-GAAP) | 260.2 | 236.4 | 23.8 | 10.1 | ||||||||||||
Depreciation and amortization expense | (105.1 | ) | (97.8 | ) | (7.3 | ) | 7.5 | |||||||||
Interest expense, net | (70.3 | ) | (70.0 | ) | (0.3 | ) | 0.4 | |||||||||
Income tax benefit (provision) | 0.6 | (74.5 | ) | 75.1 | (100.8 | ) | ||||||||||
Adjusted Net income (loss) (Non-GAAP) | \\$ | 85.4 | \\$ | (5.9 | ) | \\$ | 91.3 | (1,547.5 | ) | |||||||
Gross profit (GAAP) | \\$ | 1,034.0 | \\$ | 992.7 | \\$ | 41.3 | 4.1 | |||||||||
LIFO reserve change | (6.7 | ) | 2.6 | (9.3 | ) | (357.7 | ) | |||||||||
Adjusted Gross profit (Non-GAAP) | \\$ | 1,027.3 | \\$ | 995.3 | \\$ | 32.0 | 3.2 | |||||||||
Operating expense (GAAP) | \\$ | 935.6 | \\$ | 970.7 | \\$ | (35.1 | ) | (3.6 | ) | |||||||
Depreciation and amortization expense | (105.1 | ) | (97.8 | ) | (7.3 | ) | 7.5 | |||||||||
Sponsor fees | (33.2 | ) | (2.5 | ) | (30.7 | ) | 1,228.0 | |||||||||
Restructuring and tangible asset impairment charges | (13.4 | ) | (51.4 | ) | 38.0 | (73.9 | ) | |||||||||
Share-based compensation expense | (4.9 | ) | (2.8 | ) | (2.1 | ) | 75.0 | |||||||||
Business transformation cost | (6.5 | ) | (10.5 | ) | 4.0 | (38.1 | ) | |||||||||
Acquisition related costs | - | (40.9 | ) | 40.9 | (100.0 | ) | ||||||||||
Other | (5.3 | ) | (5.8 | ) | 0.5 | (8.6 | ) | |||||||||
Adjusted Operating expense (Non-GAAP) | \\$ | 767.2 | \\$ | 759.0 | \\$ | 8.2 | 1.1 |
* Amounts may not add due to rounding. | ||||
(1) |
Consists of fees paid to the Sponsors for consulting and management advisory services. On June 1, 2016, the consulting and management agreements with each of the Sponsors were terminated for an aggregate termination fee of \\$31 million. |
|||
(2) |
Consists primarily of facility related closing costs, including severance and related costs, tangible asset impairment charges, organizational realignment costs and estimated multiemployer pension withdrawal liabilities. |
|||
(3) |
Share-based compensation expense for vesting of stock awards. |
|||
(4) |
Represents the non-cash impact of LIFO reserve adjustments. |
|||
(5) |
Includes fees paid to debt holders, third party costs, early redemption premium, and the write off of certain pre-existing unamortized debt issuance costs, partially offset by the write-off of unamortized issue premium. |
|||
(6) |
Consists primarily of costs related to significant process and systems redesign across multiple functions. |
|||
(7) |
Consists of costs related to the Acquisition, including certain employee retention costs. |
|||
(8) |
Consists of net fees received in connection with the termination of the Acquisition Agreement. |
|||
(9) |
Other includes gains, losses or charges as specified under USF’s debt agreements. |
US FOODS HOLDING CORP. | ||||||||||||||||
Non-GAAP Reconciliation (Unaudited) | ||||||||||||||||
26 Weeks Ended | ||||||||||||||||
July 2, | June 27, | |||||||||||||||
(\\$ in millions*) | 2016 | 2015 | Change | % | ||||||||||||
Net (loss) income (GAAP) | \\$ | (0.1 | ) | \\$ | 172.1 | \\$ | (172.2 | ) | (100.1 | ) | ||||||
Interest expense, net | 140.8 | 140.9 | (0.1 | ) | (0.1 | ) | ||||||||||
Income tax provision | 0.2 | 38.8 | (38.6 | ) | (99.5 | ) | ||||||||||
Depreciation and amortization expense | 207.9 | 197.2 | 10.7 | 5.4 | ||||||||||||
EBITDA (Non-GAAP) | 348.9 | 549.0 | (200.2 | ) | (36.5 | ) | ||||||||||
Sponsor fees (1) | 35.7 | 5.0 | 30.7 | 614.0 | ||||||||||||
Restructuring and tangible asset impairment charges (2). | 24.1 | 52.6 | (28.5 | ) | (54.2 | ) | ||||||||||
Share-based compensation expense (3) | 9.7 | 5.3 | 4.4 | 83.0 | ||||||||||||
LIFO reserve change (4) | (17.7 | ) | (21.9 | ) | 4.2 | (19.2 | ) | |||||||||
Loss on extinguishment of debt (5) | 42.1 | - | 42.1 | N/A | ||||||||||||
Business transformation cost (6) | 15.8 | 20.0 | (4.2 | ) | (21.0 | ) | ||||||||||
Acquisition related costs (7) | 0.7 | 56.0 | (55.3 | ) | (98.8 | ) | ||||||||||
Acquisition termination fees - net (8) | - | (287.5 | ) | 287.5 | (100.0 | ) | ||||||||||
Other (9) | 3.6 | 16.1 | (12.5 | ) | (77.6 | ) | ||||||||||
Adjusted EBITDA (Non-GAAP) | \\$ | 462.8 | \\$ | 394.7 | \\$ | 68.1 | 17.3 | |||||||||
Depreciation and amortization expense | (207.9 | ) | (197.2 | ) | (10.7 | ) | (5.4 | ) | ||||||||
Interest expense, net | (140.8 | ) | (140.9 | ) | 0.1 | 0.1 | ||||||||||
Income tax provision | (0.2 | ) | (38.8 | ) | 38.6 | 99.5 | ||||||||||
Adjusted Net income (loss) (Non-GAAP) | \\$ | 113.9 | \\$ | 17.8 | \\$ | 96.1 | 539.9 | |||||||||
Gross profit (GAAP) | \\$ | 1,993.8 | \\$ | 1,921.7 | \\$ | 72.1 | 3.7 | |||||||||
LIFO reserve change | (17.7 | ) | (21.9 | ) | 4.2 | (19.2 | ) | |||||||||
Adjusted Gross profit (Non-GAAP) | \\$ | 1,976.1 | \\$ | 1,899.8 | \\$ | 76.3 | 4.0 | |||||||||
Operating expense (GAAP) | \\$ | 1,810.7 | \\$ | 1,857.4 | \\$ | (46.7 | ) | (2.5 | ) | |||||||
Depreciation and amortization expense | (207.9 | ) | (197.2 | ) | (10.7 | ) | 5.4 | |||||||||
Sponsor fees | (35.7 | ) | (5.0 | ) | (30.7 | ) | 614.0 | |||||||||
Restructuring and tangible asset impairment charges | (24.1 | ) | (52.6 | ) | 28.5 | (54.2 | ) | |||||||||
Share-based compensation expense | (9.7 | ) | (5.3 | ) | (4.4 | ) | 83.0 | |||||||||
Business transformation cost | (15.8 | ) | (20.0 | ) | 4.2 | (21.0 | ) | |||||||||
Acquisition related costs | (0.7 | ) | (56.0 | ) | 55.3 | (98.8 | ) | |||||||||
Other | (3.6 | ) | (16.1 | ) | 12.5 | (77.6 | ) | |||||||||
Adjusted Operating expense (Non-GAAP) | \\$ | 1,513.2 | \\$ | 1,505.2 | \\$ | 8.0 | 0.53 |
* Amounts may not add due to rounding. | ||||
(1) |
Consists of fees paid to the Sponsors for consulting and management advisory services. On June 1, 2016, the consulting and management agreements with each of the Sponsors were terminated for an aggregate termination fee of \\$31 million. |
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(2) |
Consists primarily of facility related closing costs, including severance and related costs, tangible asset impairment charges, organizational realignment costs and estimated multiemployer pension withdrawal liabilities. |
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(3) |
Share-based compensation expense for vesting of stock awards. |
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(4) |
Represents the non-cash impact of LIFO reserve adjustments. |
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(5) |
Includes fees paid to debt holders, third party costs, early redemption premium, and the write off of certain pre-existing unamortized debt issuance costs, partially offset by the write-off of unamortized issue premium. |
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(6) |
Consists primarily of costs related to significant process and systems redesign across multiple functions. |
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(7) |
Consists of costs related to the Acquisition, including certain employee retention costs. |
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(8) |
Consists of net fees received in connection with the termination of the Acquisition Agreement. |
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(9) |
Other includes gains, losses or charges as specified under USF’s debt agreements. |
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