Food Distribution · Consumer Defensive
Karen Holthaus
Analyst
Citi
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About Karen Holthaus
Karen Holthaus is recorded as Analyst at Citi. Karen Holthaus has spoken on 7 earnings calls and 1 other investor event across 5 companies, most recently for Cracker Barrel Old Country Store, Inc on September 23, 2026. Those appearances were for US Foods Holding Corp. (USFD), Performance Food Group Co (PFGC), Cracker Barrel Old Country Store, Inc (CBRL), Texas Roadhouse, Inc. (TXRH) and Cheesecake Factory Inc (CAKE). The companies whose calls Karen Holthaus spoke on are classified in the Consumer Defensive and Consumer Cyclical sectors.
Karen Holthaus on recent calls
“I wanted to ask about if freight prices on the retail side of the business and what are you starting to see or expecting to see in terms of fuel surcharges and how you're thinking about absorbing that versus passing it on?”
“Just looking at the sequential tick down in case growth, is there potentially some noise just when you're onboarding these big new customers and some kind of timing differences quarter to quarter?”
“How are you thinking about, I think there's a comment and prepared remarks are in the slides about a good pipeline for tuck-in M&A. How are you thinking about that contribution to independent in case growth in the second half.”
Affiliation history
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Citi
Analyst
Transcript header (unverified)
Current
Company network
3 appearances
Latest appearance 2026-08-06
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Food Distribution · Consumer Defensive
2 appearances
Latest appearance 2026-08-12
View calls and events