Analyst
BMO Capital Markets
Equibles does not estimate personal net worth.
Kelly Banya is recorded as Analyst at BMO Capital Markets. Kelly Banya has spoken on 7 earnings calls and 1 other investor event across 5 companies, most recently for Chefs' Warehouse, Inc. on October 28, 2026. Those appearances were for Chefs' Warehouse, Inc. (CHEF), US Foods Holding Corp. (USFD), United Natural Foods Inc (UNFI), Kroger Co (KR) and Sysco Corp (SYY). The companies whose calls Kelly Banya spoke on are classified in the Consumer Defensive sector.
“Just wanted to follow up on the top line. You've obviously had an incredibly strong year, and not to nitpick at all, but I guess some might do some math and say if CME really accelerated and the top line did moderate just a little bit, Looks like the domestic business maybe slowed a little bit.”
“Greg, just to kind of level set, you called out the incremental pharmacy headwinds quarter over quarter, which I think totals to about 30 basis points. So I guess just doing the math, the rest of the quarter over quarter deceleration in comps is about 50 basis points.”
“I was wondering if we could go back to just the independent case growth. obviously quite strong, accelerating. You mentioned penetration, but also it sounds like maybe a little bit more from new account growth.”
“Kevin, I wanted to ask about the incremental cost savings related to the tech and AI initiatives. Slide 11 was helpful as you called out.”
“Thanks for taking our questions, and congrats on just some really strong execution here. um had just maybe a near-term question and then some longer term given given the new targets um i guess first as we as we look at um the second half guidance for 26 you know sounds like top line continuing at this low double digit…”
BMO Capital Markets
Analyst
Transcript header (unverified)
Food Distribution · Consumer Defensive
Food Distribution · Consumer Defensive
Food Distribution · Consumer Defensive
KR
Grocery Stores · Consumer Defensive
SYY
Food Distribution · Consumer Defensive
