Sysco (SYY)
NYSEConsumer StaplesFood DistributionSnapshot 2026-09-04
$80.05-1.27%
Close 2026-09-04 · 1-day change
NYSEConsumer StaplesFood DistributionSnapshot 2026-09-04
Warn: Primary pillar under pressure — Reach high end of EPS guidance $4.60 for fiscal 2026: FY26 EPS $4.60 vs $4.60 target.
Sysco grows sales about 4.7% a year. It aims for $4.60 EPS in 2026. The Jetro deal expands its market. Profit margins and cash flow stay steady.
Legal and management changes may hurt Sysco's growth. EPS fell 2.1% last quarter. Rising costs could pressure profits and sales growth.
The price is about 24% above our fair value near $68. Analysts expect 6% revenue growth. We see some risk in meeting EPS targets.
Breaks if: Acquisition fails to boost sales or causes losses by FY26 end
Breaks if: EPS guidance falls below $4.50 for FY26
YoY revenue growth falls below 3% in FY26
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a durable compounder with a focus on steady growth in the foodservice sector. The current thesis is intact, supported by strong recent results, but management execution remains volatile.
The market seems to have priced in a neutral valuation, with a slight premium compared to peers. There is a low expectations gap, indicating that investors are not overly optimistic about future performance.
Fundamentals are likely to remain stable, as management has successfully met adjusted earnings per share guidance and local volume growth targets. However, there is moderate risk due to the potential for guidance cuts and the overall sector backdrop being a headwind.
The thesis hinges on management's ability to execute on the acquisition of Jetro Restaurant Depot and maintain growth in local volume. Additionally, external factors like inflation trends and performance of sector peers will be crucial for future momentum.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. Sysco delivered full-year adjusted EPS at the high end of guidance. The company also aims to achieve $100 million in annualized cost savings through AI. These developments support a positive outlook for growth and profitability.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
In the next 1 to 3 years, Sysco's performance will depend on management execution and external economic conditions. Not investment advice.