Sysco (SYY)
NYSEConsumer StaplesFood DistributionSnapshot 2026-07-07
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Track SYY free→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
Sysco plans to acquire Jetro Restaurant Depot to expand its market presence.
Breaks if: EPS guidance falls below $4.50 for FY26
Sysco aims to reach the high end of its EPS guidance range of $4.50 to $4.60 for fiscal year 2026.
Stated in 3 of last 3 quarters. Adjusted EPS decreased 2.1% to $0.94 in 2026-Q3, indicating limited progress towards the high end of the $4.50 to $4.60 guidance range. The trajectory shows mixed results.
Breaks if: YoY revenue growth falls below 3% in FY26
Sysco aims to achieve sales growth between 3% and 5% for fiscal year 2026.
Stated in 4 of last 4 quarters. Sales increased 4.7% to $20.5 billion in 2026-Q3, aligning with the 3% to 5% growth target. The trajectory is delivering on the stated sales growth priority.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Delivering full-year adjusted EPS at the high end of our $4.50 to $4.60 guidance range.”
“Sysco remains confident in the previously announced consensus outlook for adjusted EPS.”
“Adjusted EPS to be at the high end of $4.50 to $4.60.”
“Sales increased 4.7%; U.S. Foodservice volume increased 2.3%.”
“Sysco is reiterating its outlook for sales growth of 3% to 5%.”
“Sales increased 3.6% to $62.4 billion.”
“Sales increased 4.7% to $20.5 billion.”