Sysco Corp.
SYY
Market Cap$35.89B
Close$
Earnings Call Q1 2025
October 29, 2024 - AI Summary
**Revenue Growth and Performance Metrics**: Sysco reported Q1 fiscal year 2025 revenue of $20.5 billion, up 4.4% year-over-year (YoY), driven by U.S. Foodservice volume growth of 2.7%. Adjusted earnings per share (EPS) rose by 1.9% to $1.09, demonstrating solid performance amid a challenging restaurant traffic backdrop, which was down 3.6% for the quarter.
**Segmentation Success**: The company saw strong performance in its international segment, which grew 3% YoY in revenue and delivered a 12% growth in adjusted operating income. Additionally, the SYGMA segment experienced an impressive 38.5% increase in operating income, signaling a positive trend in this area.
**Challenges in Local Case Growth and Compensation Model Transition**: Local case growth was modest at 0.2% during the quarter. The newly introduced sales consultant compensation model caused transitional disruptions, leading to some turnover among sales staff. This change is expected to yield positive results in the second half of the fiscal year as sales performance enhances. There is cautious optimism regarding improved local business performance as the new compensation model stabilizes.
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$61.49
16.6% downside
Current Fair Value
16.6% downsideOvervalued by 16.6% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $35.89 Billion |
|---|---|
| Enterprise Value | $47.79 Billion |
| Dividend Yield | $2.03 (2.77815793075133%) |
| Earnings per Share | $3.9 |
| Beta | 1.2 |
| Outstanding Shares | 492,023,827 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 18.52 |
|---|---|
| PEG | -696.02 |
| Price to Sales | 0.46 |
| Price to Book Ratio | 18.43 |
| Enterprise Value to Revenue | 0.6 |
| Enterprise Value to EBIT | 14.19 |
| Enterprise Value to Net Income | 24 |
| Total Debt to Enterprise | 0.26 |
| Debt to Equity | 5.72 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Sysco Corp.
69,000 employees
CEO: Thomas Bene ysco is the global leader in selling, marketing and distributing food products to restaurants, healthcare and educational facilities, lodging establishments and other customers who prepare meals away from home. Its family of products als...