Sysco Corp.
SYY - Insider Information
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Earnings Call Q1 2027
November 3, 2026 - AI Summary
Q1 FY2027 headline performance (core Sysco): solid EPS and profitable volume despite headwinds
- Adjusted EPS: $1.19, in line with expectations and +3.5% YoY
- Local case volume: +2.7% (slightly above plan), with a 130 bps improvement on a two-year stack basis vs. Q4
- Enterprise sales: $21.7B, +2.8% YoY; enterprise inflation only +0.3% (lower than expected), helping explain the sales vs plan variance
- Industry headwinds acknowledged: restaurant traffic -2% (Black Box Intelligence) + Cyclospora temporarily softening Aug volumes + rising fuel costs
Macro/price environment: deflation was a tailwind for customers but pressure on the P&L; outlook re-based
- Q1 commodity impact: U.S. food inflation was weaker than planned (USFS deflation ~-0.3%, enterprise +0.3%)
- Management expects sub-1% inflation in Q2 and ~1.0% to 1.5% inflation for FY (full year) vs earlier budget of ~+1.5% to +2%
- Key surprise factor in the deflation: dairy and poultry deflation driven by avian influenza/lapping effects and milk oversupply
- Branded clarity for investors: they are effectively lapping those avian flu-related dynamics, expecting inflation to become more constructive through the year (notably ~1% positive in period four / October, then improving thereafter)
Profitability and margin drivers: gross margin improved; operating margin expansion expected to come later
- Gross margin: expanded +18 bps YoY to 18.6%, driven by mix improvement and Sysco Brand strength
- Sysco Brand: mix up +44 bps YoY in local; positive total USBL Sysco Brand mix for the first time in many quarters; strongest momentum in local street customers
- Operating model: supply chain delivered well (logistics cost per piece on plan; better on-time performance), but Q1 had pressure from fuel + medical expenses
- Full-year cadence: company expects operating margin expansion throughout the year, with AI/tech benefits weighted to H2
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$61.77
21.2% downside
Current Fair Value
21.2% downsideOvervalued by 21.2% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $40.00 Billion |
|---|---|
| Enterprise Value | $52.36 Billion |
| Annual dividend | $2.18 |
| Dividend yield | 2.84% |
| Earnings per Share | $3.67 |
| Beta | 0.65 |
| Outstanding Shares | 481,341,826 |
Return
| Return on Equity | 44.71% |
|---|---|
| Return on Assets | 5.93% |
| Return on Invested Capital | 15.94% |
Valuation & Multiples
| P/E Ratio | 20.39 |
|---|---|
| PEG | 194.09 |
| Price to Sales | 0.45 |
| Price to Book Ratio | 9.8 |
| Enterprise Value to Revenue | 0.61 |
| Enterprise Value to EBIT | 16.49 |
| Enterprise Value to Net Income | 28 |
| Total Debt to Enterprise | 0.3 |
| Debt to Equity | 3.84 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 3, 2026
EPS Estimate
$1.19
Consensus analyst estimateRevenue Estimate
$22.02 B
Consensus analyst estimateNext Earnings Call
Expected Date
January 26, 2027
EPS Estimate
$1.08
Consensus analyst estimateRevenue Estimate
$21.61 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.01, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0115▼ 30.95% |
|---|---|
| Total Calls | 12,600▼ 99.49% |
| Total Puts | 145▼ 99.98% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 16.38%▼ 72.73% |
|---|---|
| Total Invested | $6.12B▼ 82.84% |
| Investors Holding | 904▼ 785.00% |
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...