Sysco Corporation $SYY is Diamond Hill Capital Management Inc.'s 9th Largest Position
Diamond Hill Capital Management Inc. reduced its stake in Sysco Corporation (NYSE:SYY) by 10.3% in the fourth quarter, yet Sysco remains its 9th largest holding, valued at approximately $419.4 million. Despite mixed quarterly results, Sysco increased its quarterly dividend to $0.55 per share, and analysts rate the stock as a "Moderate Buy" with an average price target of $88.15. Institutional investors collectively own 83.41% of the company's stock.
Sysco Corp stock (US8718291078): latest earnings and outlook for the foodservice giant
Sysco Corp recently reported quarterly earnings, showing modest sales growth and efforts to improve margins in the competitive US foodservice market. The company, a major distributor, supplies a wide range of food and related products to restaurants, hotels, healthcare, and education. Investors should monitor trends in dining out and the broader health of the US consumer and hospitality sectors to assess Sysco's future performance.
Sysco Corp. stock outperforms competitors on strong trading day
Sysco Corp. (SYY) shares rose 2.04% to $77.00 on Thursday, outperforming the broader market. This marked the fourth consecutive day of gains for the stock, while the S&P 500 Index and Dow Jones Industrial Average also saw increases. The article highlights Sysco's strong performance against a favorable market backdrop.
Sysco Corp stock (US8718291078): earnings miss keeps focus on outlook and foodservice demand
Sysco Corp, a leading foodservice distributor, recently reported quarterly results with a slight earnings miss for Q1 2026, though revenue continued to grow. The company's fiscal year 2025 sales exceeded $81 billion, highlighting its dominant position and continued expansion in the global foodservice market. Investors are now focused on Sysco's future outlook, margin trends, and case-volume growth, particularly in the context of the recovering US foodservice demand.
A Look At US Foods Holding’s (USFD) Valuation After The Recent Share Price Pullback
US Foods Holding (USFD) has experienced a recent stock price pullback, despite strong long-term performance and reported annual revenue of US$39.7 billion and net income of US$677 million. The company is currently considered 25.8% undervalued with a narrative fair value of $109.33, primarily due to its focus on private label offerings which enhance gross margins. Investors are encouraged to further analyze the company's risks and rewards using various investment tools provided by Simply Wall St.
Sysco to Webcast Presentation at the Deutsche Bank Access Global Consumer Conference 2026
Sysco Corporation announced it will webcast its presentation at the 2026 Deutsche Bank Access Global Consumer Conference in Paris, France, on Tuesday, June 2, at 8:45 a.m. CT or 3:45 p.m. CEST. The live webcast and archived replay will be available on Sysco's investor relations website. Sysco uses this platform to publish key information for investors, including material and previously non-public data.
Sysco to Webcast Presentation at the Deutsche Bank Access Global Consumer Conference 2026
Sysco Corporation announced it will webcast its presentation from the 2026 Deutsche Bank Access Global Consumer Conference on Tuesday, June 2, at 8:45 a.m. CT or 3:45 p.m. CEST. The live webcast and an archived replay will be available on the company's investor relations website. Sysco utilizes this platform for public disclosure of key information, some of which may be material and previously non-public.
Sysco to stream Paris consumer conference remarks June 2
Sysco (NYSE: SYY) announced it will webcast its presentation from the 2026 Deutsche Bank Access Global Consumer Conference in Paris on June 2 at 8:45 a.m. CT (3:45 p.m. CEST). The live and archived webcast will be available on the company's investor relations website, investors.sysco.com. Sysco, a global leader in food distribution, uses this platform as its primary channel for key investor information.
1stDibs schedules June 11 webcast from East Coast IDEAS event
1stdibs.com, Inc. (Nasdaq: DIBS) announced its participation in the East Coast IDEAS Investor Conference in New York on June 11, 2026. Executives will present via a webcast at 11:15 AM ET, accessible through the company's investor relations website. 1stDibs is an online marketplace specializing in luxury design across furniture, home décor, art, jewelry, watches, and fashion.
Sysco Corp. stock (US8718291078): institutional flows in focus as foodservice giant updates investor
Sysco Corp. remains a key focus for US investors as a bellwether for the restaurant and hospitality sectors. Recent disclosures on institutional holdings and an earnings update highlight the company's performance in navigating an inflationary environment. Sysco's scale, broad product offerings, and focus on logistics and value-added services are crucial for its competitive position in the foodservice distribution market.
Sysco Corp. stock outperforms competitors on strong trading day
Sysco Corp. (SYY) shares gained 2.27% to $75.19 on Tuesday, outperforming a generally down day for the stock market, where the S&P 500 Index and Dow Jones Industrial Average both fell. This marks the second consecutive day of gains for Sysco's stock.
Sysco (NYSE: SYY) presents projected $250M synergies in Jetro deal
Sysco (NYSE: SYY) has presented details on its pending acquisition of Jetro Restaurant Depot, projecting $250 million in annualized net cost synergies. The presentation outlines expected financial benefits, integration plans, and pro forma metrics including revenue, adjusted EBITDA, and free cash flow for the combined entity. Sysco also announced plans to file a registration statement on Form S-4, urging investors to review these materials for full transaction details.
ProShare Advisors LLC Sells 73,225 Shares of Sysco Corporation $SYY
ProShare Advisors LLC decreased its stake in Sysco Corporation (NYSE:SYY) by 3.4% in the fourth quarter, selling 73,225 shares but still holding 2.1 million shares valued at $155.1 million. The article notes that Sysco's quarterly earnings and revenue slightly missed estimates, though revenue still grew by 4.7% year-over-year. Sysco also raised its quarterly dividend to $0.55 per share and has a consensus "Moderate Buy" rating from analysts with an $88.15 target price.
Sysco Corp. stock (US8718291078): Jetro Restaurant Depot deal and earnings keep foodservice giant in focus
Sysco Corp. is drawing significant investor attention after announcing the acquisition of Jetro Restaurant Depot and updating its earnings outlook. This strategic move is expected to expand Sysco's presence in the wholesale food market, complement its traditional distribution model, and provide substantial financial upside in revenue, EBITDA, and free cash flow. The company's recent quarterly results also indicate continued recovery and expansion in the U.S. foodservice sector, positioning Sysco as a key indicator of demand trends in the industry.
Sysco presents investor deck on proposed acquisition of JRD Unico and Warehouse Realty, outlines $250M synergies and de-leveraging plan
Sysco (SYY) has released an investor deck detailing its planned acquisition of JRD Unico and Warehouse Realty, projecting significant financial benefits. The company anticipates a 20% revenue boost, 45% adjusted EBITDA increase, and 55% free cash flow growth, along with $250 million in annual net cost synergies. Sysco also committed to rapid deleveraging, aiming for a 1.0x net leverage reduction within 24 months and plans for over 125 new Restaurant Depot locations.
Restaurant Depot deal to boost Sysco (NYSE: SYY) growth and cash flow
Sysco (NYSE: SYY) announced its plan to acquire Restaurant Depot, aiming to enhance its financial profile through increased growth and cash flow. The acquisition is expected to add approximately $16 billion in 2025 revenue and $2.1 billion in adjusted EBITDA for Restaurant Depot, along with targeted annualized net cost synergies of $250 million. Sysco projects over $2 billion in additional longer-term annual free cash flow by year four and plans to reduce its net leverage by about 1.0x within 24 months post-acquisition.
The Syscourse, Explained
The article discusses "The Syscourse," a debate surrounding Sysco's proposed acquisition of Restaurant Depot and its implications for independent restaurants and diners. Industry experts voice concerns about potential monopolies, rising food costs, and the impact on smaller businesses and the broader food system. The Independent Restaurant Coalition is actively petitioning the FTC to block the merger, with many hoping for a positive outcome given past precedents.
Sysco stock (US8718291078): latest earnings and outlook shift
Sysco Corp. recently reported its quarterly results and updated its outlook, drawing attention from investors tracking foodservice demand trends in the US. The company, a major distributor to restaurants, healthcare, and schools across North America and Europe, is seen as a proxy for parts of the US services economy. Sysco's performance is driven by factors like operational efficiency, volume growth, and its ability to manage costs amidst inflation and shifting consumer demand.
Sysco Corp stock (US8718291078): earnings outlook after latest quarterly report
Sysco Corp, a leading US foodservice distributor, recently reported its fiscal third-quarter 2025 results and affirmed its full-year outlook. The article delves into the drivers behind the company's performance, such as case volume growth, pricing strategies, and operational efficiencies. It highlights Sysco's business model, which involves supplying a wide range of food and related products to institutional customers, and details how the company leverages data, private-label brands, and digital tools to maintain its market position and profitability.
Do Stronger Sales But Weaker EPS Meaningfully Change The Bull Case For Performance Food Group (PFGC)?
Performance Food Group (PFGC) reported stronger sales but weaker earnings per share (EPS) for Q3 2026, with sales rising to US$16,290.0 million while net income decreased. Management narrowed full-year 2026 sales guidance to a slightly higher range, indicating confidence in revenue growth despite profitability pressures. The article emphasizes that while sales momentum is intact, the key challenge for PFGC remains improving profitability and managing cost and pricing pressures, with analysts projecting a 23% upside based on future revenue and earnings growth.
Sysco Has Nearly Doubled Its Operating Margins Since 2021, but the Stock Has Gone Nowhere for a Year.
Sysco (SYY) has significantly improved its operating margins from 2.86% in fiscal 2021 to a peak of 4.35% in fiscal 2024, yet its stock has seen little movement over the past year. The company's scale and strategic initiatives have driven this margin expansion and strong free cash flow growth, despite a recent dip due to acquisition-related expenses. With a recent acquisition of Restaurant Depot expected to further boost free cash flow and a TIKR model suggesting a substantial upside, the stock appears to be a compelling investment for its defensive revenue, margin leverage, and consistent dividend.
SYY Technical Analysis | Trend, Signals & Chart Patterns | SYSCO CORP (NYSE:SYY)
This article provides a technical analysis of SYSCO CORP (NYSE:SYY), giving it an overall technical rating of 0 out of 10 due to negative short-term and long-term trends and underperformance compared to the broader market. Despite the poor overall rating, the analysis identifies a potential setup opportunity due to reduced volatility and consolidation, noting key support and resistance levels. Various indicators such as SMA, RSI, MACD, and ADX are discussed, reinforcing the bearish outlook while pointing to some neutral or positive signals from specific indicators.
TrueBlue shareholders approve all proposals at annual meeting
TrueBlue Inc. (NYSE:TBI) shareholders have approved all proposals at their annual meeting, including the election of nine directors, advisory compensation for executive officers, and an amendment to the 2016 Omnibus Incentive Plan. Deloitte & Touche LLP was also ratified as the company's independent public accounting firm. This comes after mixed Q1 2026 financial results and a recent acquisition offer for parts of its PeopleReady segment.
Sysco stock (US8718291078): shares react to Q3 results and guidance update
Sysco reported its fiscal Q3 2026 results and updated its full-year outlook, noting modest sales growth and persistent cost pressures. The stock experienced limited movement, reflecting investor balance between cautious optimism on revenue trends and concerns over margins. The company's large U.S. footprint, diversified customer base, and focus on logistics efficiency define its investment profile, with performance sensitive to restaurant traffic and input/competitive costs.
HazMat exercise to be held at Sysco Foods next week
The Washington County Office of Emergency Management and various local emergency services will conduct a joint HazMat exercise at Sysco Foods in Jackson on Monday. This drill will simulate a hazardous materials leak to allow agencies to practice detection, containment, public protection, and coordination. The public is being informed to minimize concern as traffic and public impacts are expected to be minimal during the exercise.
Is Teamsters’ Strike Threat at Sysco Western Minnesota Reshaping the Investment Case for Sysco (SYY)?
Drivers at Sysco Western Minnesota, represented by Teamsters Local 120, have unanimously authorized a strike if a new contract isn't reached by May 17. This labor dispute introduces near-term operational risk for Sysco (SYY), though its limited geographic scope may not significantly alter the company's broader investment narrative which focuses on volume growth and stabilizing margins. Sysco's recent quarterly results show increased sales but lower net income, highlighting sensitivities to labor relations and execution risks.
Sysco Corporation shares slide despite topping Q1 earnings and revenue forecasts
Sysco Corporation (NYSE: SYY) shares fell despite the company exceeding Q1 earnings and revenue expectations. The foodservice giant reported an adjusted EPS of $0.85 and revenue of $19.7 billion, both higher than consensus estimates. However, the stock still experienced a decline in pre-market trading.
Sysco Corp stock (US8718291078): Q1 earnings miss but revenue grows 4.7%
Sysco Corp reported its fiscal Q2 2026 earnings, with adjusted EPS of $0.94, slightly missing the consensus estimate of $0.95. However, revenue saw a 4.7% year-over-year increase due to strong demand. The company maintains a "moderate buy" consensus from analysts, highlighting its strong position in foodservice distribution despite the earnings miss.
Sysco Corp stock (US8718291078): $29B Restaurant Depot acquisition deal
Sysco Corp has agreed to a $29 billion acquisition of Restaurant Depot, a move to expand its presence in the foodservice distribution market. This deal is supported by Sysco's strong fiscal 2025 sales and aims to integrate Restaurant Depot's extensive customer base. Sysco maintains a quarterly dividend and trades on the NYSE, offering investors exposure to the recovering foodservice sector.
Is US Foods (USFD) Using Buybacks And Tuck-In Deals To Quietly Redraw Its Growth Map?
US Foods Holding Corp. recently reported modest Q1 2026 growth, completed a significant share buyback, and reaffirmed its full-year sales growth outlook of 4% to 6% despite external challenges. The company is actively pursuing capital deployment strategies, including further buybacks and strategic tuck-in acquisitions, to offset industry softness and cost volatility. Its long-term forecast projects substantial revenue and earnings growth, leading to a fair value estimate significantly above its current price.
Analysts Offer Insights on Consumer Goods Companies: Conagra Brands (CAG) and Sysco (SYY)
Bernstein analysts have maintained "Hold" ratings on both Conagra Brands (CAG) and Sysco (SYY), indicating a neutral stance on these consumer goods stocks. Conagra Brands has an analyst consensus of "Hold" with an average price target of $15.68, while Sysco holds a "Moderate Buy" consensus with a price target of $85.82 despite a recent downgrade to "Hold" by TipRanks – PerPlexity.
Sysco Corp stock (US8718291078): Board changes and steady foodservice demand
Sysco Corp appointed R. Chris Kreidler as its new board chair following strong Q1 revenue of $399 million, which was up 8% year-over-year and exceeded forecasts. Sysco, the largest US foodservice distributor, benefits from steady demand from restaurants, healthcare, and educational institutions, and focuses on supply chain efficiency and value-added services. The company's scale and US-centric operations offer stability for investors despite industry challenges like inflation.
Swiss Life Asset Management Ltd Purchases 68,171 Shares of Sysco Corporation $SYY
Swiss Life Asset Management Ltd increased its stake in Sysco Corporation by 79.3% in the fourth quarter, purchasing an additional 68,171 shares and bringing its total holdings to $11.36 million. Sysco reported mixed quarterly results, missing EPS estimates by a penny but showing a 4.7% revenue increase year-over-year. The company also raised its quarterly dividend to $0.55 per share, and analysts rate the stock a "Moderate Buy" with an average price target of $88.15.
Bernstein Maintains Sysco Corp(SYY.US) With Hold Rating
Bernstein analyst Danilo Gargiulo has maintained a "Hold" rating on Sysco Corp (SYY.US). Gargiulo's analysis, provided via TipRanks data, indicates a 46.4% success rate and a -5.5% average return over the past year. TipRanks provides independent financial analyst data, calculating success rates and average returns based on virtual portfolio performance.
Bernstein Maintains Sysco Corp(SYY.US) With Hold Rating
Bernstein analyst Danilo Gargiulo has maintained a Hold rating on Sysco Corp (SYY.US). Gargiulo has a 46.4% success rate and an average return of -5.5% over the past year, according to TipRanks data. This information is for educational purposes only and not an investment recommendation.
Goldman Sachs Stock Climbs Near Its 1-Year High After a Record GBM Revenue Quarter
Goldman Sachs reported its second-best quarter in company history for Q1 2026, driven by record Global Banking & Markets (GBM) revenues and strong performance in equities financing and M&A advisory. Despite this, Wall Street analysts maintain a cautious "hold" consensus, viewing the stock as fairly valued, while TIKR's model suggests a potential upside if current growth trends in M&A and equities financing prove durable. The article highlights key risks including potential mean reversion in GBM revenues and the impact of geopolitical events on client engagement.
Sysco Corp. stock (US8718291078): Q4 earnings beat and restaurateurs raise concerns over Jetro deal
Sysco Corp. reported strong Q4 CY2025 earnings, with revenue meeting expectations at $20.76 billion and adjusted EPS of $0.99 surpassing estimates by 1.4%. The stock saw a 2.8% increase following the report. However, the company faces scrutiny as restaurateurs have raised concerns regarding its deal with Jetro, citing potential threats to food system stability.
TrueBlue Board of Directors Appoints Chris Kreidler as Board Chair
TrueBlue, Inc. announced the appointment of R. Chris Kreidler as the new Chair of its Board of Directors, succeeding Jeffrey B. Sakaguchi, effective May 11, 2026. Kreidler has served on TrueBlue’s Board since July 2020 and brings extensive strategic, financial, and operational experience. Additionally, Paul G. Reitz has been appointed Chair of the Corporate Governance and Nominating Committee.
TrueBlue Board of Directors Appoints Chris Kreidler as Board Chair
TrueBlue, Inc. has announced the appointment of R. Chris Kreidler as the new Chair of its Board of Directors, succeeding Jeffrey B. Sakaguchi. Kreidler, who has been on TrueBlue’s Board since July 2020, brings extensive strategic, financial, and operational experience from previous senior leadership roles at Sysco Corporation, C&S Wholesale Grocers, and Yum! Brands, Inc. This change was effective following the Company's 2026 Annual Meeting, where Mr. Sakaguchi and Colleen B. Brown retired from their director roles.
Will Sysco Buying Restaurant Depot Cause Dining Out to Be More Expensive in L.A.?
Sysco's $29 billion acquisition of Restaurant Depot is raising concerns among independent restaurant owners in Los Angeles, who fear it will lead to higher food costs and a lack of competition. The Independent Restaurant Coalition is advocating for the Federal Trade Commission to investigate the merger, citing past issues with monopolies and the potential negative impact on small businesses and the broader food ecosystem. While some chefs express concerns about "Syscofication" and the loss of personalized supplier relationships, others note that dining out costs are already increasing regardless of the merger.
Sysco stock (US8718291078): $29B Restaurant Depot deal reshapes foodservice giant
Sysco's $29 billion acquisition of Restaurant Depot is a bold strategic move to expand its market reach and diversify revenue streams within the competitive foodservice distribution sector. While the deal offers long-term growth potential and access to new customer segments, the substantial debt financing required raises near-term questions about dividend growth and return on invested capital. The stock's current valuation and 3.0% yield may appeal to value-oriented and income-focused investors, though execution risk and integration challenges warrant careful monitoring.
Nicholas Company Inc. Invests $2.28 Million in Sysco Corporation $SYY
Nicholas Company Inc. initiated a position in Sysco Corporation, purchasing shares valued at $2.28 million. Several other institutional investors also increased their holdings in Sysco, with institutions now owning 83.41% of the stock. Despite Sysco reporting slightly lower-than-expected quarterly earnings, its revenue saw a 4.7% year-over-year increase, and the company raised its quarterly dividend.
How Sysco Corporation (SYY) Affects Rotational Strategy Timing
This article analyzes Sysco Corporation (SYY) through the lens of a rotational trading strategy, highlighting weak near and mid-term sentiment but a neutral long-term outlook. It presents AI-generated institutional trading strategies based on different risk profiles, including position, momentum breakout, and risk hedging approaches. The analysis also provides multi-timeframe signal analysis, including support and resistance levels.
A Look At US Foods Holding (USFD) Valuation After Recent Share Price Pullback
US Foods Holding (USFD) has experienced a recent share price pullback, declining 5.6% in one day and 7.1% over the past week, though it remains up significantly year-to-date. Despite this volatility, Simply Wall St's analysis suggests the stock is undervalued, with a fair value of $109.33 per share compared to its current trading price of $86.88. The valuation is primarily driven by the company's focus on private label offerings and consistent revenue expansion, although its P/E ratio is higher than the industry average.
A Look At Performance Food Group (PFGC) Valuation After Strong Earnings Beat And Upgraded 2026 Guidance
Performance Food Group (PFGC) recently released strong quarterly results, surpassing revenue and earnings expectations and upgrading its 2026 guidance. The stock has seen mixed reactions, with recent gains but questions remain about its valuation, as it trades at a discount to intrinsic value and analyst targets, yet has a higher P/E ratio compared to peers. Investors are advised to review the company's financials, future growth prospects, and potential risks, particularly regarding integration of acquisitions and sustained pressure in its Convenience segment.
Principal Financial Group Inc. Purchases 14,239 Shares of Sysco Corporation $SYY
Principal Financial Group Inc. increased its stake in Sysco Corporation by 2.7% during the fourth quarter, acquiring an additional 14,239 shares and bringing its total holdings to 548,300 shares valued at approximately $40.4 million. This move comes as Sysco recently reported fiscal Q3 results that slightly missed earnings and revenue estimates but still showed a 4.7% year-over-year revenue increase, and the company raised its quarterly dividend to $0.55 per share, indicating a 3.0% annualized yield. Analysts currently rate Sysco as a "Moderate Buy" with a consensus price target of $88.15.
US Foods Holding Corp. Just Missed EPS By 19%: Here's What Analysts Think Will Happen Next
US Foods Holding Corp. (NYSE:USFD) saw its shares fall 7.1% after missing EPS forecasts by 19%, though revenues met expectations. Analysts have slightly downgraded future earnings per share forecasts but maintained the consensus price target, suggesting the intrinsic value is unchanged. The company's revenue growth is expected to slow but still outpace the wider industry.
Sysco Corp. stock (US8718291078): $29 billion Restaurant Depot deal and earnings update
Sysco Corp. has agreed to acquire Restaurant Depot for $29 billion, a move designed to expand its presence in the higher-margin cash-and-carry food distribution sector. In its fiscal third quarter of 2026, Sysco reported increased sales of $20.5 billion but a 15% drop in net earnings to $340 million, attributed to higher acquisition-related costs. This deal is expected to reshape Sysco's margin profile, offering growth potential to investors but also introducing integration risks and short-term dilution.
Global Industrial's Bid to Solve Restaurant Supply Chain Chaos
Global Industrial Company (NYSE: GIC) is positioning itself as a "one-source" solution for the restaurant industry, aiming to simplify procurement for equipment and supplies. At the NRA Show 2026, the company will showcase its comprehensive offerings to address rising costs, labor shortages, and supply chain complexities faced by operators. This strategy targets the non-food aspects of running a restaurant, seeking to reduce administrative burden and streamline operations in a highly competitive market.
Crossmark Global Holdings Inc. Increases Stock Holdings in Sysco Corporation $SYY
Crossmark Global Holdings Inc. increased its stake in Sysco Corporation (NYSE:SYY) by 7.1% in the fourth quarter, bringing its total holdings to 212,272 shares valued at $15.64 million. Several other hedge funds also adjusted their positions in Sysco. Despite some recent analyst downgrades and a slight stock dip, Sysco reported revenues of $20.52 billion and declared a quarterly dividend of $0.55 per share, indicating a positive outlook for shareholders.
