NYSEConsumer StaplesFood DistributionSnapshot 2026-08-31
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Create your account →Warn: Primary pillar under pressure — Reach high end of EPS guidance $4.60 for fiscal 2026: EPS $4.55 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. The current thesis state is intact, supported by recent strong financial performance and management's commitment to key priorities.
The market appears to have priced in a neutral valuation, with expectations slightly above average compared to peers. There is a low level of fragility due to weak execution quality, but this does not fully reflect the company's potential.
Fundamentals are likely to remain stable, as management is on track to meet its earnings guidance and local volume growth targets. However, there is a moderate risk of missing expectations due to the high-miss-rate nature of the industry.
The long-term thesis hinges on the successful integration of the Jetro Restaurant Depot acquisition and the overall economic environment. Key triggers include job market performance and potential inflationary pressures that could impact consumer spending.
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 is also set to achieve $100 million in annualized cost savings through AI. These developments support a positive outlook for growth and profitability.
as of 2026-08-31
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.
Over the next 1 to 3 years, Sysco's performance will depend on management's execution and external economic factors. Not investment advice.
