$SYY

SYSCO CORP

Insider trades
4
0
1
$558K
Phillips Ronald L
100%
See all $SYY insider activity →
High

Sysco (SYY) Q4 2026 Earnings Call Transcript

Sysco (NYSE:SYY) reported Q4 FY2026 revenue of $22.1 billion and adjusted EPS of $1.53, citing volume growth and supply chain productivity. Free cash flow was $2.1 billion for the fiscal year. Guidance for FY2027 calls for 6% to 7% revenue growth to about $90 billion and adjusted EPS of $5.02 to $5.12, including a 53rd week, $100 million AI savings, and $250 million Restaurant Depot synergies tied to the planned Jetro Restaurant Depot acquisition.

Is Sysco (SYY) Undervalued As Strong Earnings And 2027 Sales Guidance Lift Hopes?

Simply Wall St reports Sysco (SYY) posted Q4 and full-year results slightly above expectations and issued a more upbeat 2027 sales outlook. The article links investor interest to Sysco’s AI-driven margin efforts and pricing agility tools. It cites a fair value estimate of $89.31 versus a $82.99 close and a DCF value of $148.24 per share.

Phillips Ronald L sold $558K of SYY

Phillips Ronald L (EVP and CHRO) sold 6,652 shares of SYSCO CORP (SYY) at an average of $83.91 ($83.39–$83.94, $0.56M total) across 2 trades over 2026-08-10 to 2026-08-11 under a Rule 10b5-1 trading plan.

SYY sentiment & insider activity

Over the past 7 days, alphai's AI scored 5 news stories mentioning SYY (SYSCO CORP). Coverage has skewed bullish: 4 bullish, 0 neutral, and 1 bearish.

Recent SYY coverage spans earnings, financial news and insider activity.

In the last 30 days, SYY insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($558K). The most active reporter was Phillips Ronald L, EVP and CHRO, with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving SYY

  • Guidance and acquisition-related synergy assumptions are the key drivers for near-term positioning in SYY.

    aol.com · Aug 15, 2026

  • The article frames Sysco’s valuation debate around an upbeat 2027 sales outlook and progress on AI/margin initiatives, with downside risks from weak industry traffic and consumer confidence.

    simplywall.st · Aug 15, 2026

  • This is an insider sale disclosure, not a fundamental company update; it may slightly affect sentiment but is unlikely to change near-term valuation drivers.

    SEC EDGAR · Aug 12, 2026

  • The article centers on Sysco’s earnings and forward EPS outlook, plus a Citi price-target raise, which can support near-term sentiment and valuation.

    barchart.com · Aug 12, 2026

  • The call provides fresh forward guidance plus quantified cost-savings and acquisition-related synergy expectations, which can reprice near-term earnings power.

    fool.com · Aug 11, 2026

alphai scores every news story that mentions SYY with an AI model for sentiment and relevance, and aggregates insider trades from SYSCO CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $SYY

Score
$SYYHighAI 9/10

Sysco (SYY) Q4 2026 Earnings Call Transcript

Sysco (NYSE:SYY) reported Q4 FY2026 revenue of $22.1 billion and adjusted EPS of $1.53, citing volume growth and supply chain productivity. Free cash flow was $2.1 billion for the fiscal year. Guidance for FY2027 calls for 6% to 7% revenue growth to about $90 billion and adjusted EPS of $5.02 to $5.12, including a 53rd week, $100 million AI savings, and $250 million Restaurant Depot synergies tied to the planned Jetro Restaurant Depot acquisition.

$SYYMed

Sysco Stock Outlook: Is Wall Street Bullish or Bearish?

Sysco (SYY) reported fiscal Q4 results on Aug. 4. Sales rose 4.7% YoY to $22.10B, gross profit increased 3.7% to $4.1B, and adjusted EPS rose 3.4% to $1.53. Management guided fiscal 2027 adjusted EPS growth of 9% to 11% on 6% to 7% sales growth and about $100M cost savings. Citi raised its price target to $86 from $82 (Neutral).

$SYYHighAI 9/10

Sysco (SYY) Q4 2026 Earnings Call Transcript

Sysco (SYY) reported Q4 FY2026 revenue of $22.1B and adjusted EPS of $1.53, citing volume growth and supply chain productivity. USFS local case volume rose 2.6% and international adjusted operating income increased 15.7%. FY2027 guidance calls for revenue growth of 6% to 7% to about $90B and adjusted EPS of $5.02 to $5.12, including a 53rd week and $100M AI savings.

Cyclosporiasis outbreak prompts Sysco to stop sourcing iceberg lettuce from Mexico

Sysco said, according to CEO Kevin Hourican in a Reuters interview, it stopped sourcing iceberg lettuce from Mexico amid a US cyclosporiasis outbreak. FDA cited epidemiological evidence pointing to shredded iceberg lettuce from Taylor Farms in central Mexico, and Taylor Farms recalled implicated products. CDC reported 10,468 cases as of May 1, with 517 hospitalizations and two deaths in Michigan.

$SYYMedAI 8/10

Sysco Q4 Earnings Call Highlights

Sysco (NYSE:SYY) reported Q4 gross profit of $4.1B (+3.7%) with gross margin down 17 bps to 18.7%, and adjusted operating income up 4.1% to $1.1B. International local case volume rose 4.5% and international sales rose 6.7%. FY2027 outlook calls for net sales growth of ~6% to 7% to ~$90B, adjusted EPS $5.02 to $5.12, and $250M cost synergies from the planned Restaurant Depot deal.

$SYYMedAI 8/10

Sysco’s Earnings Call Highlights AI, Growth and Deals

Sysco (SYY) reported Q4 revenue above $22B, up 4.7% y/y, and adjusted EPS of $1.53. Full-year adjusted EPS was $4.61. For FY2027, management guided revenue of about $90B (6% to 7% growth) and adjusted EPS of $5.02 to $5.12, citing international momentum and an AI efficiency program targeting about $100M in net savings, plus Restaurant Depot procurement synergies.

Major Retail Acquisitions Reshaping Shopping in 2026

eBay agreed to acquire Depop for $1.2 billion to reach Gen Z and Millennial fashion shoppers. Alimentation Couche-Tard plans to buy Poland’s Żabka for $8.6 billion. Authentic Brands Group and WHP Global expanded via brand IP deals, while Suntory bought Daiichi Sankyo Healthcare for $1.6 billion. Sysco’s $29.1 billion Jetro Restaurant Depot is cited as the largest deal.

Sysco (SYY) Beats On Earnings, Is The Stock Still Cheap?

Simply Wall St reports Sysco (SYY) beat Q4 earnings and released full-year results. Management reaffirmed 2027 guidance and cited AI cost initiatives and new fulfillment facilities in Florida, Sweden, and Ireland. The article notes shares are up 16.4% over 90 days and 7.5% over 1 year. It cites a fair value of $89.31 vs $84.29 and discusses P/E (23x) versus industry (19.8x) and peers (37.3x).

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