Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Alex Slagle
Period: Reporting periods mapped to calendar 2024 Q3 – 2026 Q1 (7 quarters; questions recorded in 6).
- Questions
- 10on tracked calls
- Challenge rate
- 10%1 of 10 questions
- Companies
- 2questioned at least once
- Reporting periods
- 6with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 10 of 10 questions from 2 companies
SYYSysco7 questions · 6 reporting periods · 1 of 7 challenging
Calendar 2026 Q1
if we could get a sense for the trend into fiscal 4Q that kind of leads to that 2.5% local case outlook and your confidence there
Show response
Kevin confirmed April in line with expectations despite Easter calendar movement, on track for at least 2.5% Q4 local volume (120bp 2-year stack acceleration). Brandon added consistent geographic results across all regions and increasing AI360 usage giving confidence.
Calendar 2025 Q3
the percentage of new hires that are now over that 12- or 18-month hurdle when productivity really inflects and I know leveraging new tools is a piece of this, but how this tenure and retention rea...
Show response
Kevin cited +130bps improvement in Q1, 2x industry traffic improvement, with October stronger than Q1. Retention exceeding targets year-to-date. Kenny added SCs climbing productivity curve drove highest new customer onboarding rate and 90bps penetration improvement Q/Q.
a really strong quarter and the outlook for the second quarter looks pretty strong. So I mean is there additional conservatism in the back half guide on earnings?
Show response
Kenny detailed $0.03 beat composition: $0.01 from higher sales/OI, $0.02 from tax planning. Three confidence drivers: momentum in local and national, initiatives within control, and strong IG balance sheet with diversified portfolio.
Calendar 2025 Q2
do you expect the year-over-year growth momentum we've seen to moderate a bit as you lap this growth
Show response
Kevin stated no structural ceiling on international profitability, cited headcount additions in major metros, Sysco Your Way expansion, strategic sourcing, and technology deployment. Kenny noted international margins doubled from 2% to 4% with more upside.
Calendar 2025 Q1
where we are with that, and I guess any evidence these investments are really moving the needle
Show response
Kevin confirmed 4%+ headcount growth target. Cited new customer wins in March as best period outside COVID snapback, cohorts tracking productivity targets, retention significantly improved vs first half.
Calendar 2024 Q4
just trying to think about what we should look for, for the margin? Is it a gradual grind higher here?
Show response
Kevin stated no structural barriers to international profit improvement, with EBIT margins still below total company average. Programs include Sysco Brand expansion, headcount growth, technology deployment, and bolt-on M&A.
Calendar 2024 Q3
are there external dynamics that have gotten any tougher, whether it's the competitive dynamics in the industry or if there's any evidence of product trade down
Show response
Kevin attributed margin pressure to three internal factors: national/local mix, strategic sourcing timing, and Sysco brand penetration. Framed as controllable with second-half recovery.
DPZDomino's3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q3
just how has this played out relative to your expectations and whether you see this balancing out a bit more as you head into April or '26
Show response
Sandeep reiterated balanced approach between ticket (stuffed crust) and order count (BDE, aggregators). Delivery and carryout both expected to grow. Won't specify exact channel split to protect competitive positioning. Balanced approach extends into Q4 and 2026.
Calendar 2025 Q2
trying to think what we should think about your ability to maintain this current margin level going forward
Show response
Sandeep acknowledged some seasonal utility cost pressure in summer but no change to full-year expectation of margins improving slightly driven by procurement productivity.
Calendar 2025 Q1
just if there are specific implications on the development opportunities, maybe further from the core
Show response
Russell confirmed no expansion of delivery radii. DoorDash helps suburban/rural stores while Uber skews urban, creating a uniform one-two punch across the full store base.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| SYY Sysco | 7 | 14%1 of 7 questions |
| DPZ Domino's | 3 | 0%none of 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q3 | 1 | 0%none of 1 question | 1 |
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 2 | 50%1 of 2 questions | 2 |
| 2025 Q2 | 2 | 0%none of 2 questions | 2 |
| 2025 Q3 | 3 | 0%none of 3 questions | 2 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q12 questions · challenge rate 50% (1 of 2 questions) · 2 companies
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics4
- Margin4
- Revenue Growth3
- Geographic Expansion3
- Demand2
- Labor Market2
- Guidance Reliability1
- Cost Pressure1