Loading…
Loading…
Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| John Heinbockel | Guggenheim | 8 | 0% |
| Jeff Bernstein | Barclays | 8 | 13% |
| Alex Slagle | Jefferies | 7 | 14% |
| Ed Kelly | Wells Fargo | 6 | 33% |
| John Ivankoe | JPMorgan | 5 | 0% |
| Jake Bartlett | Truist Securities | 5 | 20% |
| Mark Carden | UBS | 5 | 0% |
| Sara Senatore | Bank of America | 4 | 0% |
| Lauren Silberman | Deutsche Bank | 3 | 0% |
| Kelly Bania | BMO Capital Markets | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Guggenheim | 1 | 8 | 0% |
| Barclays | 1 | 8 | 13% |
| Jefferies | 1 | 7 | 14% |
| Wells Fargo | 1 |
| 6 |
| 33% |
| JPMorgan | 1 | 5 | 0% |
| Truist Securities | 1 | 5 | 20% |
| UBS | 1 | 5 | 0% |
| Bank of America | 1 | 4 | 0% |
Local volume growth accelerated to 3.3%, the strongest in three years, as Sysco announced the transformative $29.1 billion Jetro Restaurant Depot acquisition while revenue grew 4.7% and international delivered its tenth consecutive double-digit profit growth. Adjusted EPS of $0.94 was in line with expectations as incentive compensation lapping created a significant headwind, and gross margin expansion accelerated on strategic sourcing and mix improvement. The $800 million share repurchase was suspended and the CFO departed ahead of the acquisition closing.
Competitive Dynamics | Revenue Growth | Labor Market | Margin | Demand | Pricing | Guidance Reliability | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 6 | 4 | 4 | 2 | 1 | 1 | 1 | |
| 2025Q2 | 3 | 6 | 3 | 1 | 2 | |||
| 2025Q3 | 4 | 1 | 2 | 1 | 1 | 1 | 1 | |
| 2025Q4 | 4 | 3 | 2 | 1 | 1 | 1 | 1 | 1 |
| 2026Q1 | 5 | 5 | 1 | 2 | 1 | 1 | 1 | |
| 2026Q2 | 2 | 3 | 1 | 1 | 1 | 2 | ||
| 2026Q3 | 2 | 2 | 3 | 2 | 4 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Competitive Dynamics | 6 | 3 | 4 | 4 | 5 | 2 | 2 |
| Revenue Growth | 4 | 6 | 1 | 3 | 5 | 3 | 2 |
| Labor Market | 4 | 2 | 2 | 1 | 1 | ||
| Margin | 2 | 3 | 1 | 1 | 2 | 1 | |
| Demand | 1 | 1 | 1 | 1 | 1 | 1 | 3 |
| Pricing | 1 | 2 | 1 | 1 | 1 | 2 | |
| Guidance Reliability | 1 | 1 | 1 | 1 | 2 | ||
| M&A | 1 | 4 |