SYY · Full Picture

SYSCO CORP — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Guidance / Outlook · Guidance & outlookPriority 77
    +8.8% revenue; 2 sources (news, press_release); 4 forward row(s); quote_verified
    Sysco introduced fiscal year 2027 guidance of 6%-7% sales growth on a 53-week basis.
  2. Revenue Performance and Mix · Revenue growth & mixPriority 65
    +18.9% revenue (realized); 2 sources (news, press_release); quote_verified
    GLOBAL SUPPORT CENTER Operating loss (GAAP): $(1,010) million in current period versus $(873) million in prior period, change $(137) million, (15.7)%
  3. Operating Expense Trends · Operating expenses (SG&A)Priority 51
    -6.2% operating_income (realized); quote_verified
    GLOBAL SUPPORT CENTER Operating expenses (GAAP): $1,057 million in current period versus $930 million in prior period, change $127 million, 13.7%
  4. Gross Margin Drivers · Gross marginPriority 49
    quote_verified
    Gross profit for the fourth quarter increased 3.7% to $4.1 billion.
  5. Liquidity and Debt Position · Debt, leverage & refinancingPriority 47
    quote_verified
    Jun. 27, 2026 Long-term debt: $12,315 million
  6. Free Cash Flow · Cash flow generationPriority 43
    quote_verified
    Free cash flow (Non-GAAP) for the 52-week period ended Jun. 27, 2026: $2,114 million, compared with $1,818 million for the 52-week period ended Jun. 28, 2025, change $296 million
  7. Market Demand Trends · Demand, orders & backlogPriority 43
    2 sources (news, press_release); quote_verified
    Janus Henderson increased its holdings in Sysco by 140.1% to 71,404 shares valued at $5.09 million.
  8. AI-Enabled Business Transformation · Strategic & business-model shiftsPriority 39
    +0.4% operating_income; 1 forward row(s); quote_verified
    Included in the FY27 guidance is approximately $100 million of efficiency improvements driven by an AI-powered transformation.
  9. AI Efficiency Program · Guidance & outlookPriority 38
    1 forward row(s); quote_verified
    Included in the FY2027 guidance is approximately $100 million of efficiency improvements driven by an AI-powered transformation.
  10. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 37
    -0.3% operating_income (realized); 1 forward row(s); quote_verified
    TOTAL SYSCO Impact of acquisition-related costs on operating expenses: $232 million in the current period versus $160 million in the prior period, change $72 million, (45.0)%
  11. Operating Income and Margins · Operating income & profitabilityPriority 37
    quote_verified
    Gross profit increased 3.7% to $4.1 billion in the fourth quarter of fiscal 2026.
  12. Capital Return Program · Buybacks & dividendsPriority 35
    quote_verified
    Sysco returned approximately $1.2 billion of capital to shareholders via $1.0 billion of dividends and $200 million of share repurchases in fiscal year 2026.

Threads by pillar

Revenue & Demand Priority 71 · 4 threads

Costs & Margins Priority 61 · 5 threads

Capital & Balance Sheet Priority 56 · 5 threads

Strategy & Portfolio Priority 44 · 3 threads

Guidance & Outlook Priority 78 · 2 threads

Macro & Market Conditions Priority 33 · 2 threads

Unclassified Priority 37 · 2 threads

Expected impact by metric

metricforward netforward grossrealized
revenue+8.8%+8.8%+18.9%
net_income+8.5%+8.5%—
operating_income+0.4%+0.4%-6.7%