Sysco Corporation (SYY)

In the past six months, Sysco's stock has experienced various events, including an upcoming dividend announcement of US$0.54 per share in December 2025, payable in January 2026. Sysco reported its Q1 2026 earnings on October 28, 2025, and is scheduled to report its Q2 2026 results on January 27, 2026. In December 2025, Sysco Corporation acquired Ginsberg's, Inc. In November 2025, Sysco announced the transition of Greg D. Bertrand to a non-executive officer senior advisor role, effective January 1, 2026. The company's Q1 2026 results indicated muted U.S. restaurant demand and inflation pressuring margins, which limited near-term growth prospects. Over the past year, Sysco's stock has underperformed both the US Consumer Retailing industry and the broader US Market.

Demand for Sysco's products and services experiences seasonality due to its ties to the foodservice industry. Restaurants generally see higher sales volumes during the summer or warmer months, typically from April/May through August/September, due to increased tourism and locals dining out. The slowest months for restaurants are typically in winter, particularly January and February, after the holiday season, as consumers tend to spend more time at home. Holiday seasons can also lead to a decline in dine-in patrons as people gather with family.

Sysco Corporation is the world's largest broadline foodservice distributor, marketing and distributing food and related products to the food-away-from-home industry. Its sector is Consumer Defensive, and its industry is Food Distribution. Sysco offers a comprehensive range of food items, including frozen foods, canned and dry foods, fresh meats and seafood, dairy products, beverage products, imported specialties, and fresh produce. It also supplies non-food items like paper products, tableware, cookware, restaurant and kitchen equipment, and cleaning supplies. Sysco serves a diverse customer base, including restaurants, hospitals, schools, hotels, caterers, and other foodservice venues.

Sysco has a significant global presence, operating approximately 340 distribution facilities across 10 countries. Its international operations extend beyond the United States and Canada to include the United Kingdom, France, Ireland, Sweden, the Bahamas, Costa Rica, Mexico, Luxembourg, Panama, and Belgium.

In the past year, Sysco has been involved in activities impacting its brand reputation. Sysco Canada was recognized as one of Atlantic Canada's Best Places To Work 2026 by Atlantic Business Magazine in January 2026. The company has highlighted its support for local farmers and sustainable agriculture practices, and its efforts to address food insecurity in global communities, exceeding its giving goals in its 3rd Annual Purpose Month. Sysco Ireland has partnered with community businesses to enhance the supply chain and circularity. However, in February 2025, Sysco halted all purchases from a Fort Wayne, Indiana facility that supplied frozen shakes linked to a Listeria outbreak and recalled related products.

Sysco Corporation's ownership is predominantly held by institutional investors, including Vanguard Group Inc., BlackRock, Inc., State Street Corp, Capital Research Global Investors, Invesco Ltd., Geode Capital Management, Llc, and Boston Partners. As of May 2025, Vanguard Fiduciary Trust Co. held 12.57% of Sysco's equities. Joshua D. Frank is the largest individual shareholder, owning 17.87 million shares, representing 3.73% of the company.