Sysco Corporation (SYY)

Over the past six months, Sysco Corp.'s stock has shown positive movement, with shares up 10.45% as of October 27, 2025. The company reported its first-quarter fiscal year 2026 financial results on October 28, 2025, reiterating its FY26 guidance. Previously, on July 29, 2025, Sysco announced its fourth-quarter and full-year 2025 results, beating analysts' consensus estimates for earnings per share and revenue. Sysco also declared a quarterly dividend of $0.54, paid on October 24, 2025. In January 2025, Sysco's second-quarter fiscal year 2025 results showed positive momentum, though analysts expressed concerns regarding a slowdown in local case growth, which led to a 6% stock decline following the earnings release.

Demand for Sysco Corp.'s products and services is influenced by the inherent seasonality of the foodservice industry, which is affected by economic conditions, consumer spending habits, and dining trends. The broader foodservice sector often experiences variations in demand linked to holidays, school calendars, and tourism seasons. Sysco's diversified customer base helps to mitigate some of these seasonal impacts, and the company's adaptability to market demands also plays a role in navigating seasonal changes.

Sysco Corporation is a global leader in selling, marketing, and distributing food and related products to customers who prepare meals away from home. The company operates within the Consumer Staples sector, specifically in the Food Distribution industry. Sysco's product portfolio includes fresh produce, premium proteins, specialty products, equipment and supplies, and innovative culinary solutions. Its customer base spans restaurants, healthcare and educational facilities, lodging establishments, entertainment venues, and other foodservice operators.

Sysco operates approximately 339 to 340 distribution centers across 10 countries, including the United States, Canada, the United Kingdom, France, Ireland, Mexico, the Bahamas, and other parts of Europe, Central, and South America.

In the past year, Sysco has engaged in several initiatives that positively impacted its brand reputation. The company partnered with the MICHELIN Guide for the 2025 Texas Ceremony and was recognized as Kyndryl's Inaugural Tech Partner of the Year in October 2025. Sysco has demonstrated its commitment to community support by providing $1.7 million in relief to food and beverage workers in crisis through the Southern Smoke Foundation and celebrated its Women's Leadership Program "Rise Together" in September 2025. In July 2025, Sysco expanded its retail footprint with the grand opening of its second 'Sysco To Go' store in Houston.

Sysco Corporation's ownership is primarily institutional, with approximately 87.80% held by institutional shareholders. Individual insiders own about 8.89%, and retail investors hold 3.31% of the company's stock. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., State Street Corp, Capital Research Global Investors, Invesco Ltd., Boston Partners, and Geode Capital Management, Llc. Nelson Peltz is noted as the largest individual shareholder, owning 17.87 million shares, representing 3.74% of the company.