Sysco Corp

Sysco is the largest foodservice distributor in North America by a wide margin, delivering food, beverages, kitchen supplies, and cleaning products to roughly 700,000 restaurant, hotel, hospital, school, and institutional customers. Its scale—a fleet of thousands of refrigerated trucks and 300-plus distribution centers—creates a logistics network that smaller regional distributors can't match on breadth or service reliability. Sysco also develops its own private label product lines, which carry better margins than national brands.

Sysco's roughly 35% share of US foodservice distribution creates scale advantages in purchasing, logistics density, and customer relationships that are extremely difficult to replicate. Food inflation generally gets passed through to customers over time, protecting margins. The restaurant industry's health is the primary demand driver—when dining out contracts, as it did during COVID, Sysco's volumes fall significantly. International expansion, particularly in Europe, adds geographic diversification but also integration complexity.

US Foods is the second-largest broadline foodservice distributor and competes directly across almost every customer segment and geography. Performance Food Group (Vistar, Reinhart) has grown rapidly through acquisitions. Gordon Food Service is a large private competitor in the Midwest and Southeast. Beyond broadline distributors, specialty distributors like Edward Don (equipment) and various produce-only distributors take narrower slices of the supply chain.

Sysco is a Dividend Aristocrat with more than 50 consecutive years of dividend increases—one of the longest streaks in the S&P 500. The company has maintained and grown its dividend through recessions, food cost spikes, and the severe COVID-related volume collapse, demonstrating an unusual commitment to dividend continuity. The payout is supported by consistent free cash flow from its capital-efficient distribution model, supplemented by disciplined share repurchases.

SYY last closed at $82.80, up 0.56% in the most recent trading session. Over the past 52 weeks, the stock has traded between a low of $67.12 and a high of $91.85. The current price represents 63% of its 52-week range, which helps investors gauge where the stock sits relative to its recent trading history.

Among 23 analysts covering SYY, the consensus rating is Buy — 14 rate it a buy, 9 hold, and 0 sell. The average price target sits at $157.32, implying 90% upside from the current price. Keep in mind that analyst targets reflect 12-month expectations and can shift quickly after earnings reports or major company events.

Sysco Corp generated $79.09B in revenue during fiscal year 2026, with $1.78B reaching the bottom line as net income. The net profit margin of 2.3% reflects the competitive nature of its industry.

SYY trades at a P/E ratio of 23.74 on trailing earnings of $3.72 per share. That's roughly in line with the broader market average of ~20-25x. Comparing this multiple against Retail sector peers gives better context than the broad market alone, since P/E norms vary significantly across industries.

Performance varies across timeframes, reflecting shifting market conditions. Returns by timeframe: +11.55% (3M), +1.17% (6M), +13.81% (1Y), +14.02% (YTD). Comparing these figures against the S&P 500 and sector benchmarks helps determine whether SYY is outperforming or lagging the broader market.