Sysco Corporation

Informe acción NYSE:SYY

Capitalización de mercado: US$40.5b

Sysco Dirección

Dirección controles de criterios 4/4

El CEO de Sysco es Kevin Hourican , nombrado en Feb 2020, tiene una permanencia de 6.42 años. compensación anual total es $16.23M, compuesta por 8.6% salario y 91.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.077% de las acciones de la empresa, por valor de $31.14M. La antigüedad media del equipo directivo y de la junta directiva es de 3.9 años y 6.4 años, respectivamente.

Información clave

Kevin Hourican

Chief Executive Officer (CEO)

US$16.2m

Compensación total

Porcentaje del salario del CEO8.58%
Permanencia del CEO6.4yrs
Participación del CEO0.08%
Permanencia media de la dirección3.9yrs
Promedio de permanencia en la Junta Directiva6.4yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha Jun 27

Sysco Is Growing, But It's Not Enough To Avoid A Downgrade

Summary Sysco is downgraded from ‘buy’ to ‘hold’ due to fair valuation and macroeconomic caution. SYY’s top-line growth continues, but recent profitability is pressured by rising costs and mixed segment performance. The pending $29.1B Jetro Restaurant Depot acquisition could unlock growth in a faster-growing market niche, but regulatory and execution risks remain. Current economic headwinds, high inflation, and low consumer confidence temper the near-term outlook for SYY. Read the full article on Seeking Alpha
Artículo de análisis Jun 16

Sysco (SYY) Stock Could Be 8.3% Undervalued After World Cup Buildout

Sysco (SYY) is in focus after detailing preparations for the 2026 FIFA World Cup, including a roughly 5% inventory build, 3 million extra pounds of French fries, and 80 additional trucks and trailers. See our latest analysis for Sysco. Beyond the World Cup preparations, Sysco’s recent news around its Nourishing Neighbours partnership sits against a share price that is up 9.8% over the past month. The 1 year total shareholder return of 9.7% and 3 year total shareholder return of 18.0% point to...
Actualización de narrativa Jun 14

SYY: Restaurant Depot Deal And Cultured Meat Role Will Shape Repricing

Sysco's updated analyst price target edges lower by a few dollars, as analysts weigh a series of recent target cuts from firms such as Bernstein, Barclays and others against more constructive views that highlight potential upside catalysts over the next month. Analyst Commentary Recent research updates on Sysco show a split view, with several firms cutting price targets or ratings and a smaller group flagging potential upside over the near term.
Actualización de narrativa May 30

SYY: Restaurant Depot Deal And 2026 Guidance Will Support Earnings Repricing

Sysco's analyst fair value estimate has been nudged higher to about $86.87 from $86.20, as analysts weigh a series of recent price target cuts alongside slightly updated assumptions for discount rate, revenue growth, profit margin and future P/E multiples. Analyst Commentary Recent Street research around Sysco reflects a mix of caution and selective optimism, with several firms cutting price targets and at least one highlighting shorter term upside potential.
Actualización de narrativa May 16

SYY: Restaurant Depot Acquisition And 2026 Guidance Will Drive Earnings Repricing

Sysco's updated analyst price target edges down from about $88.07 to $86.20, as analysts weigh a mix of recent target cuts across several firms alongside modest tweaks to revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research on Sysco reflects a mix of optimism around growth opportunities and caution around execution and valuation, which together fed into the slight trim in the average price target.
Artículo de análisis May 07

Sysco's (NYSE:SYY) Soft Earnings Are Actually Better Than They Appear

The market for Sysco Corporation's ( NYSE:SYY ) shares didn't move much after it posted weak earnings recently. We...
Artículo de análisis May 02

Sysco Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Last week, you might have seen that Sysco Corporation ( NYSE:SYY ) released its third-quarter result to the market. The...
Actualización de narrativa Apr 24

SYY: Restaurant Depot Deal Will Shape 2026 Earnings Upside Potential

Sysco's analyst fair value estimate has edged up by about $0.33 to $88.07 as analysts weigh a mix of recent price target cuts alongside earlier increases and generally stable assumptions for revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent research paints a mixed picture for Sysco, with several firms trimming price targets after earlier rounds of increases, and at least one viewing the Restaurant Depot acquisition as attractive for the business.
Actualización de narrativa Apr 08

SYY: Restaurant Depot Deal And CAGNY Execution Will Shape 2026 Upside Potential

Analysts have trimmed their average price target on Sysco by just over $3 to reflect slightly lower fair value estimates and modestly higher discount rates, even as some still point to the Restaurant Depot acquisition and earlier positive CAGNY commentary as key supports for the longer term story. Analyst Commentary Recent Street research on Sysco reflects a mixed tone, with several firms trimming price targets and a smaller group still lifting theirs.
Actualización de narrativa Mar 25

SYY: CAGNY Execution And Foodservice Positioning Will Shape Balanced 2026 Outlook

Analysts have inched up the fair value estimate for Sysco to $90.80, pointing to a series of higher price targets across the Street, including Wells Fargo's move to $100 after what it viewed as a constructive CAGNY update and follow-up discussions with the company. Analyst Commentary Recent research on Sysco clusters around a higher fair value range, with most fresh notes tied to updated targets after the company’s CAGNY presentation and follow up conversations.
Actualización de narrativa Mar 11

SYY: CAGNY Execution And Sector Positioning Will Shape Balanced Forward Earnings Outlook

Analysts have nudged their price targets on Sysco higher, with several firms moving into or toward the $88 to $100 range, citing a constructive CAGNY update and follow up meetings that reinforced their positive view on the company. Analyst Commentary Street research around Sysco has become more active, with several firms adjusting their price targets following the company’s CAGNY update and subsequent meetings.
Actualización de narrativa Feb 24

SYY: Foodservice Scale And Labor Deal Will Support Constructive Future Earnings Outlook

The analyst price target for Sysco edges up by about $1 to $90.69, with analysts pointing to recent positive commentary from multiple research firms and a constructive CAGNY update as support for a slightly higher fair value and a modestly higher future P/E assumption. Analyst Commentary Recent Street research on Sysco has skewed constructive, with several firms adjusting price targets following the company’s CAGNY update and broader sector work.
Actualización de narrativa Feb 10

SYY: Foodservice Scale And New Labor Deal Will Support Steady Future Earnings

The analyst price target for Sysco has been raised by about $3 to $89.94, as analysts factor in modest adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions reflected across recent target changes from multiple research firms. Analyst Commentary Recent research updates on Sysco cluster around adjusted price targets and refreshed assumptions for fair value, revenue growth, margins, and future P/E multiples.
Actualización de narrativa Jan 26

SYY: Foodservice Distribution Strength And Labor Agreement Support Future Earnings Stability

Narrative Update Our updated fair value estimate for Sysco edges down by about $0.20 per share, reflecting slightly lower Street price targets and modest tweaks to growth, margin, and future P/E assumptions that analysts recently laid out in their group outlooks. Analyst Commentary Recent research on Sysco is mixed, with some firms trimming price targets while others edge them higher.
Actualización de narrativa Jan 11

SYY: Foodservice Distribution Resilience And Case Mix Should Support Earnings Stability

Analysts nudged their blended price target on Sysco slightly higher to about $86.94 from $86.88, reflecting small adjustments to assumptions for revenue growth, profit margins and future P/E multiples after a mix of recent price target changes and new coverage on the stock. Analyst Commentary Recent research on Sysco reflects a split view, with some analysts leaning more optimistic on the company’s ability to execute and others more cautious on the near term setup and mix of growth.
Actualización de narrativa Dec 18

SYY: Improving Case Trends Will Support Stronger Earnings Resilience Ahead

Analysts have nudged their average price target on Sysco slightly higher to about $87 from roughly $86.90, reflecting modestly improved confidence in margin durability, steady mid single digit sales growth, and the potential for upside as recent price target hikes signal that conservative guidance could set the stage for earnings outperformance. Analyst Commentary Recent Street research reflects a generally constructive but selective stance on Sysco, with a mix of upward price target revisions and more neutral initiation commentary that highlights both execution strengths and lingering demand risks.
Actualización de narrativa Dec 04

SYY: Improving Case Trends Will Support Stronger Earnings Resilience Ahead

The analyst price target for Sysco has increased to $98.00 from $93.00 as analysts point to improving U.S. case growth, solid gross margin trends, and potential upside to near term earnings, even as macro pressures temper expectations for independent volume recovery. Analyst Commentary Recent Street research reflects a generally constructive stance on Sysco, with price targets drifting higher and a focus on execution in case growth, gross margins, and mix between independent and chain customers.
Actualización de narrativa Nov 19

SYY: Sustained Earnings Resilience Will Drive Renewed Market Confidence

Analysts have modestly raised their price targets on Sysco, with recent updates reflecting increases between $2 and $5 per share. They cite solid earnings resilience and continued growth potential, despite broader market caution.
Actualización de narrativa Nov 05

SYY: Steady Earnings And U.S. Volume Momentum Will Drive Near-Term Share Gains

Sysco's analyst price target has been slightly raised, increasing from approximately $86.73 to $86.94. Analysts cite recent stable earnings performance and modest improvements in growth and margins amid cautious macroeconomic sentiment.
Actualización de narrativa Oct 21

Analysts Cite Improved Fundamentals as Sysco Faces Labor Tensions and Modest Valuation Uptick

Sysco's analyst price target has increased modestly from $85.60 to $86.73, as analysts cite improved U.S. case growth, margin momentum, and a shift toward more conservative guidance. This could set the stage for future outperformance.
Artículo de análisis Sep 11

Sysco Corporation (NYSE:SYY) Could Be Riskier Than It Looks

There wouldn't be many who think Sysco Corporation's ( NYSE:SYY ) price-to-earnings (or "P/E") ratio of 21x is worth a...
Artículo de análisis Jul 20

Is Now The Time To Look At Buying Sysco Corporation (NYSE:SYY)?

Sysco Corporation ( NYSE:SYY ) saw a decent share price growth of 12% on the NYSE over the last few months. The company...
Seeking Alpha Mar 03

Sysco: Buy This Growing Dividend King

Summary Sysco's Q2 '25 earnings showed sales growth of 4.50% and income increase of 5.10%. Despite that, the stock tumbled 6.03%. Sysco's strategic shift to food services and drinking places has driven consistent growth, with 57% of sales now from these sectors. Sysco is undervalued with a current P/E ratio of 19.42, significantly lower than its 5-year average of 42.56, making it a compelling buy. Despite high debt levels and low dividend CAGR, Sysco's strong market position, financial growth, and undervaluation support my BUY rating. Read the full article on Seeking Alpha
Seeking Alpha Dec 30

Sysco Corporation: Eating Up The Competition, Serving Up Value

Summary Sysco, a Dividend King, is trading at historically low multiples, offering consistent growth, strong market leadership, and a robust competitive moat. The company is expanding market share, improving productivity, and benefiting from international growth, with significant operating leverage and disciplined cost management. Despite restaurant industry headwinds, Sysco's diverse customer base and strategic acquisitions support resilient growth and attractive shareholder returns. With a solid balance sheet, impressive dividend growth, and potential total returns above 10%, Sysco is a potentially attractive investment in an overvalued market. Read the full article on Seeking Alpha
Seeking Alpha Oct 25

Sysco Stock: A Good Buy Heading Into Q1 Earnings?

Summary Sysco's hybrid growth strategy through internal development and acquisitions continues to strengthen its position as a market leader in the foodservice sector and forms the basis for solid long-term growth. Despite the low margins typical of the foodservice industry, Sysco's resilient cash flow and effective working capital management indicate a solid financial position. Sysco's international expansion shows promise, though profitability remains a challenge; disciplined shareholder returns and manageable leverage support financial stability. Current valuation lacks a margin of safety and I recommend adding SYY stock to the watch list and personally consider buying at $60-$65 per share. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Kevin Hourican en comparación con los beneficios de Sysco?
FechaCompensación totalSalarioIngresos de la empresa
Mar 28 2026n/an/a

US$2b

Dec 27 2025n/an/a

US$2b

Sep 27 2025n/an/a

US$2b

Jun 28 2025US$16mUS$1m

US$2b

Mar 29 2025n/an/a

US$2b

Dec 28 2024n/an/a

US$2b

Sep 28 2024n/an/a

US$2b

Jun 29 2024US$16mUS$1m

US$2b

Mar 30 2024n/an/a

US$2b

Dec 30 2023n/an/a

US$2b

Sep 30 2023n/an/a

US$2b

Jul 01 2023US$14mUS$1m

US$2b

Apr 01 2023n/an/a

US$2b

Dec 31 2022n/an/a

US$1b

Oct 01 2022n/an/a

US$1b

Jul 02 2022US$14mUS$1m

US$1b

Apr 02 2022n/an/a

US$1b

Jan 01 2022n/an/a

US$785m

Oct 02 2021n/an/a

US$685m

Jul 03 2021US$23mUS$1m

US$524m

Mar 27 2021n/an/a

-US$245m

Dec 26 2020n/an/a

-US$338m

Sep 26 2020n/an/a

-US$21m

Jun 27 2020US$26mUS$527k

US$215m

Compensación vs. Mercado: La compensación total ($USD16.23M) de Kevin está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.46M).

Compensación vs. Ingresos: La compensación de Kevin ha sido consistente con los resultados de la empresa en el último año.


CEO

Kevin Hourican (52 yo)

6.4yrs
Permanencia
US$16,228,599
Compensación

Mr. Kevin P. Hourican is Independent Outside Director at Tapestry, Inc. since February 29, 2024. He has been Chief Executive Officer at Sysco Corporation since February 1, 2020 and serves as its Director s...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Kevin Hourican
CEO & Chairman6.4yrsUS$16.23m0.077%
$ 31.1m
Ronald Phillips
Executive VP & Chief HR Officer5.2yrsUS$3.39m0.0041%
$ 1.6m
Greg Bertrand
Non-Executive Officer Senior Advisorless than a yearUS$5.35m0.0091%
$ 3.7m
Brandon Sewell
Interim Chief Financial Officerless than a yearsin datos0.00089%
$ 360.1k
Jennifer Johnson
Senior VP & Chief Accounting Officer2.8yrssin datos0.0011%
$ 461.3k
Kevin Kim
Vice President of Investor Relationsno datasin datossin datos
Jose Colondres
Vice President of Compliance10.6yrssin datossin datos
Jennifer Schott
Executive VP1.3yrssin datos0.00035%
$ 141.6k
Gregory Keller
Senior Vice President of National Accounts2.8yrssin datos0.0043%
$ 1.7m
J. Jasper
Senior Vice President of International Americas - Canada6.3yrssin datossin datos
Elizabeth Ubell
Senior VP & International Chief Commercial Officer5.5yrssin datossin datos
Victoria Gutierrez
Senior VP & Chief Merchandising Officer3.9yrssin datos0.0029%
$ 1.2m
3.9yrs
Permanencia media
52yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de SYY se considera experimentado (3.9 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Kevin Hourican
CEO & Chairman6.4yrsUS$16.23m0.077%
$ 31.1m
Larry Glasscock
Lead Independent Director15.8yrsUS$419.96k0.022%
$ 8.8m
Sheila Talton
Independent Director8.8yrsUS$339.96k0.0027%
$ 1.1m
Daniel Brutto
Independent Director9.8yrsUS$339.96k0.0081%
$ 3.3m
Bradley Halverson
Independent Director9.8yrsUS$349.96k0.0066%
$ 2.7m
John Hinshaw
Independent Director8.3yrsUS$339.96k0.0029%
$ 1.2m
Ali Dibadj
Independent Director4.5yrsUS$319.96k0.0036%
$ 1.4m
Jill Golder
Independent Director4.5yrsUS$319.96k0.0022%
$ 906.4k
Roberto de Oliveira Marques
Independent Director1.9yrsUS$319.96k0.0012%
$ 473.4k
Alison Paul
Independent Director4.5yrsUS$339.96k0.0021%
$ 853.8k
Francesca Debiase
Independent Director2.7yrsUS$319.96k0%
$ 0
6.4yrs
Permanencia media
65yo
Promedio de edad

Junta con experiencia: La junta directiva de SYY se considera experimentada (6.4 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/08 22:29
Precio de las acciones al final del día2026/07/08 00:00
Beneficios2026/03/28
Ingresos anuales2025/06/28

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Sysco Corporation está cubierta por 34 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
John StaszakArgus Research Company
Jeffrey BernsteinBarclays
Meredith AdlerBarclays