Sysco Corporation

NYSE:SYY Rapport sur les actions

Capitalisation boursière : US$35.1b

Sysco Gestion

Gestion contrôle des critères 4/4

Le PDG Sysco est Kevin Hourican, nommé en Feb2020, a un mandat de 6.25 ans. La rémunération annuelle totale est $ 16.23M, composée du salaire de 8.6% et des bonus 91.4%, y compris les actions et options de la société. détient directement 0.077% des actions de la société, d'une valeur de $ 26.99M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.8 ans et 6.3 ans.

Informations clés

Kevin Hourican

Directeur général

US$16.2m

Rémunération totale

Pourcentage du salaire du PDG8.58%
Durée du mandat du directeur général6.3yrs
Propriété du PDG0.08%
Durée moyenne d'occupation des postes de direction3.8yrs
Durée moyenne du mandat des membres du conseil d'administration6.3yrs

Mises à jour récentes de la gestion

Recent updates

Article d'analyse 20h

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...
Seeking Alpha May 06

Sysco: Transformational Deal Supports Long-Term EPS Growth

Summary Sysco is rated a Buy, with a 19% pullback creating an attractive entry point and 18% upside to consensus target. The $29.1B Restaurant Depot acquisition is transformative, adding 20% revenue, 45% EBITDA, and 55% free cash flow, with rapid accretion expected. Q3 FY26 saw the strongest U.S. local volume growth in three years, driving margin expansion and reinforcing the core business's operational momentum. Risks include regulatory scrutiny of the acquisition and significant leverage increase, but SYY's 56-year dividend growth and 3% yield underpin resilience. Read the full article on Seeking Alpha
Article d'analyse 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...
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse May 17

Sysco Corporation's (NYSE:SYY) P/E Still Appears To Be Reasonable

It's not a stretch to say that Sysco Corporation's ( NYSE:SYY ) price-to-earnings (or "P/E") ratio of 18.4x right now...
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
Seeking Alpha Sep 23

Sysco: Consistent Payouts, But Don't Expect A Feast Of Growth

Summary Sysco Corporation is a dividend machine with stable but slow growth, high debt levels, and industry challenges, warranting a cautious “hold” rating. Sysco's long-term stock returns lag the market, but it offers consistent dividends with a 6.60% average growth rate over 18 years. Sysco's international growth and specialty product lines present significant opportunities, but high debt and moderate growth make its current premium price less attractive. Despite industry slowdowns and challenges in the French market, Sysco remains confident in its long-term growth prospects and market leadership. Read the full article on Seeking Alpha
Seeking Alpha Jul 22

Sysco: Bargain Priced Dividend Aristocrat With Long-Term Growth Potential - Strong Buy

Summary With the resurgence of M&A activity in the food distribution industry, Sysco is poised to be one of the biggest beneficiaries. Sysco's extensive scale advantages and robust financial position uniquely position them for sustained long-term growth. Dividend stocks, while underappreciated now, will likely gain significant traction as interest rates come down. Read the full article on Seeking Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Kevin Hourican a-t-elle évolué par rapport aux bénéfices de Sysco?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Kevin ($USD 16.23M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.67M ).

Rémunération et revenus: La rémunération de Kevin a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Kevin Hourican (51 yo)

6.3yrs
Titularisation
US$16,228,599
Compensation

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...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Kevin Hourican
CEO & Chairman6.3yrsUS$16.23m0.077%
$ 27.0m
Ronald Phillips
Executive VP & Chief HR Officer5yrsUS$3.39m0.0041%
$ 1.4m
Greg Bertrand
Non-Executive Officer Senior Advisorless than a yearUS$5.35m0.0091%
$ 3.2m
Brandon Sewell
Interim Chief Financial Officerless than a yearpas de données0.00089%
$ 312.1k
Jennifer Johnson
Senior VP & Chief Accounting Officer2.6yrspas de données0.0011%
$ 399.7k
Kevin Kim
Vice President of Investor Relationsno datapas de donnéespas de données
Jose Colondres
Vice President of Compliance10.4yrspas de donnéespas de données
Jennifer Schott
Executive VP1.1yrspas de données0.00035%
$ 122.7k
Gregory Keller
Senior Vice President of National Accounts2.7yrspas de données0.0043%
$ 1.5m
J. Jasper
Senior Vice President of International Americas - Canada6.2yrspas de donnéespas de données
Elizabeth Ubell
Senior VP & International Chief Commercial Officer5.3yrspas de donnéespas de données
Victoria Gutierrez
Senior VP & Chief Merchandising Officer3.8yrspas de données0.0029%
$ 1.0m
3.8yrs
Durée moyenne de l'emploi
51yo
Âge moyen

Gestion expérimentée: L'équipe de direction de SYY est considérée comme expérimentée (ancienneté moyenne 3.8 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Kevin Hourican
CEO & Chairman6.3yrsUS$16.23m0.077%
$ 27.0m
Larry Glasscock
Lead Independent Director15.7yrsUS$419.96k0.021%
$ 7.5m
Sheila Talton
Independent Director8.7yrsUS$339.96k0.0027%
$ 943.3k
Daniel Brutto
Independent Director9.7yrsUS$339.96k0.0081%
$ 2.8m
Bradley Halverson
Independent Director9.7yrsUS$349.96k0.0066%
$ 2.3m
John Hinshaw
Independent Director8.1yrsUS$339.96k0.000010%
$ 3.5k
Ali Dibadj
Independent Director4.3yrsUS$319.96k0.0035%
$ 1.2m
Jill Golder
Independent Director4.3yrsUS$319.96k0.0022%
$ 785.5k
Roberto de Oliveira Marques
Independent Director1.8yrsUS$319.96k0.0012%
$ 410.3k
Alison Paul
Independent Director4.3yrsUS$339.96k0.0021%
$ 732.9k
Francesca Debiase
Independent Director2.5yrsUS$319.96k0%
$ 0
6.3yrs
Durée moyenne de l'emploi
64yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de SYY sont considérés comme expérimentés (ancienneté moyenne 6.3 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 03:34
Cours de l'action en fin de journée2026/05/07 00:00
Les revenus2026/03/28
Revenus annuels2025/06/28

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Sysco Corporation est couverte par 36 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
John StaszakArgus Research Company
Jeffrey BernsteinBarclays
Meredith AdlerBarclays