Sysco’s fiscal 2027 first-quarter sales rose 2.8%, led by 2.7% local case growth, while enterprise inflation (up 0.3%) was below its 1.4% expectation. Soft sales and costs threaten its 9%-11% full-year adjusted EPS outlook, which rose just 3.5% in the quarter, sending shares down 9% on Nov. 3.
Sysco’s dense distribution network allows it to deliver goods faster and at a lower cost than peers, which should buoy its ability to scoop up market share over the long haul.
Near-term macroeconomic angst and persistent inflation could curb consumers’ propensity to dine out, limiting Sysco’s ability to grow volumes. Meanwhile, higher commodity and labor costs could dent Sysco’s profits.
Metric | SYY | PFGC | USFD |
|---|---|---|---|
Price/Earnings (Normalized) | 16.45 | 24.40 | 27.06 |
Price/Book Value | 9.45 | 3.47 | 5.44 |
Price/Sales | 0.44 | 0.25 | 0.60 |
Price/Cash Flow | 12.38 | 11.99 | 16.42 |
Metric | SYY | PFGC | USFD |
|---|---|---|---|
Quick Ratio | 0.90 | 0.62 | 0.64 |
Current Ratio | 1.46 | 1.61 | 1.11 |
Interest Coverage | 3.93 | 2.32 | 4.40 |
Metric | SYY | PFGC | USFD |
|---|---|---|---|
Return on Assets (Normalized) | 7.93% | 2.34% | 7.06% |
Return on Equity (Normalized) | 83.71% | 9.06% | 23.04% |
Return on Invested Capital (Normalized) | 16.08% | 5.75% | 12.71% |
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United States