Analyst Consensus ?
ConsensusHold30 ratings
Bullish1860.0%
Neutral930.0%
Bearish310.0%
Sysco Corporation · SYY · FY2025 Q2 · Calendar Q1 2025
Sysco Maintains FY2025 Guidance as International Growth and Savings Build
The supplied analysis supports a cautiously constructive operating thesis: international growth, strategic sourcing savings and sales-force initiatives provide potential support, but local-volume weakness, inflation and execution risks temper confidence.
Reported Before market openNYSEConsumer Defensive
$40.14B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.93
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $20.16B
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
-6.0%
Event window
SPY move
+0.9%
Same window
Abnormal move
-6.8%
Stock minus SPY
Volume
3.9×
Versus trailing sessions
Subsequent drift
+2.7%
Up to 20 sessions
SYYSPY benchmark
Ask FN2 about SYY FY2025 Q2
Transcript, numbers and history already loaded
What drove SYY's -6.0% move after FY2025 Q2 earnings?What changed in SYY's guidance and outlook in FY2025 Q2?Give me the bull and bear case for SYY after FY2025 Q2 earnings.
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Transcript intelligence
What changed
Management continued to emphasize international growth and added detail on a $100 million annualized savings program, a larger share-repurchase plan, Greco Italian expansion and sales-force initiatives. The Mexico joint-venture divestiture also changes the international mix, while local case volume remains a concern.
Guidance delta
Maintained; management reiterated FY2025 guidance.
Key takeaways
- Management described revenue growth as driven by modest volume gains and stable inflation.
- International adjusted operating income rose 26.5%, with local case growth of 4.7% year over year.
- Management highlighted $100 million of annualized savings and a $1.25 billion FY2025 share-repurchase plan.
- The quarter also emphasized sales-force changes, Greco Italian expansion and Sysco-brand penetration.
Management priorities
- Expand strategic sourcing and supply-chain efficiencies.
- Roll out the Greco Italian platform into additional geographies.
- Increase Sysco-brand product penetration and continue sales-force hiring.
- Pursue selective specialty acquisitions and optimize assets.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$81.59Previous close
$84Low
$90.3Average
$102High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 20, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Oct 15, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Sep 29, 2026 |
| UBS | Buy | Buy | Maintain | Aug 5, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | Aug 5, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Aug 5, 2026 |
| Bernstein | Market Perform | Market Perform | Maintain | Apr 29, 2026 |
| Barclays | Overweight | Overweight | Maintain | Apr 29, 2026 |
| Guggenheim | Buy | Buy | Maintain | Apr 2, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Feb 19, 2026 |
| Truist Securities | Buy | Buy | Maintain | Jan 28, 2026 |
| Jefferies | Buy | Buy | Maintain | Jan 28, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jul 18, 2025 |
| BMO Capital | Outperform | Outperform | Maintain | Apr 30, 2025 |
| Deutsche Bank | Buy | Buy | Maintain | May 23, 2024 |
| Stephens & Co. | Overweight | Overweight | Maintain | Jan 31, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | May 3, 2023 |
| Argus Research | Hold | Buy | Downgrade | Feb 2, 2023 |
| Consumer Edge Research | Equal Weight | Underweight | Upgrade | Nov 4, 2020 |
| Edward Jones | Buy | Hold | Upgrade | Sep 10, 2020 |
| SVB Leerink | Outperform | Outperform | Maintain | Nov 5, 2019 |
| Bank of America | Neutral | Neutral | Maintain | Oct 2, 2019 |
| Buckingham Research | Buy | Buy | Maintain | May 7, 2019 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Nov 6, 2018 |
| Argus | Buy | Buy | Maintain | Aug 16, 2018 |
| Pivotal Research | Sell | Hold | Downgrade | Aug 10, 2018 |
| Loop Capital | Buy | Buy | Maintain | Feb 6, 2018 |
| Macquarie | Outperform | Outperform | Maintain | May 3, 2016 |
| Goldman Sachs | Sell | Sell | Maintain | May 3, 2016 |
| Cleveland Research | Neutral | Underperform | Upgrade | Mar 11, 2016 |
| Cantor Fitzgerald | Sell | Hold | Downgrade | May 3, 2013 |
Named analyst price targets
Upside is calculated against the persisted previous close $81.59. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Morgan Stanley | Brian Harbour | $91 | $80.97 | +11.5% | Oct 15, 2026 |
| Guggenheim | John Heinbockel | $90 | $79.6 | +10.3% | Sep 16, 2026 |
| Piper Sandler | Analyst unavailable | $84 | $82.79 | +3.0% | Aug 5, 2026 |
| Bernstein | Analyst unavailable | $85 | $73.37 | +4.2% | Apr 29, 2026 |
| Deutsche Bank | Analyst unavailable | $84 | $73.37 | +3.0% | Apr 28, 2026 |
| Wells Fargo | Analyst unavailable | $100 | $89.28 | +22.6% | Feb 19, 2026 |
| Guggenheim | Analyst unavailable | $95 | $89.91 | +16.4% | Feb 13, 2026 |
| Guggenheim | John Heinbockel | $91 | $83.21 | +11.5% | Jan 28, 2026 |
| Jefferies | Alexander Slagle | $95 | $84.22 | +16.4% | Jan 28, 2026 |
| UBS | Mark Carden | $95 | $84.18 | +16.4% | Jan 28, 2026 |
| Bernstein | Danilo Gargiulo | $90 | $83.75 | +10.3% | Jan 28, 2026 |
| Piper Sandler | Analyst unavailable | $83 | $83.92 | +1.7% | Jan 28, 2026 |
| Barclays | Analyst unavailable | $92 | $83.92 | +12.8% | Jan 28, 2026 |
| Morgan Stanley | Analyst unavailable | $85 | $77.39 | +4.2% | Jan 20, 2026 |
| Piper Sandler | Analyst unavailable | $80 | $74.22 | -1.9% | Dec 12, 2025 |
| Barclays | Analyst unavailable | $86 | $75.89 | +5.4% | Oct 29, 2025 |
| Bernstein | Analyst unavailable | $83 | $79.16 | +1.7% | Oct 22, 2025 |
| Morgan Stanley | Analyst unavailable | $88 | $79.9 | +7.9% | Oct 21, 2025 |
| Guggenheim | Analyst unavailable | $89 | $82.15 | +9.1% | Oct 6, 2025 |
| UBS | Analyst unavailable | $90 | $80.11 | +10.3% | Jul 30, 2025 |
| Wells Fargo | Analyst unavailable | $88 | $78.38 | +7.9% | Jul 29, 2025 |
| Bernstein | Jeffrey Bernstein | $87 | $73.29 | +6.6% | Apr 22, 2025 |
| Melius Research | Jacob Aiken-Phillips | $85 | $77.08 | +4.2% | Dec 18, 2024 |
| Jefferies | Alexander Slagle | $92 | $76.28 | +12.8% | Sep 25, 2024 |
| Bernstein | Jeffrey Bernstein | $88 | $76.44 | +7.9% | Jul 31, 2024 |
| Truist Financial | Jake Bartlett | $85 | $73.29 | +4.2% | Jun 24, 2024 |
| Guggenheim | John Heinbockel | $85 | $72.95 | +4.2% | May 28, 2024 |
| Deutsche Bank | Lauren Silberman | $86 | $73.1 | +5.4% | May 23, 2024 |
| Morgan Stanley | Brian Harbour | $82 | $72.73 | +0.5% | May 23, 2024 |
| BMO Capital | Kelly Bania | $85 | $72.92 | +4.2% | May 23, 2024 |
| UBS | Mark Carden | $87 | $72.73 | +6.6% | May 23, 2024 |
| Barclays | Jeffrey Bernstein | $85 | $72.73 | +4.2% | May 23, 2024 |
| Barclays | Jeffrey Bernstein | $88 | $74.32 | +7.9% | May 1, 2024 |
| Truist Financial | Jake Bartlett | $87 | $66.44 | +6.6% | Sep 29, 2023 |
| Wells Fargo | Analyst unavailable | $85 | $76.96 | +4.2% | Feb 6, 2023 |
| Morgan Stanley | Analyst unavailable | $86 | $76.96 | +5.4% | Feb 1, 2023 |
| Barclays | Analyst unavailable | $87 | $77.46 | +6.6% | Feb 1, 2023 |
| Credit Suisse | Analyst unavailable | $94 | $77.46 | +15.2% | Feb 1, 2023 |
| Deutsche Bank | Analyst unavailable | $80 | $77.46 | -1.9% | Feb 1, 2023 |
| Wells Fargo | Analyst unavailable | $87 | $75.73 | +6.6% | Jan 4, 2023 |
| CFRA | Paul Silverstein | $102 | $86.05 | +25.0% | May 11, 2022 |
| Morgan Stanley | Analyst unavailable | $94 | $85.21 | +15.2% | May 11, 2022 |
| Barclays | Analyst unavailable | $100 | $88.8 | +22.6% | Apr 25, 2022 |
| Bernstein | Jeffrey Bernstein | $100 | $88.8 | +22.6% | Apr 25, 2022 |
| Argus Research | John Staszak | $95 | $84.24 | +16.4% | Feb 22, 2022 |
| Truist Financial | Jake Bartlett | $89 | $77.71 | +9.1% | Jan 31, 2022 |
| UBS | Mark Carden | $93 | $76.81 | +14.0% | Aug 11, 2021 |
| Credit Suisse | Lauren Silberman | $97 | $81.12 | +18.9% | May 5, 2021 |
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Start freeCompany context
Snapshot as of publicationSysco Corporation, through its subsidiaries, engages in the marketing and distribution of various food and related products to the foodservice or food-away-from-home industry in the United States, Canada, the United Kingdom, France, and internationally. It operates through U.S. Foodservice Operations, International Foodservice Operations, SYGMA, and Other segments. The company distributes frozen food, such as meat, seafood, fully prepared entrées, fruits, vegetables, and desserts; canned and dry food products; fresh meat and seafood products; dairy products; beverages; imported specialties…
Historical context
All SYY earningsLatest beats and misses
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Missed on EPS
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-14T00:00:50.895859+00:00
- Polygon adjusted daily market bars · 2026-10-20T12:30:42.689959+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-20T12:30:42.687238+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-20. For educational purposes only; not investment advice.