SYY
Market read
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
Invalidation: The isolated read changes if SYY's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Free Cash Flow Our free cash flow for fiscal 2026 increased by $296 million, to $2.1 billion, as compared to fiscal 2025, principally as a result of an increase in cash flows from operations and a decrease in capital expenditures, partially offset by a decrea…”10-K · Aug 21, 2026 ↗
“Increase (Decrease) 2026 (Dollars in millions) Cause of change Percentage Dollars Inflation 3.8 % $ 563 Foreign currency 3.5 523 Case growth 1.7 254 Impact of divestiture (1.5) (207) Other 0.1 4 Total change in sales 7.6 % $ 1,137 Sales increased 7.6% in fisc…”10-K · Aug 21, 2026 ↗
“The improvement in operating income is due to a noncash goodwill impairment charge of $92 million that was recorded in fiscal 2025 within operating expenses for a portion of the goodwill attributable to our Guest Worldwide reporting unit.”10-K · Aug 21, 2026 ↗
“The increase in the carrying value of our debt from the prior year was due to the issuance of the Notes (as defined below), partially offset by a senior note that matured in October 2025 and repayments of borrowings issued under our European commercial paper…”10-K · Aug 21, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for SYY. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-29 against the comparable filing from 2025-04-30.
“Gross margin increased 31 and 20 basis points in the third quarter and first 39 weeks of fiscal 2026 , respectively, as compared to the third quarter and first 39 weeks of fiscal 2025 , primarily due to benefits from our strategic sourcing initiatives, stronger volume performance from local customers and improving mix from Sysco Brand penetration rates, and the effective management of product cost inflation.”
“The sales increase in both periods is primarily due to the impact of foreign currency translation, higher inflation, and local case growth.”
“Our capital expenditures in the first 39 weeks of fiscal 2026 were $71 million lower than in the first 39 weeks of fiscal 2025 , primarily due to timing of capital spending.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
“In fiscal 2025, Sysco distributed approximately 43% of our food and non-food products in the United States and Canada based on purchase dollars, and we believe that we are one of their largest clients.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
SYY is currently a Leader in the organic co-movement group Foodservice Distribution. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for SYY; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.