Sysco Corporation (SYY) Earnings Call Transcripts
Sysco Corporation's Latest Earnings Call - September 9, 2026
In Sysco Corporation's (SYY:US) earnings call held on September 9, 2026, management reiterated its fiscal 2027 guidance, projecting revenue growth of 6% to 7% and EPS growth of 9% to 11%, which includes the impact of a 53rd week. Notably, management raised midterm guidance for fiscal 2028 and 2029, driven by AI-related efficiencies expected to yield $500 million in profit improvements by fiscal 2029. The company also highlighted strong momentum in local case growth and improvements in operational efficiency, which could positively influence investor sentiment and stock performance moving forward.
Reported metrics
| Metric | Value |
|---|---|
| Revenue Guidance | $90B (inline) |
| EPS Guidance | 9% to 11% (inline) |
| Local Case Growth | 2.5% (positive) |
| AI-Driven Profit Improvement Target | $500M (positive) |
| Midterm Revenue Growth Guidance | 4% to 7% (positive) |
| Midterm EPS Growth Guidance | 9% to 11% (positive) |
Guidance from management
Management reiterated fiscal 2027 guidance for revenue growth of 6% to 7% and EPS growth of 9% to 11%, while also raising midterm guidance for fiscal 2028 and 2029, reflecting confidence in AI-driven efficiencies.
What analysts pressed on
Analysts expressed concerns regarding the pressures faced by the national restaurant sector and the overall economic environment. They questioned the sustainability of growth amid rising consumer costs and potential impacts on demand.
Main topics on the call
- Fiscal 2027 Guidance Reiteration — Management reaffirmed guidance for fiscal 2027, targeting revenue growth of 6% to 7% and EPS growth of 9% to 11%. They emphasized that this guidance includes the impact of a 53rd week, which is expected to contribute app...
- Midterm Guidance Increase — Sysco raised its midterm guidance for fiscal 2028 and 2029, with revenue growth expectations moving from 4-6% to 4-7% and EPS growth from 6-8% to 9-11%. This adjustment reflects confidence in AI-driven efficiencies that ...
- AI-Driven Profit Improvements — Management introduced a target of $500 million in AI-related efficiencies to be realized by fiscal 2029, with $100 million embedded in the fiscal 2027 guidance. This initiative is expected to significantly enhance operat...
- Local Business Performance — Sysco reported improved performance in its local business segment, achieving above its goal of 2.5% case growth in Q4. Management expressed confidence in sustaining this growth trajectory into fiscal 2027, with guidance ...
Read the full Sysco Corporation transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Sysco Corporation
Sysco Corporation (SYY) is a publicly listed company in the Consumer Staples Distribution and Retail industry, within the Consumer Staples sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 60 calls on record spanning February 3, 2020 to September 9, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 60 Sysco Corporation earnings call transcripts on record, spanning February 3, 2020 to September 9, 2026. Based on this history, Sysco Corporation reports quarterly. The most recent call on file is dated September 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- SYY
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Staples
- Calls on record
- 60
- First call
- February 3, 2020
- Most recent
- September 9, 2026
- Reporting cadence
- quarterly