NYSE · Consumer Discretionary

SYSCO CORP SYY

Sysco 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.

Food Distributors

Company profile

Business mix

  • 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; and fresh produce products.
  • It also supplies various non-food items, including paper products comprising disposable napkins, plates, and cups.
  • It serves restaurants, hospitals and nursing facilities, schools and colleges, hotels and motels, industrial caterers, and other foodservice venues.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in food distribution?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 21.17 FCF 4.99% Buyback 2.42%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 1.0% $785.3M 2026-03-31
Yacktman Asset Management Stephen Yacktman 1.2% $88.1M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 2 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $221.6M Estimated from net added shares
Reduction amount $66.1M Estimated from net reduced shares
Net share change / base shares +22.0% +2,209,391 / 10,034,493
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 39.1% 13F value change +$202.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 7,913,611 Last 1 periods +3,095,401 (+39.1%) Total shares 11,009,012 Value $785.3M
Eminence Capital Ricky Sandler 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$66.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 897,277 Last 1 periods -897,277 (-100.0%) Total shares 0 Value $0
Yacktman Asset Management Stephen Yacktman 1 filing periods
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 0.9% 13F value change -$2.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 1,223,605 Last 1 periods +11,267 (+0.9%) Total shares 1,234,872 Value $88.1M

Recent mentions

No public mentions.