Strong Q4 Performance: Sysco reported Q4 sales of $21.1 billion, up 2.8% year-over-year (YoY), and adjusted EPS growth of 6.5% to $1.48. This reflects a notable improvement in restaurant traffic and internal initiatives leading to better financial outcomes, particularly a $100 million profit improvement from strategic sourcing.

Positive Outlook for FY 2026: The company expects net sales growth of approximately 3% to 5% for FY 2026, projecting total sales between $84 billion and $85 billion. The growth is driven primarily by volume, with an assumption of 2% inflation also included in their forecasts. This is bolstered by improving local business performance and stabilization of sales colleague retention.

Opportunities in International Segment: The International segment showed a strong 3.6% YoY growth and is expected to continue this momentum into FY 2026. Growth strategies include increasing local sales resources and enhancing technology to make it easier for customers to engage with Sysco, which positions the company to capture more market share.