Sysco (SYY)

• Market cap: $39.4B
• 1 day: 1.14%
• 5 days: 2.72%
• 1 month: 4.09%
• 3 months: 11.06%
• 6 months: 10.34%
• Year to date: 8.92%
• 1 year: 6.02%
• 5 years: 20.56%
• 10 years: 108.71%
• Sector: Consumer Staples
• Industry: Food Distribution

About: Sysco is the largest US foodservice distributor with 17% share of the highly fragmented $370 billion domestic market. It distributes roughly 500,000 food and nonfood products to restaurants (60% of fiscal 2025 revenue), education and government buildings (8%), healthcare facilities (8%), travel and leisure (7%), and other locations (17%) where individuals consume away-from-home meals. In fiscal 2025, 70% of the firm's revenue was derived from its US foodservice operations, while its international (18%), quick-service logistics (10%), and other (2%) segments contributed the rest.

Employees: 75,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

316% more call options, than puts

Call options by funds: $299M | Put options by funds: $71.8M

11% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 114

1.17% more ownership

Funds ownership: 85.47% [Q1] → 86.64% (+1.17%) [Q2]

1% more capital invested

Capital invested by funds: $31.4B [Q1] → $31.8B (+$426M) [Q2]

1% less funds holding

Funds holding: 1,504 [Q1] → 1,486 (-18) [Q2]

11% less repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 585

31% less funds holding in top 10

Funds holding in top 10: 13 [Q1] → 9 (-4) [Q2]

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $77
• Avg. target: $87
• High target: $93

7 analyst ratings

• positive: 6 86%
• neutral: 1 14%
• negative: 0 0%

Guggenheim John Heinbockel	$87	Buy Maintained	6 Aug 2025
Barclays Jeffrey Bernstein	$82	Overweight Maintained	30 Jul 2025
Truist Securities Jake Bartlett	$90	Buy Maintained	30 Jul 2025
UBS Mark Carden	$90	Buy Maintained	30 Jul 2025
Wells Fargo Edward Kelly	$88	Overweight Maintained	29 Jul 2025