Consumer Staples·Food Distributors·$36.6B
SYSCO Corp is a leading food distributor in the Consumer Staples sector, supplying food products to restaurants, healthcare facilities, and other foodservice operations. The company's performance is closely tied to consumer spending trends and the overall health of the food service industry.
Earnings Per Share (EPS)
EPS is a key indicator of profitability and reflects how much profit the company is generating for each share of stock.
Revenue
Revenue growth indicates the company's ability to increase sales and capture market share, which is vital for long-term success.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
3Q
EPS Beat Rate
75%
Avg EPS Surprise
+0.12%
Avg Stock Reaction
-0.13%
In Q2 2026, SYSCO reported an EPS of $0.99, slightly beating expectations. The stock reacted positively, gaining nearly 11% the following day.
Management Promises & Guidance
Analysts expect SYSCO to report stable earnings and revenue growth this quarter, reflecting ongoing recovery in the food service sector.
Bull Case
If SYSCO beats EPS and revenue estimates, it could signal strong demand and operational improvements, leading to increased investor confidence.
Bear Case
A miss on earnings or revenue could raise concerns about the company's market position and the impact of inflation on food costs.
Earnings Per Share (EPS)
0.94EPS is a key indicator of profitability and reflects how much profit the company is generating for each share of stock.
Revenue
20.6BRevenue growth indicates the company's ability to increase sales and capture market share, which is vital for long-term success.
The print will turn on these two things.
Q1
Will SYSCO's EPS exceed the consensus estimate of $0.94?
A strong EPS result could indicate effective cost management and robust demand, which are crucial for investor confidence.
Q2
What is the revenue outlook for the next quarter, given the consensus of $20.6 billion?
Revenue growth is essential for assessing the company's ability to navigate market challenges and capitalize on opportunities.
Why consensus could be wrong
The consensus may underestimate SYSCO's ability to adapt to changing market conditions, particularly in terms of cost management and product offerings.
Supporting Evidence
SYSCO has a strong history of beating EPS estimates, with a 75% success rate over the last eight quarters.
The options market is pricing a larger move than historical averages, suggesting that traders expect significant news.
Recent trends in the food service sector indicate a potential rebound in demand that may not be fully reflected in current estimates.
Key Risk
If SYSCO's revenue exceeds $20.9 billion, it could challenge the current bearish sentiment and shift market expectations.
Pre-commit to what would confirm each case.
The market is debating SYSCO's ability to maintain profitability amid rising costs and changing consumer behavior.
Bull Confirmed If
An EPS of $0.96 or higher would confirm strong operational performance and demand.
Bear Confirmed If
An EPS below $0.94 would raise concerns about profitability and market conditions.
Implied Move
±10.62%
Historical Avg
±4.0%
The options market is pricing in a significant move, indicating that traders expect volatility around the earnings report.
Options are pricing ±10.6% while SYY has averaged ±4.0% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If SYSCO beats expectations, history suggests the stock could rise by around 0.07% on the first day, confirming positive momentum.
In-Line / Cautious
If results are in line with expectations, the stock may see muted movement as investors await further commentary from management.
Miss
A miss could lead to a decline of about 0.75% on the first day, reflecting disappointment in the company's performance.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
VERIZON COMMUNICATIO
Apr 27, 2026