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Sysco (SYY) investor relations material
Sysco Wells Fargo 8th Annual Consumer Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo 8th Annual Consumer Conference summary16 Sep, 2025
Industry and business performance
Food away from home continues to gain share from grocery, with restaurants focusing on value to drive foot traffic.
Non-commercial segments (hospitals, education, government, etc.) represent 40% of revenue and are considered durable and less recession-impacted.
International business, about 20% of the portfolio, is experiencing double-digit profit growth for seven consecutive quarters.
U.S. broadline local business has turned positive, with sequential monthly improvements in Q1.
Non-commercial sectors like education, government, healthcare, and travel/leisure posted strong year-over-year sales growth.
Workforce and operational initiatives
Colleague retention has reached its highest level ever after stabilizing from last year’s compensation changes.
Sales force headcount is set to grow by approximately 4%, with a focus on retention, productivity, and expansion.
Improved retention and new hiring are expected to turn last year’s headwind into a tailwind, reducing customer loss.
Positive trends in new customer acquisition and net new adds are providing current and future revenue tailwinds.
The gap between new and lost accounts doubled in Q4 versus earlier quarters, indicating structural improvement.
Strategic programs and technology
Perks 2.0 loyalty program was launched, targeting high-value independent restaurant customers with enhanced service and support.
AI 360, an AI-powered CRM, provides sales reps with prioritized actions, product info, and customer insights, improving productivity, especially for newer hires.
AI 360 includes features like instant product availability, sales scripts, and a mapping tool to identify new account opportunities.
Early data shows a correlation between tool usage and sales growth, with both Perks 2.0 and AI 360 expected to drive retention and penetration.
These initiatives are seen as incremental to guidance, not fully baked into forecasts yet.
What's the expected sales force productivity ramp?
International margin parity with US? M&A strategy?
Automation focus: routing vs. warehouse robotics?
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Next Sysco earnings date
Q1 202628 Oct, 2025
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Frequently asked questions
Sysco Corporation, operates in the marketing and distribution of various food and related products primarily to the foodservice or food-away-from-home industry worldwide. Sysco Corporation engages in three segments: Food Services; Equipment and Other Products, and Hotel, Institutional, and Other Markets. It distributes products for the food service industry, including national restaurant chains; restaurants, hotels, hospitals, nursing homes, colleges and universities, contract feeding organizations (CFOs), cruise ships, and other concerns that operate food service facilities; bakeries; and dairy product processors. It also provides logistics services for third-party brand owners through a chain of wholesale distribution facilities located throughout North America as well as Puerto Rico.
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