| SYY |
Report |
Adjusted EPS (Q4 FY26) |
IN-LINE |
pred ~$1.51 vs. cons ~$1.50 |
MEDIUM |
| SYY |
Report |
U.S. Broadline local case volume (Q4 FY26) |
BEAT |
pred ~+2.8% vs. cons ~+2.5% |
MEDIUM |
| SYY |
Report |
Net sales (Q4 FY26) |
IN-LINE |
pred ~$22.0B vs. cons ~$21.9B |
MEDIUM |
| SYY |
Guide |
FY2027 adjusted EPS guide (standalone, ex-Jetro) |
LOWER |
guide ~$4.85 vs. cons ~$4.95 (FY2027) |
MEDIUM |
| SYY |
Guide |
FY2027 net sales guide (standalone) |
UNCHANGED |
guide ~$88B vs. cons ~$87.8B (FY2027) |
LOW |
| SYY |
Guide |
FY2027 local case volume momentum |
BETTER |
guide ~+3% vs. cons ~+2.5% (FY2027) |
LOW |
| SYY |
Guide |
Jetro/Restaurant Depot deal close timeline |
UNKNOWN |
guide close ~Q3 FY27 vs. cons ~Q3 FY27 (FY2027) |
LOW |
| SYY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| SYY |
Return |
5-day cumulative residual |
-2.5% (FADE) |
Numbers are pre-baked and stock has round-tripped to ~$85 (near highs), so a clean ~$1.51/$4.60 print with local volume >2.5% is already discounted. The standalone FY27 guide is the swing factor and carries a negative optics load: the suspended ~$800M buyback removes ~$0.10 of EPS while Jetro dilution isn't yet in the base, so an initial FY27 EPS anchor around $4.85 likely sits below the ~$4.95 consensus, pulling out-year estimates down even if Q4 beats. Combined with Jetro regulatory/CFO overhang and stretched expectations, residual drifts modestly lower over the week as sell-side trims FY27. |
LOW |