| SYY |
Report |
Q4 FY26 Adjusted EPS |
BEAT |
pred ~$1.53 vs. cons $1.51 |
MEDIUM |
| SYY |
Report |
Q4 FY26 Total Revenue |
IN-LINE |
pred ~$22.0B vs. cons $21.9B |
MEDIUM |
| SYY |
Report |
Q4 FY26 US Foodservice Local Case Volume Growth |
BEAT |
pred ~3.0% vs. cons 2.6% |
MEDIUM |
| SYY |
Guide |
Initial FY2027 Adjusted EPS Guidance (standalone, ex-RD) |
LOWER |
guide ~$4.80 vs. cons $4.90 (FY2027) |
MEDIUM |
| SYY |
Guide |
Restaurant Depot Deal Expected Close Timing |
UNCHANGED |
guide ~Q3 FY2027 vs. cons Q3 FY2027 (deal close timing) |
MEDIUM |
| SYY |
Guide |
Post-Close Net Debt/EBITDA Deleveraging Target |
UNCHANGED |
guide ~3.5x vs. cons 3.5x (within 24 months of RD close) |
MEDIUM |
| SYY |
Guide |
Share Buyback Suspension Continuation |
UNCHANGED |
guide ~$0 vs. cons $0 in repurchases (FY2027, through deal close) |
HIGH |
| SYY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| SYY |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
A cautious/lower initial FY2027 standalone EPS framework (reflecting bridge/commitment financing costs, suspended ~$800M buyback, and pre-close dilution optics from the pending 91.5M share issuance) should trigger Street model updates beyond day one; analysts will need several days to fully re-flow interest expense, share count and leverage assumptions into FY27-28 estimates, and continued antitrust/regulatory headline risk on the RD deal keeps sentiment fragile, extending the initial negative reaction rather than reversing it. |
MEDIUM |