| SYY |
Report |
Adjusted EPS |
BEAT |
pred ~$1.53 vs. cons $1.51 |
MEDIUM |
| SYY |
Report |
Revenue |
IN-LINE |
pred ~$22.2B vs. cons $22.2B |
MEDIUM |
| SYY |
Report |
U.S. local case-volume growth |
BEAT |
pred ~2.8% vs. cons 2.5% |
MEDIUM |
| SYY |
Guide |
FY2027 adjusted EPS |
LOWER |
guide ~$4.84 vs. cons $4.91 (FY2027) |
MEDIUM |
| SYY |
Guide |
FY2027 revenue growth |
UNCHANGED |
guide ~3.5% vs. cons 3.6% (FY2027) |
LOW |
| SYY |
Guide |
Restaurant Depot closing timing |
UNCHANGED |
guide ~2027Q3 vs. cons 2027Q3 (FY2027) |
MEDIUM |
| SYY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| SYY |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
A modest adjusted-EPS and local-volume beat is likely outweighed by FY2027 EPS guidance of ~$4.84 versus ~$4.91 consensus; the implied out-period cut, together with continued Restaurant Depot leverage and closing uncertainty, should pull estimates lower after the print. |
MEDIUM |