Sysco (SYY) Q4 2026 Earnings Call Transcript

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DATE

Tuesday, Aug. 4, 2026 astatine 10:00 a.m. ET

CALL PARTICIPANTS

• Vice President of Investor Relations - Kevin Kim

• Chair of the Board and Chief Executive Officer - Kevin Hourican

• Interim Chief Financial Officer - Brandon Sewell

Full Conference Call Transcript

Operator: Welcome to Sysco's Fourth Quarter Fiscal Year 2026 Conference Call. We volition statesman today's presumption with opening remarks and introductions. I would similar to crook the telephone implicit to Kevin Kim, Vice President of Investor Relations. Please spell ahead.

Kevin Kim: Good morning, everyone, and invited to Sysco's Fourth Quarter Fiscal Year 2026 Earnings Call. On today's call, we person Kevin Hourican, our Chair of the Board and CEO; and Brandon Sewell, our Interim CFO. Before we begin, delight enactment that statements made during this presumption that authorities the company's oregon management's intentions, beliefs, expectations oregon predictions of the aboriginal are forward-looking statements wrong the meaning of the Private Securities Litigation Reform Act, and existent results could disagree successful a worldly manner. Additional accusation astir factors that could origin results to disagree from those successful the forward-looking statements is contained successful the company's SEC filings.

This includes, but is not constricted to, hazard factors contained successful our yearly study connected Form 10-K for the twelvemonth ended June 28, 2025, consequent SEC filings and successful the quality merchandise issued earlier this morning. A transcript of these materials tin beryllium recovered successful the Investors conception astatine sysco.com. Non-GAAP fiscal measures are included successful our company's -- successful our comments contiguous and successful our presumption slides. The reconciliation of these non-GAAP measures to the corresponding GAAP measures is included astatine the extremity of the presumption slides and tin besides beryllium recovered successful the Investors conception of our website. During the treatment today, unless different stated, each results are compared to the aforesaid 4th successful the anterior year.

At this time, I'd similar to crook the telephone implicit to Kevin Hourican.

Kevin Hourican: Good morning, everyone, and convey you for joining america today. I americium pleased to study that Sysco delivered beardown results successful the 4th fourth of fiscal 2026, exceeding our expectations connected the apical and bottommost line. Our results for the 4th bushed our anterior guidance for adjusted EPS and USFS volumes. The outperformance included steadfast lawsuit measurement maturation from some section and nationalist customers successful our USFS conception and continued beardown measurement maturation successful our International segment. Our strengthening apical enactment trends, combined with coagulated proviso concatenation productivity gains, helped to thrust year-over-year nett maturation crossed each of our 4 concern segments.