Sysco's Leadership Transition: Navigating the Impact on Long-Term Strategy and Competitive Edge

Sysco's executive vice president and global COO, Greg Bertrand, will transition to a non-executive senior advisor role in 2026. This change will not disrupt near-term catalysts and reaffirms the company's capital return policy. However, investors should remain alert to short-term risks such as sales consultant turnover. Sysco's outlook projects $91.9 billion in revenue and $2.6 billion in earnings by 2028, with a $86.94 fair value and a 16% upside to its current price.