Sysco Expects 3%-5% Sales Growth by 2026, Unveils AI, Loyalty, and Pricing Initiatives Amid Restaurant Traffic Recovery.

Sysco Corporation has reported Q4 2025 earnings, with CEO Kevin P. Hourican highlighting a relatively steady quarter for restaurant foot traffic and industry improvement. The company has outlined 3%-5% sales growth for 2026 and launched initiatives in AI, loyalty, and pricing to boost local business momentum.

Sysco Corporation (NYSE: SYY) has announced its financial results for the 13-week fourth fiscal quarter and the fiscal year ended June 28, 2025. The company reported mixed results, with key financial metrics showing both improvements and declines.

Key financial highlights include:

- Sales increased by 2.8% in Q4 2025 compared to the same period in 2024, totaling $21.1 billion.
- Gross profit rose by 3.9% to $4.0 billion, with a gross margin increase of 19 basis points to 18.9%.
- Operating income decreased by 9.0% to $889 million, while adjusted operating income increased by 1.1% to $1.1 billion.
- Net earnings fell by 13.2% to $531 million, with adjusted net earnings increasing by 3.3% to $716 million.
- EBITDA decreased by 6.5% to $1.1 billion, while adjusted EBITDA increased by 1.8% to $1.3 billion.
- EPS decreased by 10.6% to $1.10, with adjusted EPS increasing by 6.5% to $1.48.

CEO Kevin P. Hourican attributed the company's performance to improved financial outcomes driven by Sysco-specific initiatives and improved restaurant industry traffic. He noted that the company's progress accelerated during the quarter, with momentum continuing into July.

For the full fiscal year 2025, Sysco reported:

- Total sales increased by 3.2% to $81.4 billion.
- Gross profit increased by 2.5% to $15.0 billion.
- Operating income decreased by 3.6% to $3.1 billion, with adjusted operating income increasing by 1.2% to $3.5 billion.
- Net earnings decreased by 6.5% to $1.8 billion, with adjusted net earnings increasing by 0.8% to $2.2 billion.
- EBITDA decreased by 1.2% to $4.0 billion, with adjusted EBITDA increasing by 2.4% to $4.3 billion.
- EPS decreased by 4.1% to $3.73, with adjusted EPS increasing by 3.5% to $4.46.

Sysco expects sales growth of approximately 3% to 5% for fiscal year 2026, with adjusted EPS growth of approximately 1% to 3%. The company plans to reward shareholders with approximately $1 billion in dividends and $1 billion in share repurchases for FY26.

[1] https://investors.sysco.com/annual-reports-and-sec-filings/news-releases/2025/07-29-2025-130254119