Sysco Corporation (SYY) Presents at Consumer Analyst Group of New York Conference 2026 Transcript

Unknown Analyst

Good afternoon. Welcome back from the break. It’s now my pleasure to introduce Sysco Corporation. The leading global distributor of fresh food and related products to the food-away-from-home industry.

Sysco generated about $81 billion in sales in fiscal ’25 and serves roughly 730,000 customer locations with a business that is well balanced across customers and geographies. Many of us know Sysco best from seeing their trucks outside our favorite local restaurants, which make up 60% of sales, while the other 40% is built around recession-resistant categories, including government, education, health care and large campuses and office complexes, where Sysco also enjoys leading share positions.

I’m excited to turn the conference over to Kevin Hourican, President, CEO and Chairman; and Kenny Cheung, CFO, to dive deeper into the story and discuss the company’s specific initiatives that are driving structural improvements currently unlocking durable and compounding performance and supporting the company’s commitment to a steady return of capital to shareholders.

Before turning it over to Kevin, please join me in thanking Sysco for sponsoring dinner tonight. Kevin, thanks again, and over to you.

Kevin Hourican
CEO & Chairman

Thank you, everyone. It’s great to be back at CAGNY. We have the pleasure of being able to update you on our Sysco story, and it’s also our pleasure to be able to host you all for dinner tonight. I really do hope you have a chance to come join us. Our Sysco chefs will be here in force delivering the best of Buckhead Meat, FreshPoint produce, our Italian cuisine business, our Asian foods business and