NYSE:SYY

Sysco Corp (SYY)

79.60
-3.94 (4.72%)
as of Sep 15, 2026, 8:00:00 pm Market Open.
40 watching
0
BUY

On a seasonal basis, this has very strong seasonal strength between now and January, so we are just entering the period of seasonal strength. Looks very interesting from both a seasonal and technical point of view.

TOP PICK
Serve food to fast food and other restaurants. Disciplined on costs. Margins are consistent +/- 6%, generate high returns on capital. Increase dividend consistently.
TOP PICK
World's largest food service company. Very diverse client base with about 150,000 clients including Wendy's. Disciplined management. Very stable gross margins. Use cash flow to buy back shares and grow dividends.
DON'T BUY
This stock is trading right on his model price of $30. A great company, but there are other good stocks that you can do better on.
TOP PICK
The dominant company in the food industry in North America. Very little competition. Have an opportunity in that the earnings are depressed in the short term because of 1) construction of a big distribution centre on the east coast at $0.05/0.06 a share and 2) penalized by high oil prices in the short term (delivery costs and stay at home patrons).
BUY
Likes.
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