Sysco Corporation
- 거래소
- 미국
- 국가 / 지역
- USA
- 상장일
- 1973년 5월 8일
- 직원 수
- 75,000
- 웹사이트
- www.sysco.com
종합 밸류에이션 구간 · 보수적 $50–$60 / 적정 $70–$85 / 낙관적 $95–$110. $84.09 기준, 적정 내재가치 구간 내.
보고서 발행 시 $75.32(2026년 5월 27일)
데이터 제공: EODHD, 보고 통화 기준 표시. 참고용일 뿐 투자 자문이 아닙니다.
Sysco Corporation, through its subsidiaries, engages in the marketing and distribution of various food and related products to the foodservice or food-away-from-home industry in the United States, Canada, the United Kingdom, France, and internationally. It operates through U.S. Foodservice Operations, International Foodservice Operations, SYGMA, and Other segments. The company distributes frozen food, such as meat, seafood, fully prepared entrées, fruits, vegetables, and desserts; canned and dry food products; fresh meat and seafood products; dairy products; beverages; imported specialties; and fresh produce products. It also supplies various non-food items, including paper products comprising disposable napkins, plates, and cups; tableware consisting of glassware and silverware; cookware, such as pots, pans, and utensils; restaurant and kitchen equipment and supplies; and cleaning supplies. It serves restaurants, hospitals and nursing facilities, schools and colleges, hotels and motels, industrial caterers, and other foodservice venues. Sysco Corporation was incorporated in 1969 and is headquartered in Houston, Texas.
연혁
Sysco Corporation was incorporated in 1969 and is headquartered in Houston, Texas, with its IPO dated May 8, 1973. It operates as a foodservice (food-away-from-home) distributor through subsidiaries, reporting across four segments: U.S. Foodservice Operations, International Foodservice Operations, SYGMA, and Other. By fiscal 2025 the company served roughly 730,000 customer locations, ran 337 distribution facilities, operated about 19,000 delivery vehicles, and employed approximately 75,000 people, with sales of about $81.4 billion (up from roughly $52.9 billion in fiscal 2020, including a pandemic-driven dip to $52.89 billion that year). In March 2026 Sysco announced an agreement to acquire Jetro Restaurant Depot at an enterprise value of about $29.1 billion, payable with about $21.6 billion in cash plus 91.5 million Sysco shares and funded in part by roughly $21 billion of new debt; in the same month the company underwent a CFO transition, and in April 2026 it announced a dividend increase while reaffirming its Dividend Aristocrat status.
업계 내 위치
Sysco positions itself as a leading distributor serving the food-away-from-home industry across the United States, Canada, the United Kingdom, France, and internationally. Its U.S. Foodservice segment accounted for about 70% of fiscal 2025 sales but roughly 88.8% of segment operating profit, with about 60% of fiscal 2025 sales coming from restaurants; the customer and supplier bases are highly fragmented, with no single customer exceeding 10% of sales and no single supplier exceeding 10% of purchases. The most directly comparable public peers are US Foods and Performance Food Group (PFGC); by scale Sysco's fiscal 2025 sales of about $81.4 billion were well above US Foods' roughly $39.4 billion. The business sits in a low-margin, high-turnover industry (fiscal 2025 gross margin about 18.4%, operating margin about 3.8%, net margin about 2.2%), and its competitive advantages derive from scale and cost (337 distribution facilities, about 19,000 vehicles, and a North American and European procurement and delivery network), one-stop supply and same-day delivery capabilities, operational switching costs in changing suppliers, and private-label penetration—Sysco-brand volume reached about 35.0% of U.S. Broadline cases and about 45.1% among local customers in fiscal 2026 Q3.
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