业绩总结 - Sysco在2025财年第一季度实现收入增长4.4%，达到205亿美元[3] - 毛利润增长2.9%，达到38亿美元[16] - 调整后的营业收入增长2.2%，达到8.73亿美元[19] - 调整后的每股收益（EPS）增长1.9%，达到1.09美元[21] - 第一财季销售额为204.6亿美元，同比增长7.3%[54] - 第一财季毛利为16.3亿美元，同比增长6.5%[54] - 第一财季运营收入为1.8亿美元，同比增长38.5%[54] - 第一财季运营费用为14.5亿美元，同比增长3.6%[54] - Sysco公司整体销售额为204.84亿美元，同比增长4.4%[58] - Sysco公司整体毛利率为18.32%，较去年同期下降27个基点[58] - Sysco公司整体营业收入为8.08亿美元，较去年同期增长0.5%[58] - Sysco公司调整后的EBITDA为10.69亿美元，同比增长4.4%[60] - Sysco公司净收益为4.90亿美元，同比下降2.6%[60] - Sysco公司整体运营费用为29.45亿美元，同比增长3.6%[58] 用户数据 - 美国食品服务（USFS）总销量同比增长2.7%[17] - Sysco公司美国食品服务业务的销售额为143.62亿美元，较去年同期增长4.6%[55] - Sysco公司国际食品服务业务的销售额为37.94亿美元，较去年同期增长3.0%[55] 财务状况 - 截至本季度末，净债务杠杆比率为2.7倍，符合目标范围2.5-2.75倍[33] - 截至本季度末，净债务为116亿美元，总流动性约为33亿美元，提供了显著的财务缓冲[33] - Sysco的总债务为118.69亿美元，现金及现金等价物为7.33亿美元，净债务为111.36亿美元[63] - Sysco的净债务与调整后EBITDA比率为2.74，债务与调整后EBITDA比率为2.92[62] 未来展望 - 预计2025财年将实现4-5%的销售增长和6-7%的调整后每股收益增长[18] - 预计到2025财年将向股东返还超过190亿美元的现金[34] - 2025财年计划向股东返还20亿美元，包括10亿美元的股息和10亿美元的股票回购[35] 其他信息 - Sysco在食品服务行业的总可寻址市场（TAM）为3600亿美元[7] - Sysco的重组和转型项目成本影响为1.24亿美元，收购相关成本影响为0.33亿美元[64] - Sysco无法预测未来期间的调整后每股收益（EPS），但预计将以与历史期间相同的方式计算[68]

1 SYSCO REPORTS FIRST QUARTER FISCAL YEAR 2025 RESULTS HOUSTON, October 29, 2024 - Sysco Corporation (NYSE: SYY) ("Sysco" or the "company") today announced financial results for its 13-week first fiscal quarter ended September 28, 2024. Key financial results for the first quarter of fiscal year 2025 include the following (comparisons are to the same period in fiscal year 2024): • Sales increased 4.4%; U.S. Foodservice volume increased 2.7%; • Gross profit increased 2.9% to $3.8 billion; • Operating income i ...

Analyst's Disclosure: I/we have a beneficial long position in the shares of MCD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The contents of this article, my previous articles, and my comments are for informational purposes only and may not be considered investment an ...

Sysco Corporation (SYY) is likely to register top-and-bottom-line growth when it reports first-quarter fiscal 2025 earnings on Oct. 29. The Zacks Consensus Estimate for net sales is pegged at $20.5 billion, suggesting an increase of 4.2% from the prior-year quarter. The consensus mark for fiscal first-quarter earnings has remained unchanged in the past 30 days at $1.14 per share, indicating growth of 6.5% from the figure reported in the year-ago quarter. SYY has a trailing four-quarter earnings surprise of ...

Wall Street analysts expect Sysco (SYY) to post quarterly earnings of $1.14 per share in its upcoming report, which indicates a year-over-year increase of 6.5%. Revenues are expected to be $20.45 billion, up 4.2% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a company reveals its earnings, it is vital to take ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use fundamental analysis and traditional valuation metrics to fi ...

文章核心观点 - 世界最大食品分销商Sysco公司推出19款创新的劳动节省概念,专门为Sysco客户提供 [1] - 这些新产品旨在缓解厨房压力,革新菜单,帮助客户应对即将到来的繁忙季节 [1] 全球启发 - 推出了多款易于服务、引人入胜的开胃菜,如泰式甜辣鸡肉小吃、牧羊人蓝玉米馅饼和辣椒芝士春卷,口味独特,制作高效,成本有效 [2] 劳动节省 - 推出了一款大号手工面包虾,作为任何菜肴的亮点,口感丰富多汁,外表酥脆,烹饪灵活,节省时间和劳动力 [3] 多功能 - 推出了一款平衡甜美桃子和辣椒的多功能现成酱料,可广泛应用于各种菜肴 [4] 顺应趋势 - 推出了一款独特的肉桂味谷物牛奶蛋糕,捕捉了肉桂味谷物的怀旧风味,制作简单,保质期长,有助于提高利润 [5]

Sysco Corporation (SYY) , a global leader in foodservice distribution, continues to adapt and grow despite industry challenges. While restaurant traffic has declined, SYY leveraged its operational efficiency and customer-focused strategy to maintain a competitive edge. Through the Recipe for Growth plan, the company is on track to deliver long-term success, even in a shifting economic environment. Operational Efficiency Drives Sysco's Resilience Sysco's ability to focus on operational efficiency has been a ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Sysco (SYY) . This company, which is in the Zacks Food - Miscellaneous industry, shows potential for another earnings beat. When looking at the last two reports, this food distributor has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 0.89%, on average, in the last two quarters. ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, the task of finding cutting-edge growth stocks is m ...