NYSE$SYY

Sysco Corp · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Sysco reported double-digit sales and profit growth, driven by effective inflation management, increased case volume, and market share gains.

Sysco Corporation announced strong financial results for the first quarter of fiscal year 2023, with double-digit growth in sales and profits. The company effectively managed inflation, increased case volume, and grew market share, while continuing to invest for growth and return capital to shareholders. Sysco reaffirmed its expectations to grow adjusted EPS by 26% - 35%, to $4.09 - $4.39, and to return $1.5 billion to shareholders during fiscal year 2023.

  • Continued market share gains and volume growth.
  • Gross profit per case improved.
  • Double-digit profit growth.
  • Continued investment for growth and return of capital to shareholders.

Headline financials

Total Revenue

$19.1B

Previous: $16.5B+16.2%
EPS (adj)

$0.97

Previous: $0.83+16.9%
Free Cash Flow

$466M

Previous: $378M+23.2%
Net Income

$466M

Previous: $378M+23.2%
Operating Income

$734M

Previous: $632M+16.3%
Gross Profit

$3.49B

Previous: $2.97B+17.4%
Cash & Equivalents

$438M

Previous: $2.07B-78.8%
Total Assets

$22.2B

Previous: $22.1B+0.5%
Stock-Based Comp

$27.2M

Previous: $29.3M-7.1%

Revenue & EPS history

Sysco · Revenue · Quarterly

$19.1B

Q1 2023+16.2%vs Q1 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Sysco · $19.1B total across 4 segments · Q1 2023

  • U.S. Foodservice
    $13.6B+17.2%
  • International Foodservice
    $3.3B+13.8%
  • SYGMA
    $1.93B+13.5%
  • Other
    $307M+20.8%

Forward guidance

Sysco reaffirms expectations to grow adjusted EPS by 26% - 35%, to $4.09 - $4.39, and to return $1.5 billion to shareholders during fiscal year 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+0.2%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+2.0%

Avg return

30 days after

42%

30 / 71 earnings

Positive

+12.8%

Q1 2017

Best reaction

-9.6%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-1.6%-1.7%-1.7%
Q2 2026+10.4%+10.9%+17.8%
Q1 2026-2.7%-4.8%-2.7%
Q3 2025-0.3%+0.5%+2.3%
Q2 2025-6.0%-5.1%-2.8%
Q1 2025-1.1%-0.1%+2.1%
Q4 2024+4.6%+4.7%+5.8%
Q3 2024-5.4%-2.4%-7.2%
Q2 2024+7.7%+8.4%+7.7%
Q1 2024+0.2%+2.3%+10.1%
Q4 2023-0.9%-3.3%-8.7%
Q3 2023-2.0%-0.1%-7.2%
Q2 2023-0.2%-1.8%-3.3%
Q1 2023-5.9%-5.0%-0.6%
Q4 2022-5.8%-2.3%-4.3%
Q3 2022+3.7%+4.5%+1.7%
Q2 2022+1.8%+3.3%+0.1%
Q1 2022-2.3%-5.2%-8.1%
Q4 2021+6.4%+8.2%+6.2%
Q3 2021-1.2%+2.6%-4.5%
Q2 2021+6.7%+7.7%+11.0%
Q1 2021+6.4%+6.6%+30.8%
Q4 2020-0.7%-0.9%+2.8%
Q3 2020-3.6%-1.0%+8.8%
Q2 2020-8.6%-5.8%-14.0%
Q1 2020-1.5%-1.1%+0.9%
Q4 2019+4.8%+4.2%+10.1%
Q3 2019+3.4%+4.9%+0.5%
Q2 2019+2.8%+4.1%+4.3%
Q1 2019-9.6%-6.3%-7.2%
Q4 2018+8.3%+9.3%+8.8%
Q3 2018+0.7%+0.9%+5.6%
Q2 2018-2.5%-4.7%-1.7%
Q1 2018-7.2%-4.4%+5.0%
Q4 2017+0.0%-0.8%+3.7%
Q3 2017-0.7%-2.5%-1.0%
Q2 2017-0.6%+0.2%-0.4%
Q1 2017+12.8%+10.6%+13.5%
Q4 2016-0.2%+0.5%-5.0%
Q3 2016+5.3%
Q2 2016+7.5%
Q1 2016-0.7%
Q4 2015+2.8%
Q3 2015-2.8%
Q2 2015+0.9%
Q1 2015-3.1%
Q4 2014+3.0%
Q3 2014+1.0%
Q2 2014-1.4%
Q1 2014+2.3%
Q4 2013-5.4%
Q3 2013-0.8%
Q2 2013-2.2%
Q1 2013-2.3%
Q4 2012+5.6%
Q3 2012+0.4%
Q2 2012-5.0%
Q4 2010-1.3%
Q4 2011-1.3%
Q1 2012+1.1%
Q3 2011-1.3%
Q2 2011+0.1%
Q1 2011-0.9%
Q4 2008+3.1%
Q3 2009+0.0%
Q3 2010+0.0%
Q2 2010-2.0%
Q2 2009-2.0%
Q4 2009-0.0%
Q1 2010-0.0%
Q1 2009-0.0%

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