NYSE$SYY

Sysco Corp · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Sysco's second quarter results reflect strong sales growth and increased profitability, despite challenges from inflation and the Omicron variant. The company prioritized top-line growth and profitability improvement, managing inflation efficiently. Exceptional market share gains were achieved through supply chain strength and the Recipe For Growth strategy.

Sysco's Q2 2022 results showed a significant increase in sales, driven by market share gains and effective management of product inflation. However, profitability was impacted by higher operating expenses due to the Omicron variant and labor costs. The company returned $650 million to shareholders through share repurchases and dividends, and investments in the Recipe for Growth strategy continued.

  • Sales increased 41.2% versus fiscal year 2021 and 10.5% versus fiscal year 2019, driven by market share gains.
  • Gross profit per case increased across all segments.
  • Profitability was impacted by temporary effects from the Omicron variant and labor cost increases.
  • $650 million were returned to shareholders through share repurchase and dividends.

Headline financials

Total Revenue

$16.3B

Previous: $11.6B+41.2%
EPS (adj)

$0.57

Previous: $0.17+235.3%
U.S. Broadline Case Growth

22.5%

No prior period
Free Cash Flow

$167M

Previous: $67.3M+148.8%
Net Income

$167M

Previous: $67.3M+148.8%
Operating Income

$445M

Previous: $212M+109.8%
Gross Profit

$2.89B

Previous: $2.1B+37.8%
Cash & Equivalents

$1.37B

Previous: $5.77B-76.2%
Total Assets

$21.4B

Previous: $22.5B-4.7%
Stock-Based Comp

$30.9M

Previous: $21.3M+45.3%

Revenue & EPS history

Sysco · Revenue · Quarterly

$16.3B

Q2 2022+41.2%vs Q2 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Sysco · $16.3B total across 4 segments · Q2 2022

  • U.S. Foodservice
    $11.5B+45.6%
  • International Foodservice
    $2.8B+40.0%
  • SYGMA
    $1.77B+16.5%
  • Other
    $244M+66.7%

Forward guidance

This document does not contain any forward guidance.

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 Q2 2022

Historical avgQ2 2022

+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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