Sysco expects ‘positive local case growth’ in 2026

Says traffic to restaurants improved throughout the quarter. Says industry is ‘stabilizing’ after ‘rocky start’ to beginning of the year. Says made ‘solid progress’ on $100M profit improvement target. Says ‘strength was delivered’ across all international geographies. Says SYGMA saw ‘record year’. Says SYGMA topline growth rates will moderate in coming year. Says ‘positive momentum’ has carried into July. Says ‘strong confidence’ international topline and bottomline ‘strong’ results will continue into 2026. Says national sales business continues ‘to perform well’. Says ‘fully stabilized’ sales colleague retention. Says will drive customer retention in 2026. Says seeing beginning positive impact of this equation in July results. Says launching select growth initiatives this summer and fall. Says ready to launch Sysco (SYY) Perks this summer. Says working on AI-empowered sales tool. Says working on being more agile to pricing requests. Comments taken from Q4 earnings conference call.