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Sysco says expects to deliver at least +2.5% local case growth in Q4

Says ‘remains confident’ for FY26 adjusted EPS view. Says ‘clear momentum’ in local business. Says overall foot traffic to restaurants ‘remains challenged’. Says ‘confident’ in trajectory of core business. Says AI360 is improving new colleague onboarding. Says expects case volume growth for national restaurant customer business to improve in Q4 vs. Q3. Says acquisition of Restaurant Depot will increase ability to help customers save money. Says cash and carry channel ‘large, growing and resilient’. Says does not intend to reduce headcount at either company regarding the acquisition. Says ‘confident’ in ability to open 5-6 net new stores a year for next 25 years. Comments taken from Q3 earnings conference call.

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