Sysco: Top of the Food Chain


Use the podcast player below to listen to our discussion on Sysco and its Q4’22 result, which accompanies the detailed write-up below: (Date of report: 17 August 2022) Sysco is a company you’ve likely never heard of unless you have friends in the restaurant industry in the US. This is effectively the Bidcorp equivalent in America, delivered at grand scale and with a powerful track record of value creation. It’s rare to see an executive team talking about repositioning for growth while maintaining dividend aristocrat status. That tells you most of what you need to know about Sysco’s business. To whet [...]