Jul 03, 2021

Sysco Q4 2021 Earnings Report

Sysco's fourth quarter results were strong, driven by market share gains and rebounding industry demand.

Key Takeaways

Sysco Corporation reported strong fourth-quarter results, with sales increasing 82.0% compared to the same period in fiscal year 2020 and increasing 4.3% versus the same period in fiscal year 2019. The company managed inflation effectively and saw improvements in international operations. Sysco also raised its FY22 guidance.

Sales were stronger than expected.

Share gains continue, driven by new customer wins.

Sysco’s Recipe for Growth strategy advances.

International operations show profit improvement.

Total Revenue
$16.1B
Previous year: $8.87B
+82.0%
EPS
$0.71
Previous year: -$0.29
-344.8%
US Broadline Case Growth
71.4%
Previous year: -41.5%
-272.0%
US Local Case Growth
74.3%
Gross Profit
$2.92B
Previous year: $1.6B
+82.2%
Cash and Equivalents
$3.01B
Previous year: $6.06B
-50.4%
Free Cash Flow
$1.49B
Total Assets
$21.4B
Previous year: $22.6B
-5.4%

Sysco

Sysco

Sysco Revenue by Segment

Forward Guidance

Sysco raises FY22 EPS guidance to $3.33 to $3.53.

Positive Outlook

  • Improving international financials
  • Installation of new pricing systems nationally
  • Ability to accelerate profitable growth
  • Ability to grow faster than the total market
  • Commitments to add new leadership in international markets and enhanced strategies to boost performance

Challenges Ahead

  • Risks of interruption of supplies due to lack of long-term contracts
  • Severe weather and crop conditions
  • Work stoppages and intense competition
  • Technology disruptions and dependence on large, long-term regional and national customers
  • Inflation risks and the impact of fuel prices

Revenue & Expenses

Visualization of income flow from segment revenue to net income