Sysco Corporation Presents at Consumer Analyst Group of New York Conference

CEO Kevin Hourican and CFO Kenny Cheung discuss the company's initiatives and performance

Published on Feb. 19, 2026

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Sysco Corporation, the leading global distributor of fresh food and related products to the food-away-from-home industry, presented at the Consumer Analyst Group of New York Conference. CEO Kevin Hourican and CFO Kenny Cheung discussed the company's $81 billion in sales in fiscal '25, its balanced business across customers and geographies, and the specific initiatives driving structural improvements and durable, compounding performance.

Why it matters

As a major player in the food distribution industry, Sysco's performance and strategic initiatives provide insights into the broader food-away-from-home market, which has seen significant shifts in recent years due to the pandemic and changing consumer behaviors.

The details

Sysco serves roughly 730,000 customer locations, with 60% of sales coming from local restaurants and the remaining 40% from recession-resistant categories like government, education, healthcare, and large campuses and office complexes. The company is focused on driving structural improvements and durable, compounding performance through various initiatives.

  • Sysco presented at the Consumer Analyst Group of New York Conference on February 17, 2026.

The players

Sysco Corporation

The leading global distributor of fresh food and related products to the food-away-from-home industry, generating about $81 billion in sales in fiscal '25.

Kevin Hourican

President, CEO and Chairman of Sysco Corporation.

Kenny Cheung

Chief Financial Officer of Sysco Corporation.

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What they’re saying

“Many of us know Sysco best from seeing their trucks outside our favorite local restaurants, which make up 60% of sales, while the other 40% is built around recession-resistant categories, including government, education, health care and large campuses and office complexes, where Sysco also enjoys leading share positions.”

— Unknown Analyst (seekingalpha.com)

The takeaway

Sysco's balanced business model, with a focus on both the restaurant industry and recession-resistant categories, as well as its initiatives to drive structural improvements, suggest the company is well-positioned to navigate the evolving food-away-from-home market and deliver durable, compounding performance.