SyscoHershey

Sysco vs Hershey

This page compares Sysco Corporation and Hershey Company, The across their business models, financial performance, and market context. It presents neutral, accessible information to help readers under...

Why It's Moving

Sysco

SYY Stock Warning: Why Analysts See -2% Downside Risk

  • Q2 sales climbed 3.0% to $20.8B with adjusted EPS hitting $0.99, beating estimates and driving an 11% stock jump, signaling resilient demand in foodservice.
  • International operations shone with 25.6% adjusted operating income growth to $162M, highlighting successful expansion amid local case volume gains.
  • Full-year adjusted EPS guidance lifted to the high end of $4.50–$4.60, yet recent 2% dip reflects historical post-earnings volatility and analyst scrutiny on sustainability.
Sentiment:
🐻Bearish
Hershey

HSY Stock Warning: Why Analysts See -15% Downside Risk

  • Q4 revenue jumped 7% to $3.1B, topping estimates, with adjusted EPS of $1.71 crushing forecasts by 22%, driving the sharp post-earnings rally.
  • FY2026 EPS guidance of $8.20-$8.52 far exceeded consensus, signaling robust profit restoration, yet stock's 52% 52-week gain leaves it overvalued per analyst means.
  • DA Davidson lifted target to $243 on February 6 citing innovation pipeline and brand reinvestment, but 'Neutral' stance underscores threats from GLP-1 drugs and program shifts.
Sentiment:
🐻Bearish

Investment Analysis

Pros

  • Sysco is the global leader in food distribution with a broad and diverse customer base, enhancing business stability and market dominance.
  • The company reported a revenue increase of 3.20% in 2025, reaching $81.37 billion, demonstrating modest top-line growth.
  • Sysco has a 55-year dividend payment track record, appealing to investors seeking reliable income streams.

Considerations

  • Despite revenue growth, Sysco’s earnings declined by 6.50% in 2025, signaling pressure on profitability.
  • The stock trades at a relatively high valuation with a price-to-book ratio of 21.4x and P/E ratio of 21.5x, above sector averages.
  • Analyst forecasts show a moderate upside of approximately 12.5%, indicating limited near-term price appreciation potential compared to other sectors.

Pros

  • Hershey maintains a strong return on equity (ROE) of 33.77% as of October 2025, reflecting efficient capital utilisation.
  • The company operates in the stable confectionery market with established brand recognition supporting consistent demand.
  • Hershey’s diversification within sweets, mints, and confectionery products positions it well to capture varied consumer preferences.

Considerations

  • Hershey’s ROE has trended lower from longer-term averages, indicating some erosion in profitability measures over time.
  • The company faces competitive pressures and changing consumer trends that may impact future growth and margin expansion.
  • Hershey’s market cap and financial metrics suggest it is less dominant than peers with higher profitability and scale, potentially limiting growth catalysts.

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Sysco (SYY) Next Earnings Date

Sysco's next earnings date is estimated for April 28, 2026, covering the Q3 2026 fiscal quarter. This follows the recent Q2 2026 report released on January 27, 2026, aligning with the company's typical quarterly cadence. Investors should monitor for official confirmation from Sysco.

Hershey (HSY) Next Earnings Date

Hershey (HSY) is expected to report its next earnings on May 7, 2026, covering the first quarter of 2026 (Q1 2026). This date aligns with analyst estimates based on the company's historical quarterly pattern following the recently reported Q4 2025 results. Investors should monitor official company announcements for any confirmations or adjustments.

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