Sysco vs Kraft Heinz

Sysco Corporation and Kraft Heinz Company, The are compared on this page to cover business models, financial performance, and market context in a neutral, accessible way. This page presents structured information to help readers understand how each company operates, performs, and positions itself in the market. Educational content, not financial advice.

Sysco Corporation and Kraft Heinz Company, The are compared on this page to cover business models, financial performance, and market context in a neutral, accessible way. This page presents structured...

Comparison Snapshot

Key Financial Metrics

SYY

Metric

KHC

$36.22B

Market Cap

$27.91B

4.86%

Potential Profit

10.86%

Buy

Analyst Rating

Hold

Why It's Moving

Sysco gears up for Q2 earnings with expectations of volume gains and profit expansion fueling investor buzz.

U.S. Foodservice local volumes expected to surge at least 100 basis points sequentially, building on first-quarter momentum and driving top-line growth.
Gross margins set to expand further through strategic sourcing and supply chain productivity, supporting year-over-year earnings gains.
Management's optimism from early Q2 trends underscores confidence in sustained profitability amid disciplined cost controls.

Sentiment:

🐃Bullish

Kraft Heinz appoints proven CEO Steve Cahillane amid Berkshire Hathaway's potential stake reduction and planned company split.

Cahillane, with a strong track record at Kellanova, will steer the faster-growing unit with $15B in annual sales post-split, sparking optimism for revitalized performance.
Berkshire Hathaway's SEC filing for resale of 325 million shares fuels speculation of a major exit, driving KHC to a 5-year low near $22.
Q4 and full-year 2025 results set for February 11, with analysts mixed amid competitive pressures and new dietary guidelines hitting food stocks.

Sentiment:

🌋Volatile

Sysco gears up for Q2 earnings with expectations of volume gains and profit expansion fueling investor buzz.

U.S. Foodservice local volumes expected to surge at least 100 basis points sequentially, building on first-quarter momentum and driving top-line growth.
Gross margins set to expand further through strategic sourcing and supply chain productivity, supporting year-over-year earnings gains.
Management's optimism from early Q2 trends underscores confidence in sustained profitability amid disciplined cost controls.

Sentiment:

🐃Bullish

Kraft Heinz appoints proven CEO Steve Cahillane amid Berkshire Hathaway's potential stake reduction and planned company split.

Cahillane, with a strong track record at Kellanova, will steer the faster-growing unit with $15B in annual sales post-split, sparking optimism for revitalized performance.
Berkshire Hathaway's SEC filing for resale of 325 million shares fuels speculation of a major exit, driving KHC to a 5-year low near $22.
Q4 and full-year 2025 results set for February 11, with analysts mixed amid competitive pressures and new dietary guidelines hitting food stocks.

Sentiment:

🌋Volatile

Investment Analysis

Sysco

SYY

Pros

Sysco's revenue increased by 3.20% in 2025, reaching $81.37 billion, showing top-line growth momentum.
The company has strong analyst support, with the consensus rating being 'Moderate Buy' and a 12-month price target around $87.
Sysco operates in a market-leading position in foodservice distribution, providing broad scale and supply chain advantages.

Considerations

Sysco’s earnings declined by 6.5% to $1.83 billion in 2025 despite revenue growth, indicating margin pressures or cost challenges.
The stock saw mixed analyst actions recently with both upgrades and downgrades, reflecting some uncertainty about short-term outlook.
Sysco’s business remains sensitive to inflation and supply chain disruptions, which can impact costs and profitability.

Kraft Heinz

KHC

Pros

Kraft Heinz has a diversified portfolio of well-known consumer food brands across multiple product categories and global markets.
The company reported annual sales around $25.8 billion and a stable earnings per share of 2.76, reflecting solid profitability.
Kraft Heinz offers a high dividend yield of approximately 6.63%, providing income appeal for investors.

Considerations

Kraft Heinz’s sales are relatively flat with limited recent growth momentum compared to peers in the consumer staples sector.
The company has a significant exposure to North America, making it vulnerable to regional economic and consumer demand risks.
Kraft Heinz stock has a low price-to-book ratio (0.69) and low beta (0.16), which could indicate limited upside and defensive stock characteristics.

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