Live Report · Updated January 26, 2026

Sysco vs Constellation Brands

Sysco and Constellation Brands are compared on this page to illuminate how their business models, financial performance, and market contexts differ. The content aims to be neutral, accessible, and informative, outlining strategy, scale, and competitive factors without offering advice. Educational content, not financial advice.

Sysco and Constellation Brands are compared on this page to illuminate how their business models, financial performance, and market contexts differ. The content aims to be neutral, accessible, and inf...

Comparison Snapshot

Key Financial Metrics

SYY

Metric

STZ

$36.22B

Market Cap

$28.01B

4.86%

Potential Profit

9.25%

Buy

Analyst Rating

Buy

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

Constellation Brands Trims FY26 Outlook Amid Beer Segment Resilience, Sparking Mixed Investor Signals.

Beer revenue dipped just 1% in the latest period, a sharp improvement from the prior 5% contraction, signaling demand stabilization for premium Mexican imports.
FY26 comparable EPS guidance cut to $11.30-$11.60 from $12.60-$12.90, reflecting cautious macro pressures but paired with steady capex at $1.2 billion.
Distanced from Canopy investment via major write-offs, positioning STZ for potential upside in emerging THC drinks if legalization advances.

Sentiment:

⚖️Neutral

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

Constellation Brands Trims FY26 Outlook Amid Beer Segment Resilience, Sparking Mixed Investor Signals.

Beer revenue dipped just 1% in the latest period, a sharp improvement from the prior 5% contraction, signaling demand stabilization for premium Mexican imports.
FY26 comparable EPS guidance cut to $11.30-$11.60 from $12.60-$12.90, reflecting cautious macro pressures but paired with steady capex at $1.2 billion.
Distanced from Canopy investment via major write-offs, positioning STZ for potential upside in emerging THC drinks if legalization advances.

Sentiment:

⚖️Neutral

Investment Analysis

Sysco

SYY

Pros

Sysco is the clear US market leader in foodservice distribution, with a 17% share of a highly fragmented $370 billion industry.
The company delivered revenue growth to $81.4 billion in 2025 despite challenging conditions, demonstrating resilience in its core distribution business.
Sysco’s large scale and broad product portfolio provide cost advantages and enable cross-selling, supporting stable cash flow and consistent dividend payouts.

Considerations

Recent earnings declined by over 6% in 2025 despite revenue growth, indicating margin pressure or higher costs in the current operating environment.
The business is exposed to cyclical restaurant and hospitality demand, which can fluctuate with consumer spending and economic conditions.
Sysco’s stock valuation appears fully priced relative to near-term growth prospects, with some technical indicators signalling a more bearish trend recently.

Constellation Brands

STZ

Pros

Constellation Brands holds leading positions in high-margin imported beer and premium wine categories, which have shown resilience in varied economic climates.
The company has demonstrated pricing power and brand loyalty, particularly in its beer segment, helping to support profitability despite inflation pressures.
Strategic investments in high-growth niches, such as ready-to-drink cocktails and craft spirits, provide additional growth avenues beyond traditional beer and wine.

Considerations

Constellation’s profitability metrics have recently declined, with earnings per share falling from $1.07 to $0.86 year-over-year, raising concerns about cost management.
Recent insider selling activity could reflect caution about near-term performance or lack of confidence in immediate catalysts for share price appreciation.
The company operates in a highly regulated alcohol industry, facing ongoing risks from changing taxation, advertising restrictions, and evolving consumer preferences.

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