Sysco (SYY) Q3 FY25 earnings call

Sysco's Q3 FY25 performance was significantly impacted by macro headwinds, including adverse weather and declining consumer confidence, leading to a 3.1% drop in industry foot traffic. Despite these challenges, the International segment delivered robust double-digit profit growth, and sales force retention stabilized, with new account wins accelerating. Management expects sales force dynamics to become a tailwind in FY26, though a cautious outlook persists for the near term due to tariff uncertainties and continued market volatility.