Verified peer comparison

SYY vs PEP

Sysco Corporation compared with PepsiCo, Inc.. This page compares both source-verified company profiles and does not introduce an unverified price target.

SYY

Sysco Corporation

$189.43

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PEP

PepsiCo, Inc.

$189.43

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Company-specific comparison

Business exposure

SYY: Food Distributors

PEP: Soft Drinks

Upside lens

SYY: Salesforce expansion and service improvements can deepen penetration of higher-margin independent restaurants. The proposed combination can add a complementary cash-and-carry route to independent foodservice customers. Strategic sourcing and supply-chain optimization can support gross margin and service reliability.

PEP: International organic revenue growth remained strong and broad-based, supported by volume growth across convenient foods and beverages and continued scaling in developing and emerging markets. Expansion in functional, permissible, portion-controlled, and zero-sugar products can improve relevance across health, hydration, energy, and affordability occasions. Automation, digitalization, simplification, and operational improvements are intended to create structural savings that fund brand investment and improve operating leverage.

Risk lens

SYY: Traffic weakness or restaurant closures can reduce case volumes and customer credit quality. Regulatory review, integration complexity or delayed synergies could reduce the Jetro transaction's value. Rapid product-cost changes can affect customer pricing, working capital and gross-profit dollars.

PEP: North America organic revenue trailed expectations, with subdued beverage volume and lower effective pricing in convenient foods pointing to a more gradual recovery. Core operating margin contracted as operating costs, affordability investments, and beverage volume and channel mix offset productivity and pricing benefits; input-cost inflation is expected to rise in the second half. Shifting health preferences and regulation of ingredients, labeling, packaging, marketing, and environmental impacts can require reformulation, constrain demand, or increase costs.