Sysco CEO Kevin Hourican goes one-on-one with Jim Cramer

Summary

Jim Cramer interviews Sysco CEO Kevin Hourican about the company's strong quarterly results and bullish fiscal 2027 guidance. Sysco beat on top and bottom lines and expects 9-11% EPS growth, with margin expansion from AI initiatives. The pending Restaurant Depot acquisition is positioned to create a dominant multi-channel foodservice distributor, offering cross-selling and cost synergies. Cramer argues the post-earnings stock dip was unwarranted and presents a buying opportunity.

• Sysco reported a slight beat on top and bottom lines for the quarter.
• Management issued bullish fiscal 2027 guidance with 9-11% EPS growth.
• International business posted its 11th consecutive quarter of double-digit profit growth.
• AI transformation expected to deliver $100 million in operating margin expansion.
• Restaurant Depot acquisition to close in Q1 2027, creating a multi-channel operator.
• CEO highlighted food safety protocols and supplier diversification as competitive strengths.
• Cramer called the post-earnings 2.6% sell-off irrational and sees a buying opportunity.