{"slug":"sysco","name":"시스코","name_en":"Sysco Corporation","ticker":"SYY","updated_at":"2026-09-12T00:47:59.909822+00:00","canonical":"https://valuechain.wiki/sysco","citable":"밸류체인 그래프 기준 시스코의 직접 연결 기업은 2곳(관계 기준 공급 2·매출 0)이고, 사슬을 2차까지 넓히면 9곳에 닿는다. 링크의 근거 출처는 5건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-09-12 기준).","citable_en":"Per the valuechain.wiki graph, Sysco Corporation is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 9 companies within two hops; the links are backed by 5 dated sources, 1 of them primary filings (as of 2026-09-12).","kicker":"글로벌 식자재 유통사","kicker_en":"Global foodservice distributor","lead":"시스코는 레스토랑, 교육·정부기관, 의료시설, 여행·레저 사업자에게 식품과 비식품 용품을 판매한다. 육류, 가공식품, 유제품, 농산물, 음료와 식음료 용품을 여러 공급사에서 조달하고, 물류망과 전문 유통사를 인수해 판매 채널을 넓힌다.","lead_en":"Sysco sells food and non-food supplies to restaurants, education and government institutions, healthcare facilities, and travel and leisure operators. It sources meat, packaged foods, dairy, produce, beverages, and foodservice supplies from a broad supplier base, while using acquisitions to expand its distribution network and sales channels.","categories":[{"key":"food-supply-processing-distribution","ko":"식품 원료가공·유통","en":"Food Processing & Distribution","theme":"consumer-commerce","theme_ko":"소비 브랜드·유통","theme_en":"Consumer Brands & Commerce","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"미국 식품서비스 사업","note":"광범위 식자재와 특수 식품, 식당 장비·용품을 미국 고객에게 유통. FY2026 매출 588억300만달러"},{"name":"국제 식품서비스 사업","note":"캐나다, 영국, 프랑스, 아일랜드, 스웨덴 등에서 식품과 비식품 용품을 유통. FY2026 매출 160억4,200만달러"},{"name":"SYGMA","note":"미국 퀵서비스 체인 레스토랑 지점에 맞춤형 유통 서비스를 제공. FY2026 매출 86억2,300만달러"},{"name":"기타","note":"Guest Worldwide를 중심으로 호텔 용품을 유통. FY2026 매출 10억8,500만달러"}],"total":"FY2026 총매출 845억5,300만달러","track":"C"},"segments_en":{"parts":[{"name":"U.S. Foodservice Operations","note":"Broadline food, specialty products, and restaurant equipment and supplies distributed to U.S. customers. FY2026 sales: $58.803 billion"},{"name":"International Foodservice Operations","note":"Food and non-food distribution in markets including Canada, the United Kingdom, France, Ireland, and Sweden. FY2026 sales: $16.042 billion"},{"name":"SYGMA","note":"Customized distribution to U.S. quick-service chain restaurant locations. FY2026 sales: $8.623 billion"},{"name":"Other","note":"Hotel supplies distributed primarily through Guest Worldwide. FY2026 sales: $1.085 billion"}],"total":"FY2026 total sales: $84.553 billion"},"returns_yearly":{"2021":8.3,"2022":-0.3,"2023":-1.7,"2024":7.4,"2025":-1,"2026":11},"return_asof":"2026-09-04","value_chain":{"leading":[],"benefiting":[{"slug":"pepsico","name":"PepsiCo","name_en":"PepsiCo","tier":1,"returns_yearly":{"2021":20.6,"2022":6.8,"2023":-3.3,"2024":-7.6,"2025":-1.8,"2026":-2.2}},{"slug":"tyson-foods","name":"타이슨 푸드","name_en":"Tyson Foods","tier":1,"returns_yearly":{"2021":38.5,"2022":-26.9,"2023":-10.4,"2024":10.5,"2025":5.7,"2026":-10}},{"slug":"lyondellbasell","name":"라이온델바젤","name_en":"LyondellBasell Industries N.V.","tier":2,"returns_yearly":{"2021":5.1,"2022":-1,"2023":20.7,"2024":-17.4,"2025":-36,"2026":51.6}},{"slug":"archer-daniels-midland","name":"아처 대니얼스 미들랜드","name_en":"Archer-Daniels-Midland Company","tier":2,"returns_yearly":{"2021":37.3,"2022":40,"2023":-20.4,"2024":-27.5,"2025":18.2,"2026":41.8}},{"slug":"bunge-global","name":"번지","name_en":"Bunge Global SA","tier":2,"returns_yearly":{"2021":45.9,"2022":9.3,"2023":3.8,"2024":-20.7,"2025":18.6,"2026":35.7}},{"slug":"smurfit-westrock","name":"스머핏 웨스트록","name_en":"Smurfit Westrock plc","tier":2,"returns_yearly":{"2021":17.3,"2022":-28,"2023":14.1,"2024":37.6,"2025":-26.2,"2026":22}},{"slug":"keurig-dr-pepper","name":"큐리그 닥터페퍼","name_en":"Keurig Dr Pepper Inc.","tier":2,"returns_yearly":{"2021":17.5,"2022":-1.2,"2023":-4.2,"2024":-1.1,"2025":-10.1,"2026":17}},{"slug":"kroger","name":"크로거","name_en":"The Kroger Co.","tier":2,"returns_yearly":{"2021":45.4,"2022":0.4,"2023":5,"2024":36.9,"2025":4.3,"2026":-4.6}},{"slug":"salesforce","name":"세일즈포스","name_en":"Salesforce, Inc.","tier":2,"returns_yearly":{"2021":14.2,"2022":-47.8,"2023":98.5,"2024":27.8,"2025":-20.2,"2026":-12.9}},{"slug":"norfolk-southern","name":"노퍽 서던","name_en":"Norfolk Southern","tier":3,"returns_yearly":{"2021":27.3,"2022":-15.6,"2023":-1.6,"2024":1.6,"2025":25.6,"2026":15.6}},{"slug":"evergy","name":"에버지","name_en":"Evergy","tier":3,"returns_yearly":{"2021":28,"2022":-4.9,"2023":-13.3,"2024":23.4,"2025":22.4,"2026":15.3}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":12}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":8.3}},{"slug":"doordash","name":"도어대시","name_en":"DoorDash, Inc.","tier":3,"returns_yearly":{"2022":-67.2,"2023":102.6,"2024":69.6,"2025":35,"2026":-6.5}},{"slug":"uber","name":"Uber","name_en":"Uber","tier":3,"returns_yearly":{"2021":-17.8,"2022":-41,"2023":149,"2024":-2,"2025":35.5,"2026":-7.3}},{"slug":"mcdonalds","name":"McDonald's","name_en":"McDonald's","tier":3,"returns_yearly":{"2021":27.8,"2022":0.5,"2023":15.1,"2024":0.1,"2025":7.9,"2026":-21.5}}],"analysis":"글로벌 식자재 유통사 기업. 2026년 +11%다. 본주(+11%)와 공급단(평균 -2.2%)이 같은 보폭으로 움직인다.","analysis_en":"Sysco Corporation operates across Global foodservice distributor. It is +11% in 2026. The stock (+11%) and its supply side (avg -2.2%) are moving in step. It sources meat, packaged foods, dairy, produce, beverages, and foodservice supplies from a broad supplier base, while using acquisitions to expand its distribution network and sales channels.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"제트로 레스토랑 디포","counterparty_slug":null,"confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2026-08-21","basis":"제트로 레스토랑 디포 인수 계약의 총 기업가치","value":29100000000,"period":"agreement announced 2026-03-30","basis_en":"Total enterprise value of the agreement to acquire Jetro Restaurant Depot","qualifier":"pending_acquisition"},"note":"시스코는 2026년 3월 제트로 레스토랑 디포를 기업가치 약 291억달러에 인수하는 계약을 체결했다. 2026년 8월 10-K 기준 거래는 규제 승인 등을 전제로 FY2027 3분기까지 종결될 예정이었다.","note_en":"Sysco agreed in March 2026 to acquire Jetro Restaurant Depot at an enterprise value of approximately $29.1 billion. As of the August 2026 Form 10-K, closing remained subject to regulatory approval and other conditions and was expected by Sysco's fiscal 2027 third quarter.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-08-21","url":"https://www.sec.gov/Archives/edgar/data/96021/000009602126000033/syy-20260627.htm","title":"시스코 2026 회계연도 Form 10-K","title_en":"Sysco Corporation FY2026 Form 10-K","excerpt":"시스코는 JRD 지분 보유자에게 약 291억달러를 지급하기로 합의했다.","excerpt_en":"Sysco has agreed to pay approximately $29.1 billion to JRD equity holders."},{"stance":"confirms","publisher":"시스코","publisher_en":"Sysco Corporation","kind":"ir","lang":"en","published_at":"2026-03-30","url":"https://investors.sysco.com/annual-reports-and-sec-filings/news-releases/2026/03-30-2026-113036743","title":"시스코, 제트로 레스토랑 디포 인수 계약 발표","title_en":"Sysco to Acquire Jetro Restaurant Depot to Expand into Higher-Margin, Growing, and Resilient Cash & Carry Channel","excerpt":"계약의 총 기업가치는 약 291억달러로 제시됐다.","excerpt_en":"This represents a total enterprise value of approximately $29.1 billion."}]},{"direction":"revenue","counterparty":"레스토랑 고객군","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2026-08-21","basis":"레스토랑 고객군이 차지한 시스코 총매출 비중","value":59,"period":"FY2026","basis_en":"Restaurant customers' share of Sysco total sales","qualifier":null},"note":"레스토랑은 시스코의 가장 큰 고객군으로 FY2026 총매출의 59%를 차지했다. 대신증권 리서치가 제시한 2018년 61%와 비교해도 외식업체가 핵심 수요처라는 구조가 이어졌다.","note_en":"Restaurants remained Sysco's largest customer group, accounting for 59% of FY2026 sales. Daishin Securities reported a 61% share in 2018, independently supporting the continued importance of restaurant demand.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-08-21","url":"https://www.sec.gov/Archives/edgar/data/96021/000009602126000033/syy-20260627.htm","title":"시스코 2026 회계연도 Form 10-K","title_en":"Sysco Corporation FY2026 Form 10-K","excerpt":"FY2026 고객 유형별 매출에서 레스토랑이 59%를 차지했다.","excerpt_en":"Restaurants | 59%"},{"stance":"confirms","publisher":"대신증권 Research&Strategy 본부","publisher_en":"Daishin Securities Research & Strategy","kind":"research","lang":"ko","published_at":"2019-06-13","url":"https://file.mk.co.kr/imss/write/20190613113210__00.pdf","title":"온라인 식품 유통 시장은 춘추전국시대","title_en":"The Online Food Distribution Market Enters an Era of Intense Competition","excerpt":"2018년 시스코 고객 비중은 외식업체 61%로 제시됐다.","excerpt_en":"Restaurant operators represented 61% of Sysco's customer mix in 2018."}]},{"direction":"revenue","counterparty":"교육·정부기관 고객군","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"percent","as_of":"2026-08-21","basis":"교육·정부기관 고객군이 차지한 시스코 총매출 비중","value":8,"period":"FY2026","basis_en":"Education and government customers' share of Sysco total sales","qualifier":null},"note":"학교를 포함한 교육기관과 정부기관은 FY2026 시스코 총매출의 8%를 차지했다. 개별 기관별 매출은 공개되지 않았다.","note_en":"Education and government customers, including schools, represented 8% of Sysco's FY2026 sales. Revenue by individual institution was not disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-08-21","url":"https://www.sec.gov/Archives/edgar/data/96021/000009602126000033/syy-20260627.htm","title":"시스코 2026 회계연도 Form 10-K","title_en":"Sysco Corporation FY2026 Form 10-K","excerpt":"FY2026 고객 유형별 매출에서 교육·정부기관이 8%를 차지했다.","excerpt_en":"Education, government | 8%"}]},{"direction":"cost","counterparty":"타이슨 푸드","counterparty_slug":"tyson-foods","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2018-11-02","basis":"시스코가 타이슨 푸드에서 조달한 가금류와 육류 구매액","value":null,"period":"FY2018 supplier program","basis_en":"Sysco purchases of poultry and meat products from Tyson Foods","qualifier":"confirmed_no_disclosed_value"},"note":"시스코는 2018년 공급사 평가에서 타이슨 푸드를 가금류 부문 실버 공급사로, Tyson Fresh Meats를 소고기·돼지고기 부문 브론즈 공급사로 선정했다. 최근 연간 구매액은 공개되지 않았다.","note_en":"Sysco named Tyson Foods a silver poultry supplier and Tyson Fresh Meats a bronze beef and pork supplier in its 2018 supplier awards. Current annual purchases from Tyson are not disclosed.","sources":[{"stance":"confirms","publisher":"시스코","publisher_en":"Sysco Corporation","kind":"ir","lang":"en","published_at":"2018-11-02","url":"https://investors.sysco.com/annual-reports-and-sec-filings/news-releases/2018/11-02-2018-120210997","title":"시스코, 2018년 공급사 우수상 발표","title_en":"Sysco Corporation Celebrates 2018 Supplier Excellence Awards and Names General Mills Foodservice Supplier of the Year","excerpt":"타이슨 푸드는 가금류 실버 공급사, Tyson Fresh Meats는 소고기·돼지고기 브론즈 공급사로 이름을 올렸다.","excerpt_en":"Poultry | Tyson Foods, Inc."}]},{"direction":"cost","counterparty":"PepsiCo","counterparty_slug":"pepsico","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2019-11-08","basis":"시스코가 PepsiCo Foodservice에서 조달한 음료 구매액","value":null,"period":"FY2019 supplier program","basis_en":"Sysco purchases of beverages from PepsiCo Foodservice","qualifier":"confirmed_no_disclosed_value"},"note":"시스코는 2019년 공급사 평가에서 PepsiCo Foodservice를 음료 부문 골드 공급사로 선정했다. 시스코가 PepsiCo에 지급한 최근 구매액은 공개되지 않았다.","note_en":"Sysco named PepsiCo Foodservice a gold beverage supplier in its 2019 supplier awards. Sysco does not disclose its current purchases from PepsiCo.","sources":[{"stance":"confirms","publisher":"시스코","publisher_en":"Sysco Corporation","kind":"ir","lang":"en","published_at":"2019-11-08","url":"https://investors.sysco.com/annual-reports-and-sec-filings/news-releases/2019/11-08-2019-155843099","title":"시스코, 2019년 공급사 우수상 발표","title_en":"Sysco Corporation Honors 2019 Top Suppliers and Names McCormick US Branded Flavor Solutions Supplier of the Year","excerpt":"PepsiCo Foodservice는 음료 부문 골드 공급사로 선정됐다.","excerpt_en":"Beverage | PepsiCo Foodservice"}]}]}