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SYY - Sysco


Broeb22
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I'd like to start a topic on food distributors, including Sysco because this seems like an industry that is impacted directly by the coronavirus due to its almost 100% focus on away-from-home food consumption. Given the pretty consolidated industry structure, SYY and its large competitors should be strong enough to survive and may actually come out the other side of this with more market share as smaller food distributors serving more independent restaurants suffer disproportionately relative to Sysco's more national footprint.

 

Does anyone have any insights into the industry or opinions on relative strength of the competitors? 

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