Munger Mode rating: 4 out of 5 — Buy. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
Current Price: ~$78 per share Authors: Warren Buffett & Charlie Munger Charlie and I have spent the better part of a week working through Sysco's most recent 10-Q for the quarter ended March 28, 2026, listening to recent management commentary, and triangulating against competitor disclosures from US Foods (USFD) and Performance Food Group (PFGC). Our conclusion is straightforward: Sysco is exactly the kind of dull, indispensable, tollbooth-style business we have spent fifty years looking for. It is not glamorous. It will not double next year.
Recent filings analysed: 8-K (2026-08-04), 8-K (2026-07-02), 8-K (2026-05-18), 10-Q (2026-04-29).
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