{
  "url": "https://struct.news/briefs/aramarks-biggest-distributor-is-also-its-longest-running-partner",
  "title": "Aramark’s biggest distributor is also its longest-running partner",
  "summary": "Sysco handled approximately 43% of Aramark’s U.S. and Canadian food and non-food purchases in fiscal 2025. Aramark also names it as a supplier and says the relationship spans more than 40 years.",
  "published_at": "2026-08-10T23:49:39.033558+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "Aramark",
    "ticker": "ARMK",
    "cik": null,
    "sector": "Industrials",
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "Aramark’s disclosed relationship map",
      "label": "SYY",
      "value": "SYY",
      "display": "SYY",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-10"
      }
    },
    {
      "group": "Aramark’s disclosed relationship map",
      "label": "SYY",
      "value": "SYY",
      "display": "SYY",
      "unit": "ticker",
      "period": null,
      "detail": "43.0% revenue",
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-10"
      }
    },
    {
      "group": "Aramark’s disclosed relationship map",
      "label": "USFD",
      "value": "USFD",
      "display": "USFD",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-10"
      }
    },
    {
      "group": "Aramark’s disclosed relationship map",
      "label": "PFGC",
      "value": "PFGC",
      "display": "PFGC",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-10"
      }
    },
    {
      "group": "Aramark’s disclosed relationship map",
      "label": "SYY",
      "value": "SYY",
      "display": "SYY",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-10"
      }
    },
    {
      "group": "Aramark’s disclosed relationship map",
      "label": "JPM",
      "value": "JPM",
      "display": "JPM",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-10"
      }
    },
    {
      "group": "Aramark’s disclosed relationship map",
      "label": "COMP",
      "value": "COMP",
      "display": "COMP",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-10"
      }
    }
  ],
  "watch_next": [
    {
      "type": "input_costs",
      "statement": "LIFO inventory expense of $38 million for the 13 weeks ended March 28, 2026 (vs $5 million prior year) that reduced gross profit.",
      "importance": "medium",
      "evidence": "Our LIFO method of inventory costing resulted in an expense of $38 million in 2026 compared to $5 million expense i n 2025 , driven by inflation and an increase in inventory values in multiple categories.",
      "source_date": "2026-05-07"
    },
    {
      "type": "demand",
      "statement": "Total case volume increased 1.4% for the 13 weeks ended March 28, 2026, with independent +4.6%, healthcare +3.7%, hospitality +5.0% and chain -2.3%.",
      "importance": "medium",
      "evidence": "Total case volume increased 1.4% driven by a 4.6% increase in independent restaurant case volume, a 3.7% increase in healthcare volume and a 5.0% increase in hospitality volume, partially offset by a 2.3% decrease in chain volume.",
      "source_date": "2026-05-07"
    },
    {
      "type": "interest_rates",
      "statement": "Net interest expense decreased $2 million to $75 million for the period, attributed to lower ABL revolver borrowings and lower variable interest rates.",
      "importance": "medium",
      "evidence": "Interest Expense—Net Interest expense—net decreased $2 million to $75 million in 2026 primarily due to lower borrowings under the ABL Facility revolver and lower interest rates for our variable rate debt.",
      "source_date": "2026-05-07"
    },
    {
      "type": "demand",
      "statement": "Monitor the reported change in loans (March 31, 2026 increase of $29.4B) driven by higher CIB loans and securities-based lending in AWM tied to client demand.",
      "importance": "medium",
      "evidence": "As of March 31, 2026, loans increased by $29.4 billion, predominantly driven by higher loans in CIB and higher securities-based lending in AWM, both associated with higher client demand.",
      "source_date": "2026-05-01"
    }
  ],
  "related_tickers": [
    "ARMK",
    "COMP",
    "CTAS",
    "JPM",
    "NSIT",
    "PFGC",
    "SYY",
    "USFD"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}