Just saw that Sysco's CFO Kenny Cheung is stepping down to pursue something new. Interesting timing honestly. They've already got Brandon Sewell lined up as interim CFO starting March 6 - guy's been with them since 2014, so he knows the operation inside out. Kenny Cheung will stick around until mid-April to help with the handoff, which is pretty standard practice.

What caught my attention though is that they're sticking to their full-year outlook. Still expecting adjusted EPS between $4.50-$4.60 for fiscal 2026, with sales growth hitting 3-5%. For Q3 specifically, they're looking at consensus adjusted EPS of $0.94 and at least 2.5% growth in USFS local cases year-over-year. That's pretty confident messaging given the leadership change, so they seem to think Kenny Cheung's departure won't shake things up operationally.

Sewell's got some solid experience too - was running CFO duties for their U.S. business most recently. So it's not like they're bringing in someone untested. Still, always a bit of uncertainty when a CFO leaves, even if the successor looks capable. Curious how this plays out over the next few quarters.