Below is our preview of the hospitality services sector. Our coverage includes: ARMK, VSTS, CTAS, PFGC, SYY, USFD, and CHEF (we don’t sell research, only data). The takeaway are:
- SYY organic volume growth should accelerate on a 1- and/or 2-yr basis, and customer mix should again be favorable.
- Our data was once again accurate on calling for a top-line beat by CTAS.
- Our data is very concerning for VSTS' quarter. It looks like something unexpected happened.
