Regulated information Issy-les-Moulineaux, September 12, 2025 Monthly disclosure on share capital and voting rights (amended: cancel and replace the publication of September 3, 2025) Pursuant to Article L.233-8-II of the French Commercial Code and Article 223-16 of the General Regulation of the Autorité des Marchés Financiers Registered name of the issuer: SODEXO255, quai de la Bataille de Stalingrad – 92130 ISSY-LES-MOULINEAUX DateTotal number of sharesActual voting rights *Theoretical voting rights **Augu ...

Regulated information Issy-les-Moulineaux, September 3, 2025 Monthly disclosure on share capital and voting rights Pursuant to Article L.233-8-II of the French Commercial Code and Article 223-16 of the General Regulation of the Autorité des Marchés Financiers Registered name of the issuer: SODEXO255, quai de la Bataille de Stalingrad – 92130 ISSY-LES-MOULINEAUX DateTotal number of sharesActual voting rights *Theoretical voting rights **August 31, 2025147,454,887218,405,803219,928,130 * Actual voting rights: ...

Paris - September 3, 2025 Sodexo and EAT are pleased to announce a new partnership to advance healthier and more sustainable eating habits. As EAT’s exclusive partner from the food service industry, Sodexo is proud to bring its global expertise to translate cutting-edge science into practical, scalable solutions that make food choices good for the people and the planet accessible to all. The partnership is rooted in a shared commitment to promote and inspire healthier and more sustainable eating. It will ...

Core Insights - Soros Fund Management reported a total market value of $7.97 billion for Q2 2025, up from $6.70 billion in the previous quarter, reflecting a 19% increase [1][2] - The fund added 80 new stocks and increased holdings in 60 stocks, while reducing positions in 45 stocks and completely selling out of 87 stocks [1][2] Holdings Overview - The top ten holdings account for 28.11% of the total market value [1][2] - The largest position is in SPDR S&P 500 ETF put options (SPY.US, PUT) with approximately 537,500 shares valued at about $332 million, representing 4.17% of the portfolio, a significant increase of 168.75% from the previous quarter [3][4] - Other notable holdings include Smurfit WestRock (SW.US) with 7.48 million shares valued at approximately $323 million (4.05% of the portfolio) and First Solar call options (FSLR.US, CALL) with 1.64 million shares valued at about $271 million (3.40% of the portfolio) [3][4] Buying and Selling Activity - The top five purchases by percentage change in portfolio include Invesco QQQ Trust call options (QQQ.US, CALL), SPDR S&P 500 ETF put options (SPY.US, PUT), and Globant (GLOB.US) notes [4][6] - The top five sales by largest value include AstraZeneca (AZN.US), iShares 20+ Year Treasury ETF call options (TLT.US, CALL), and SPDR S&P 500 ETF (SPY.US) [5][6]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 2 Item 2. Unregistered Sales of Equity Securities and Use of Proceeds 56 Item 3. Defaults Upon Senior Securities 56 Item 4. Mine Safety Disclosures 56 Item 5 ...

Company Overview - Sodexo, founded in 1966 in Marseille by Pierre Bellon, is a global leader in sustainable food and valued experiences across various life moments [3] - The company operates with a dual focus on improving the quality of life for employees and consumers while contributing to economic, social, and environmental progress [3] - Sodexo is recognized for its independence, family shareholding, and responsible business model, and is included in several indices such as CAC Next 20 and FTSE 4 Good [3] Key Financial Figures - For fiscal 2024, Sodexo reported consolidated revenues of 23.8 billion euros [6] - As of August 31, 2024, the company employed 423,000 individuals, making it the largest private employer in France and worldwide [6] - Sodexo serves approximately 80 million consumers daily across 45 countries [6] - The company's market capitalization was 7.7 billion euros as of June 30, 2025 [6] Voting Rights Information - All shares of Sodexo have the same voting rights, except for treasury shares which do not have voting rights and registered shares held for more than four years, which have double voting rights [1] - The theoretical voting rights include shares with single or double voting rights, accounting for treasury shares that are temporarily deprived of voting rights [2]

Group 1 - The article revisits the investment opportunity in Smurfit Westrock Plc (NYSE: SW) following the Q2 release, indicating a strategic value in the merger [1] - The previous analysis highlighted the merger's potential for long-term, income-oriented investment strategies across developed markets [1] Group 2 - The analyst expresses a beneficial long position in the shares of SW, SMFTF, and SMFKY, indicating confidence in the company's performance [2]

Core Insights - Sodexo has signed a Share Purchasing Agreement to acquire Grupo Mediterránea, a leading food service provider in Spain, which has annual revenues of approximately €350 million and operates over 1,700 sites [1][2][5] - This acquisition will double Sodexo's footprint in Spain, positioning it as a market leader in food services, particularly in corporate services, healthcare, and education [2][3] - The acquisition is expected to enhance Sodexo's capabilities, unlock operational synergies, and is subject to regulatory approvals, with finalization anticipated by the end of 2025 [3][4] Company Overview - Grupo Mediterránea, founded in 1988, is a trusted partner in the food service industry, primarily serving healthcare, education, and corporate sectors, with a workforce of over 14,700 professionals [5] - Sodexo, established in 1966, is a global leader in sustainable food and facilities management services, operating in 45 countries and serving 80 million consumers daily [6][9] Strategic Implications - The acquisition aligns with Sodexo's long-term strategy to lead in food services and enhance client satisfaction, with both companies sharing a vision for excellence [2][4] - The leadership teams from both companies are expected to work together to ensure a smooth transition and continued growth in the Spanish market [3][4]

Core Insights - Smurfit Westrock Plc (SW) reported earnings of 45 cents per share in Q2 2025, missing the Zacks Consensus Estimate of 57 cents by 21% and down from 69 cents in the same quarter last year [1][10] - The company's net sales for Q2 2025 were $7.94 billion, exceeding the Zacks Consensus Estimate of $7.92 billion and significantly up from $2.97 billion in the prior year [3][10] - Adjusted EBITDA for Q2 2025 was $1.21 billion, compared to $0.48 billion in the year-ago quarter, with an adjusted EBITDA margin of 15.3% [4][10] Financial Performance - The cost of sales in Q2 2025 was $6.43 billion, up from $2.28 billion in the previous year, leading to a gross profit of $1.52 billion, which surged 118.6% year over year [4] - The gross margin decreased to 19.1% from 23.3% in the year-ago quarter [4] - Cash and cash equivalents at the end of Q2 2025 were $778 million, down from $855 million at the end of 2024, while net cash provided by operating activities increased to $829 million from $340 million in the prior year [8] Segment Performance - The Europe, MEA & APAC segment reported sales of $2.78 billion, a 25.6% increase year over year, with adjusted EBITDA rising 2.8% to $372 million [5] - The North America segment saw sales of $4.76 billion, a significant increase from $0.44 billion in the year-ago period, with adjusted EBITDA soaring to $752 million from $61 million [6] - The LATAM segment's sales were $518 million, up 52.4% year over year, with adjusted EBITDA increasing 41.4% to $123 million [7] Outlook - Smurfit Westrock expects Q3 2025 adjusted EBITDA to be $1.3 billion and projects FY 2025 adjusted EBITDA between $5 billion and $5.2 billion, indicating a year-over-year rise from $4.7 billion [11][10] Stock Performance - Shares of Smurfit Westrock have gained 6.3% over the past year, compared to the industry's growth of 29.4% [12]

Core Insights - Smurfit Westrock reported a revenue of $7.94 billion for the quarter ended June 2025, reflecting a significant increase of 167.4% year-over-year [1] - The company's EPS was $0.45, down from $0.69 in the same quarter last year, indicating a decline in profitability [1] - The reported revenue slightly exceeded the Zacks Consensus Estimate of $7.92 billion, resulting in a revenue surprise of +0.22% [1] - However, the EPS fell short of the consensus estimate of $0.57, leading to an EPS surprise of -21.05% [1] Performance Metrics - Smurfit Westrock's stock has returned +5.1% over the past month, outperforming the Zacks S&P 500 composite, which increased by +3.4% [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Geographic Revenue Breakdown - Revenue from Europe, MEA, and APAC was reported at $2.78 billion, slightly below the estimated $2.83 billion [4] - Revenue from LATAM reached $518 million, exceeding the estimated $496.83 million [4] - North America generated $4.76 billion in revenue, surpassing the estimated $4.62 billion [4]