Core Insights - Sodexo has conducted a share buyback program from November 24 to November 27, 2025, acquiring a total of 144,465 shares at an average purchase price of €46.8812 [1] - The share buyback is part of the obligations related to free shares award plans as authorized by the Shareholders' Meeting on December 17, 2024 [1] Company Overview - Founded in 1966 in Marseille, Sodexo is a leader in Food and Services, focusing on improving everyday experiences across various sectors [2] - The company aims to enhance the quality of life for its employees and clients while contributing to economic, social, and environmental progress [2] - Sodexo is included in several indices, including CAC Next 20, CAC SBT 1.5, FTSE 4 Good, and DJSI [2] Key Financial Figures - For fiscal 2025, Sodexo reported consolidated revenues of €24.1 billion [3] - The company operates in 43 countries and serves 80 million consumers daily [3] - As of October 22, 2025, Sodexo's market capitalization was €8.3 billion [4] Workforce - As of August 31, 2025, Sodexo employed 426,000 individuals, making it the second-largest private employer in France [5]

Core Viewpoint - The market anticipates Aramark (ARMK) will report a year-over-year increase in earnings driven by higher revenues for the quarter ending September 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Aramark is expected to report quarterly earnings of $0.65 per share, reflecting a year-over-year increase of 20.4%, and revenues are projected to reach $5.16 billion, up 16.8% from the previous year [3]. - The consensus EPS estimate has been revised 0.02% higher in the last 30 days, indicating a slight positive adjustment from analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Aramark is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.16%, suggesting a bearish outlook from analysts [12]. - The stock currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12]. Historical Performance - In the last reported quarter, Aramark met the expected earnings of $0.40 per share, resulting in no surprise [13]. - Over the past four quarters, Aramark has beaten consensus EPS estimates twice [14]. Conclusion - Aramark does not appear to be a strong candidate for an earnings beat based on current estimates and rankings, but investors should consider other factors before making investment decisions [17].

Core Insights - Artisan Partners' "Artisan Select Equity Fund" reported returns of 6.77%, 6.76%, and 6.80% for its Investor Class, Advisor Class, and Institutional Class respectively in Q2 2025, underperforming the S&P 500 Index which returned 10.94% [1] - Aramark (NYSE:ARMK) was highlighted as a key stock, with a one-month return of -1.76% and a 52-week loss of 0.80%, closing at $38.42 per share with a market capitalization of $10.099 billion as of September 26, 2025 [2] - Aramark's shares rose 22% in Q2 2025, driven by strong quarterly results and a favorable business outlook, with a year-to-date revenue growth of 9% and strong client retention [3] Company Performance - Aramark's revenue for the fiscal third quarter of 2025 reached $4.6 billion, reflecting a 6% growth, aided by favorable foreign exchange effects [4] - The company is one of the three largest contract caterers globally, benefiting from the trend of institutions outsourcing food service functions to scale operators [3] - Despite significant stock appreciation since purchase, the valuation is considered less compelling, although growth in value per share is expected to continue at an attractive rate [3] Investment Sentiment - Aramark was held by 30 hedge fund portfolios at the end of Q2 2025, an increase from 28 in the previous quarter, indicating growing interest among institutional investors [4] - While Aramark shows potential as an investment, there is a belief that certain AI stocks may offer greater upside potential with less downside risk [4]