Revenue Summary - Total consolidated revenues for Q1 Fiscal 2026 amounted to 6.3 billion euros, reflecting an organic revenue growth of +1.8% compared to Q1 Fiscal 2025 [7][14] - The revenue growth was negatively impacted by a currency effect of -4.0%, primarily due to the depreciation of the U.S. dollar against the euro [7][22] - By region, North America experienced a decline in organic growth of -1.5%, Europe saw an increase of +2.4%, and the Rest of the World achieved a significant growth of +10.2% [7][15] Regional Performance - In North America, revenues totaled 2.9 billion euros, with notable declines in Business & Administration (-7.6%) and Education (-3.6%), while Healthcare & Seniors grew by +4.4% [16] - Europe generated 2.3 billion euros in revenue, with Business & Administration growing by +2.8% and Healthcare & Seniors by +5.4%, despite a decline in Sodexo Live! [19] - The Rest of the World reported revenues of 1.1 billion euros, driven by strong performances in Australia, India, Brazil, and Chile, with Business & Administration growing by +9.6% [20] Operational Priorities and Outlook - The company aims to enhance client centricity, invest in personnel, and improve operational efficiency as part of its strategic priorities [4][11] - Fiscal 2026 guidance remains unchanged, with organic revenue growth expected between +1.5% and +2.5%, and a slight decrease in underlying operating profit margin compared to Fiscal 2025 [6][11] - Planned investments in technology and targeted initiatives in U.S. Education are underway to support medium-term performance [8][11] Leadership and Sustainability - Thierry Delaporte, the new CEO, has taken direct leadership of North America to drive performance in the region [11] - Sodexo has been recognized on CDP's A-List for climate performance, highlighting its commitment to sustainability and transparency [11][13]

Issy-les-Moulineaux, December 16, 2025 Sodexo's Annual Shareholders Meeting was held on Tuesday, December 16, 2025 at the Seine Musicale auditorium in Boulogne-Billancourt, chaired by Sophie Bellon, Chairwoman of the Board of Directors. Quorum was established at 87.28%, and 3,298 shareholders were present, represented or voted by correspondence. All the resolutions proposed by the Board of Directors were adopted, notably:• the adoption of the financial statements for Fiscal 2025;• the dividend of €2.70 per ...

Core Points - Sodexo reported a total of 147,454,887 shares as of November 30, 2025, with actual voting rights amounting to 216,069,600 and theoretical voting rights at 218,275,367 [1][2] - The company is recognized as a leader in Food and Services, focusing on improving everyday experiences and contributing to social and environmental progress [3] - As of fiscal 2025, Sodexo achieved consolidated revenues of 24.1 billion euros and has a market capitalization of 8.3 billion euros as of October 22, 2025 [5] Company Overview - Founded in 1966 in Marseille by Pierre Bellon, Sodexo is characterized by its independence and responsible business model [3] - The company operates in 43 countries and serves 80 million consumers daily, employing 426,000 individuals as of August 31, 2025 [5] - Sodexo is included in several indices, such as CAC Next 20, CAC SBT 1.5, FTSE 4 Good, and DJSI [3]

Core Points - The Combined Shareholders Meeting of Sodexo is scheduled for December 16, 2025, at 3:30 pm Paris time [1] - The Preliminary Notice of Meeting was published on October 31, 2025, detailing the agenda and proposed resolutions [2] - The official Notice of Meeting will be published on November 28, 2025 [3] Company Overview - Sodexo, founded in 1966, is a leader in Food and Services, focusing on improving everyday experiences [6] - The company operates with a responsible business model and aims to enhance the quality of life for employees and consumers [6] - Sodexo is included in various indices such as CAC Next 20, CAC SBT 1.5, FTSE 4 Good, and DJSI [6] Key Figures - For Fiscal 2025, Sodexo reported consolidated revenues of 24.1 billion euros [9] - The company employs 426,000 individuals as of August 31, 2025 [9] - Sodexo serves 80 million consumers daily across 43 countries [9] - As of October 22, 2025, the market capitalization of Sodexo is 8.3 billion euros [9]

Core Insights - Sodexo has conducted share buyback transactions from November 17, 2025, to November 21, 2025, as part of its authorized share buyback program [1] - The total volume of shares purchased during this period was 215,771 shares, with a weighted average purchase price of €46.5336 [1] Company Overview - Founded in 1966 in Marseille by Pierre Bellon, Sodexo is a leader in Food and Services, focusing on improving everyday experiences across various sectors [2] - The company emphasizes its independence, family shareholding, and responsible business model, aiming to enhance the quality of life for employees and the communities it serves [2] Key Figures - For fiscal 2025, Sodexo reported consolidated revenues of €24.1 billion [5] - As of August 31, 2025, the company employed 426,000 people and served 80 million consumers daily [5] - Sodexo is recognized as the second-largest private employer in France and has a market capitalization of €8.3 billion as of October 22, 2025 [5]

Core Points - The article provides a monthly disclosure of share capital and voting rights for Sodexo as of October 31, 2025, detailing the total number of shares and voting rights [1][2][4] - Sodexo is a leader in Food and Services, founded in 1966, with a focus on improving everyday experiences and contributing to social and environmental progress [3][5] Share Capital and Voting Rights - As of October 31, 2025, Sodexo has a total of 147,454,887 shares, with actual voting rights amounting to 216,925,069 and theoretical voting rights at 218,448,801 [1] - Actual voting rights exclude treasury shares and registered shares held for more than four years, which have double voting rights [1][2] Company Overview - Sodexo operates in 43 countries, serving 80 million consumers daily, and employs 426,000 individuals as of August 31, 2025 [5] - The company reported consolidated revenues of 24.1 billion euros for fiscal 2025 and has a market capitalization of 8.3 billion euros as of October 22, 2025 [5]

Summary of Sodexo Conference Call Company Overview - **Company**: Sodexo S.A. - **Industry**: Food and services Key Points and Arguments 1. **CEO Appointment**: Thierry Delaporte has been appointed as the new CEO of Sodexo, effective November 10, 2025, marking a significant governance change for the company [3][4][10] 2. **Transformation Journey**: The company has completed a deep transformation to reposition itself as a pure-play food and services company, entering a new phase focused on commercial acceleration and operational execution [3][4] 3. **Market Position**: Sodexo operates in a dynamic and expanding market, with a resilient business model that benefits from recurring demand and strong cash flows [4] 4. **Performance Expectations**: Current performance is below expectations, indicating a need for a new leadership approach to unlock the company's full potential [4][10] 5. **Leadership Transition**: Sophie Bellon will transition to a non-executive chairwoman role, working closely with Delaporte to ensure a smooth transition [4][10] 6. **Selection Process**: The board conducted a thorough search for the new CEO, focusing on candidates with experience in leading publicly listed companies in international environments, particularly in the U.S. market [6][8] 7. **Delaporte's Background**: Delaporte has over a decade of experience in the U.S. and has led significant transformations at Capgemini and Wipro, increasing revenue and market capitalization [8][20][33] 8. **Focus on B2B Services**: Delaporte's strong B2B services background and client-centric mindset are seen as valuable assets for Sodexo's future [8][9] 9. **Operational Goals**: The new CEO is expected to conduct a thorough review of the business, with a focus on improving margins and operational execution [12][14][43] 10. **M&A Strategy**: There is a renewed focus on mergers and acquisitions (M&A) to increase market share, particularly in the U.S. [34][35] Additional Important Content 1. **Financial Guidance**: The company is currently in a quiet period and cannot provide guidance on fiscal 2025 or 2026 results until the next earnings call on October 23 [12][13] 2. **Geographical Focus**: Delaporte will be based in Paris but will also have a home in the U.S., indicating a focus on both markets [45] 3. **Cultural Fit**: Delaporte embodies the values of humanity, openness, and responsibility that are central to Sodexo's culture [9] 4. **Future Ambitions**: The board aims to strengthen market share and mobilize the right leadership team to accelerate commercial momentum [43][44] 5. **Governance Structure**: The board is committed to ensuring that Delaporte has the necessary support to implement his strategies effectively [38][39] This summary captures the essential points discussed during the conference call, highlighting the strategic direction and leadership changes at Sodexo.