September 3, 2025 Barclays Global Consumer Staples Conference 2025 Kevin Hourican CHAIR OF THE BOARD AND CHIEF EXECUTIVE OFFICER 3 Forward-Looking Statements Statements made in this presentation that look forward in time or that express management's beliefs, expectations or hopes are forward-looking statements under the Private Securities Litigation Reform Act of 1995. These statements concern, among other things, our future financial performance and results, business strategy, plans, goals and objectives, ...

Core Insights - Sysco Corporation (SYY) is a leader in the global foodservice industry, enhancing its customer base through digital solutions and retail-style formats [1] - The company's 'Recipe for Growth' strategy focuses on digital transformation, supply-chain strength, customer-centric initiatives, and innovation to expand sales and earnings while maximizing shareholder value [2] - Sysco's acquisitions, including Ready Chef and Campbells Prime Meat, are crucial for enhancing its distribution network and growth prospects [3] Business Strategy - Sysco is implementing cost-cutting measures, simplifying processes, and expanding distribution capacity to improve operational efficiency [4] - The company aims to provide customer-oriented merchandising and marketing solutions to strengthen its leadership in global food distribution [5] Market Performance - Sysco's shares have increased by 5.2% year-to-date, contrasting with a 5.6% decline in the industry [8] - The company trades at a forward price-to-earnings ratio of 17.42X, higher than the industry average of 15.9X [9] Earnings Estimates - The Zacks Consensus Estimate for Sysco's fiscal 2026 and fiscal 2027 earnings per share (EPS) indicates year-over-year growth of 2% and 8.9%, respectively [11] - Current estimates for the upcoming quarters show a slight increase in EPS, with a year-over-year growth estimate of 2.75% for the current quarter [12]

Aramark (ARMK) Q3 2025 Earnings Call August 05, 2025 08:30 AM ET Company ParticipantsFelise Kissell - IR & Corporate DevelopmentJohn Zillmer - Chief Executive OfficerJim Tarangelo - SVP & CFOIan Zaffino - Managing DirectorShlomo Rosenbaum - Managing DirectorAlexander Hess - VP - Equity ResearchNeil Tyler - Partner & DirectorKarl Green - Director - Equity ResearchJaafar Mestari - Executive DirectorFaiza Alwy - MD - US Company ResearchJasper Bibb - VP - Equity ResearchHarold Antor - Senior Equity Research Ass ...

Aramark (ARMK) Q3 2025 Earnings Call August 05, 2025 08:30 AM ET Speaker0Good morning, and welcome to Aramark's Third Quarter Fiscal twenty twenty five Earnings Results Conference Call. My name is Kevin, and I'll be your operator for today's call. At this time, I'd like to inform you that this conference is being recorded for rebroadcast and that all participants are in a listen only mode. We will open the conference call for questions at the conclusion of the company's remarks. I will now turn the call ove ...

This marks a strategic expansion of FHVH's visibility in the $400+ billion U.S. foodservice market, placing its cutting-edge robotics and automation systems in front of thousands of decision-makers from restaurants, institutions, and hospitality operators. In a showcase expected to draw strong industry and investor attention, the company will feature live demonstrations of its AI-enabled kitchen operations and introduce key components of its joint venture, Modern Culinary Systems Inc., outlined in a signed ...

Core Insights - The event "传北韵，耀兴程——2025联合利华饮食策划中餐北方菜系盛典" aims to revitalize the Northern Chinese cuisine and enhance its market presence in the Beijing-Tianjin-Hebei region [1][3] - Industry leaders gathered to discuss the development trends of Northern cuisine, emphasizing the need for cultural heritage to be integrated with modern business practices [3][5] Group 1: Event Overview - The event featured trend sharing and roundtable discussions focusing on the development of the Northern dining market and consumer trends [3] - Discussions included how to transform traditional cuisine into new commercial value and leverage cultural heritage for business advantages [3] Group 2: Industry Perspectives - Experts believe that the historical significance and market potential of Northern cuisine have vast untapped opportunities [5] - There is a consensus that a systematic approach to summarizing and innovating dishes, services, and business models is essential for the longevity of Northern cuisine [5] Group 3: Company Involvement - Unilever Food Solutions, a leading global food service company, has been serving nearly one million restaurant clients in China and operates the largest comprehensive seasoning production base in North Asia located in the Tianjin Free Trade Zone [5]

Industry Overview - The hospitality and food service sectors are increasingly adopting AI-driven service robots to address labor shortages and rising consumer demands, with the hospitality robotics market projected to reach $65.4 billion by 2032 [1] - A report indicates that 76% of hotels are struggling to fill staff roles, prompting many to increase wages and offer flexible work arrangements [2] - The hospitality robotics market is expected to grow at a compound annual growth rate (CAGR) of 17.89% through 2032, highlighting the importance of automation in modern hospitality [3] Company Focus - Nightfood Holdings Inc. is positioning itself as a leader in the hospitality technology space, focusing on AI and strategic acquisitions to enhance hotel operations [4] - The company recently acquired Skytech Automated Solutions Inc., known for its AI-powered service technologies, including the Laundry Helper robot, which is being implemented in various hotel properties [5][6] - Nightfood's acquisition of CarryOutSupplies.com aims to improve operational efficiency and expand its client base, further integrating complementary products and services [7][8] Strategic Partnerships - Nightfood is also pursuing key partnerships to strengthen its leadership in the hospitality robotics sector, including an exclusive partnership with Bear Robotics Inc. to enhance operational efficiency and service delivery [10][12] - This collaboration is seen as a major milestone in redefining the U.S. hospitality industry, starting in Greater Los Angeles with plans for nationwide expansion [11][13] Competitive Landscape - Other notable companies in the robotics space include Amazon.com Inc., which has deployed over 750,000 robots across its operations, and Intuitive Surgical Inc., known for its robotic-assisted surgery systems [15][17] - Richtech Robotics Inc. has opened a new restaurant featuring its AI-driven service robot, while Serve Robotics Inc. is expanding its autonomous delivery services in partnership with Uber Eats [18][19]

Core Insights - Compass Group Canada has been recognized as one of the Best Workplaces in Canada™ for 2025 by the Great Place to Work® Institute, marking the third consecutive year of this honor [1][6] - The company has also been acknowledged for having Most Trusted Executive Teams, achieving this recognition for six consecutive years [2] Company Culture - Compass Group Canada operates under a set of leadership commitments: We Care, We Share, We Dream, We Deliver, which promote a people-first culture [3] - The company emphasizes professional growth, recognition, and associate well-being, offering career development opportunities, mentorship programs, and structured career pathing [4] Employee Recognition and Safety - The company hosts an annual gala to celebrate employee contributions and has enhanced health and dental benefits, retirement programs, and family assistance programs [4] - Safety is a priority, with a commitment to maintaining physically safe workplaces, which has been recognized through multiple awards [7] Inclusion and Diversity - Compass Group Canada has launched a new Inclusion and Belonging strategy to ensure that these values are integrated into all aspects of the business [4] - The company fosters a culture of inclusion where all employees feel welcomed and valued, regardless of their background [7] Company Overview - Compass Group Canada is the leading provider of foodservice and support services in Canada, employing over 25,000 associates across 2,300 locations [8] - The company aims to be the most innovative foodservice provider in Canada, with a commitment to achieving Net Zero GHG by 2050 [8]