After a selective year for new coverage, today we introduce another opportunity: Sodexo S.A. ( OTCPK:SDXOF ). The company operates worldwide in contract catering, facilities management, and benefits and rewards. Over time, it has shifted to an integrated, multi-service model, with broader facility services nowBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISC ...

Group 1 - Aramark is set to announce its Q3 2025 earnings on August 5, 2025, with analysts predicting adjusted earnings of $0.40 per share and revenue of $4.66 billion, reflecting a 29% increase in earnings and a 6% rise in sales year-over-year [2] - In Q2 2025, Aramark reported a 2% increase in revenue to $4.28 billion and achieved 3% organic growth, with operating income rising 9% to $174 million and adjusted EPS increasing 22% to $0.34 [3] - The company has a market capitalization of $11 billion and reported total revenue of $18 billion over the past twelve months, with operating profits of $772 million and net income of $348 million [4] Group 2 - Historical data shows that Aramark's stock has a 50% probability of moving up or down after earnings announcements, with an average one-day increase of 3.5% and a maximum gain of 10% [2][7] - Over the last five years, there have been 20 documented earnings data points for Aramark, resulting in 10 positive and 10 negative one-day returns, maintaining a consistent 50% rate of positive returns [7] - The company reiterated its full-year guidance, expecting organic revenue growth of 7.5%–9.5% and adjusted EPS growth of 23%–28% [3]