Isaac Saulson's questions to Aramark (ARMK) leadership • Q4 2024
Question
Representing Ian Zaffino, Isaac Saulson asked for the main drivers of the strong fiscal 2025 revenue guidance, seeking a breakdown by vertical or geography. He also requested clarification on the impact of the 53rd week in the fiscal year.
Answer
CFO Jim Tarangelo explained the 7.5% to 9.5% organic revenue growth guide includes an approximate 2% benefit from the 53rd week. He detailed the remaining growth as broad-based, comprising 2-3% from pricing, 2-3% from the in-year impact of net new business, and the remainder from volume. CEO John Zillmer clarified the annualized net new business target is 4-5%.