Sign in

    Isaac Saulson

    Director and Senior Equity Research Analyst at Oppenheimer & Co. Inc.

    Isaac Saulson is a Director and Senior Equity Research Analyst at Oppenheimer & Co. Inc., specializing in the coverage of lodging and leisure companies with a keen focus on the hospitality and gaming sectors. He covers major companies such as Marriott International, Hilton Worldwide, Hyatt Hotels, and Las Vegas Sands, and is known for insightful research that helps investors navigate industry trends, though publicly-available performance metrics and ranking data remain limited. Saulson joined Oppenheimer in 2015, bringing previous experience as a Vice President in equity research at Morgan Stanley and as an associate at Goldman Sachs covering the same sectors. He is a FINRA-registered professional holding Series 7, 63, 86, and 87 securities licenses, and is recognized for his in-depth sector expertise and client-focused approach.

    Isaac Saulson's questions to Aramark (ARMK) leadership

    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%.

    Ask Fintool Equity Research AI