Lissie [Analyst]'s questions to Aramark (ARMK) leadership • Q1 2025
Question
An analyst identified as Lissie asked for more detail on the cadence of the expected acceleration to double-digit growth in the second half of the year and questioned the outlook for fiscal 2026 organic growth after lapping the 53rd week.
Answer
CFO James Tarangelo explained that the second-half growth acceleration is driven by lapping facility exits, onboarding new business, and the 53rd week, which adds about 4% in H2. He noted that the underlying run rate for fiscal 2026 aligns with their 5% to 8% organic growth model. CEO John Zillmer reiterated confidence based on strong new account sales and high retention levels.