Report
Johanna Jourdain ...
  • Matthias Desmarais

Sodexo : Investor Day on 6 September: 3 questions on the menu

>How does the group plan to revitalise organic growth? - In our view, the central question concerns the benefits of the recent reorganisation by segment, instead of by region. Sodexo is nevertheless underperforming its main rivals, particularly in North America. For several years, Sodexo has been attempting to resume strong revenue momentum and to continue improving its customer retention rate. We think this is likely to undermine its strategic focus on facilities man...
Underlying
Sodexo SA

Sodexo is a services company which partners with companies, institutions and local authorities. Co. designs, manages and delivers Quality of Life services. Co.'s offers are: On-Site Service Solutions (Co.'s services are: Corporate, Defense, Justice Services, Remote sites, Health Care, Seniors, Education and Sports and Leisure), Benefits and Rewards Services Solutions (Co.'s offers focus on the following services: recruit and retain employees and increase their motivation; mobilize teams around quantitative or qualitative objectives; ensure delivery of Public Benefits), and Personal and Home Services (services in childcare; tutoring and adult education; concierge services and senior care).

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Johanna Jourdain

Matthias Desmarais

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Matthias Desmarais
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