Report
Johanna Jourdain ...
  • Matthias Desmarais

Sodexo : What to expect from a new CEO? And a potential activist?

>Missions of the next CEO: focus on the group’s health and education activities in North America and on the Benefits & Rewards strategy - Following the departure of Denis Machuel at the end of September, we identify two areas for improvement that the next CEO at Sodexo will have to address: 1/ the health and education segments in North America (c.30% of total sales), which are underperforming the market since 2018 whilst these are buoyant segments, still relatively un...
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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