Valens Equity Weekly Insights and Inflections for June 7, 2022

June 7, 2022

  • Aramark (ARMK) managed to survive during the pandemic, and now it has an opportunity to further consolidate the $900 billion food, facilities, and uniform management industry. Uniform Accounting highlights that the market is not pricing in this recovery. Considering management’s strong execution and alignment to continue executing, equity upside is warranted
  • Prior to the pandemic, Aramark was consistently among the top players in the food, facilities, and uniform management industry. While the pandemic was a tough time, Aramark was able to maintain most of its contracts, and coming out of the pandemic, a lot of the $900 billion industry that was locked up by either in-house operations or small players that were knocked out by the pandemic
  • Aramark’s management is closely aligned to focus on operating income, revenue growth, free cash flow, and ROIC, which should incentivize management
  • Management confidence on the Q1 earnings call around their growth prospects and strategic partnerships highlight that the recovery seems to be progressing

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