Aramark (ARMK)

Aramark (ARMK) is a global leader in food service, facilities management, and uniform services. Led by CEO John Zillmer, Aramark’s mission is to "Deliver experiences that enrich and nourish lives" through its "Be Well. Do Well." sustainability and operational excellence framework. The company holds a strategic industry position as a primary partner for education, healthcare, and sports venues globally. By late 2025, ARMK stock has benefited from a record $1.6 billion in annualized gross new business wins, making it a primary play on the "Workforce Engagement" and "Hospitality Recovery" themes. Its vision is to be the most efficient and sustainable food service provider in the world by 2030.

The business operations of Aramark revolve around its Food and Facilities segment and its specialized Uniform segment. The core growth driver in 2025 has been the "Strategic Supply Chain Management," where the company achieved a 4.4% operating margin by centralizing purchasing and reducing food waste. In fiscal 2025, ARMK reported total revenue of $17.87 billion and a client retention rate above 95%. The 2026 strategic roadmap focuses on "The Vegan and Vegetarian Transition," aiming to reduce GHG emissions by 25% through plant-forward menu engineering. By utilizing its "Economies of Scale Moat"—which allows it to offer lower per-meal costs to large universities and hospitals—Aramark maintains a significant competitive edge. This "Operational Leverage" is a primary driver for the ARMK stock price. The company’s move into "Digital Fan Experiences" in stadiums has also captured a significant share of the leisure market, providing a high-growth revenue stream for ARMK stock investors.