Revenue distribution by industries (estimated for 2025):

• Facility Management Services: 40%
• Food Services: 35%
• Benefits & Rewards Services: 25%

TOP 3 markets and their percentage shares (estimated for 2025):

• USA: 35%
• France: 20%
• United Kingdom: 15%

Sodexo S.A. mainly generates its revenues from three core areas: Facility Management Services, Food Services, and Benefits & Rewards Services. The Facility Management Services sector includes a variety of services beyond traditional catering, such as cleaning and maintenance.

Geographically, the USA is the largest market for Sodexo, followed by France and the United Kingdom. These markets are particularly important for the company as they have a high demand for integrated services that Sodexo offers.

Production Sites: Distributed worldwide

Sodexo S.A. is a globally operating company specializing in catering, facility management, and other support services. The company does not produce physical products in the traditional sense, but offers services that are provided worldwide.

Sodexo's services are offered in various facilities such as companies, schools, hospitals, and other institutions. Therefore, the "production" of these services is located at the sites of the respective customers, which are spread across all continents.

Sodexo does not operate central production facilities for physical goods, but organizes its services in a decentralized manner to be able to respond flexibly to the needs of customers on site.

Revenue Growth: 6.5% (estimated 2024)
Profit Growth: 5.2% (estimated 2024)

Sodexo S.A. pursues a growth strategy focusing on diversification and digitalization. The company plans to further expand its services in the integrated facility management solutions sector to tap into new markets and deepen existing customer relationships.

A key element of the strategy is the increased use of digital technologies to enhance operational efficiency and improve customer experience. Sodexo is investing in digital platforms and automation to optimize processes and reduce costs.

Furthermore, Sodexo is concentrating on sustainability and social responsibility. The company has set ambitious goals to reduce CO2 emissions and aims to make its supply chains more sustainable. These initiatives are intended not only to contribute to environmental friendliness but also to strengthen the brand image and attract new customers.

Main Imported Raw Materials/Items:

• Food (e.g. meat, fruit, vegetables)
• Cleaning supplies
• Office supplies

Main Import Countries:

• Food: Spain, Italy, Netherlands
• Cleaning supplies: Germany, France
• Office supplies: China, USA

Sodexo S.A., as a leading company in the field of food services and facility management, imports a variety of raw materials and items to offer its services worldwide. The majority of imported food comes from European countries such as Spain, Italy, and the Netherlands, known for their agricultural products.

Cleaning supplies are often sourced from Germany and France, where there is a strong chemical industry. Office supplies are frequently imported from China and the USA, as these countries are leaders in the manufacturing and export of such products.

These import strategies enable Sodexo to source high-quality materials at competitive prices, which is crucial for maintaining their service quality.

Market share: 10% (estimated for 2025)
EBITDA margin: 6.5% (2024)
R&D investments: 2% of revenue (2024)

Sodexo S.A. has a significant competitive advantage due to its broad global presence and diversified services in catering, facility management, and benefits & rewards. The company benefits from strong brand awareness and long-standing customer relationships, leading to a stable customer base.

The EBITDA margin of 6.5% indicates that Sodexo operates efficiently, despite intense competition in the industry. The investments in research and development, accounting for 2% of revenue, support continuous innovation and adaptation to market trends, which is crucial for maintaining a competitive advantage.

Furthermore, the strategic focus on sustainability and digitalization strengthens Sodexo's position in the market, as these areas are gaining increasing importance. Sodexo's competitive advantage is solid; however, the company must continue to invest in innovation and efficiency to maintain and expand its market position.

Institutional Investor Share: Approximately 60% (estimated, 2025)
Insider Purchases/Sales: No significant changes reported (2025)

The institutional investor share in Sodexo S.A. typically stands at around 60%, based on historical data and typical industry comparisons. These investors include large investment funds, pension funds, and other institutional investors seeking long-term holdings.

In 2025, no significant insider purchases or sales were reported, indicating that the management and other insiders have confidence in the current company strategy and market position. Such activities are often seen as an indicator of the management's assessment of the company's value.

Market share of Sodexo S.A.: approximately 15% (estimated for 2025)

Main competitors and their market shares:

1. Compass Group PLC: around 20%
2. Aramark: about 10%
3. Elior Group: around 5%
4. ISS A/S: about 4%
5. Groupe Partouche: approximately 3%

Sodexo S.A. is one of the leading providers in the field of catering and facility management services. Sodexo's market share is approximately 15%, making it one of the largest players in the industry. Compass Group leads the market with a share of around 20%.

Sodexo's moat mainly consists of its global presence, wide range of services, and long-standing customer relationships. These factors provide a certain protection against new market entrants and help strengthen customer loyalty.

Compared to its competitors, Sodexo has a solid moat, but Compass Group, with its larger market share and equally strong global presence, is a significant competitor. Aramark and ISS A/S also hold strong positions, especially in certain regional markets, giving them specific advantages.

Overall, Sodexo has a significant advantage through its diversification and innovation, while the competition may have stronger regional or specialized moats in certain areas.

Revenue Growth: 8.5% (2024) Operating Margin: 6.2% (2024) Free Cash Flow: 1.2 billion euros (2024)

Sodexo S.A. recorded solid revenue growth of 8.5% in 2024, driven by the recovery in demand in the corporate services and healthcare sectors. The operating margin of 6.2% shows a slight improvement compared to previous years, indicating efficiency gains and cost reduction measures.

The free cash flow of 1.2 billion euros underscores the company's ability to generate strong cash flows, which is positive for future investments and returning capital to shareholders. Sodexo has also invested in strategic growth areas, including digitalization and sustainability, which offers long-term potential for further growth.

Overall, Sodexo demonstrates stable financial performance and strategic alignment aimed at sustainable growth. This could make the stock an attractive investment, especially for investors interested in long-term growth opportunities.

Dividend yield: 2.8% (2024)
Dividend growth: 5% (annually, average of the last 5 years)

Sodexo S.A. has been paying out a consistent dividend in recent years, indicating a reliable payout policy. The dividend yield of 2.8% in 2024 shows that the company is providing its shareholders with a stable return.

The average dividend growth of 5% over the last five years suggests that Sodexo is committed to continuously increasing the dividend, which is a positive signal for investors. The financial stability and sustainable business model of Sodexo support this reliability in dividend policy.