Aramark (ARMK) Presents at BofA Securities 2026 Information & Business Services Conference Transcript

SA Transcripts158.94K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Aramark (ARMK) BofA Securities 2026 Information & Business Services Conference March 12, 2026 9:20 AM EDT Company Participants John Zillmer - CEO & Director Conference Call Participants Curtis Nagle - BofA Securities, Research Division Presentation Curtis NagleBofA Securities, Research Division Great. Good morning, everyone. I'm Curtis Nagle. I'm the Senior business and information services analyst here at BofA. Session right now is Aramark. Very pleased to have Chief Executive Officer, John Zillmer. We'll structure this as a fireside. And then if there's time at the end, we'll field any questions. Welcome, John. Thank you very much for joining. John ZillmerCEO & Director Great to be here. Question-and-Answer Session Curtis NagleBofA Securities, Research Division So -- yes, I think maybe starting from the top. So exit last year in a record gross new business, record wins going into '26, right, some very large contracts, Penn and then RWJBarnabas. In terms of perhaps any structural changes in your go-to-market or anything else, what's been the driving this really impressive increase in win rate? Is it more on the client end? What's driving, I guess, them to choose Aramark over whoever? John ZillmerCEO & Director Yes. First of all, I would say, strategically, it's really a result of a focus on the growth of the enterprise over the last several years. We've invested significant resources and leadership, in sales management and we've created a new growth culture in the organization that is just hyper-focused on results. We've aligned compensation structures in a way that really incent the entire team to focus on growth, not only new accounts, but the net new retention of the business. So culturally, we've really shifted the organization dramatically over the last several years, and that's led to these multiple years of record results that we're so excited about and that we continue to be very focused