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Research Tree provides access to ongoing research coverage, media content and regulatory news on SODEXO. We currently have 4 research reports from 1 professional analysts.

Market Cap
52 Week
Date Source Announcement
22Mar17 12:41 GNW Sodexo announces changes to the Board committees
13Mar17 14:08 GNW Sodexo joins forces with Xpenditure and iAlbatros to offer streamlined business travel and expense experience
07Mar17 07:41 GNW Sodexo : Sodexo announces changes to the Group Executive Committee
22Feb17 09:00 GNW La Poste and Sodexo extend contract with French Ministry of Defense providing postal services for French armed forces overseas
09Feb17 13:00 GNW Sodexo Reveals Trends Shaping the Global Workplace in 2017
25Jan17 15:00 GNW Sodexo earns highest marks in RobecoSAM's "Sustainability Yearbook" for tenth straight year
12Jan17 06:01 GNW Sodexo: Q1 Fiscal 2017 impacted by expected high comparative base, annual objectives confirmed
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Strong prospects, despite a challenging Brazil and emerging countries

  • 30 Nov 15

Sodexo posted upbeat FY15 results, pointing to an improvement in the operating leverage. The exit from unprofitable contracts, cost-cutting measures and the supportive momentum in North America have contributed to the rise in the EBIT margin (by 40bp to 5.8%). Organic sales came in 2.5% higher yoy, showing a sequential improvement throughout the year (+2.3% in Q1, +2.4% in H1, +2.2% in 9m), while reported sales jumped by +10%, fuelled by FX (+7.3% impact on FY15 sales). On-Site Services grew by 2.2%, on the back of popular integrated services, with a high facilities management component which made up for the slowdown in foodservices volumes. The Corporate Services division was the best performer (+3.9% lfl), boosted by the ramp-up of contracts in the UK which stood out, recording a +12.8% in sales lfl followed by North America (+1.5%, +17.9% reported). The poor trends in Foodservices reflects the pressure from clients which have been seeking to slash costs (headcount reductions, cost-cutting strategy), particularly in Europe (Continental Europe: +0.6% in sales lfl, -0.3% excl. FX). The Benefits & Rewards business performed well (+7.5% lfl in issue volume, +9.5% in sales), in spite of the poor momentum in LatAm. EBIT jumped by 18.3% reportedly (+11.9% excl. FX), backed by North America (+39.4% reported, +18.7% at CER) in particular which benefited from the deployment of standardised one-site contact management methods which helped to mitigate the impact of inflation. The UK & Ireland showed a 42.4% rise in EBIT reported (+28.8% excl. FX), fuelled by several major integrated services contracts which were in the start-up phase in FY14. The several cost-cutting measures announced as part of FY15 figures are expected to generate €200m of cost savings between 2015 and FY18, which should partially offset price pressures from clients. The group announced a €300m share buy-back programme in 2016 (c.2.4% of the share capital).

Poor visibility in Continental Europe and LatAm and flattish North America

  • 08 Jul 15

Sodexo released its 9m consolidated revenues which highlighted a deceleration in the organic trend compared to H1's figure due to the challenging economic environment in Latin America and certain countries in Europe. The group's consolidated revenues delivered 2.2% LFL growth in 9m against +2.4% in H1. On-site Services (OSS, 96% of sales) experienced 1.9% organic growth in sales largely backed by the UK & Ireland (8.6% of On-site Services revenues), which showed acceleration throughout the year (+10% LFL vs +6.1% in Q1 and +8.4% in H1) where facilities management experienced strong demand, followed by the Rest of the World (+3.1%) as well as by the Corporate segment (+3.7% organic growth vs +0.4% and -0.3% for Healthcare & Seniors and Education, respectively). The North American region (39% of On-site Services sales) showed a flattish trend since the beginning of the fiscal 2015 year (+1.4% LFL vs +1.4% in Q1 and +1.5% in H1) despite solid dynamic growth in the corporate segment (+6% LFL), notably in Facilities Management which showed increased volumes. The region has also largely benefited from the strength of the dollar against the euro (+16.5% reported including a +15.4% impact from FX). In Continental Europe (33% of On-site Services sales), trends worsened and the region switched to negative territory although only moderately (-0.2% vs 0% in Q1 and -0.3% in H1 15). However, Latin America has been qualified as experiencing a particularly challenging environment, notably in Brazil and Chile. Benefits and Rewards Services (4.2% of sales but c.28% of group EBIT) delivered +9.1% growth LFL in sales and +14.5% reported, boosted by acquisitions (+3.7% impact on sales). The FY guidance has been maintained with an expected EBIT growth of +10% (excl. FX impact).