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Held by 120 of 2,417 reporting institutions (91th percentile) — extremely crowded.
Data as of Q3 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Ranked against 27 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-09-30.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MCD | $182.1B | 21.5× | 17.3× | 6.8× | 3.7% | — | 31.9% | -478% | 22.0% | 3.1× | 1,221 |
| YUM | $42.2B | 27.9× | 14.9× | 5.1× | 8.8% | 69.8% | 19.0% | -21.3% | -21.4% | -0.2× | 409 |
| CMG | $39.7B | 27.4× | 17.1× | 3.3× | 5.4% | — | 12.9% | 54.3% | 54.3% | -0.1× | 337 |
| QSR | $25.5B | 31.1× | 16.1× | 2.7× | 12.2% | — | 11.4% | 29.6% | 6.4% | 5.5× | 136 |
| DRI | $24.9B | 21.2× | 12.6× | 1.9× | 9.4% | 20.3% | 9.1% | 54.7% | 26.6% | 1.0× | 315 |
| YUMC | $15.2B | 18.0× | 8.5× | 1.3× | 4.4% | — | 7.9% | 17.3% | 17.2% | -0.3× | 149 |
| ARMK | $14.7B | 45.9× | 15.4× | 0.8× | 6.4% | — | 1.8% | 10.4% | 3.8% | 3.8× | 120 |
| TXRH | $12.0B | 30.0× | 17.4× | 2.0× | 9.4% | — | 7.0% | 28.4% | 28.4% | -0.2× | 132 |
| EAT | $9.2B | 20.2× | 10.9× | 1.6× | 7.9% | — | 8.4% | 110% | 110% | -0.1× | 110 |
| CAVA | $6.9B | 109.7× | 51.4× | 5.9× | 22.4% | — | 5.4% | 8.2% | 8.2% | -2.2× | 98 |
| CAKE | $5.6B | 37.0× | 20.4× | 1.5× | 4.7% | — | 4.0% | 34.0% | 13.9% | 1.4× | 76 |
| WING | $3.9B | 23.4× | 24.2× | 5.6× | 11.4% | — | 25.0% | -23.7% | 36.9% | 5.0× | 73 |
| CBRL | $1.6B | 51.8× | 17.4× | 0.5× | -4.7% | 69.1% | 1.0% | 6.6% | 3.9% | 2.7× | 48 |
| ARCO | $1.5B | 6.8× | 4.2× | 0.3× | 4.7% | 98.1% | 4.5% | 27.5% | 11.1% | 1.4× | 25 |
| BJRI | $1.3B | 29.3× | 11.4× | 1.0× | 3.1% | 74.7% | 3.5% | 13.3% | 10.8% | 0.5× | 31 |
| BH | $1.2B | — | 20.5× | 3.1× | 9.2% | 59.2% | -9.5% | -7.2% | -4.9% | -0.4× | 13 |
| BLMN | $915M | 106.9× | 7.7× | 0.2× | 0.1% | 70.2% | 0.2% | 2.5% | 0.7% | 3.4× | 35 |
| FWRG | $772M | 40.4× | 11.0× | 0.6× | 20.3% | — | 1.6% | 3.1% | 2.1% | 2.8× | 32 |
| PZZA | $619M | 20.9× | 7.2× | 0.3× | -0.3% | — | 1.5% | -6.9% | 11.3% | 3.8× | 47 |
| LOCO | $468M | 17.1× | 8.8× | 0.9× | 3.6% | — | 5.4% | 9.1% | 7.7% | 0.8× | 23 |
| DIN | $445M | 31.7× | — | 0.5× | 8.2% | 40.9% | 1.9% | -6.2% | 1.9% | — | 26 |
| KRUS | $424M | — | 40.6× | 1.5× | 18.9% | — | -0.7% | -0.8% | -0.8% | -5.1× | 16 |
| NATH | $418M | 21.0× | 14.2× | 2.6× | 9.4% | 34.3% | 12.4% | -141% | 59.0% | 0.8× | 22 |
| PTLO | $360M | 18.4× | 9.4× | 0.5× | 3.0% | — | 2.6% | 4.1% | 2.4% | 4.5× | 33 |
| PLAY | $283M | — | 4.9× | 0.1× | -1.4% | 85.7% | -2.3% | -53.4% | -3.0% | 4.1× | 20 |
Peers = companies sharing ARMK's sector (Retail-Eating Places) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Solve the discounted cash flow backwards, then stress-test the assumptions.
Average free cash flow across the last 1 positive fiscal year (FY2023). Smooths the cycle. Stock compensation is NOT charged — it is added back inside operating cash flow.
To be worth $53.96 today, the market must believe free cash flow compounds 16.7%/yr for a decade (off $382.9M on the 3-yr avg basis).
On the basis ($306.6M) the requirement is 19.6%/yr. Shares issued to employees are added back in operating cash flow, so this basis treats them as free.
Default is 8.6% — this company's computed cost of capital (computed WACC), the same rate the Analysis tab discounts at.
2-stage DCF · 0.26B shares (market data) · net debt $4.77B
mean -9.6% · volatility σ 73% · implied rate exceeded in 2/6 yrs
Central path = implied 16.7%/yr growth; shaded band = ±1σ (73%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
What the company returns to shareholders — and whether it's covered by cash.
Free-cash-flow coverage unavailable. Last year: $110.8M dividends + $169.8M buybacks = $280.6M returned.
1 consecutive years of dividend increases · 1%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Modest payoff on reinvested capital. Current ROIC on all capital: 4%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $639.1M covers the $34.7M due within a year 18.4× over. Scheduled principal only (excludes interest & revolver draws). As of 2025-10-03 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~6.7% on $5.41B of debt.
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-10-30
How a revenue dollar becomes profit — FY2026
Dividends and buybacks are cash paid out, shown here against the same year's profit for scale — not funded from it.
Each value shows its share of revenue below it (common-size).
| Line Item | FY2026 | FY2024 | FY2023 | FY2022 | FY2022 | FY2021 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $18.51B 100.0% | $17.40B 100.0% | $16.08B 100.0% | $13.69B 100.0% | $12.10B 100.0% | $12.83B 100.0% | $16.23B 100.0% | $15.79B 100.0% | $14.60B 100.0% | $14.42B 100.0% |
| Cost of Revenue | — | — | — | $14.77B 107.9% | $11.01B 91.0% | $11.99B 93.5% | $15.34B 94.5% | $14.97B 94.8% | $13.80B 94.5% | $13.67B 94.8% |
| Cost of Services | — | — | — | — | — | — | — | — | $14.08B 96.4% | $13.98B 97.0% |
| Selling, General & Admin | $278.4M 1.5% | $283.6M 1.6% | $273.7M 1.7% | $258.4M 1.9% | $346.7M 2.9% | $307.0M 2.4% | $367.3M 2.3% | $377.1M 2.4% | $299.2M 2.0% | $283.3M 2.0% |
| Total Operating Expenses | $17.71B 95.7% | $16.69B 95.9% | $15.46B 96.1% | $13.27B 97.0% | $11.90B 98.4% | $13.09B 102.1% | $15.34B 94.5% | $14.97B 94.8% | $14.08B 96.4% | $13.98B 97.0% |
| Operating Income | $791.8M 4.3% | $706.5M 4.1% | $625.0M 3.9% | $415.4M 3.0% | $191.4M 1.6% | -$264.9M -2.1% | $891.2M 5.5% | $818.4M 5.2% | $801.6M 5.5% | $746.3M 5.2% |
| Interest Expense | $364.4M 2.0% | $389.2M 2.2% | $441.3M 2.7% | $381.5M 2.8% | $413.7M 3.4% | $389.4M 3.0% | $352.8M 2.2% | $353.0M 2.2% | $286.0M 2.0% | $315.2M 2.2% |
| Interest & Investment Income | $22.5M 0.1% | $22.5M 0.1% | $29.8M 0.2% | $16.7M 0.1% | $15.3M 0.1% | $15.0M 0.1% | $29.0M 0.2% | $17.0M 0.1% | $12.4M 0.1% | $5.3M 0.0% |
| Pretax Income | $430.5M 2.3% | $364.9M 2.1% | $563.5M 3.5% | $47.2M 0.3% | -$132.9M -1.1% | -$647.7M -5.0% | $556.2M 3.4% | $471.9M 3.0% | $520.6M 3.6% | $430.9M 3.0% |
| Income Tax Expense | $103.6M 0.6% | $103.0M 0.6% | $116.4M 0.7% | $8.4M 0.1% | -$40.6M -0.3% | -$186.3M -1.5% | $107.7M 0.7% | -$96.6M -0.6% | $146.5M 1.0% | $142.7M 1.0% |
| Net Income | $326.4M 1.8% | $262.5M 1.5% | $674.1M 4.2% | $194.5M 1.4% | -$90.8M -0.8% | -$461.5M -3.6% | $448.5M 2.8% | $567.9M 3.6% | $373.9M 2.6% | $287.8M 2.0% |
| Per Share | ||||||||||
| EPS (Basic) | $1.24 | $1.00 | $2.59 | $0.76 | -$0.36 | — | — | — | — | — |
| EPS (Diluted) | $1.22 | $0.99 | $2.57 | $0.75 | -$0.36 | — | — | — | — | — |
| Weighted Avg Shares (Basic) | 263.9M | 263.0M | 260.6M | 257.3M | 254.7M | 251.8M | 246.9M | 245.8M | 244.5M | 242.3M |
| Weighted Avg Shares (Diluted) | 267.3M | 266.2M | 262.6M | 259.1M | 254.7M | 251.8M | 252.0M | 253.4M | 251.6M | 248.8M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
EOD close · as of 2026-10-30
Where each multiple sits in its own 12-yr range · 94th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 12-yr history.
Is the profit real, and how strong is the balance sheet?
FY2026 · every deduction from revenue to net income
DuPont — the three levers
ROE 10% against ROIC 4% — 7% of the return on equity comes from leverage and buybacks rather than from the operating business.
What the company owes vs. what it holds
This shows debt/cash structure and net leverage. The year-by-year maturity schedule is on the Debt & Leverage tab.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 1.9× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2021 | FY2022 | FY2022 | FY2023 | FY2024 | FY2026 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | 94.8 | 94.5 | 93.5 | 91.0 | 107.9 | — | — | — |
| SG&A | 2.4 | 2.3 | 2.4 | 2.9 | 1.9 | 1.7 | 1.6 | 1.5 |
| Operating Income | 5.2 | 5.5 | -2.1 | 1.6 | 3.0 | 3.9 | 4.1 | 4.3 |
| Income Tax | -0.6 | 0.7 | -1.5 | -0.3 | 0.1 | 0.7 | 0.6 | 0.6 |
| Net Income | 3.6 | 2.8 | -3.6 | -0.8 | 1.4 | 4.2 | 1.5 | 1.8 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on ARMK: price, valuation and headline fundamentals from SEC filings. The four questions at the top of the page are where the judgements live.
Earns -2.26pts against its cost of capital — capital is being consumed, not created.
| Period | ROIC | Cost of capital | Spread |
|---|---|---|---|
| FY2019 | 19.9% | 8.6% (today's — no rate published for this year) | 11.3pts |
| FY2021 | -2.0% | 8.6% (today's — no rate published for this year) | -10.6pts |
| FY2022 | 1.4% | 9.4% | -8.0pts |
| FY2022 | 2.9% | 9.4% | -6.5pts |
| FY2023 | 5.2% | 10.2% | -5.0pts |
| FY2024 | 6.5% | 8.5% | -2.0pts |
| FY2026 | 7.0% | 8.6% (today's — no rate published for this year) | -1.6pts |
| Now | 3.8% | 8.6% | -4.8pts |
| Fiscal year | Gross margin | Operating margin | Net margin |
|---|---|---|---|
| FY2016 | 5.2% | 5.2% | 2.0% |
| FY2017 | 5.5% | 5.5% | 2.6% |
| FY2018 | 5.2% | 5.2% | 3.6% |
| FY2019 | 5.5% | 5.5% | 2.8% |
| FY2021 | 6.5% | -2.1% | -3.6% |
| FY2022 | 9.0% | 1.6% | -0.8% |
| FY2022 | -7.9% | 3.0% | 1.4% |
| FY2023 | not reported | 3.9% | 4.2% |
| FY2024 | not reported | 4.1% | 1.5% |
| FY2026 | not reported | 4.3% | 1.8% |
Leverage and buybacks account for 7 points of the 10% return on equity in FY2026. The business earns 4% on the capital it employs; the rest is balance sheet.
ROE is on average equity; ROIC is NOPAT over average invested capital (debt plus equity less excess cash). The gap is not a single adjustment.
$5.0B of goodwill — 53% of invested capital. The gap is what was paid above the fair value of what was bought; it is real capital shareholders provided, so neither bar is the whole answer. With goodwill over half the base, the ex-goodwill figure divides by a small remainder and moves sharply — read it as a direction, not a precise rate.
ROIC ex-goodwill is 13.48% against 6.35% reported — the return is earned on a capital base inflated by what was paid for acquisitions, not by the operating business alone.
Converts 1.20x of reported profit into free cash flow over 3 years, with accruals negative.
Shares outstanding are up 6% since FY2019 — per-share cash flow has grown more slowly than the totals above, and the gap is the owners'.
Stressed coverage of 1.5x sits between comfortable and thin.
| EBITDA decline | Interest coverage |
|---|---|
| 0% | 2.17x |
| 5% | 2.06x |
| 10% | 1.96x |
| 15% | 1.85x |
| 20% | 1.74x |
| 25% | 1.63x |
| 30% | 1.52x |
| 35% | 1.41x |
| 40% | 1.30x |
| 45% | 1.20x |
| 50% | 1.09x |
| 55% | 0.98x |
| 60% | 0.87x |
Ladder as of 2025-10-03 (10-K); cash from the 2025-10-03 balance sheet; FCF from FY2026.
Balance sheet at 2025-10-03. Undrawn revolving credit is not shown: the tag is collected but not yet mapped through to the API.
Net debt is 4.0x EBITDA, so coverage today depends on earnings holding up rather than on the balance sheet.
At $56.02, free cash flow must compound 17.24%/yr for 10 years. It has done -5.55%/yr over 4 years, though across a reporting-basis change.
| Fiscal year | FCF growth | Price requires |
|---|---|---|
| FY2021 | −150.3% | 17.2% |
| FY2022 | 53.5% | 17.2% |
| FY2023 | 0.1% | 17.2% |
The percentile ranks the FISCAL-YEAR point, because the distribution behind each strip is built from fiscal-year closes — ranking a TTM figure inside it would compare two different bases. TTM basis: TTM.
The achieved growth rate spans a reporting-basis change in FY2022, so part of it measures the restatement rather than the business.
| Fiscal year | Revenue growth | Receivables growth | Gap |
|---|---|---|---|
| FY2021 | -20.9% | not reported | not reported |
| FY2022 | -5.7% | not reported | not reported |
| FY2022 | 13.2% | not reported | not reported |
| FY2023 | 17.5% | not reported | not reported |
| FY2024 | 8.2% | not reported | not reported |
| FY2026 | 6.3% | not reported | not reported |
| Fiscal year | Accruals / assets |
|---|---|
| FY2019 | -3.9 percent |
| FY2021 | -4.1 percent |
| FY2022 | -5.2 percent |
| FY2022 | -3.3 percent |
| FY2023 | -0.6 percent |
| FY2024 | not reported |
| FY2026 | not reported |
Below the line, the asset base is being consumed faster than it is replaced.
Depreciation here includes amortisation of acquired intangibles — goodwill written down over time, customer lists, acquired technology. Capex does not replace those and is not meant to, so an acquisitive or asset-light company sits below 1.0 permanently and correctly. The signal is cleanest for capital-intensive businesses, where the two measure the same physical base. For that reason this informs the earnings-quality verdict but never caps it.
Last reported position per insider, carried forward. Steps can be a holding disclosed for the first time rather than a trade.
| Date | Insider | What it was | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-09 | Creed Greg Director | Grant | 614 | $54.94 | $34k |
| 2026-10-09 | Dreiling Richard W Director | Grant | 500 | $54.94 | $27k |
| 2026-10-02 | Tarangelo James J. EVP and CFO | Tax withholding | 1,675 | $54.59 | $91k |
| 2026-10-02 | Harrington Lauren A EVP and General Counsel | Tax withholding |
Every row is classified by what it MEANT, not by its SEC code. A code is not a meaning: code P (“purchase”) also covers dividend reinvestment and employee stock purchase plans, and code S (“sale”) also covers 10b5-1 plan sales scheduled months earlier and option exercises sold the same day.
Across 30 days of all filings, $5.08bn of insider selling contained $3.50bn of plan sales and $0.46bn of exercise-and-sell. Only 29% was discretionary. Reading an unclassified feed badly overstates how much insiders decided.
Buys and sales are counted separately and never netted. They are different decisions by different people; a company where one officer bought while another sold is not “neutral”.
The holding line carries each insider's last reported position forward, so it shows the total held rather than a sawtooth of whoever traded that day. It covers only insiders who filed in the window.
“Filed late” counts calendar days past the two-business-day deadline with five days' grace, so a Thursday or Friday trade crossing a weekend is never flagged. It describes the company's filing discipline, not the trade.
Insider activity is descriptive. Nothing here is investment advice.
SBC is added back inside operating cash flow, so reported free cash flow treats shares issued to employees as free. Percent of revenue says how expensive the payroll is; percent of operating cash flow says how much of the cash exists only because the charge was added back. The buyback offset is buybacks over SBC — below 1.0 the repurchase does not cover the shares issued.
Figures are the latest fiscal year (FY2026) from the company's own filings, not a trailing-twelve-month window — Q2 reads fiscal years throughout so the cash-conversion ratios and these share one basis. A blank is a line the filer did not report; it is never read as zero.
| 10,220 |
| $54.59 |
| $558k |
| 2026-10-02 | Schilling Christopher T. SVP, Controller and CAO | Tax withholding | 1,190 | $54.59 | $65k |
| 2026-10-02 | 2 co-filers EVP & Chief HR Officer | Tax withholding | 1,767 | $54.59 | $96k |
| 2026-10-02 | Bruno Marc A COO, U.S. Food & Facilities | Tax withholding | 13,620 | $54.59 | $744k |
| 2026-10-02 | Zillmer John J Chief Executive Officer | Tax withholding | 67,219 | $54.59 | $3.7m |
| 2026-10-02 | 2 co-filers EVP & Chief HR Officer | Tax withholding | 7,405 | $54.59 | $404k |
| 2026-09-09 | Heller Bridgette P Director | Grant | 76 | $0.00 | $0 |
| 2026-09-09 | Keverian Kenneth M Director | Grant | 61 | $0.00 | $0 |
| 2026-09-09 | King Karen Marie Director | Grant | 24 | $0.00 | $0 |
| 2026-09-09 | Lopez Patricia E Director | Grant | 61 | $0.00 | $0 |
| 2026-09-09 | Sadove Stephen I Director | Grant | 188 | $0.00 | $0 |
| 2026-09-09 | Wills Kevin Director | Grant | 35 | $0.00 | $0 |
| 2026-09-09 | Zillmer John J Chief Executive Officer | Grant | 918 | $0.00 | $0 |
| 2026-09-09 | Cameron Susan M. Director | Grant | 102 | $0.00 | $0 |
| 2026-09-09 | Charpentier Abigail EVP & Chief HR Officer | Grant | 97 | $0.00 | $0 |
| 2026-09-09 | Schilling Christopher T. SVP, Controller and CAO | Grant | 33 | $0.00 | $0 |
| 2026-09-09 | Harrington Lauren A EVP and General Counsel | Grant | 104 | $0.00 | $0 |
| 2026-09-09 | Bruno Marc A COO, U.S. Food & Facilities | Grant | 282 | $0.00 | $0 |
| 2026-09-09 | Tarangelo James J. EVP and CFO | Grant | 62 | $0.00 | $0 |
| 2026-09-09 | Delghiaccio Brian M Director | Grant | 35 | $0.00 | $0 |
| 2026-09-09 | Creed Greg Director | Grant | 144 | $0.00 | $0 |
| 2026-09-09 | Dreiling Richard W Director | Grant | 31 | $0.00 | $0 |
| 2026-09-03 | 3 co-filers EVP and CFO | Option exercise | 8,852 | $24.58 | $218k |
| 2026-09-03 | 3 co-filers EVP and CFO | Tax withholding | 6,048 | $56.81 | $344k |
| 2026-09-03 | 3 co-filers EVP and CFO | Option exercise | 8,852 | $0.00 | — |
| 2026-08-13 | 9 co-filers COO, U.S. Food & Facilities | Option exercise | 78,689 | $24.58 | $1.9m |
| 2026-08-13 | 9 co-filers COO, U.S. Food & Facilities | Option exercise | 57,060 | $29.38 | $1.7m |
| 2026-08-13 | 9 co-filers COO, U.S. Food & Facilities | Option exercise | 74,653 | $26.50 | $2.0m |
| 2026-08-13 | 9 co-filers COO, U.S. Food & Facilities | Tax withholding | 139,768 | $60.35 | $8.4m |
| 2026-08-13 | 9 co-filers COO, U.S. Food & Facilities | Exercise & sell | 55,245 | $60.92 | $3.4m |
| 2026-08-13 | 9 co-filers COO, U.S. Food & Facilities | Exercise & sell | 15,389 | $61.42 | $945k |
| 2026-08-13 | 9 co-filers COO, U.S. Food & Facilities | Option exercise | 78,689 | $0.00 | — |
| 2026-08-13 | 9 co-filers COO, U.S. Food & Facilities | Option exercise | 57,060 | $0.00 | — |
| 2026-08-13 | 9 co-filers COO, U.S. Food & Facilities | Option exercise | 74,653 | $0.00 | — |
| 2026-07-10 | Dreiling Richard W Director | Grant | 475 | $0.00 | $0 |
| 2026-07-10 | Creed Greg Director | Grant | 583 | $0.00 | $0 |
| 2026-06-03 | Charpentier Abigail EVP & Chief HR Officer | Grant | 102 | $0.00 | $0 |