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The Bull Case For Sodexo (ENXTPA:SW) Could Change Following Ganci’s U.S. Leadership Expansion Appointment

Simply Wall St · 1d ago
  • Sodexo recently promoted Joe Ganci to CEO, Corporate Services and Energy & Resources for the U.S., placing him in charge of roughly 400 clients across more than 1,000 sites and making him a member of the North America Leadership Team under Thierry Delaporte.
  • His appointment comes as Sodexo works to revamp its largest market, with an emphasis on tighter operations and expanding branded offerings such as The Good Eating Company, Modern Recipe, and Kitchen Works.
  • We’ll explore how Ganci’s expanded oversight of Sodexo’s U.S. Corporate Services and Energy & Resources operations could influence the company’s investment narrative.

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Sodexo Investment Narrative Recap

To own Sodexo, you need to believe its efforts to sharpen operations and branded offerings can translate into steadier growth, especially in North America, where guidance has already been revised lower. Ganci’s promotion looks directionally aligned with that turnaround focus but does not, on its own, materially change the near term execution risk around weak net signings and delayed contract ramp ups.

The recent appointment of Thierry Delaporte as Group CEO, along with his upcoming direct oversight of North America, ties directly into the same U.S. turnaround story that Ganci is now part of. Together, these leadership changes sit alongside ongoing sales and retention initiatives centered on concepts like The Good Eating Company, which many investors see as key to unlocking the North American catalyst outlined in consensus expectations.

But while leadership changes can be encouraging, investors should still pay close attention to the risk that weak net signing in North America...

Read the full narrative on Sodexo (it's free!)

Sodexo's narrative projects €25.9 billion revenue and €831.3 million earnings by 2028. This requires 2.3% yearly revenue growth and about a €155 million earnings increase from €676.0 million today.

Uncover how Sodexo's forecasts yield a €57.74 fair value, a 27% upside to its current price.

Exploring Other Perspectives

ENXTPA:SW Community Fair Values as at Dec 2025
ENXTPA:SW Community Fair Values as at Dec 2025

Four members of the Simply Wall St Community currently estimate Sodexo’s fair value between €30.81 and €60.14, reflecting a wide spread in expectations. When you set those views against concerns about weaker North American growth and execution on delayed contracts, it becomes clear why checking multiple perspectives before forming an opinion on Sodexo’s prospects can be useful.

Explore 4 other fair value estimates on Sodexo - why the stock might be worth as much as 33% more than the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.