Prepared for Manish Chopra by Henry Obegi

Sodexo S.A. (SW.PA) — Deep Dive Analysis

Euronext Paris • Contract Catering & Facilities Management • February 2026

Moat Rating

Competitive Moat
NARROW
Narrowing vs. Compass • Sufficient for value thesis, not for quality compounder thesis

Porter's Five Forces

New Entrants
2/5 Low
Supplier Power
2/5 Low
Buyer Power
3/5 Moderate
Substitutes
2/5 Low
Rivalry
4/5 High
Weighted Average2.6/5 — Moderately Favorable

Sources of Competitive Advantage

SourceStrengthDurabilityEvidence
Scale (Entegra GPO EUR 38B)StrongHigh2-5% food cost advantage vs small operators
Switching CostsStrongHigh94% retention, 14-year avg client relationship
BrandModerateMediumB2B brand matters less; Compass brand equally strong
Network EffectsNoneN/ANo network effects in contract catering
TechnologyModerateMedium210 smart kitchens vs Compass AI in 50% of operations

The Gap with Compass (Widening)

MetricSodexoCompassGapTrend
Operating Margin4.7%7.2%-250bpsWidening (was 220bps in FY2022)
Organic Growth3.3%8.7%-540bpsWidening
Client Retention94.0%96.3%-230bpsWidening
Tech Capex/Revenue2.0%3.5%-150bpsWidening
The gap has widened from 220bps to 250bps (margins) over 3 years, and is guided to widen further to ~280-290bps in FY2026. Technology underinvestment (2.0% vs 3.5% capex/revenue) could become a permanent structural disadvantage.

The FM Question

Case for Divestiture

FM operates at ~3% margin vs food ~5.5-6%. FM grew 1.7% vs food 4.5%. Market assigns Sodexo (hybrid) the lowest P/E (10x) of any peer — lower than pure food (Compass 22x) and pure FM (ISS 13x). Compass divested FM and is rewarded.

Case for Retention

IFM bundling (Integrated Facility Management) is a growing trend. Some clients prefer a single provider for food + cleaning + maintenance. FM provides revenue diversification and cross-selling opportunities.

Assessment: FM is currently a drag. But a full divestiture doesn't solve the food execution problem — even Sodexo's food margins (5.5-6.0%) are below Compass (7.2%). The FM question is secondary to the core operational improvement thesis.