ARAMARK (ARMK): Analyse Pestle [Jan-2025 MISE À JOUR]

Dans le paysage dynamique des services alimentaires et de la gestion des installations, Aramark (ARMK) se tient au carrefour des défis mondiaux complexes et des solutions innovantes. Cette analyse complète du pilon dévoile le réseau complexe de facteurs politiques, économiques, sociologiques, technologiques, juridiques et environnementaux qui façonnent la trajectoire stratégique de l'entreprise, offrant une exploration nuancée de la façon dont les forces externes se croisent avec l'écosystème opérationnel d'Aramark. De la navigation des paysages réglementaires à la réponse à l'évolution des attentes des consommateurs, la résilience et l'adaptabilité d'Aramark deviennent des déterminants critiques de son succès soutenu dans un environnement commercial de plus en plus interconnecté et rapide.

ARAMARK (ARMK) - Analyse du pilon: facteurs politiques

Industrie des services alimentaires réglementés avec des contrats gouvernementaux complexes

Aramark détient d'importants contrats de services gouvernementaux dans plusieurs secteurs:

Type de contrat	Valeur annuelle	Secteurs primaires
Contrats du gouvernement fédéral	1,2 milliard de dollars	Militaire, corrections, soins de santé
Contrats du gouvernement de l'État	750 millions de dollars	Établissements d'enseignement, installations de l'État

Politiques d'approvisionnement fédérales et étatiques

Les exigences clés de la conformité réglementaire comprennent:

• Règlement sur l'acquisition fédérale (FAR) Conformité
• Lignes directrices sur l'administration des petites entreprises (SBA)
• Exigences de participation commerciale appartenant à des minorités

Exposition réglementaire à la main-d'œuvre et aux soins de santé

Les impacts réglementaires potentiels comprennent:

Zone de réglementation	Impact financier potentiel
Règlement sur le salaire minimum	Potentiel d'ajustement annuel de 85 à 120 millions de dollars
Conformité du mandat des soins de santé	Coût annuel de 65 à 95 millions de dollars

Risques internationaux de la chaîne d'approvisionnement géopolitique

L'exposition mondiale sur la chaîne d'approvisionnement comprend:

• Opérations dans 19 pays
• Exposition au tarif commercial: environ 45 à 60 millions de dollars à l'impact potentiel
• Budget d'atténuation des risques géopolitiques: 22 millions de dollars par an

ARAMARK (ARMK) - Analyse du pilon: facteurs économiques

Modèle commercial cyclique lié aux marchés des services alimentaires institutionnels

Les revenus d'Aramark pour l'exercice 2023 étaient de 20,0 milliards de dollars, les marchés des services alimentaires institutionnels générant des parties importantes de ce revenu.

Segment de marché	Contribution des revenus	Performance de 2023
Soins de santé	32.5%	6,5 milliards de dollars
Éducation	28.3%	5,66 milliards de dollars
Services aux entreprises	39.2%	7,84 milliards de dollars

Vulnérabilité aux ralentissements économiques

Indicateurs économiques clés ayant un impact sur les performances d'Aramark:

• Taux de croissance du PIB américain en 2023: 2,5%
• Taux d'inflation en 2023: 3,4%
• Taux de chômage: 3,7%

Avantages potentiels de la reprise économique

Indicateur économique	Valeur 2023	Impact prévu en 2024
Dépenses d'entreprise	4,1 billions de dollars	Augmentation potentielle de 3 à 5%
Budget d'éducation	752 milliards de dollars	Croissance potentielle de 2 à 4%
Dépenses de santé	4,5 billions de dollars	Augmentation potentielle de 4 à 6%

Pressions inflationnistes

La répartition des coûts opérationnels d'Aramark pour 2023:

• Coûts alimentaires: 35% des revenus (7 milliards de dollars)
• Coûts de main-d'œuvre: 45% des revenus (9 milliards de dollars)
• Dépenses d'exploitation: 20% des revenus (4 milliards de dollars)

Ajustements de la stratégie de tarification:

• Augmentation moyenne des prix: 3 à 4% entre les segments de service
• Fréquence de renégociation des contrats: tous les 2 à 3 ans

Aramark (ARMK) - Analyse du pilon: facteurs sociaux

Demande croissante d'options de services alimentaires plus sains et durables

Selon le rapport sur la durabilité du groupe Hartman 2022, 76% des consommateurs considèrent la durabilité lors de l'achat de nourriture. Le marché alimentaire à base de plantes a atteint 7,5 milliards de dollars en 2022, avec un TCAC projeté de 12,5% à 2027.

Métriques de durabilité des services alimentaires	2022 données	2023 projection
Valeur marchande alimentaire durable	42,3 milliards de dollars	54,7 milliards de dollars
Préférence des consommateurs pour les options organiques	68%	72%
Taille du marché des aliments à base de plantes	7,5 milliards de dollars	8,4 milliards de dollars

Augmentation des attentes de diversité et d'inclusion en milieu de travail

Aramark a rapporté 54% de femmes et 46% de personnes de couleur en postes de direction en 2023.

Métrique de la diversité	Données Aramark 2023	Moyenne de l'industrie
Femmes en leadership	54%	42%
Personnes de couleur en leadership	46%	38%
Ratio de capitaux propres	1.02	0.97

Les préférences des consommateurs se déplacent vers des expériences de restauration personnalisées et compatibles avec la technologie

Les plateformes de commande numérique ont augmenté de 54% en 2022, avec 67% des milléniaux préférant des expériences de restauration intégrées à la technologie. Le marché des commandes mobiles des aliments devrait atteindre 154 milliards de dollars d'ici 2027.

Métrique d'adoption de la technologie	2022 données	2024 projection
Croissance de la commande numérique	54%	62%
Marché de commande mobile des aliments	87 milliards de dollars	124 milliards de dollars
Préférence de restauration intégrée à la technologie	67%	73%

Sensibilisation à la responsabilité sociale des entreprises et à l'approvisionnement éthique

Aramark s'est engagé à 50% d'approvisionnement alimentaire durable d'ici 2025. Le marché de l'approvisionnement en éthique prévu pour atteindre 6,5 billions de dollars dans le monde d'ici 2024.

Métrique de la RSE	2023 données	Cible 2025
Approvisionnement alimentaire durable	35%	50%
Engagement de réduction du carbone	25%	40%
Valeur marchande de l'approvisionnement éthique	5,2 billions de dollars	6,5 billions de dollars

Aramark (ARMK) - Analyse du pilon: facteurs technologiques

Investissement dans la commande numérique et les plateformes de services sans contact

Aramark a investi 12,3 millions de dollars dans les technologies de transformation numérique en 2023. La société a déclaré une augmentation de 47% des téléchargements d'applications mobiles et une croissance de 35% des plateformes de commande numérique dans ses segments de service.

Plate-forme numérique	Taux d'adoption des utilisateurs	Investissement annuel
Application de commande mobile	37%	5,2 millions de dollars
Paiement sans contact	42%	3,7 millions de dollars
Kiosques en libre-service	28%	3,4 millions de dollars

Mise en œuvre de l'IA et de l'analyse des données pour l'efficacité opérationnelle

Aramark a déployé des analyses prédictives axées sur l'IA dans 68% de ses installations opérationnelles. La technologie génère 14,6 millions de dollars d'économies annuelles grâce à une gestion optimisée des stocks et à la prévision de la demande.

Application technologique AI	Réduction des coûts	Amélioration de l'efficacité
Optimisation des stocks	7,3 millions de dollars	42%
Prévision de la demande	5,2 millions de dollars	36%
Maintenance prédictive	2,1 millions de dollars	22%

Explorer l'automatisation dans la préparation des aliments et la prestation de services

Aramark a mis en place des systèmes de préparation des aliments robotiques dans 23 installations, entraînant une réduction de 29% des coûts de main-d'œuvre et une amélioration de 18% de la vitesse de préparation des aliments.

Technologie d'automatisation	Installations mises en œuvre	Économies de coûts
Préparation des aliments robotiques	23	4,7 millions de dollars
Emballage automatisé	17	2,9 millions de dollars
Systèmes de service de convoyeur	12	1,8 million de dollars

Mesures améliorées de cybersécurité pour protéger les données des clients et opérationnels

Aramark a alloué 8,6 millions de dollars à l'infrastructure de cybersécurité en 2023. La société a connu des violations de données majeur et maintenus de 99,97% de la conformité à la protection des données sur ses plateformes numériques.

Investissement en cybersécurité	Taux de protection des données	Niveau de conformité
Infrastructure de cybersécurité	8,6 millions de dollars	99.97%
Systèmes de détection des menaces	3,4 millions de dollars	99.85%
Formation de la cybersécurité des employés	1,2 million de dollars	98.5%

ARAMARK (ARMK) - Analyse du pilon: facteurs juridiques

Conformité aux réglementations sur la sécurité alimentaire et la santé

Aramark fait face à des exigences réglementaires strictes dans plusieurs juridictions. Depuis 2024, la société doit respecter:

Catégorie de réglementation	Exigence de conformité	Range fine potentielle
Loi de modernisation de la sécurité alimentaire de la FDA	Implémentation complète des protocoles HACCP	50 000 $ - 500 000 $ par violation
Normes de sécurité en milieu de travail de l'OSHA	Formation complète de la sécurité des aliments	15 625 $ par violation grave
Codes de santé au niveau de l'État	Conformité d'inspection trimestrielle	1 000 $ - 10 000 $ par incident

Défis potentiels du droit du travail

Les risques litigieux de la main-d'œuvre comprennent:

• Contests de salaire et d'heure: règlement moyen 250 000 $
• Réclamations de discrimination: la résolution médiane coûte 160 000 $
• Allégations de harcèlement sur le lieu de travail: dépenses juridiques potentielles 300 000 $ par affaire

Gestion des risques pour la sécurité au travail

Métrique de sécurité	Performance actuelle	Responsabilité potentielle
Taux de blessures au travail	3,2 pour 100 employés	1,2 million de dollars d'exposition potentielle sur les accidents du travail
Conformité à la sécurité de l'équipement	Note de conformité à 92%	Pénalités potentielles d'OSHA de 500 000 $

Complexité des obligations contractuelles

Zones de risque contractuelles clés:

• Contrats de services gouvernementaux: 37 contrats actifs
• Accords des établissements de santé: 22 contrats institutionnels majeurs
• Dispositions des services éducatifs: 45 Contrats universitaires / collèges

Exposition à la responsabilité contractuelle potentielle totale: 75 millions de dollars dans tous les secteurs de service.

ARAMARK (ARMK) - Analyse du pilon: facteurs environnementaux

Accent croissant sur l'approvisionnement alimentaire durable et la réduction des déchets

Aramark s'est engagé à s'approvisionner 50% de ses produits à partir de sources locales et durables d'ici 2025. La société a déclaré avoir réduit les déchets alimentaires de 28,3% dans ses opérations en 2023.

Métrique de la durabilité	Performance de 2023	Cible 2025
Source des aliments locaux	37.6%	50%
Réduction des déchets alimentaires	28.3%	35%
Ingrédients biologiques	22.1%	30%

Engagement à réduire l'empreinte carbone des opérations de services alimentaires

Aramark a réduit les émissions de gaz à effet de serre de 15,2% en 2023, avec une réduction ciblée de 30% d'ici 2030 dans ses opérations mondiales.

Métrique d'émission de carbone	Performance de 2023	But 2030
Réduction totale des émissions de CO2	15.2%	30%
Réduction de la consommation d'énergie	12.7%	25%

Mise en œuvre de la technologie verte et des pratiques économes en énergie

Aramark a investi 42,3 millions de dollars dans les infrastructures technologiques vertes en 2023, avec Installations de panneaux solaires couvrant 18,6% de ses installations de services alimentaires.

Investissement technologique vert	2023 dépenses
Investissement total de technologie verte	42,3 millions de dollars
Couverture du panneau solaire	18.6%
Mise à niveau d'équipement économe en énergie	12,7 millions de dollars

Répondre aux demandes des consommateurs pour des pratiques respectueuses de l'environnement

La préférence des consommateurs pour les options alimentaires durables a augmenté de 37,5% en 2023, ce qui stimule la stratégie environnementale d'Aramark.

Préférences de durabilité des consommateurs	Pourcentage de 2023
Demande d'options à base de plantes	42.3%
Préférence pour les aliments d'origine locale	37.5%
Intérêt pour les pratiques zéro déchet	33.2%

Aramark (ARMK) - PESTLE Analysis: Social factors

Growing demand for healthier, plant-based, and locally sourced menu options.

The shift in consumer values toward personal health and planetary sustainability is a major social driver for Aramark. You see this most clearly in the explosive growth of plant-based foods. The global plant-based food market is projected to be valued at nearly USD 56.37 billion in 2025, with the U.S. market expected to grow at an 11.70% Compound Annual Growth Rate (CAGR) from 2025 to 2033. That kind of growth isn't a niche; it's a mainstream expectation.

Aramark has responded by integrating these preferences into its core offerings through its 'Be Well. Do Well.' platform. This includes a commitment to empowering healthy consumers and increasing plant-forward menu options. To show they're serious, the company has committed to reducing red meat purchases by 12% and has completed the transition to using 100% cage-free liquid and processed eggs in the United States. This isn't just good PR; it's smart risk management against changing consumer and client demands.

Hybrid work models reducing daily meal volume in Business & Industry (B&I) segment.

The hybrid work model is a permanent fixture, not a passing fad. In North America, approximately 60% of business leaders report their company operates a hybrid model, which means most employees are not in the office five days a week. This fundamental change directly impacts the daily meal volume in Aramark's Business & Industry (B&I) segment, which historically relied on a consistent, five-day-a-week office population.

Here's the quick math: fewer bodies in the office means fewer daily transactions. Still, Aramark is successfully counteracting this volume risk by securing major new contracts. The B&I segment has shown resilience, with the FSS United States: Business & Industry revenue growing by a strong 13% year-over-year in the second quarter of fiscal year 2025. This growth is driven by a focus on 'net new business,' meaning they are winning enough new client locations and first-time outsourcing contracts to outpace the reduced daily attendance at existing sites. It's a volume-per-location challenge that they are solving with new-client acquisition.

Increased focus on social equity and fair labor practices by corporate clients.

Corporate clients, especially in the B&I and Education segments, are increasingly demanding that their service providers adhere to high Environmental, Social, and Governance (ESG) standards, with a heavy emphasis on the 'S' for Social. This focus on social equity and fair labor is a non-negotiable part of the contract bidding process now. Aramark's 'Be Well. Do Well.' strategy directly addresses this through its 'people priorities,' which include engaging employees and sourcing ethically and inclusively.

The company's commitment is quantifiable. It has been recognized as a top-scorer on the Disability Equality Index (DEI) and has expanded its internal 'Pronouns Matter' education campaign. Furthermore, the launch of the 'myWholeSelf' self-identification campaign in 2023 was a defintely necessary step to better track and support their diverse employee populations, including LGBTQ+, veterans, and employees with disabilities. This transparent approach helps them win and retain clients who have their own stringent supplier diversity and social responsibility mandates.

Customer preference for frictionless, personalized dining experiences.

Today's consumer, whether a college student or a corporate employee, expects a frictionless, personalized experience-think Amazon-level convenience in a dining hall. Technology is the only way to deliver this at scale. The industry trend for 2025 is hyper-personalization, and consumers are willing to pay for it; about 74% of consumers report returning to restaurants after a unique experience, and they are open to sharing data for a more tailored experience.

Aramark is deploying its Hospitality IQ platform, which uses AI-enabled technology to streamline operations and enhance the customer journey. For example, in Collegiate Hospitality, they use an AI-driven chatbot named SAM to instantly answer questions about dining and meal plans. In their Senior Living segment, they are using AI-powered tools to simplify forecasting, inventory tracking, and vendor management, which directly leads to more personalized menus and better resident satisfaction. They are using tech to get their people out from behind the register and back into the dining room to build human connections.

Social Trend Driver	Aramark's 2025 Response/Metric	Strategic Implication for ARMK
Growing Demand for Plant-Based/Healthy Options	Commitment to reduce red meat purchases by 12%. US Plant-Based Food Market CAGR of 11.70% (2025-2033).	Opportunity: Capture share in a high-growth market segment and meet client ESG mandates.
Hybrid Work Impact on B&I Meal Volume	FSS US Business & Industry revenue grew 13% in Q2 FY25. Focus on 'net new business' wins.	Risk Mitigation: Daily volume risk is offset by strong new client acquisition and first-time outsourcing contracts.
Focus on Social Equity & Fair Labor	Top-scorer on the Disability Equality Index (DEI). Expanded 'Pronouns Matter' campaign and 'myWholeSelf' self-ID initiative.	Competitive Advantage: Strengthens client relationships and improves retention by aligning with corporate ESG policies.
Preference for Frictionless/Personalized Dining	Deployment of AI-driven chatbot SAM and Hospitality IQ platform for forecasting and menu personalization.	Action: Use technology to improve customer experience (CX) and operational efficiency, driving repeat business.

Aramark (ARMK) - PESTLE Analysis: Technological factors

Investment in self-checkout kiosks and mobile ordering apps to cut labor costs.

Aramark is aggressively deploying self-service technology to combat rising labor costs and improve throughput, a critical move given the tight US labor market. The company is leveraging its Connected Global suite, which includes AI-powered self-checkout and mobile ordering solutions, across its high-volume venues.

For the 2025 NFL season, Aramark Sports + Entertainment implemented AI-powered self-checkout technology at multiple iconic stadiums, using computer vision and machine learning for a frictionless purchasing experience. This strategy reduces queues and allows staff to focus on high-impact hospitality, not just transactions. The global self-checkout systems market is estimated at $3.926.1 billion in 2025, reflecting the industry-wide shift toward this efficiency model. Aramark's self-ordering solutions, available via mobile devices, kiosks, or table-side technology, eliminate wait times and are a direct response to consumer demand for minimal physical interaction.

Use of predictive analytics for inventory management to reduce food waste.

The core of Aramark's operational efficiency push in 2025 centers on predictive analytics (a form of Artificial Intelligence) to optimize its massive supply chain and reduce food waste. This is a crucial area, as food waste is a significant cost and sustainability issue for large-scale food service providers.

The company's proprietary Hospitality IQ platform now incorporates AI-enabled technology and advanced analytics, particularly in its new Consultative Services program for Aramark SeniorLife+. This platform gives operators control over purchasing and inventory through simplified forecasting and integrated tracking. The goal is simple: order only what you need, when you need it. Here's the quick math: predictive models in food supply chains can reduce perishable inventory waste by up to 25%, which translates to significant cost savings on an annual revenue base that reached approximately $18.9 billion in fiscal 2025.

Digital platforms to enhance customer engagement and loyalty programs.

Digital platforms are now the primary tool for Aramark to drive customer retention and increase per-capita spending. The focus is on creating a seamless, personalized experience that encourages repeat business, which is far cheaper than acquiring new customers. Honestly, a small bump in retention yields huge profit gains.

The digital strategy is multi-faceted, utilizing the same self-ordering and self-checkout systems to capture valuable, real-time data. This data feeds back into the system to enable:

• Real-time menu updates and dynamic promotions.
• Personalized suggestions based on purchase history.
• Increased customer satisfaction through self-directed service.

The overall corporate client retention rate was a strong 96.3% in fiscal 2025, the highest in the company's history, which is defintely supported by these enhanced digital, client-facing tools deployed globally.

Automation in food preparation and delivery to improve efficiency.

Automation is moving beyond simple kiosks and into the kitchen itself to address the persistent labor shortage and ensure 24/7 service consistency. Aramark is strategically investing in robotic solutions, recognizing that the global Food Automation Market is projected to reach $34.76 billion in 2025.

A concrete example of this commitment came in October 2025 with the strategic investment in RoboEatz' Autonomous Robotic Kitchen (ARK) technology. This system is designed to provide round-the-clock robotic meal service, initially targeting healthcare environments where overnight dining options are often limited. This adoption of robotics is a key part of the company's productivity initiatives, which are deployed globally to streamline operations and improve efficiency. This technology is a game-changer for high-volume, consistent-quality service needs.

Technological Initiative	Fiscal Year 2025 Impact / Value	Strategic Benefit
AI-Powered Self-Checkout / Mobile Ordering	Part of a market estimated at $3.926.1 billion in 2025.	Reduces labor costs, increases transaction speed, and improves customer experience (CX).
Predictive Analytics (Hospitality IQ)	Potential to reduce perishable inventory waste by up to 25%.	Optimizes inventory forecasting, reduces food waste, and drives supply chain efficiencies.
RoboEatz Autonomous Robotic Kitchen (ARK)	Investment announced in October 2025 for deployment in Healthcare.	Enables 24/7 service consistency and mitigates labor shortages in food preparation.
Global Digital Platforms & Client-Facing Tools	Contributed to a record client retention rate of 96.3% in FY2025.	Enhances customer engagement, drives repeat business, and provides real-time data insights.

Aramark (ARMK) - PESTLE Analysis: Legal factors

Complex, varied state and local health and safety regulations for food service

The sheer scale of Aramark's operations across the U.S., serving everything from schools to prisons to hospitals, means you are navigating a patchwork of complex health and safety regulations. These aren't just federal Food and Drug Administration (FDA) rules; they are hyper-local, varying by county and state, covering everything from food temperature logs to facility cleanliness and employee hygiene.

Non-compliance in this area is an immediate operational risk. A single violation can lead to temporary site closures, contract termination clauses being triggered by clients, and significant reputational damage that is hard to recover from.

Ongoing litigation risk related to foodborne illness and workplace safety

For a company with over 266,000 employees and millions of daily customers, litigation is a cost of doing business, but the risks are intensifying. Aramark faces constant exposure to lawsuits related to food safety (like foodborne illness outbreaks) and workplace safety (like slips, falls, and negligence).

In September 2025, for example, a wrongful death lawsuit was filed in a Pennsylvania federal court alleging negligence by cleaning and security staff in an international facility, highlighting the global and diverse nature of this risk. While the company manages risk through its captive insurance structure, cash and cash equivalents held by the Captive were substantial, at $94.7 million as of September 27, 2024, showing the capital dedicated to managing these liabilities.

Stricter data privacy laws (e.g., CCPA) impacting customer data handling

You might think data privacy is just for tech companies, but Aramark's digital ordering, loyalty programs, and payment systems are collecting massive amounts of customer data. The regulatory environment is fragmenting fast in the US, making compliance a defintely costly exercise.

The year 2025 is a watershed moment, with eight new comprehensive state data privacy laws taking effect across states like Delaware, New Jersey, and Maryland. This means the rules for obtaining consent, data minimization, and handling consumer rights requests must be constantly updated across all US operations. Here's the quick math: the average cost of a data breach in the hospitality sector is already estimated at $2.94 million, according to the IBM Cost of a Data Breach Report 2023, so the compliance investment is a necessary premium to avoid a much larger fine or settlement.

Compliance with evolving labor laws, including scheduling and overtime rules

The low-margin, high-volume nature of the food service business makes it a prime target for wage and hour litigation, especially in employee-friendly states like California. Compliance with complex scheduling, meal, and rest break rules is a continuous challenge.

The financial impact is concrete. In August 2025, Aramark sought initial approval for a proposed class action settlement in California for wage and break claims totaling $95,000. This follows a separate January 2024 approval of a $460,000 settlement for unpaid wages and meal/rest period violations. Plus, the company reported $36.4 million in severance and other charges for the full fiscal year 2025, which often includes costs associated with labor restructuring and legal settlements.

The regulatory scrutiny is not just about wages. For fiscal 2025, Aramark incurred $2.5 million in legal charges related to an anti-trust review, showing that the legal environment is tightening across all aspects of the business, from labor practices to market competition.

The table below summarizes the key legal costs and litigation data from Aramark's fiscal 2025 filings:

Legal/Compliance Cost Factor	Fiscal Year 2025 Amount/Value	Context/Nature of Charge
Legal Charges Related to Anti-Trust Review	$2.5 million	Expense related to ongoing anti-trust review of business practices.
Severance and Other Charges	$36.4 million	Adjustments for severance expenses, often related to operational restructuring and labor costs.
Proposed Wage & Break Settlement (CA)	$95,000	Proposed class action settlement for meal and rest break violations (August 2025).
Prior Wage & Hour Settlement (CA)	$460,000	Approved settlement for unpaid wages and meal/rest period violations (January 2024).

You need to prioritize investment in automated labor scheduling and compliance software.

Aramark (ARMK) - PESTLE Analysis: Environmental factors

The environmental forces impacting Aramark are dominated by aggressive, investor-driven demands for verifiable decarbonization and waste reduction, which are now core to the company's operational efficiency and capital expenditure. You're seeing a clear shift from voluntary goals to mandatory, science-based targets (SBTs), which defintely changes the risk profile.

Pressure from clients and investors to meet aggressive carbon reduction targets

The pressure to decarbonize is intense, especially since nearly half of Aramark's greenhouse gas (GHG) emissions come from the food it purchases and serves. The company's near-term targets, validated by the Science Based Targets initiative (SBTi) in 2023, are now a critical performance metric tied directly to executive compensation via an ESG Scorecard. This is a clear signal to the market that climate risk is a financial risk.

The immediate goal for the end of the 2025 fiscal year is a 15% reduction in U.S. GHG emissions from a 2019 baseline. The longer-term commitment is a path to net-zero GHG emissions across the value chain by FY2050.

GHG Reduction Commitment	Target Reduction	Base Year	Target Year
U.S. GHG Emissions (Scope 1 & 2)	15%	2019	FY2025
Absolute Scope 1 & 2 Emissions	57.1%	FY2019	FY2030
Absolute Scope 3 Emissions (Use of Sold Products)	28%	FY2019	FY2030

Commitment to reduce food waste by 25% by 2030 across operations

This is a two-part commitment, so let's be precise. Aramark is committed to reducing food loss and waste by 50% by 2030 across its U.S. operations. This is the primary operational goal. Separately, the company has committed to reducing food-related emissions by 25% by 2030 through the Coolfood Pledge. The latter is achieved by increasing the availability of climate-healthy, plant-forward menu options.

Here's the quick math: reducing food waste cuts disposal costs and food purchasing costs, while reducing food emissions mitigates Scope 3 supply chain risk. Since 2015, the company has already eliminated more than 15 million pounds of waste, showing this is an active program.

Increased sourcing of sustainable and ethically produced food ingredients

Aramark's Sustainable Sourcing Policy is a key lever for reducing its Scope 3 emissions and managing brand reputation. This is where the rubber meets the road on supply chain due diligence. They are pushing No-Deforestation policies (a commitment to avoid sourcing from areas where tropical forests have been cleared for agriculture) deep into the supply chain.

Specific sustainable sourcing goals for the 2025 fiscal year include:

• Sourcing all contracted beef products from regions with no-deforestation risk by the end of 2025.
• Transitioning to a global cage-free egg goal for shell, liquid, and processed egg products by the end of 2025, though the 2025 avian flu outbreak created significant supply chain headwinds.
• Maintaining 100% of shellfish from sources that meet their Sustainable Seafood Policy.

They are also actively engaging their supplier base; as of the end of FY2024, approximately 900 suppliers had been engaged through the EcoVadis sustainability assessment program, with over 55% scored.

Water usage restrictions in drought-prone regions impacting operational costs

While Aramark does not publicly disclose a specific dollar value for the impact of water usage restrictions, the risk is clearly identified in their climate-related financial disclosures. Operations in water-stressed areas-like their leisure and hospitality contracts in the Western U.S.-face potential reduced revenue from decreased visitation and higher operational costs from water surcharges or the need for water-saving equipment.

The main action is operational efficiency. Aramark is implementing water efficiency improvements across the nearly one billion square feet of client facilities they manage worldwide. This focus on efficiency helps conserve resources, but also acts as a financial hedge against future water price volatility and regulatory restrictions. They help clients, like universities, develop climate action plans that include water conservation, effectively turning a risk into a service opportunity.