Aramark (ARMK) Presents at Goldman Sachs Global Consumer and Retail Conference Transcript

SA Transcripts 162.2K Followers Follow Aramark ( ARMK ) Goldman Sachs Global Consumer and Retail Conference September 14, 2026 10:45 AM EDT Company Participants James Tarangelo - Executive VP & CFO Patrick Liebler Conference Call Participants Elizabeth Dove - Goldman Sachs Group, Inc., Research Division Presentation Elizabeth Dove Goldman Sachs Group, Inc., Research Division All right. Good morning, everyone. Thanks so much for being here. I am incredibly excited for this next session of our Global Retail and Consumer Conference with Aramark, which has so much going on. I feel like we're going to pack so much into this next 35 minutes. But my name is Lizzie Dove. I cover gaming, leisure lodging here at Goldman. And it's my pleasure to have here Jim Tarangelo, Executive Vice President and CFO of Aramark; Pat Liebler, CEO of Nexus, and we have Felise Kissell here in the audience, too, Head of Investor Relations and Corporate Development. Question-and-Answer Session Elizabeth Dove Goldman Sachs Group, Inc., Research Division So welcome, Jim and Pat, thanks so much for being here. And Pat, I think this is your debut with Wall Street Investors. So very, very excited to hear all of what you have to say about Nexus, which we'll get into very shortly. But maybe just to start off, if we kind of just step back and see Aramark today, it feels like broadly is growing faster, retaining clients at a higher rate. Margins are kind of firing on all cylinders, a lot of new contracts that you've been winning. And that's before we even talk about Nexus, which we absolutely are going to talk about. But what do you think has kind of structurally changed over the last few years when it comes to the core business? And how sustainable is that higher growth algorithm? James Tarangelo Executive VP & CFO