supply chain
“The increase was primarily attributable to base business growth and supply chain efficiencies, partially offset by higher medical claims ($13.0 million and $12.5 million for the three and nine month periods, respectively).”
ARMK 10-Q
Confirmed
RFID and Facilities Services
2 names are moving together; 50% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ARMK | Aramark | Industrials | -0.3% | Most structurally connected |
| ZBRA | Zebra Technologies Corporation | Technology | -2.5% | Group member |
Why we believe this
Cohort
2 namesParticipation
50% this sessionObserved history
1 daily buildsFiling coverage
2/2 memberscredit / rates
“During the nine month period of fiscal 2024, cash used in financing activities was primarily impacted by repayment of the 6.375% 2025 Notes ($1,500.0 million), offset by borrowings under the Receivables Facility ($599.0 million) and borrowings under the revolving credit facility ($248.0 million).”
ARMK 10-Q
credit / rates affecting expense
“The decrease was partially offset by the payment of a $23.9 million call premium, $8.3 million of higher non-cash losses for the write-off of unamortized deferred financing costs and transaction costs related to the refinancing and repricing transactions in fiscal 2024 (see Note 5 to the audited consolidated financial statements) and higher borrowings on the Receivables Facility throughout fiscal 2024.”
ARMK 10-K
RFID and Facilities Services can stay leader-led if secondary names fail to join while ARMK keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.