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Compass: Meals for the Masses - [Business Breakdowns, EP.211]

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Manage episode 474744161 series 2906026
Content provided by Colossus, Colossus | Investing, and Business Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colossus, Colossus | Investing, and Business Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Today, we are breaking down the food catering giant Compass Group. Whether it's your corporate cafeteria, the food stands at a sporting event, or the old hospital food tray, the food services industry is all around you. Compass is the giant in this space, with a history that dates back to the emergence of this outsourced trend.

My guest is Asif Jeevanjee, Chief Executive of Oakmount Capital. Asif talks through both the business and the sector. How does the ecosystem work? What do contracts typically look like? And why had I heard of Aramark but not Compass, when Compass is nearly double the size? Here is another example of carving out an effective business model around an essential need product. Please enjoy this breakdown of Compass Group.

Subscribe to Colossus Review

For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.

—-

Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes

(00:00:00) Welcome to Business Breakdowns

(00:01:22) Understanding the Food Service Market

(00:05:03) Contract Structures and Retention

(00:11:47) The Origin Story of Compass Group

(00:17:33) Expansion into the US Market

(00:21:34) Sectorization and Market Penetration

(00:27:45) Growth Strategies and Pricing

(00:29:07) Financial Dynamics and Margins

(00:30:41) Procurement and Food Buy

(00:35:24) Labor Management and Technology

(00:37:55) Impact of Economic Cycles and Covid

(00:43:27) Capital Allocation and Valuation

(00:51:44) Lessons From Breaking Down Compass

(00:54:02) Key Lessons from Compass

  continue reading

229 episodes

Artwork
iconShare
 
Manage episode 474744161 series 2906026
Content provided by Colossus, Colossus | Investing, and Business Podcasts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Colossus, Colossus | Investing, and Business Podcasts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Today, we are breaking down the food catering giant Compass Group. Whether it's your corporate cafeteria, the food stands at a sporting event, or the old hospital food tray, the food services industry is all around you. Compass is the giant in this space, with a history that dates back to the emergence of this outsourced trend.

My guest is Asif Jeevanjee, Chief Executive of Oakmount Capital. Asif talks through both the business and the sector. How does the ecosystem work? What do contracts typically look like? And why had I heard of Aramark but not Compass, when Compass is nearly double the size? Here is another example of carving out an effective business model around an essential need product. Please enjoy this breakdown of Compass Group.

Subscribe to Colossus Review

For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.

—-

Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes

(00:00:00) Welcome to Business Breakdowns

(00:01:22) Understanding the Food Service Market

(00:05:03) Contract Structures and Retention

(00:11:47) The Origin Story of Compass Group

(00:17:33) Expansion into the US Market

(00:21:34) Sectorization and Market Penetration

(00:27:45) Growth Strategies and Pricing

(00:29:07) Financial Dynamics and Margins

(00:30:41) Procurement and Food Buy

(00:35:24) Labor Management and Technology

(00:37:55) Impact of Economic Cycles and Covid

(00:43:27) Capital Allocation and Valuation

(00:51:44) Lessons From Breaking Down Compass

(00:54:02) Key Lessons from Compass

  continue reading

229 episodes

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