JANA Partners

Lamb Weston is a distributor of frozen potato products, flakes, and appetizers.

Rapid7 is a Boston-based cybersecurity company founded in 2000, specializing in security data and analytics solutions that empower organizations to adopt a proactive approach to cybersecurity. Originally focused on vulnerability management, the company has expanded its offerings to include extended detection and response, security information and event management, cloud security, threat intelligence, application security, and security orchestration, automation, and response. Rapid7 provides a range of services such as detection and response, vulnerability management, security advisory services, and IoT security testing, aiming to enhance organizations' security postures through innovative solutions and active engagement in the cybersecurity community.

Freshpet, Inc. is a manufacturer and marketer of natural, fresh pet food products, specifically refrigerated meals and treats for dogs and cats. Established in 2004 and headquartered in Secaucus, New Jersey, the company operates primarily in the United States, where it generates about 96% of its sales, while also catering to markets in Canada and the United Kingdom. Freshpet sells its products under its own brand as well as the Dognation and Dog Joy labels, distributing through various retail channels including grocery stores, mass retailers, and pet specialty shops. The company has established a significant presence with its refrigerated units in over 16,000 locations, with grocery stores being the main driver of its growth. Dogs represent the majority of its sales, accounting for 92%, while cat food and treats make up the remainder. Freshpet's commitment to providing fresh, all-natural pet food reflects its mission to enhance the lives of pets, people, and the environment.

Macy's is a prominent omnichannel retailer based in New York City, offering a diverse range of products including beauty, fashion, home decor, and more. Established in 1858, the company operates over 700 department stores across the United States, including locations under the Macy's and Bloomingdale's nameplates, as well as 125 specialty stores, which feature Bloomingdale's The Outlet, Bluemercury, and Macy's Backstage. With a strong e-commerce presence through macys.com, bloomingdales.com, and bluemercury.com, Macy's provides a seamless shopping experience for customers nationwide. The company employs approximately 140,000 individuals and reported significant sales from women's apparel, accessories, shoes, cosmetics, and fragrances. Macy's aims to assist customers in expressing their individual styles and celebrating special occasions.

CyrusOne specializes in providing IT infrastructure and services across North America and Europe. The company operates a range of data centers and offers services such as colocation, managed hosting, and managed IT services. It also provides IT infrastructure consulting, which includes network design, security, and performance management, along with change control management. CyrusOne caters to various industries, including financial services, healthcare, technology, energy, legal, and call centers. By offering both multitenant and single-tenant data center options, as well as large spaces on longer-term leases, the company enables clients to optimize their IT operations while effectively managing costs through customized facilities tailored to their needs.

Perspecta is an information technology service management company that delivers a range of services to various sectors, including defense, intelligence, civilian, healthcare, and state and local markets. The company specializes in IT outsourcing, cloud services, and application modernization, offering solutions that enhance digital transformation and enterprise operations. Its capabilities extend to converged mobility and workplace management, providing virtual desktop services, workplace device management, and mobile enterprise solutions. By focusing on mission services and leveraging advanced analytics, Perspecta ensures that clients have improved access to essential resources and contract vehicles, thereby facilitating greater operational efficiency.

Jack in the Box is a prominent restaurant company that operates and franchises Jack in the Box® restaurants, which are among the largest hamburger chains in the United States, with over 2,200 locations across 21 states. The company also manages Qdoba Mexican Grill®, a significant player in the fast-casual dining sector, boasting approximately 600 restaurants in 46 states, the District of Columbia, and Canada. The menu at Jack in the Box features a variety of items, including burgers, tacos, fries, specialty sandwiches, salads, and ice cream shakes, all of which can be customized to meet customer preferences. In addition to dine-in services, Jack in the Box provides catering and delivery options, enhancing convenience for its customers. The primary revenue source for the company comes from its Jack in the Box brand, while Del Taco serves as an additional operating segment.

Blue Apron is a direct-to-consumer meal delivery service that provides fresh ingredients and original recipes to customers across the United States. Founded in 2012 and based in New York, the company offers a subscription model that includes flexible plans for both individuals and families. Customers receive pre-portioned ingredients and detailed recipe cards, which include cooking instructions and stories about the suppliers. In addition to meal kits, Blue Apron operates an e-commerce platform, the Blue Apron Market, where it sells cooking tools, utensils, pantry items, and gifts. The company also provides a wine delivery service that offers selections designed to complement its meals. With facilities including a fulfillment center in Linden, New Jersey, Blue Apron caters to a diverse customer base that includes college graduates, young couples, families, singles, and empty nesters.