JANA Partners

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

Rapid7, established in 2000, is a cybersecurity company that offers a range of solutions to help organizations proactively manage their security. Initially focusing on vulnerability management, the company has since expanded its portfolio to include detection and response, security information and event management, cloud security, threat intelligence, application security, and security orchestration, automation, and response. Rapid7 empowers businesses with visibility and insights to make informed security decisions, create action plans, and monitor progress. The company, based in Boston, is committed to helping organizations enhance their security posture and is actively involved in the cybersecurity community.

Freshpet, Inc. manufactures and markets natural, fresh, and refrigerated meals and treats for dogs and cats. Founded in 2004 and headquartered in Secaucus, New Jersey, the company has established itself as a prominent player in the pet food industry, offering products under the Freshpet brand as well as Dognation and Dog Joy labels. Freshpet's offerings are available through various retail channels, including grocery, mass, club, pet specialty, and natural stores, along with online platforms. With a focus on premium quality, Freshpet's products are primarily targeted at dogs, which account for 92% of sales, while cats and treats make up the remainder. The company has experienced significant growth, with its products available in over 16,000 stores, and it generates approximately 96% of its sales within the United States, with additional markets in Canada and the United Kingdom.

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 is a provider of information technology infrastructure and services, operating primarily in North America and Europe. The company specializes in data centers, offering a range of solutions including managed hosting, colocation, and managed IT services. CyrusOne also delivers IT infrastructure consulting, which encompasses network design, performance management, network security, and change control management. Its facilities include both multitenant and single-tenant data centers, allowing clients across various sectors such as financial services, healthcare, technology, and energy to customize their data center solutions. By providing tailored facilities, CyrusOne helps organizations minimize long-term capital and operating costs while meeting their evolving IT requirements.

Perspecta is an information technology service management company that specializes in providing a wide range of services to the defense, intelligence, civilian, healthcare, and state and local markets. The company focuses on mission services, digital transformation, and enterprise operations, enabling clients to enhance their capabilities and access various contract vehicles. Perspecta offers IT outsourcing services, cloud solutions, and enterprise applications, with an emphasis on application modernization. Additionally, the company provides converged mobility and workplace management services, including virtual desktop solutions, workplace device services, and mobile enterprise services, aimed at improving operational efficiency and client engagement.

Jack in the Box Inc. is a prominent restaurant company that operates and franchises Jack in the Box® restaurants, one of the largest hamburger chains in the United States, with over 2,200 locations across 21 states. In addition to its flagship brand, the company also manages Qdoba Mexican Grill®, which has roughly 600 locations in 46 states, the District of Columbia, and Canada, positioning it as a leader in fast-casual dining. The menu at Jack in the Box features a variety of offerings, including burgers, tacos, fries, specialty sandwiches, salads, and ice cream shakes, allowing for customization to meet customer preferences. Additionally, the company provides catering and delivery services, enhancing its appeal to a diverse customer base. Jack in the Box is the primary revenue-generating segment, while Del Taco operates as another brand within the company.

Blue Apron is a direct-to-consumer meal kit delivery service that provides fresh, seasonal ingredients and chef-designed recipes to customers across the United States. Since its founding in 2012 and headquartered in New York, the company has developed a subscription service that allows customers to select from two flexible meal plans: a 2-Serving Plan and a Family Plan. Each delivery includes pre-portioned ingredients and printed recipe cards, along with digital content featuring cooking instructions and stories about the suppliers. In addition to meal kits, Blue Apron operates an e-commerce platform, Blue Apron Market, which sells cooking tools, utensils, pantry items, and wine that can be paired with its meals. The company targets a diverse customer base, including young couples, families, singles, and empty nesters.