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.

Founded in 2004, Freshpet manufactures and markets natural, fresh pet food products for dogs and cats. Its primary brands are Freshpet, Dognation, and Dog Joy, sold through various retail channels and online platforms. With a mission to provide pets with the benefits of fresh food while minimizing environmental impact, Freshpet operates primarily in the United States, with exports to Canada, the UK, and other European countries.

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 is a restaurant company that operates and franchises its namesake brand in the United States and manages related concepts. The menu includes burgers, tacos, fries, sandwiches, salads and shakes, with customization options and available catering and delivery services. The company also oversees Del Taco and Qdoba Mexican Grill as part of its brand portfolio, with Jack in the Box generating the majority of revenue, using a mix of company-operated and franchised locations to extend its geographic footprint.

Blue Apron is a subscription-based meal kit delivery service that provides fresh, seasonal ingredients and chef‑designed recipes to customers across the United States. Each weekly box contains pre‑measured components and printed or digital recipe cards that include cooking instructions and stories about suppliers and specialty ingredients. The company also offers a range of complementary products such as wine, cooking tools, utensils, cookware, and pantry items through its online store. Blue Apron targets a broad audience, including families, singles, and couples, aiming to make home cooking accessible and enjoyable.