JANA Partners

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

Rapid7 is a Boston-based cybersecurity company founded in 2000, originally focused on vulnerability management solutions. Over the years, it has expanded its offerings to include a wide range of security data and analytics solutions, such as extended detection and response, security information and event management, cloud security, threat intelligence, application security, and security orchestration. The company's services are designed to empower organizations to adopt a proactive approach to cybersecurity by providing visibility and insights that facilitate informed decision-making and effective action plans. Rapid7 is recognized for its commitment to enhancing security postures through innovative solutions and active participation 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 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.