Jana Partners

2 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Oct 29, 2024 by John Mackey · said 9 times in 1 episodes since 2024 · across every show →

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brought up most by Shane Parrish (9)

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2024 9 mentions in 1 episode

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Everything said about Jana Partners, oldest first

Oct 29, 2024 positive
Assertion Supported
Mackey: Whole Foods had highest sales per square foot among public food retailers
“We had, at the time, the activist investors invested in Whole Foods. We had the highest sales per square foot of any public food retailer. We'd had the same store sales growth of eight percent over a thirty-plus year period.”
John Mackey Oct 29, 2024 ▶ 1:07:23 John Mackey: Building Whole Foods
Oct 29, 2024 positive
Assertion Supported
Mackey: Whole Foods generated $1.3B EBITDA when Jana Partners targeted company
“We had EBITDA was very high. I think we were making about 1.3 billion dollars in EBITDA when Jana bought us.”
John Mackey Oct 29, 2024 ▶ 1:13:08 John Mackey: Building Whole Foods
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