Vestis Corp
In the published model solve dated 2026-Q2, anchored at $13.91, Vestis Corp (VSTS) is priced for today's economics sustained for ~6.5 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
• Vestis rents and services uniforms and workplace supplies on recurring route contracts, a business spun out of Aramark; the 10-K describes revenue ⟦"from route servicing contracts on both uniforms, which we generally manufacture, and workplace supplies."⟧ • The defining risk is the revenue bleed: rental revenue fell about $89 million in fiscal 2025, ⟦"primarily due to a $69.9 million decline from lost business in excess of new business,"⟧ on a balance sheet carrying net debt near $1.3 billion.
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260 institutional managers reported holding VSTS in 13F filings for the quarter ended 2026-03-31. 41 opened new positions that quarter. Held by BlackRock, FMR (Fidelity), Vanguard Group, among others. On the short side, 7.8M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (6.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
Open-market insider buys at VSTS over the trailing three years: 2023: 2 buys totaling $201k; 2024: 18 buys totaling $42.73M; 2025: 16 buys totaling $19.68M. 23 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
VSTS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2024-05-09 | -49.2% | +6.6% |
| 2024-08-08 | +2.0% | +15.8% |
| 2024-11-23 | +20.4% | +0.4% |
| 2025-02-06 | -11.7% | -42.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
VSTS's latest 8-K filings: 2026-08-11 (items 2.02, 9.01); 2026-06-15 (items 5.02, 9.01); 2026-05-12 (items 2.02, 9.01); 2026-02-24 (items 5.07); 2026-02-10 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.