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The ODP (ODP) investor relations material
The ODP Proxy Filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Entered into a Merger Agreement on September 22, 2025, with ACR Ocean Resources LLC and Vail Holdings 1, Inc., making the company a wholly owned subsidiary of Parent, affiliated with Atlas Holdings LLC.
Special meeting of stockholders scheduled for December 5, 2025, to vote on proposals necessary to approve the Merger Agreement.
Supplemental disclosures provided in response to shareholder litigation and demand letters alleging incomplete or misleading proxy statement disclosures.
Company denies any deficiency in disclosures and states that supplemental information is not material or legally required.
Voting matters and shareholder proposals
Stockholders are to consider and vote on proposals necessary to approve the Merger Agreement at the special meeting.
Two lawsuits and several demand letters from shareholders allege material deficiencies in the proxy statement and seek to enjoin the merger or obtain damages.
Board of directors and corporate governance
Directors named as defendants in shareholder lawsuits alleging incomplete or misleading disclosures in the proxy statement.
Information about directors and executive officers, including their holdings, is disclosed in the proxy statement and other SEC filings.
- Q2 sales down 10%, net loss $73M, guidance cut, cost savings and Varis sale underway.ODP
Q2 20242 Feb 2026 - Q3 revenue dropped 11% as B2B gains and supply chain growth offset retail headwinds.ODP
Q3 202416 Jan 2026 - Major B2B wins and hospitality expansion drive growth, with margin and cash flow set to improve.ODP
Sidoti Small-Cap Virtual Conference 202526 Dec 2025 - Hospitality and B2B wins, plus 3PL growth, set the stage for EBITDA gains and cash strength.ODP
UBS Global Consumer and Retail Conference 202526 Dec 2025 - B2B pivot and hospitality contract drive growth plans as revenue and earnings decline.ODP
Q4 202423 Dec 2025 - Shareholders will vote on director elections, compensation, governance, and expanded equity incentives.ODP
Proxy Filing2 Dec 2025 - Board recommends voting for all proposals, highlighting strong governance, pay-for-performance, and ESG progress.ODP
Proxy Filing2 Dec 2025 - Stockholders to vote on $28.00 per share cash merger, board recommends approval.ODP
Proxy Filing2 Dec 2025 - Shareholders to vote on a $28.00 per share cash merger with strong board support and appraisal rights.ODP
Proxy Filing2 Dec 2025 - Proposal 5 seeks more shares for the incentive plan, tying all PSUs to relative TSR.ODP
Proxy Filing2 Dec 2025
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