Richard Chamberlain, head of European consumer discretionary equity research at RBC, weighs in on the impact of tariffs on the retail sector.
With U.S. stocks at high valuations, consider a conservative portfolio shift to mitigate risks. Metrics like the Shiller P/E ratio and S&P 500 dividend yield indicate overvaluation, suggesting caution. Avoid market timing; instead, invest in low-beta, dividend-paying stocks like Ahold Delhaize for stability.
Koninklijke Ahold Delhaize N.V. (OTCQX:ADRNY) Q4 2024 Results Conference Call February 12, 2025 4:00 AM ET Company Participants JP O'Meara - Senior Vice President & Head of Investor Relations Frans Muller - President & Chief Executive Officer Jolanda Poots-Bijl - Chief Financial Officer Conference Call Participants Robert Jan Vos - ABN AMRO ODDO BHF Izabel Dobreva - Morgan Stanley William Woods - Bernstein Frederick Wild - Jefferies François Digard - Kepler Cheuvreux Fernand de Boer - Degroof Petercam Sreedhar Mahamkali - UBS Maxime Stranart - ING Bank Operator Ladies and gentlemen, good morning, and welcome to the analyst conference call on the fourth quarter and full year 2024 results of Ahold Delhaize.
Ahold Delhaize CEO Frans Muller says the firm is "pretty well protected" when it comes to potential inflationary impacts of U.S. tariffs.
I bought Ahold Delhaize at a very cheap valuation, yielding over 3.5%, and my position is now up over 37% including FX and dividends. The company hasn't shown extraordinary performance; it simply returned to its standard valuation, highlighting market recognition of its true value. Ahold Delhaize's adjusted EPS growth was 0% in 2023 and is expected to be 0% in 2024, yet it still saw significant upside.
Digital infrastructures now sit at the heart of almost every business operation. While this interconnectedness has introduced efficiencies, it has also created new vulnerabilities.
Grocery giant Ahold Delhaize said Friday (Nov. 8) that it detected a cybersecurity issue within its U.S. network and that some Ahold Delhaize USA brands and services were affected when the company took some systems offline to help protect them.
Koninklijke Ahold Delhaize N.V. (OTCQX:ADRNY) Q3 2024 Earnings Conference Call November 6, 2024 4:00 AM ET Company Participants JP O'Meara - Senior Vice President & Head of Investor Relations Frans Muller - President & Chief Executive Officer Jolanda Poots-Bijl - Chief Financial Officer Conference Call Participants Robert Jan Vos - ABN-Amro ODDO BHF William Woods - Bernstein Sreedhar Mahamkali - UBS Maxime Stranart - ING Bank Rob Joyce - BNP Paribas Mathew Cummings - Barclays Borja Olcese - JPMorgan Operator Ladies and gentlemen, good morning and welcome to the Analyst Conference Call on the Third Quarter 2024 Results of Ahold Delhaize.
Here is how Ahold NV (ADRNY) and Lifeway Foods (LWAY) have performed compared to their sector so far this year.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Investors looking for stocks in the Consumer Products - Staples sector might want to consider either Ahold NV (ADRNY) or Kimberly-Clark (KMB). But which of these two stocks is more attractive to value investors?