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?
Ahold Delhaize presented a decent set of numbers at the latest investor update. The new strategy, however, signals caution and a catalyst for stock price appreciation is missing. Shareholder returns depend on modest dividend growth and consistent share buybacks, with potential risks including exchange rate effects and competition from discounters.
As consumers, especially younger generations, grow accustomed to having their needs met at a rapid pace, Ahold Delhaize is seeing shoppers be less loyal to specific brands.
Ahold Delhaize is #5 largest grocery business in the USA, but may be flying under the radar of US-based investors as a European holding. Increasing scale of the online grocery and private labels are expected to improve margins long-term. A spinoff of Bol.com, the largest e-commerce platform in Benelux, valued at over $6b, can unlock significant value for shareholders.