Ahold Delhaize


Strong Q3 beat, solid execution, but upside looks capped

06/11/25 -"AD delivered a strong Q3 FY25 performance, beating expectations on sales, margins and EPS, supported by steady US growth, improving European trends and ongoing gains in private-label and online ..."

Pages
48
Language
English
Published on
06/11/25
You may also be interested by these reports :
06/11/25
AD delivered a strong Q3 FY25 performance, beating expectations on sales, margins and EPS, supported by steady US growth, improving European trends ...

31/10/25
Casino’s Q3 FY25 results were broadly in line with expectations, with profit outperforming on improved margins and cash flow. Management met key debt ...

30/10/25
We turned bullish on Jeronimo Martins (ADD ; Portugal) about a year ago, anticipating that the worst was behind the Biedronka owner, which ...

30/10/25
Jeronimo Martins delivered a strong Q3 FY25, with revenue up 3.8% yoy and EBITDA up 11.9%, beating expectations. Biedronka balanced growth and ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO