AD.AS · Ahold Delhaize N.V.

EURO STOXX 50 · Euronext Amsterdam

Risiko 4/10 · Defensive Grocery Compounder · €34.94 ▲ 2.10%

Kennzahlen

• Price €34.94
• Market cap €30.8B
• P/E (ttm) 13.87
• Div yield 4.27%
• 52-wk range €32.13 – €42.54

Wichtigste Risiken

• US Stop & Shop market share erosion vs. Walmart/Aldi/Lidl (US segment profitability) — HIGH
• E-commerce grocery profitability (bol.com and online grocery investment burden) (Group free cash flow) — MED
• US consumer trade-down to private label under inflation pressure (Branded margin mix) — MED
• FX (USD vs. EUR) translational impact (Reported earnings) — LOW

Fazit

Albert Heijn is a strong European compounder; the US portfolio is the swing factor, and Stop & Shop needs structural investment to defend its position.

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