Ahold Delhaize

Koninklijke Ahold Delhaize is an international group of supermarket and foodservice operators based in Europe and the U.S. Co. operates supermarkets and convenience stores. In addition, Co. provides online food retailing services. Co. also finances, develops and manages store sites and shopping centers. Ahold Europe comprises Albert Heijn in the Netherlands and Belgium; Etos, Gall & Gall, and albert.nl in the Netherlands; and Albert / Hypernova in the Czech Republic and Slovakia. Ahold USA is organized into four retail divisions: Giant Carlisle, Giant Landover, Stop & Shop New England, and Stop & Shop New York Metro. The Peapod online business is also part of Ahold USA.
  • TickerAD
  • ISINNL0011794037
  • ExchangeEuronext Amsterdam
  • SectorFood & Drug Retailers
  • CountryNetherlands
Valérie GASTALDY

Analyse court terme - AHOLD DELHAIZE NV : La tendance est haussière.

La tendance est haussière. Les cours progressent encore, mais la tendance s'affaiblit. La prochaine résistance est à 20,400 €. La rupture de 18,766 € mettrait la tendance en danger.

Valérie GASTALDY

Short term view - AHOLD DELHAIZE NV : The trend is bullish.

The trend is bullish. Prices are still making progress but the trend is slowing down. The next resistance is at €20.400. The break of €18.766 would endanger the trend.

Valérie GASTALDY

Short term view - AHOLD DELHAIZE NV : The trend is bullish.

The trend is bullish. The current fall looks like a consolidation. The support at €18.766 could cause a bullish reaction towards €20.400. The break of €18.766 would endanger the trend.

Valérie GASTALDY

Analyse court terme - AHOLD DELHAIZE NV : La tendance est haussière.

La tendance est haussière. La baisse en cours s'apparente à une consolidation. Le support à 18,766 € pourrait relancer le mouvement haussier vers 20,400 €. La rupture de 18,766 € mettrait la tendance en danger.

Valérie GASTALDY

Analyse moyen terme - AHOLD DELHAIZE NV : La correction gagne en vigueur.

La tendance de fond est clairement orientée à la hausse. La correction en cours gagne en vigueur. Il est trop tôt pour parler de retournement baissier. La tendance serait invalidée sous le support à 18,800 €.

Laurence Hofmann

Ahold Delhaize : “Spectacular” Q2 2020 results. Buy rating reiterated, target price lifted from € 28 to € 30. Ahold Delhaize remains our Top Pick in the sector

>Q2 2020 results: l-f-l growth +16.4% with +20.6% in the US - Contrary to what we expected, Ahold Delhaize repeated in Q2 the momentum seen in Q1, which was boosted by consumer stockpiling ahead of the lockdown. Consolidated sales grew 15.9% organic in Q2, with +16.4% l-f-l growth vs 8.6% estimated and +12.5% in Q1 2020.Growth was particularly strong in the US (62% of consolidated sales) with l-f-l growth of 20.6% vs 10.4%e and 14.6% in Q1. The transfer of out-of...

Laurence Hofmann

Ahold Delhaize : Des résultats T2 2020 « spectaculaires ». Achat réitéré, OC relevé de 28 € à 30 €. Ahold Delhaize reste notre « top pick » dans le secteur

>Résultats du T2 2020 : LFL +16.4% dont + 20.6% aux USA - Contrairement à nos attentes, Ahold Delhaize réitère au T2, la dynamique enregistrée au T1 qui avait été boostée par le stockage des consommateurs avant le confinement. CA consolidé du T2 en progression de 15.9% en organique, dont +16.4% en LFL vs 8.6% estimés et +12.5% enregistré au T1 2020.La croissance a été particulièrement forte aux USA (62% du CA consolidé) avec des LFL en progression de 20.6% vs 10....

Clement Genelot

AHOLD DELHAIZE: Covid is favouring food e-commerce and in-home food consumption in the US | NEUTRAL | EUR27 vs. EUR25 (+3%)

AHOLD DELHAIZE - NEUTRAL | EUR27 vs. EUR25 (+3%) Covid is favouring food e-commerce and in-home food consumption in the US Lasting pandemic in the US favours food e-commerce… …and transfer from out-of-home towards in-home food After the peak of demand, operating deleverage seems inevitable A generous shareholder policy not in jeopardy

Christian Guyot ...
  • Ludovic Martin

INVEST SECURITIES - AHOLD DELHAIZE : L'un des très bons élèves de la classe Covid 19 - ACHAT, OC 26,5€ (vs 25,7€)

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

EM Equities At New Highs Despite Some Caution Signs We continue to believe the path of least resistance is higher for global equities. As a result, our outlook remains bullish and we suggest buying any dips. · Global Equities Remain Bullish. A weaker US dollar (DXY) has paved the way for new highs in a number of non-US global indexes, including for emerging markets (EEM-US) and developed international (VEA-US). As we like to say, new highs are not a sell signal. We believe that as long as the DXY is below 96, it will be bullish for global risk sentiment and we believe EM/non-US outp...

ING
Hendrik Wiersma ...
  • Jeroen van den Broek
  • Job Veenendaal
  • Nadège Tillier

Coffee, Croissants & Credit/Ahold Delhaize and E.ON

Consumer Products: • Ahold Delhaize (ADNA) reported 2Q18 and interim results this morning, which we believe to be spread neutral. Net sales in the second quarter of €15.5bn were in line with consensus and were up 0.9% at constant FX or 2.4% when adjusting for Easter and remedy stores sold in 2017. The company reported €693m of free cash flow in 2Q18 and reiterated FY guidance of €1.9bn with capex also coming in at €1.9bn in the full year. Ahold Delhaize generated €99m in synergy savings in 2Q18 and confirmed the target of €420m in cumulative net synergy savings in 2018, which inc...

Koninklijke Ahold Delhaize N.V.: Improving Earnings in Q1 Supports Credit Quality

CORPORATES ISSUER COMMENT 12 May 2017 Contacts Vincent Gusdorf, CFA 33-1-5330-1056 VP-Senior Analyst [email protected] Thomas Le Guay 33-1-5330-1028 Associate Analyst [email protected] Koninklijke Ahold Delhaize N.V. Improving Earnings in Q1 Supports Credit Quality On 10 May,  Koninklijke Ahold Delhaize N.V.  (Ahold Delhaize, Baa2 positive) reported good results for the f

Koninklijke Ahold Delhaize N.V. - January 2017 (LTM): Peer Snapshot

Peer Snapshot: Koninklijke Ahold Delhaize N.V. - January 2017 (LTM) 31 March 2017 (in US millions) FYE Dec-14 FYE Jan-16 LTM Jan-17 FYE Jan-15 FYE Jan-16 LTM Jan-17 FYE Dec-14 FYE Dec-15 LTM Jun-16

Koninklijke Ahold Delhaize N.V.: Update to Discussion of Key Credit Factors

CORPORATES CREDIT OPINION 22 February 2017 Update RATINGS Koninklijke Ahold Delhaize N.V. Domicile Amsterdam, Netherlands Long Term Rating Baa2 Type LT Issuer Rating Outlook Positive Please see the ratings section at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Vincent Gusdorf 33-1-5330-1056

Alain William

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 08/06/2020

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Alain William

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 06/08/2020

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Antoine Boivin-Champeaux ...
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 07/24/2020

The shock caused by the COVID-19 pandemic is much bigger than the previous impacts seen since the Bureau Veritas IPO (October 2007), whether from the financial crisis (2008-2009), the sudden drop in oil prices (2014-2015) or the trade war (2019). Q2 2020 results will show historically large organic declines (double digits in some cases) even though sector groups theoretically have resilient and diversified profiles. Eurofins and Bureau Veritas are our Top Picks. We downgrade Applus to...

Antoine Boivin-Champeaux ...
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/07/2020

Le choc du COVID-19 dépasse largement les précédents impacts négatifs rencontrés depuis l’introduction en Bourse de Bureau Veritas (octobre 2007), que ce soit la crise financière (2008-2009), la chute brutale du cours du pétrole (2014-2015) ou la guerre commerciale (2019). Ces T2 2020 auront un caractère historique par l’ampleur de leur régression organique (à deux chiffres parfois) malgré des profils théoriquement résilients et diversifiés. Eurofins et Bureau Veritas sont nos valeurs...

Alain William ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Delphine Brault
  • Fehmi Ben Naamane
  • Jean Sassus
  • Johanna Jourdain
  • Laurence Hofmann
  • Louis Boujard, CFA
  • Michael Foundoukidis
  • Olfa Taamallah
  • Philippe Ourpatian
  • Roland Pfaender,MBA,CFA,CCRA
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 05/08/2020

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KON.AHOLD DLHZ.NV loses on its star level and is downgraded to Slightly Positive

The independent financial analyst theScreener just slightly lowered the general evaluation of KON.AHOLD DLHZ.NV (NL), active in the Food Retailers & Wholesalers industry. The title has lost a star(s) at the fundamental level and now shows 3 out of 4 stars. Its exposure to market risk remains nonetheless the same and can be still described as defensive. theScreener slightly downgrades the general evaluation to Slightly Positive for the title on account of the lost star(s). As of the analysis date June 30, 2020, the closing price was EUR 24.26 and its potential was estimated at EUR 26.29.

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind each recommendation and reflect the fundamental and price data as of the last trading day of the we...

Expert Corporate Governance Service (ECGS)

Ahold Delhaize – AGM 08 April 2020

In general, Ahold Delhaize is in compliance with the Dutch regulations relating to the organisation and procedures of the Annual General Meeting.   Under ITEM 9 approval is sought for the Company's remuneration policy. The maximum variable compensation, corresponding to 503% of annual base salary (150% ST and 353% LT), is in excess of ECGS' guidelines. ECGS therefore recommends to vote OPPOSE.   Under ITEM 16 it is proposed to elect Mr. Kevin Holt to the executive board and to make an individual exception to the Company's remuneration policy. Although it has no concerns over the re-electio...

Expert Corporate Governance Service (ECGS)

Ahold Delhaize April 10th, 2019

In general, Ahold Delhaize is in compliance with the Dutch regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEM 9, it is proposed to newly appoint Ms. Katie Doyle as Member of the supervisory board. Although she is considered independent, ECGS has concerns over her aggregate time commitments. Ms. Doyle is currently already serving as CEO of Swanson Health Products (substantial non-listed company) and non-executive director of Bernis Company Inc. (listed). Taking into account her proposed appointment at Ahold Delhaize (listed), the number of mandate...

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