Report

Ahold Delhaize : Local & Global is beautiful

>After the merger with Delhaize, a new chapter begins - The road show in Paris that we organised for Ahold Delhaize (3 March 2020 with Frans Muller, CEO), was an opportunity for us to revisit the stock. It was clear to us that the group is at a turning point in terms of strategy.The merger with Delhaize is virtually complete: at the end of 2019, the € 512m in net synergies targeted over three years have been harnessed. It now remains for the group to unify logist...
Underlying
Koninklijke Ahold Delhaize N.V.

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.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

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