Sabadell - Ahold Delhaize (AD) AHOLD DELHAIZE: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)

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Sabadell

Arancha Pineiro

EUR 100.00 For Business Accounts Only

AHOLD DELHAIZE: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)

Rdos. 1T’25 vs 1T’24:
Ventas: 23.276 M euros (+7,1% vs +6,1% BS(e) y +6,1% consenso);
EBIT: 890,0 M euros (+3,4% vs -0,8% BS(e) y +0,5% consenso);
BDI: 554,0 M euros (+8,0% vs +4,9% BS(e) y +5,3% consenso).

07/05/2025 1 ES

Underlying

Ahold Delhaize

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Provider

Sabadell

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Analysts

Arancha Pineiro

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IBERIAN DAILY 02 JUNE (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: ARCELORMITTAL. All eyes still on Trump Slight gains on European markets over the course of the week, remaining near annual highs. However, the gains halted on Friday after Donald Trump stated that China had completely violated its tariff agreement with the US. China counterattacked stating the same and threatening to take measures. Within the STOXX 600, Real Estate and Industrials ended the week with the biggest gains, while Construction and Media suffered the biggest drops. On the macro side, in the euro zone, April’s M3 sped up its YoY advance more than expected. From the ECB,...

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Research Department

Research Department

INFORME DIARIO 02 JUNIO (ANÁLISIS BANCO SABADELL)

COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ARCELOR MITTAL. EUROPA: SANOFI. Seguimos pendientes de Donald Trump Ligeras ganancias en la semana entre los mercados europeos, que se mantienen cerca de los máximos anuales. No obstante, las subidas se frenaron el viernes después de que D. Trump denunciase que China ha violado totalmente el acuerdo con EE.UU. sobre los aranceles (China ha contratacado diciendo lo mismo después y amenazando con tomar medidas). Dentro de los sectores del STOXX 600, Inmobiliario e Industria terminaron la semana con las mayores subidas, mientras que Construcción y Me...

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IBERIAN DAILY 30 MAY (ANÁLISIS BANCO SABADELL)

NEWS SUMMARY: GRIFOLS. End of tariffs? European stock markets saw decreasing performance, with the exception of the Ibex, ending with slight drops after reciprocal tariffs were blocked by a US court. Thus, in the STOXX 600 most sectors (15/20) ended with drops, led by Utilities and Household vs. the bigger gains of Banks and Basic Resources. On the macro side, in Spain, April’s retail sales rose to the highest level in 2025. In the US the second reading of the 1Q’25 GDP improved 0.1pp to -0.2% q/y although private consumption was cut, April’s pending home sales dropped more than expected and ...

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May 30, 2025 May 30, 2025 1 EN

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AHOLD DELHAIZE: RDOS. 1T’25 (ANÁLISIS BANCO SABADELL)

On the shelves now: Consumer Weekly #71

Food for thought on Ahold Delhaize's aborted acquisition talks with Carrefour

Food Retail: trade war lifted multiples, beware of future sector rotation

IBERIAN DAILY 02 JUNE (ANÁLISIS BANCO SABADELL)

INFORME DIARIO 02 JUNIO (ANÁLISIS BANCO SABADELL)

IBERIAN DAILY 30 MAY (ANÁLISIS BANCO SABADELL)

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