Q1 2025 Koninklijke Ahold Delhaize NV Earnings Call Transcript

May 7, 2025 / 08:00 AM GMT

Transcript

Key Points

Positve

Koninklijke Ahold Delhaize NV (ADRNY) reported a solid first quarter with a 5% increase in group net sales at constant rates, reaching €23 billion.
The company's underlying operating margin was 3.8%, driven by strong performance in Europe.
Online sales increased by 13.7%, marking the fourth consecutive quarter of double-digit growth in online grocery sales.
The addition of Romanian food retailer Profifi strengthens the company's market position and sets the region up for additional growth and synergies.
The company's climate targets have received validation from the Science-based Targets initiative, highlighting its commitment to sustainability.

Negative

Profitability in the US was impacted by price investments aimed at accelerating growth.
The ongoing geopolitical and macroeconomic volatility presents challenges to the company's operations.
Despite strong online growth, the company faces intense competition in the digital retail space.
The integration of new acquisitions, such as Profifi, may present operational challenges and require significant resources.
Maintaining a balance between price investments and profitability remains a critical challenge for the company.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AD.AS - Koninklijke Ahold Delhaize NV
Q1 2025 Koninklijke Ahold Delhaize NV Earnings Call
May 07, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello, thank you for joining us today and welcome to our first quarter results for 2025. I'm happy to report a solid first quarter, positioning as well to reach our goals and strategic ambitions for the year. In these times of ongoing geopolitical and macroeconomic volatility, we stay firmly focused on serving our customers and communities. Within our family of brands, we have over 150 years of retail experience, and we know how to adapt to evolving market conditions. Our brands are stepping up price investments and are deepening our own brand assortments to serve customer needs with high quality and affordable products.

If we take a look at our first quarter, we see that customers like what we are doing. In

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