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Koninklijke Ahold Delhaize
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Rising Labor Costs And Amazon Rivalry Will Limit Upside
Key Takeaways Intensifying competition, underinvestment in digital capabilities, and market dependence threaten market share and limit future revenue and margin growth. Growing labor costs and stricter regulatory demands are likely to inflate operating expenses and further erode profit margins.
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€26.13
FV
32.3% overvalued
intrinsic discount
0.70%
Revenue growth p.a.
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15 days ago
author updated this narrative
Koninklijke Ahold Delhaize
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
E-commerce And Digital Grocery Will Redefine Retail Consumer Experience
Key Takeaways Region-targeted investments, digital innovation, and rapid private label expansion are driving sustained market share growth, higher margins, and increased customer loyalty. Strategic acquisitions, AI automation, and capital-efficient store upgrades are structurally lowering costs and accelerating profit and cash flow gains ahead of expectations.
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€43.00
FV
19.6% undervalued
intrinsic discount
4.07%
Revenue growth p.a.
Set Fair Value
0
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15 days ago
author updated this narrative
Koninklijke Ahold Delhaize
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Omnichannel Expansion And Digital Platforms Will Redefine Retail Experience
Key Takeaways Expansion in digital platforms, health-focused offerings, and own brands is boosting customer retention, brand loyalty, and margin stability amid shifting consumer trends. Operational efficiency, strategic acquisitions, and supply chain optimization are strengthening market share, margin resilience, and long-term earnings prospects.
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€36.05
FV
4.1% undervalued
intrinsic discount
2.39%
Revenue growth p.a.
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about 5 hours ago
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