Update shared on22 Sep 2025
Fair value Increased 1.57%The consensus price target for Koninklijke Ahold Delhaize has edged higher to €36.47 as analysts remain divided between concerns over margin pressures and European grocery market growth versus confidence in the company’s strong cash flow and disciplined capital allocation.
Analyst Commentary
- JPMorgan maintains a cautious outlook due to concerns about margin pressure and competitive dynamics, despite a recent minor upward revision.
- Mixed price target adjustments reflect ongoing uncertainty about top-line growth across European grocery markets.
- Bearish analysts cite persistent inflationary pressures and possible consumer spending headwinds impacting near-term results.
- Bullish analysts point to the company's resilient cash flow generation and disciplined capital allocation as supporting valuation.
- Market remains divided on the impact of strategic investments in digital and e-commerce infrastructure on future profitability.
What's in the News
- Completed share buyback program, repurchasing a total of 12,834,857 shares (1.41% of shares) for €546.52 million.
Valuation Changes
Summary of Valuation Changes for Koninklijke Ahold Delhaize
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from €35.90 to €36.47.
- The Consensus Revenue Growth forecasts for Koninklijke Ahold Delhaize has significantly risen from 2.0% per annum to 2.2% per annum.
- The Future P/E for Koninklijke Ahold Delhaize has risen slightly from 14.04x to 14.68x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.