Update shared on15 Aug 2025
Americold Realty Trust’s fair value outlook remains pressured by softer demand, elevated new supply, and continued industry headwinds, leading to an unchanged consensus analyst price target of $21.13.
Analyst Commentary
- Softer demand and elevated new supply continue to pressure cold storage REITs' operating environment.
- The sector remains generally out of favor among investors due to ongoing industry headwinds.
- Outlook for stabilization of market conditions is uncertain.
- Easier comparable sales and inventory de-stocking may be nearing completion, but not fully resolved.
- Risk remains that growth in the second half of 2025 could fall short of already reduced expectations.
What's in the News
- Opened a $100+ million Import-Export Hub in Kansas City, a first on the CPKC rail network, enhancing cross-border refrigerated logistics and expected to create 190 jobs.
- Lowered 2025 guidance, now expecting Warehouse segment same store revenue growth of (4.0)% to 0.0% and NOI growth 50-100 bps lower than revenue, compared to prior positive expectations.
- Reported $5.2 million impairment of long-lived assets for the quarter ended June 30, 2025.
- Broke ground on a $75–$80 million import-export hub in Port Saint John, New Brunswick, to bolster Canada’s cold storage and logistics network, targeting 100 new jobs and a 2026 opening.
Valuation Changes
Summary of Valuation Changes for Americold Realty Trust
- The Consensus Analyst Price Target remained effectively unchanged, at $21.13.
- The Net Profit Margin for Americold Realty Trust remained effectively unchanged, at 3.38%.
- The Discount Rate for Americold Realty Trust remained effectively unchanged, at 9.59%.
Disclaimer
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