Does Americold’s Dubai Facility Expansion Unlock New Growth Avenues for COLD’s Global Logistics Strategy?

• Americold, in partnership with RSA Cold Chain and DP World, recently opened its largest Middle East cold storage facility in Dubai’s Jebel Ali Free Zone, offering 40,000 pallet positions and serving as a key hub connecting global food producers to the Gulf region.
• The facility’s advanced logistics, solar-powered energy efficiency, and international food safety certifications aim to optimize food flows and support major regional retailers and quick service restaurants.
• We’ll explore how Americold’s expanded operational footprint in Dubai shapes its investment narrative and long-term growth positioning.

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Americold Realty Trust Investment Narrative Recap

Being a shareholder in Americold Realty Trust means believing in the continued global growth in food consumption, the structural need for temperature-controlled logistics, and Americold’s ability to expand into high-demand regions. While the opening of the Dubai cold storage facility aligns with the long-term growth story by extending Americold’s global reach, its impact on the most important short-term catalyst, occupancy rates, may not be material given persistent demand headwinds and a cautious outlook on organic growth. The most relevant recent announcement is Americold’s 5% dividend increase to US$0.23 per share for Q3 2025. This move signals a commitment to returning capital to shareholders, adding some stability even as pressures on occupancy and pricing remain important short-term considerations. But before relying on dividend increases and new facilities, investors should be aware of the risk that ongoing weak demand and possible excess cold storage capacity could...

Read the full narrative on Americold Realty Trust (it's free!)

Americold Realty Trust's narrative projects $3.1 billion in revenue and $92.8 million in earnings by 2028. This requires 5.6% yearly revenue growth and a $147.6 million increase in earnings from the current -$54.8 million.

Uncover how Americold Realty Trust's forecasts yield a $19.27 fair value, a 55% upside to its current price.

Exploring Other Perspectives

Six individual fair value estimates from the Simply Wall St Community range from US$15 to US$26.19, reflecting diverse outlooks on Americold’s potential. With several participants projecting values above consensus, keep in mind persistent occupancy and pricing risks could have broader implications for future earnings and shareholder returns.

Explore 6 other fair value estimates on Americold Realty Trust - why the stock might be worth over 2x more than the current price!

Build Your Own Americold Realty Trust Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Americold Realty Trust research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Americold Realty Trust research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Americold Realty Trust's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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