The earnings call reflects a balanced outlook. The company reported strong net sales growth and achieved e-commerce profitability, which are significant positives. However, the operating margin pressures and impact from store closures and tobacco sales cessation present notable challenges.

Company Guidance -

Q3 2025

During the Q2 2025 analyst conference call for Ahold Delhaize, the company provided guidance highlighting several key metrics and strategic initiatives. The company reiterated its full-year guidance, projecting an underlying operating margin of around 4%, free cash flow of at least EUR 2.2 billion, and gross capital expenditures of approximately EUR 2.7 billion. The expected diluted underlying EPS growth is forecasted at a mid- to high single-digit rate, assuming an average euro to U.S. dollar exchange rate of EUR 110 million. Ahold Delhaize emphasized its Growing Together strategy, which includes a $1 billion price investment in the U.S. over the next four years, bolstering its own brand assortment and digital personalization programs. The company achieved e-commerce profitability on a fully allocated basis, with online sales showing significant growth—16.4% in the U.S. and nearly 13% in Europe. Operational excellence was another focus, with cost savings initiatives aiming to contribute EUR 1.25 billion for the group. The call also touched on Stop & Shop's positive volume and NPS scores, and successful omnichannel offerings contributing to market share growth.

Record Net Sales Growth

Net sales grew 6.5% to EUR 23.1 billion, demonstrating strong sales growth and positive volumes in both the U.S. and Europe.

E-commerce Profitability Achieved

On a fully allocated basis, the company has reached e-commerce profitability, underscoring the strength and scalability of its omnichannel model. Online grocery sales grew at double-digit levels for the fifth consecutive quarter.

Successful Integration of Profi

The integration of Profi in Romania is progressing well, contributing significantly to revenue growth and strengthening market position within Romania.

Strong Performance in the Benelux

Strong performance in the Benelux region was highlighted, offsetting the dilutive impact from the first-year consolidation of Profi.

Technology and Innovation Initiatives

Investments in technology, such as AI-driven assistance and automated systems, are enhancing customer service and operational efficiency.

Koninklijke Ahold Delhaize (ADRNY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ADRNY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.73 / -	0.666	―	―	―
Aug 06, 2025	2025 (Q2)	0.75 / 0.76	0.711	6.33% (+0.05)
May 07, 2025	2025 (Q1)	0.68 / 0.70	0.634	11.20% (+0.07)
Feb 12, 2025	2024 (Q4)	0.71 / 0.70	0.783	-9.96% (-0.08)
Nov 06, 2024	2024 (Q3)	0.64 / 0.67	0.621	7.25% (+0.05)
Aug 07, 2024	2024 (Q2)	0.67 / 0.71	0.681	4.41% (+0.03)
May 08, 2024	2024 (Q1)	0.62 / 0.63	0.669	-5.23% (-0.04)
Feb 14, 2024	2023 (Q4)	0.71 / 0.78	0.769	1.82% (+0.01)
Nov 08, 2023	2023 (Q3)	0.64 / 0.62	0.702	-11.54% (-0.08)
Aug 09, 2023	2023 (Q2)	0.66 / 0.68	0.611	11.46% (+0.07)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ADRNY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$39.40	$39.78	+0.96%
May 07, 2025	$41.08	$42.19	+2.70%
Feb 12, 2025	$35.92	$33.96	-5.46%
Nov 06, 2024	$32.72	$33.40	+2.08%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Koninklijke Ahold Delhaize N.V. (ADRNY) report earnings?

Koninklijke Ahold Delhaize N.V. (ADRNY) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Koninklijke Ahold Delhaize N.V. (ADRNY) earnings time?

Koninklijke Ahold Delhaize N.V. (ADRNY) earnings time is at Nov 05, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ADRNY EPS forecast?

ADRNY EPS forecast for the fiscal quarter 2025 (Q3) is 0.73.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing