The earnings call presented a balanced view with notable strengths in U.S. performance, online growth, and strategic expansions. However, challenges such as government-imposed pricing in Serbia and adjustments in Profi's sales guidance are evident. The impact of macroeconomic factors and government policies in various regions may pose future challenges.
Company Guidance
During the Ahold Delhaize Q3 2025 results call, the company provided optimistic guidance despite various global challenges. The company reported a robust performance with net sales growing by 6.1% to EUR 22.5 billion, driven by strong momentum across regions and strategic priorities. The underlying operating margin was 4.1%, supported by a 4.6% margin in the U.S. and 3.9% in Europe, despite the first-time consolidation of Profi and regulatory impacts in Serbia. Online grocery sales grew 15.4% in the U.S. and 11.9% in Europe, marking the sixth consecutive quarter of double-digit growth. Ahold Delhaize remains committed to its Growing Together strategy, focusing on flexibility, resilience, and culture, with plans for store remodels and new openings, particularly in high-growth U.S. markets. The company also emphasized its dedication to sustainability and community support, with ongoing initiatives to reduce food waste and improve food accessibility. Looking ahead, Ahold Delhaize expects to maintain its financial strength and continue delivering value to customers and shareholders.
Strong U.S. Performance
The U.S. segment showed strong performance with net sales of EUR 12.9 billion, an increase of 1.9%. The underlying operating margin in the U.S. was 4.6% due to higher sales leverage.
European Sales Growth
Sales in Europe were EUR 9.6 billion, an increase of 12.4%, including the integration of Profi which had a positive impact of 9.1%.
Online Growth
Omnichannel ecosystems drove growth with online grocery sales growing 15.4% in the U.S. and 11.9% in Europe.
Profi Integration
The integration of Profi is progressing with synergies expected to bring its profitability to average European margin levels in 2 to 3 years.
Food Lion Expansion
Food Lion is expanding with new store openings and remodels, supported by a new distribution center in Burlington, North Carolina.
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
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
Nov 05, 2025
$40.99
$41.24
+0.61%
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%
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 Feb 18, 2026, Before Open (Confirmed).
What is Koninklijke Ahold Delhaize N.V. (ADRNY) earnings time?
Koninklijke Ahold Delhaize N.V. (ADRNY) earnings time is at Feb 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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