The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Americold Realty Trust Inc (Symbol: COLD) presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.But making Am ...

After the recent slide, Americold Realty Trust (NYSE: COLD ) shares have fallen to a new all-time low. The stock is offering a dirt-cheap valuation and its highest dividend yield ever, which more than make up for whatAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other th ...

ATLANTA, GA., Sept. 03, 2025 (GLOBE NEWSWIRE) -- Americold Realty Trust (NYSE: COLD), a global leader in temperature-controlled logistics, real estate, and value-added services focused on the ownership, operation, acquisition and development of temperature-controlled warehouses, today announced that its Board of Directors has declared a dividend of $0.23 per share for the third quarter of 2025, payable to holders of the Company’s common stock. This is consistent with the dividend for the second quarter of 2 ...

Appointed Chief Executive Officer and a member of Board of Directors effective September 1, 2025Builds on progressive leadership experience with Americold and nearly two decades in logistics and supply chain managementUnderscores Board’s commitment to thoughtful, long-term succession planningCompany Reaffirms Full-Year 2025 Financial Outlook ATLANTA, GA., Aug. 25, 2025 (GLOBE NEWSWIRE) -- Americold Realty Trust, Inc. (NYSE: COLD), a global leader in temperature-controlled logistics, real estate, and value-a ...

Group 1 - The article discusses the differences in long-term investing strategies within the real estate industry [1] - It highlights the author's experience in publishing various articles related to different aspects of real estate [1] Group 2 - There is no relevant content in this section to summarize [2]

ATLANTA, GA. and KANSAS CITY, Mo., Aug. 12, 2025 (GLOBE NEWSWIRE) -- Americold Realty Trust, a global leader in temperature-controlled logistics, real estate, and value-added services, today celebrates the grand opening of its new $100+ million Import-Export Hub in Kansas City, Missouri. Developed in partnership with Canadian Pacific Kansas City (TSX:CP) (NYSE:CP) (CPKC), the 335,000- square-foot facility is Americold's first on the CPKC rail network and a key hub for the Mexico Midwest Express (MMX), North ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to , Commission File Number: 001-34723 AMERICOLD REALTY TRUST, INC. (Exact name of registrant as specified in its charter) | Maryland | | 93-0295215 | | --- | ...

分组1 - Americold Realty Trust Inc. reported quarterly funds from operations (FFO) of $0.36 per share, exceeding the Zacks Consensus Estimate of $0.34 per share, but down from $0.38 per share a year ago, representing an FFO surprise of +5.88% [1] - The company posted revenues of $650.75 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.50%, but down from $660.96 million year-over-year [2] - Over the last four quarters, Americold Realty Trust has surpassed consensus FFO estimates two times and topped consensus revenue estimates once [2] 分组2 - The stock has underperformed, losing about 24.3% since the beginning of the year, compared to the S&P 500's gain of 7.9% [3] - The current consensus FFO estimate for the coming quarter is $0.37 on revenues of $695.46 million, and for the current fiscal year, it is $1.43 on revenues of $2.68 billion [7] - The Zacks Industry Rank for REIT and Equity Trust - Other is currently in the top 40% of over 250 Zacks industries, indicating a favorable outlook for the industry [8]

Financial Data and Key Metrics Changes - Q2 AFFO per share was $0.36, with the first half performance largely on track despite ongoing market pressures [8][25] - Same store economic occupancy declined slightly in Q2 compared to Q1, with expectations for a decrease of approximately 250 to 450 basis points for the year [4][26] - Same store rent and storage revenue for economic occupied pallets increased by approximately 1% year over year, while same store services revenue for throughput pallets increased by 4% [6][11] Business Line Data and Key Metrics Changes - Rent and storage revenue from fixed commitments remained at 60% for the quarter, reflecting the quality of mission-critical assets [5][12] - Warehouse services margins improved by 90 basis points year over year to 13.3% for the quarter, indicating enhanced productivity from a well-trained workforce [5] - The company successfully converted over 80% of previously announced $200 million probability-weighted sales, although occupancy ramp for new customers is taking longer than expected [14] Market Data and Key Metrics Changes - The storage market remains highly competitive, with pricing pressure expected to continue into the second half of the year [38][41] - The company is experiencing demand headwinds due to factors such as interest rates, tariffs, inflation, and excess capacity, impacting occupancy rates across the industry [8][26] - The international business, particularly in Asia Pacific, is performing well with occupancy rates above 90% [94] Company Strategy and Development Direction - The company is focused on controlling costs, improving efficiencies, and capturing new business, particularly in the retail and QSR segments [9][69] - Several key development projects were completed in Q2, including expansions in Allentown and Kansas City, which are expected to drive future growth [17][19] - The company is actively pursuing alternative growth opportunities in underserved geographies, particularly in Asia Pacific [23][94] Management's Comments on Operating Environment and Future Outlook - Management expressed a cautious outlook for the second half of the year, anticipating continued pressure on occupancy levels and pricing [8][26] - The company is taking a conservative view of the market, removing the traditional seasonal inventory build from forecasts [8][26] - Management emphasized the importance of operational excellence and value-added services as differentiators in a challenging market [41][69] Other Important Information - The company completed a $400 million public bond offering to repay a portion of outstanding borrowings, maintaining a total liquidity of approximately $937 million [29][30] - The company is rationalizing its portfolio by selling underperforming assets, with plans to exit six more facilities [31][32] Q&A Session Summary Question: How competitive is the current pricing environment? - The storage market remains very competitive, with pricing pressure expected to continue until occupancy growth returns [36][38] Question: Can you provide details on fixed commitments and customer contracts? - Fixed commitments are structured as multiyear agreements with fixed monthly fees, allowing customers to secure space during peak seasons [43][45] Question: What factors are impacting revenue growth in the second half of the year? - Revenue growth is being suppressed by pricing pressure and multiple demand headwinds, including interest rates and inflation [50][52] Question: How is the company managing capital deployment and return hurdles? - The company aims for a return on invested capital of 10% to 12% for new developments, focusing on low-risk projects [57][59] Question: What is the outlook for occupancy in Q3 and Q4? - The company does not expect any seasonal uplift in occupancy for the second half of the year, with Q3 likely to mirror Q1 and Q2 [63][64] Question: Are customers integrating their cold chain needs more? - Some large customers are maximizing their own cold storage capacity, which is a normal business practice, but this is not significantly impacting demand [72][74]

Financial Data and Key Metrics Changes - Q2 AFFO per share was $0.36, with the first half performance largely on track despite ongoing market pressures [7][24][26] - Same store economic occupancy declined slightly in Q2 compared to Q1, with expectations for a decrease of approximately 250 to 450 basis points for the year [3][24] - Same store rent and storage revenue for economic occupied pallets increased by approximately 1% year over year, while same store services revenue for throughput pallets increased by 4% [5][9] Business Line Data and Key Metrics Changes - The retail and QSR business segments are positioned near the top of the portfolio in terms of cash flow generation, with a rent and storage revenue from fixed commitments at 60% for the quarter [4][10] - Warehouse services margins improved by 90 basis points year over year to 13.3% for the quarter, reflecting enhanced productivity from a dedicated workforce [4][5] Market Data and Key Metrics Changes - The market remains highly competitive, with pricing pressure expected to continue into the second half of the year due to various economic headwinds [32][34] - The company has successfully converted over 80% of previously announced $200 million in probability-weighted sales, although occupancy ramp for new customers is taking longer than expected [12][24] Company Strategy and Development Direction - The company is focused on controlling costs, improving efficiencies, and capturing new business, particularly in the retail and QSR sectors [8][24] - Development projects completed in Q2 include expansions in Allentown, Kansas City, and Dubai, showcasing the company's ability to leverage strategic partnerships and expertise [15][17][18] Management's Comments on Operating Environment and Future Outlook - Management expressed a cautious outlook for the second half of the year, citing ongoing demand headwinds and a conservative view of the market [7][24][26] - The company is actively pursuing alternative growth opportunities in underserved geographies and focusing on investments that align with customer needs [8][22] Other Important Information - The company completed three planned exits of idled facilities for total cash proceeds of $20 million, with plans to exit six more facilities [28] - Total net debt outstanding at the end of the quarter was $3.9 billion, with total liquidity of approximately $937 million [27] Q&A Session Summary Question: How competitive is the current pricing environment? - The storage market remains very competitive, with pricing pressure expected to continue until occupancy growth returns. The company has developed tools to balance price and occupancy effectively [32][34] Question: Can you provide details on fixed commitments? - Fixed commitments are structured as multiyear agreements with fixed monthly fees, allowing customers to secure space during peak seasons without annual volume resets [38][40] Question: What factors are suppressing revenue growth in the second half of the year? - Several headwinds, including pricing pressure and unique demand challenges, are impacting revenue growth. The combination of these factors makes it difficult to forecast occupancy and price [44][48] Question: How is the company managing capital deployment and return hurdles? - The company aims for a return of 10% to 12% on new capital deployments, focusing on low-risk projects that align with customer demand [50][52] Question: What is the outlook for occupancy in Q3 and Q4? - The company does not expect any seasonal uplift in the second half, with occupancy levels anticipated to remain similar to the first half of the year [55][56] Question: Are there any catalysts for increasing inventory levels among customers? - Improvement in macroeconomic factors is necessary for demand to increase, as customers are currently facing multiple headwinds [58][61]