Leadership Changes - Christopher ("Chris") Papa has been appointed as the Executive Vice President and Chief Financial Officer of Americold Realty Trust, effective February 23, 2026, bringing nearly 40 years of experience in real estate and finance [2][3] - Jay Wells, the previous CFO, has departed the company, and Scott Henderson will serve as Interim CFO until Papa's appointment [4][5] - Nathan Harwell, the Chief Legal Officer, will take on the additional role of Chief People Officer, overseeing Legal, Compliance, and Human Resources functions [5] Strategic Focus - The CEO of Americold expressed confidence in Papa's extensive real estate experience and financial acumen, which align with the company's strategic focus for 2026 and future growth [4] - The leadership changes are intended to strengthen the company's ability to support customers and associates across its global network [6] Financial Outlook - Americold reaffirms its full-year 2025 AFFO (Adjusted Funds from Operations) outlook, expecting fourth-quarter AFFO per share to be between $0.36 and $0.38, consistent with previous guidance [7]

Core Viewpoint - Americold Realty Trust, Inc. has announced the 2025 tax treatment of its common stock distributions, encouraging shareholders to consult their tax advisors for specific guidance [1] Group 1: Dividend Information - The Company declared a fourth quarter 2024 dividend of $0.22 per share, which was paid in calendar year 2025 [2] - The total amount of the 2024 fourth quarter dividend is included in the shareholders' 2025 distributions [2] - The Company declared a fourth quarter 2025 dividend of $0.23 per share, which will be paid in calendar year 2026 and is not included in the 2025 Form 1099 [2] Group 2: Company Overview - Americold is a global leader in temperature-controlled logistics and real estate, with over 120 years of innovation and reliability [3] - The Company operates more than 230 facilities across North America, Europe, Asia-Pacific, and South America, totaling approximately 1.4 billion refrigerated cubic feet [3] - Americold plays a crucial role in the global food supply chain, connecting various stakeholders with tailored services supported by reliable supply chains [4]

Core Viewpoint - Americold Realty Trust will release its fourth quarter and full year 2025 financial results on February 19, 2026, before market opening, followed by a conference call at 8:00 a.m. Eastern Time [1]. Group 1: Financial Results Announcement - The company is set to announce its financial results for Q4 and the full year of 2025 on February 19, 2026 [1]. - A conference call will take place on the same day at 8:00 a.m. Eastern Time to discuss the results [1]. Group 2: Webcast and Participation Details - A webcast of the conference call will be available on the Investor Relations section of Americold's website [2]. - Participants are advised to log in at least 15 minutes prior to the start time to register and install necessary audio software [2]. - For telephone participation, domestic and international dial-in numbers are provided, along with playback options available until March 5, 2026 [3]. Group 3: Company Overview - Americold Realty Trust is a global leader in temperature-controlled logistics and real estate, with over 120 years of innovation and reliability [4]. - The company operates more than 230 facilities across North America, Europe, Asia-Pacific, and South America, totaling approximately 1.4 billion refrigerated cubic feet [4]. - Americold plays a crucial role in the global food supply chain, connecting various stakeholders with tailored services supported by advanced technology and sustainable practices [5].

Core Insights - Americold Realty Trust has announced a strategic partnership with On the Run, marking its entry into the convenience store distribution sector [1][6] - The partnership aims to leverage Americold's expertise in managing fast-turning inventory to support OTR's supply chain, showcasing the company's adaptability and commitment to growth [2][6] - Despite positive developments, Americold's stock has experienced fluctuations, currently priced at $12.13, reflecting a decrease of 1.94% [4][6] Company Overview - Americold Realty Trust is a leader in temperature-controlled logistics, with a market capitalization of approximately $3.45 billion [5] - The company has experience managing inventory for over 1,500 Quick Service Restaurant locations across Asia-Pacific, which is now being applied to the convenience retail market [2] Stock Performance - Americold's stock has fluctuated between a low of $12.09 and a high of $12.32 during the trading day, with a current price of $12.13 [4] - Over the past year, the stock has reached a high of $23.52 and a low of $10.10, indicating volatility in its performance [5]

Core Viewpoint - Americold Realty Trust has appointed two new independent directors and formed a Finance Committee to enhance shareholder value, while entering into a cooperation agreement with Ancora Group Holdings LLC to facilitate collaboration with significant shareholders [2][3][4]. Group 1: Board Appointments and Committee Formation - Joseph Reece and Stephen Sleigh have been appointed to Americold's Board of Directors, bringing valuable governance experience and expertise in corporate finance and shareholder engagement [2][3]. - A new Finance Committee has been established to review the company's portfolio and make recommendations regarding potential sales or divestitures, including international opportunities [3]. Group 2: Strategic Focus and Collaboration - The Finance Committee will also focus on reducing debt, maintaining dividends, and preserving core assets for long-term benefits [3]. - The collaboration with Ancora is aimed at enhancing governance and value creation, with Ancora agreeing to support the Board's full slate of directors at the 2026 Annual Meeting [4]. Group 3: Company Overview and Market Position - Americold is a leader in temperature-controlled logistics with over 230 facilities globally, ensuring efficient movement of refrigerated products [6][7]. - The company emphasizes its role in the global food supply chain, leveraging technology and sustainable practices to deliver value [8].

Core Viewpoint - Americold Realty Trust has declared a quarterly dividend of $0.23 per share for Q4 2025, reflecting a 5% increase from the previous year, consistent with the Q3 2025 dividend [1] Group 1: Company Overview - Americold Realty Trust is a global leader in temperature-controlled logistics and real estate, with over 120 years of innovation and reliability [2] - The company operates more than 230 facilities across North America, Europe, Asia-Pacific, and South America, totaling approximately 1.4 billion refrigerated cubic feet [2] Group 2: Business Operations - Americold's facilities are integral to the global food supply chain, connecting producers, processors, distributors, and retailers [3] - The company leverages deep industry expertise, smart technology, and sustainable practices to deliver world-class service [3]

Core Insights - Americold has been recognized as a 2025 GRESB Sector Leader in the Americas, Industrial category, highlighting its strong sustainability performance [1][2] - The GRESB Sector Leader Awards acknowledge organizations that set benchmarks for sustainability leadership, with Americold exemplifying this through its commitment to environmental initiatives [2][4] - Americold integrates sustainability into its operations, focusing on energy efficiency, emissions reduction, water stewardship, and waste minimization [3][4] Company Overview - Americold Realty Trust, Inc. is a global leader in temperature-controlled logistics and real estate, with over 230 facilities worldwide, totaling approximately 1.5 billion refrigerated cubic feet [6] - The company plays a crucial role in the global food supply chain, connecting various stakeholders with tailored services supported by reliable supply chains [7] Sustainability Commitment - The recognition from GRESB reflects Americold's ongoing efforts to enhance energy efficiency and operational excellence [4] - The company’s approach to sustainability is embedded in its governance and risk management practices, demonstrating a comprehensive commitment to environmental responsibility [3]

Core Points - Americold Realty Trust declared a dividend of $0.23 per share for Q3 2025, consistent with Q2 2025 and reflecting a 5% increase from the previous year [1] - The dividend will be payable on October 15, 2025, to stockholders of record as of September 30, 2025 [1] Company Overview - Americold Realty Trust is a global leader in temperature-controlled logistics and real estate, with over 120 years of innovation and reliability [2] - The company operates more than 230 facilities across North America, Europe, Asia-Pacific, and South America, totaling approximately 1.5 billion refrigerated cubic feet [2] Industry Role - Americold's facilities are integral to the global food supply chain, connecting producers, processors, distributors, and retailers [3] - The company leverages industry expertise, smart technology, and sustainable practices to deliver world-class service and create lasting value for customers and communities [3]

Core Viewpoint - Americold Realty Trust has appointed Robert S. Chambers as the new CEO effective September 1, 2025, following George Chappelle's retirement after a 40-year career, highlighting a commitment to long-term succession planning and leadership continuity [1][5]. Company Leadership - Robert S. Chambers has extensive leadership experience in warehouse and supply chain management, currently serving as President of Americold, overseeing global operations and commercial strategy [2][3]. - Chambers has been with Americold for 12 years, contributing significantly to the company's commercial practices and corporate strategy [2]. - His previous roles include President of Americas, Executive Vice President and Chief Commercial Officer, and Vice President of Commercial Finance [2]. Industry Experience - Chambers has a broad background in supply chain and logistics, having served as CFO of Saia Inc. and held leadership roles at CEVA Logistics [3]. - He is a licensed CPA and Chartered Global Management Accountant, with prior experience at KPMG [3]. Board and Leadership Support - Mark Patterson, Chairman of the Board, expressed confidence in Chambers' leadership, citing his strategic vision and contributions to Americold's success over the past 12 years [4]. - The Board acknowledges George Chappelle's leadership and contributions, emphasizing the strong foundation established for future growth [4]. Company Outlook - Americold reaffirms its full-year 2025 financial outlook, focusing on disciplined execution, operational excellence, and long-term value creation [4][5]. - The company will participate in several investment conferences to engage with investors and showcase its leadership team [6]. Company Overview - Americold is a global leader in temperature-controlled logistics and real estate, with over 230 facilities worldwide, totaling approximately 1.5 billion refrigerated cubic feet [7]. - The company plays a crucial role in the global food supply chain, connecting various stakeholders with tailored services supported by reliable supply chains [8].

Core Insights - Americold announced a series of executive leadership appointments to enhance operational execution, deepen customer relationships, and unlock global growth opportunities [1][8] Leadership Changes - Rob Chambers has been appointed as the new President, overseeing global operations with increased P&L responsibility [2] - Bryan Verbarendse will succeed Chambers as President, Americas, leading business development and operations across North and South America [4] - Richard Winnall will take charge of the Global Commercial Committee and Operations Committee, working closely with the President, Americas [6] Executive Backgrounds - Rob Chambers has 12 years of leadership experience at Americold, previously serving as Executive Vice President & Chief Commercial Officer and has a background in commercial finance [3] - Bryan Verbarendse joined Americold in August 2023 and has over 31 years of experience in retail and wholesale grocery supply chain [5] - Richard Winnall has been with Americold since 2019, holding various leadership roles and bringing extensive experience from DHL Supply Chain and Linfox [7] Strategic Focus - The leadership appointments reflect Americold's commitment to operational excellence and customer-centric growth [8] - The company aims to harmonize commercial and operational standards globally, ensuring consistent KPIs and scalable systems [6] Company Overview - Americold is a leader in temperature-controlled logistics real estate, owning and/or operating 238 warehouses with approximately 1.4 billion refrigerated cubic feet of storage across multiple regions [9]