Americold Realty Trust(US:COLD)2025-11-06 13:00Company Overview - Americold is a global leader in the cold storage industry, operating an integrated network of strategically located warehouses[6, 79] - The company possesses significant scale with a global footprint, including 1,232 million cubic feet of capacity in North America and 114 million cubic feet in Europe[10] - Americold has approximately 13,000 associates and serves around 3,000 customers[10] Financial Performance - The company's LTM PF Core EBITDA is $615 million[12] - Adjusted FFO has grown by 34%, from $299 million in 2021 to $406 million in LTM Q3 2025[14] - Total Segment Contribution NOI has grown by 40%, from $630 million in 2021 to $834 million in LTM Q3 2025[14] Strategic Initiatives - Americold focuses on designing solutions that fit customer needs, supported by an in-house design engineering team[21] - The company leverages strategic partnerships with CPKC and DP World to enhance its service offerings and expand its network[45] - Americold is implementing Project Orion to standardize processes, reduce manual work, and improve analytics[50] Market Position and Growth - Americold holds 18% of the North American cold storage market and 6% of the global market[56] - The company is transitioning from on-demand contracts to fixed storage committed contracts, which now account for 60% of total warehouse rent and storage revenues[63] - Americold is committed to sustainability initiatives, including reducing Scope 1 and 2 emissions by 9.48% from 2021, with a goal of 30% in 2030[75]