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    Does Americold (COLD) Reaffirmed 2025 Outlook Clarify or Complicate Its Cold Storage Leadership Story?

    Simply Wall St·12/11/2025 19:28:34
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    • In recent days, Americold Realty Trust reaffirmed its full-year 2025 financial outlook at the Nareit REITworld conference, where its CEO and CFO met investors and highlighted the company’s global temperature-controlled logistics footprint of more than 230 facilities.
    • This confirmation of guidance, alongside commentary on warehouse segment revenue and net operating income trends, offers investors clearer visibility into near-term fundamentals for a business already controlling a large share of the U.S. cold storage market.
    • We’ll now examine how this reaffirmed 2025 outlook, especially the guidance on warehouse revenue and NOI, influences Americold’s investment narrative.

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    Americold Realty Trust Investment Narrative Recap

    To own Americold, you need to believe that cold storage is essential infrastructure and that weaker volumes and pricing can eventually recover off a depressed base. The reaffirmed 2025 guidance, with warehouse same store revenue projected between a 4% decline and flat and NOI lagging slightly, does not materially change the key near term catalyst, which is a potential improvement in occupancy, or the main risk, which is continued demand softness pressuring already thin profitability.

    The most relevant update is Americold’s confirmation at Nareit REITworld that warehouse segment revenue and NOI trends remain within prior expectations, despite sector headwinds. For investors watching catalysts, this steadier outlook sits alongside recent growth investments, such as the new Dubai facility and Kansas City import export hub, that are intended to support longer term international and cross border volumes when the cycle improves.

    Yet, while guidance is intact, investors should be aware that persistent demand headwinds and elevated leverage could still...

    Read the full narrative on Americold Realty Trust (it's free!)

    Americold Realty Trust's narrative projects $3.1 billion revenue and $92.8 million earnings by 2028. This requires 5.6% yearly revenue growth and a $147.6 million earnings increase from -$54.8 million.

    Uncover how Americold Realty Trust's forecasts yield a $15.00 fair value, a 21% upside to its current price.

    Exploring Other Perspectives

    COLD 1-Year Stock Price Chart
    COLD 1-Year Stock Price Chart

    Eight members of the Simply Wall St Community currently see Americold’s fair value between US$14.88 and US$26.19, reflecting a wide spread of opinions. Against that backdrop, the company’s reaffirmed guidance and ongoing demand headwinds in cold storage may influence how you weigh its capacity to improve occupancy and pricing over time.

    Explore 8 other fair value estimates on Americold Realty Trust - why the stock might be worth over 2x more than the current price!

    Build Your Own Americold Realty Trust Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.