Americold Realty Trust

Americold shipped more than one million parcels directly to consumers last year through its temperature-controlled e‑commerce fulfillment network. The company operates five U.S. sites, from which roughly 99.5% of the U.S. population can be served within a maximum of two days, and reports double-digit platform growth. For manufacturers, Americold offers order fulfillment, packing and last-mile delivery combined with the SmarTrackr platform for real-time inventory and shipment tracking. Americold cites its work with Good Ranchers as a reference; overall the company runs more than 220 sites globally with about 1.4 billion cubic feet of refrigerated capacity. » More on de.investing.com

Americold reported a 200 basis-point sequential increase in physical occupancy driven by market-share wins and new business, and raised full-year AFFO guidance to $1.26–$1.32 per share. The company expects the $1.3 billion EQT joint venture to close in Q3 with $1.1 billion earmarked to retire U.S. dollar debt, targets leverage of 6x or less, and plans sales of idled or non-core properties. Management booked a $298.8 million non-cash impairment for two automated facilities, is pursuing $25 million of 'fit-for-purpose' SG&A savings, and will focus future development on lower-risk, customer-dedicated projects. » More on finance.yahoo.com

Barclays expects Americold to report stronger operating metrics and possible upward revisions to guidance for the second quarter of 2026. The stock has risen sharply since early May, driven by physical volume growth and improved balance-sheet metrics. Drivers include a declining competitive supply in the cold-storage industry and rising warehouse volumes, while longer-term industry risks remain. » More on de.investing.com