Independent Investment Research, The IDEA!

The IDEA!

Independent Investment Research

The Idea-Driven Equities Analyses company (the IDEA!) is an employee-owned boutique providing independent investment research and financial consultancy services with a clear focus on the Benelux countries. The company was founded in the summer of 2007 by Henk Slotboom and Maarten Verbeek, both with more than 35 years of professional experience in the financial sector. The IDEA! differentiates itself by focusing on adding value through self-initiated in-depth, idea-driven investment research, as well as by bespoke research assignments for institutional investors, hedge funds and private equity. In addition, we provide market intelligence, strategic research and – together with our business partners – consultancy services to businesses. In case you are interested in receiving more information, a sample of our products or an introductory meeting, please send a message to info@theidea.nl.

Thematic (Sector/Industry)

<ul>
<li>Ahold Delhaize | Jumbo lost further market share in FY25</li>
<li>Albert Heijn’s most important competitor in the Netherlands – family owned supermarkets chain Jumbo – continued to lose market share in FY25.</li>
<li>Jumbo now has a market share of 20.0%, down 50 bps YoY. This is in line with market share it suffered in FY24 (from 21% to 20.5%). </li>
</ul>


Ahold Delhaize | Jumbo lost further market share in FY25
Albert Heijn’s most important competitor in the Netherlands – family owned supermarkets chain Jumbo – continued to lose market share in FY25.
Jumbo now has a market share of 20.0%, down 50 bps YoY. This is in line with market share it suffered in FY24 (from 21% to 20.5%). 


<ul>
<li>Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports suggested its local operations were under review.</li>
<li>With roughly 700 stores, the company maintains one of the largest retail networks in the country.</li>
<li>However, its Belgian revenues - estimated at EUR 4.0–4.5bn - lag far behind peers that operate far fewer outlets. </li>
</ul>


Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports suggested its local operations were under review.
With roughly 700 stores, the company maintains one of the largest retail networks in the country.
However, its Belgian revenues - estimated at EUR 4.0–4.5bn - lag far behind peers that operate far fewer outlets. 


<ul>
<li>Yesterday, Basic-Fit hosted a session to provide an update on the Clever Fit acquisition, that was announced at the end of October and completed two weeks later.</li>
<li>At its upcoming CMD, to be hosted on 20 April of next year, the company will provide a detailed update on the acquisition.</li>
<li>At yesterday’s update, Basic-Fit shared some light on the German market and the savings it expects</li>
</ul>


Yesterday, Basic-Fit hosted a session to provide an update on the Clever Fit acquisition, that was announced at the end of October and completed two weeks later.
At its upcoming CMD, to be hosted on 20 April of next year, the company will provide a detailed update on the acquisition.
At yesterday’s update, Basic-Fit shared some light on the German market and the savings it expects


<ul>
<li>Wolters Kluwer Legal &amp; Regulatory has signed an agreement to acquire Libra Technology GmbH (Libra), a Berlin-based provider of AI technology for legal professionals, for up to EUR 90m, of which EUR 30m is an upfront payment with the balance being deferred consideration contingent upon reaching certain performance targets.</li>
<li>Libra has developed the Libra AI assistant, an intuitive, best-in-class legal platform designed to help law firms and legal departments streamline broad research, drafting, review, and analytics use cases with accuracy and efficiency in a secure collaboration environment.</li>
<li>Libra serves a substantial and rapidly growing customer base of law firms and corporate legal departments in Germany and other European countries.</li>
</ul>


Wolters Kluwer Legal &amp; Regulatory has signed an agreement to acquire Libra Technology GmbH (Libra), a Berlin-based provider of AI technology for legal professionals, for up to EUR 90m, of which EUR 30m is an upfront payment with the balance being deferred consideration contingent upon reaching certain performance targets.
Libra has developed the Libra AI assistant, an intuitive, best-in-class legal platform designed to help law firms and legal departments streamline broad research, drafting, review, and analytics use cases with accuracy and efficiency in a secure collaboration environment.
Libra serves a substantial and rapidly growing customer base of law firms and corporate legal departments in Germany and other European countries.


What's News in Amsterdam - 14 November (Wolters Kluwer | E-commerce & Logistics)

<ul>
<li>Ahold Delhaize’s results came in a bit better than expected, whereby especially the margin development in the US was the main (positive) surprise.</li>
<li>The margin in Europe was flat. Also impressive was the growth in online sales, both in Europe and the US.</li>
<li>The company reiterated its guidance for FY25 and announced a new EUR 1bn share buyback for 2026.</li>
</ul>


Ahold Delhaize’s results came in a bit better than expected, whereby especially the margin development in the US was the main (positive) surprise.
The margin in Europe was flat. Also impressive was the growth in online sales, both in Europe and the US.
The company reiterated its guidance for FY25 and announced a new EUR 1bn share buyback for 2026.


Luxembourg

InPost S.A. is an e-commerce enablement platform. InPost provides delivery services through its network of automated parcel machines, including those in the UK, as well as to-door couriers and fulfillment services to e-commerce merchants.

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InPost (INPST NA)

What's New(s) in Amsterdam

lbert Heijn’s most important competitor in the Netherlands – family owned supermarkets chain Jumbo – continued to lose market share in FY25.

The IDEA!

What's New(s) in Amsterdam

Ahold Delhaize | Carrefour firmly denies possible exit from Belgium Carrefour has firmly denied any intention to exit Belgium after media reports...

The IDEA!

What's News in Amsterdam

Yesterday, Basic-Fit hosted a session to provide an update on the Clever Fit acquisition, that was announced at the end of October and completed...

The IDEA!

What's News in Amsterdam - 14 November (Wolters Kluwer | E-commerce & Logistics)

Wolters Kluwer Legal & Regulatory has signed an agreement to acquire Libra Technology GmbH (Libra), a Berlin-based provider of AI technology for...

The IDEA!

What's New(s) in Amsterdam

Ahold Delhaize’s results came in a bit better than expected, whereby especially the margin development in the US was the main (positive) surprise.

The IDEA!

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)