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.

Equity Bottom-Up

Koninklijke Ahold Delhaize NV / Equity Bottom-Up

<ul>
<li>Ahold Delhaize | Lidl main beneficiary of shift in consumer behaviour on rising fuel costs Accurat’s location-based footfall analysis of the Dutch supermarkets (weeks 6–13) reveals an immediate, measurable shift in consumer behaviour following the first energy-price shock linked to the Iran conflict.</li>
<li>Discount formats have gained ground at the expense of the mid-to-high price segment: Lidl has emerged as the clear national winner in visitor share, Aldi has posted modest gains, and Jumbo has remained stable.</li>
<li>Albert Heijn recorded the sharpest decline, losing the largest number of customers primarily to Lidl, with secondary leakage to Aldi and Jumbo. Plus and Dirk also ceded traffic to Lidl.</li>
</ul>


Ahold Delhaize | Lidl main beneficiary of shift in consumer behaviour on rising fuel costs Accurat’s location-based footfall analysis of the Dutch supermarkets (weeks 6–13) reveals an immediate, measurable shift in consumer behaviour following the first energy-price shock linked to the Iran conflict.
Discount formats have gained ground at the expense of the mid-to-high price segment: Lidl has emerged as the clear national winner in visitor share, Aldi has posted modest gains, and Jumbo has remained stable.
Albert Heijn recorded the sharpest decline, losing the largest number of customers primarily to Lidl, with secondary leakage to Aldi and Jumbo. Plus and Dirk also ceded traffic to Lidl.


<ul>
<li>For the first time in decades, Ahold Delhaize’s main Dutch rival Jumbo saw its FY24 sales falling short of the prior year’s level.</li>
<li>Besides, its market share decreased for the third consecutive year. According to Jumbo, both are mainly the result of price cuts and the ban on tobacco sales, which has been in force since July.</li>
<li>Royal Jumbo Food Group's FY24 sales came in at EUR 10.72bn, down by about 2.7% when compared to a year earlier. </li>
</ul>


For the first time in decades, Ahold Delhaize’s main Dutch rival Jumbo saw its FY24 sales falling short of the prior year’s level.
Besides, its market share decreased for the third consecutive year. According to Jumbo, both are mainly the result of price cuts and the ban on tobacco sales, which has been in force since July.
Royal Jumbo Food Group's FY24 sales came in at EUR 10.72bn, down by about 2.7% when compared to a year earlier. 


What's News in Amsterdam - 17 January (Ahold Delhaize)

Netherlands

Koninklijke Ahold Delhaize N.V. operates retail stores. The Company manages supermarkets, convenience stores, compact hypers, pick-up points, and gasoline stations, as well as specialty stores which provides health and beauty care products, and wine and liquor. Koninklijke Ahold Delhaize serves customers in the Netherlands.

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Koninklijke Ahold Delhaize NV (AHODF US)

What's News in Amsterdam

Albert Heijn recorded the sharpest decline, losing the largest number of customers primarily to Lidl, with secondary leakage to Aldi and Jumbo....

The IDEA!

What's News in Amsterdam - 17 January (Ahold Delhaize)

For the first time in decades, Ahold Delhaize’s main Dutch rival Jumbo saw its FY24 sales falling short of the prior year’s level.

The IDEA!

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52-week Range

Market Cap (USDm)

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