Ahold reported a stronger set of figures for Q4. Per Advan Research, traffic is even better 2025-to-date, including for its Stop & Shop, as shown in the chart below. The improvement is on both a 1-year and 2-year basis for all Ahold brands. On its results, management noted that volumes for the...
As traffic data and intra-quarter commentary indicated, U.S. comp-sales deteriorated QoQ by -110bps for a -1.4% decline for Q4. Advan Research data showed a -136bps deterioration in traffic and -115bps in spend*. However, since the E. coli scare in October, the traffic and sales trend has...
What struck us about Amazon’s Q4 results was the significant upside in its North America margins and profits; margins hit 8.0% vs. the expectation of 6.5% (BBG) and EBIT hit $9.3B vs. the expectation of $7.4B. Amazon has worked diligently to lower the cost to serve since early 2023 by staging...
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