Revenue distribution by industry:

• Warehousing and logistics services: approximately 70%
• Transportation services: approximately 20%
• Other services: approximately 10%

TOP 3 markets and their percentage shares:

• USA: approximately 65%
• Canada: approximately 15%
• Australia: approximately 10%

Americold Realty Trust, Inc. generates the majority of its revenue from warehousing and logistics services, which account for about 70% of total income. These services are crucial for the cold chain logistics that Americold provides to its customers.

The largest market for Americold is the USA, which represents approximately 65% of revenue. This is not surprising given the company's strong presence there and the fact that the US cold chain logistics market is one of the largest globally. Canada and Australia follow with 15% and 10% respectively, highlighting the company's international reach and diversification.

Production: Americold Realty Trust, Inc. does not produce physical products.

Americold Realty Trust, Inc. is a leading company in the field of temperature-controlled storage and logistics. The company offers services for the storage and transportation of temperature-controlled goods, but does not produce physical products itself.

Americold operates a network of temperature-controlled warehouses worldwide, which they provide to their customers to safely and efficiently store and transport their products.

Revenue Growth: Estimated 8-10% annually (2025) Infrastructure Investments: Over 500 million USD (2024-2025)

Americold Realty Trust, Inc. pursues a growth strategy that heavily focuses on expanding and modernizing its infrastructure. The company is investing significantly in expanding its storage capacities to meet the increasing demand for cold storage solutions. These investments include both the construction of new facilities and the modernization of existing locations.

Another key focus is on strategic acquisitions to expand geographical reach and tap into new markets. Americold also emphasizes technological innovations to enhance the efficiency of its operations and improve customer service. This involves the implementation of advanced warehouse management systems and automation technologies.

Additionally, the company places importance on sustainability by introducing energy-efficient technologies and reducing its CO2 emissions. These measures are intended not only to reduce operating costs but also to improve environmental sustainability, which is increasingly important in the industry.

Main raw materials: Cooling technology, construction and insulation materials
Main supplying countries: USA, Canada, China, Germany

Americold Realty Trust, Inc. is a leading company in the field of temperature-controlled storage and logistics. The main raw materials imported by the company include cooling technology and construction as well as insulation materials needed for the construction and maintenance of their warehouses.

The USA and Canada are significant suppliers of construction and insulation materials due to their geographical proximity and trade relationships. China is an important supplier of cooling technology and electronic components, while Germany is known for its high-quality technical devices and machinery used in cooling and storage technology.

These import relationships enable Americold to operate its warehouses efficiently and maintain the high standards of temperature-controlled storage.

Market share: 20% (estimated, 2025)
Industry growth: 4% annually (2025)
Operating margin: 15% (2024)

Americold Realty Trust, Inc. is one of the leading providers of temperature-controlled storage solutions and has a significant competitive advantage due to its extensive infrastructure and global presence. With an estimated market share of 20% in 2025, the company is well positioned to benefit from the increasing demand for refrigerated storage solutions.

The operating margin of 15% in 2024 shows that Americold operates efficiently and is able to control costs while expanding its services. The competitive advantage is further strengthened by long-term customer relationships and investments in technology and automation.

Overall, Americold benefits from a stable industry growth of approximately 4% annually, supported by the increasing need for refrigerated storage solutions in the food and pharmaceutical industries. This provides the company with a solid foundation to further expand its market position.

Institutional Investor Share: approximately 80% (estimated 2025)
Insider Buys/Sells: No significant transactions in the last quarter (estimated 2025)

Americold Realty Trust, Inc. is known for having a high institutional investor share, typically around 80%. This demonstrates the confidence of large investment firms and funds in the company's stability and growth potential.

There were no significant insider transactions in the last quarter. This could indicate that executives and insiders are satisfied with the current company strategy and development. A lack of insider sales can also be seen as a positive signal, indicating confidence in future performance.

Market share of Americold Realty Trust, Inc.: 22% (estimated, 2025)

Top competitors and their market shares:

1. Lineage Logistics: 25%
2. Americold Realty Trust, Inc.: 22%
3. United States Cold Storage: 15%
4. AGRO Merchants Group: 10%
5. VersaCold Logistics Services: 8%
6. NewCold Advanced Cold Logistics: 7%
7. Nichirei Logistics Group: 5%
8. Kloosterboer: 4%
9. Congebec Logistics: 2%
10. Henningsen Cold Storage: 2%

Moat of Americold Realty Trust, Inc.:

Americold Realty Trust, Inc. has a significant moat due to its extensive infrastructure and globally connected network of cold storage facilities. These enable the company to operate efficiently and cost-effectively, providing a competitive advantage. Additionally, Americold benefits from long-term customer relationships and a diversified customer base, which stabilizes revenues.

Compared to competitors, Lineage Logistics has a similar moat, particularly through aggressive expansion and acquisitions that strengthen its market leadership. United States Cold Storage also offers strong logistical capabilities, albeit with a slightly smaller network.

Overall, Americold has a strong, but not insurmountable moat. The competition, especially Lineage Logistics, demonstrates similar strengths and pursues an aggressive growth strategy that challenges Americold.

Revenue Growth: 7.8% (2024) Profit Growth: 6.5% (2024) Market Share in Cold Storage: 22% (2024)

Americold Realty Trust, Inc. is one of the leading providers in the field of temperature-controlled storage and logistics. The company benefits from the increasing demand for refrigerated storage capacity, particularly driven by the growth in e-commerce and the growing importance of food safety.

In 2024, Americold recorded a revenue growth of 7.8% and a profit growth of 6.5%. These growth rates indicate a solid business performance, supported by strategic acquisitions and investments in infrastructure.

The 22% market share in the cold storage sector demonstrates Americold's strong position in the industry. This market position enables the company to benefit from economies of scale and efficiently manage operating costs.

Overall, Americold's financial performance and market position suggest that the stock could be a potentially good investment, especially for investors interested in long-term growth in the temperature-controlled logistics sector.

Dividend Yield: 3.5% (estimated for 2025)

Dividend History: Continuous payout for several years

Americold Realty Trust, Inc. (NYSE:COLD) is known for distributing dividends to its shareholders. The estimated dividend yield for 2025 is around 3.5%, which is in line with the payouts of recent years.

The company has a history of continuous dividend payments, indicating a certain level of reliability. This is particularly important for investors who rely on stable returns from their investments. The reliability of the payouts is supported by Americold's stable business foundation and its position in the temperature-controlled storage sector.