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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
CTP
CTP (CTPNV) investor relations material
CTP Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Net rental income rose 14.1% to €738 million in FY 2025, with gross rental income up 14.4% to €759.8 million, driven by robust demand, indexation, and lease renegotiations.
Portfolio expanded to 14.6 million sqm GLA, with a 20% CAGR since 2020, and over 2 million sqm under construction, supporting future growth.
Entered Italy in 2025, securing an 8.7 million sqm landbank and over 200,000 sqm under construction, with a five-year target of 1 million sqm lettable area.
Signed 2.3 million sqm of new leases in 2025, a 10% increase year-over-year, with rental rates up nearly 5% and 71% of leases signed with existing tenants.
Maintains a diversified tenant base, with 70–71% of new business from existing clients and an 81% retention rate.
Financial highlights
Net rental income rose 14.1% to €738 million; gross rental income reached €759.8 million (+14.4% YoY).
Like-for-like rental growth was 4.5% in FY 2025; annualized rental income increased 13% to €840 million.
Adjusted EPRA earnings grew 11.3% to €405 million; adjusted EPRA EPS up 6.3% to €0.85.
EPRA NTA per share increased 12.8% to €20.39; gross asset value up 15.7% to €18.5 billion.
Net valuation result on investment property was €1.14 billion, up 21.1% year-over-year.
Outlook and guidance
2026 adjusted EPRA EPS guidance set at €1.01–€1.03, implying 9–11% year-over-year growth.
Targeting €1 billion annualized rental income by 2027 and ambition to reach 30 million sqm GLA by 2030.
Development pipeline for 2026 set at 1.4–1.7 million sqm, including 200,000 sqm in Italy.
Dividend for 2025 proposed at €0.63 per share, a 6.8% increase, with a payout ratio of 70–80%.
Interest cost capitalization and refinancing to moderately impact EPS in 2026.
Italy's role in 30M sqm GLA by 2030 target
Accelerate landbank monetization for 2030 GLA
Impact of refinancing on 2026 EPS growth
Vietnam: Dual purpose for Asian market entry?
Capitalized interest: Why now, and dividend impact?
Explain 1M sqm vacancy and market absorption
Partial view of Summaries dataset, powered by Quartr API
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Next CTP earnings date
Q1 202630 Apr, 2026
CTP
Next CTP earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
CTP N.V. is recognized as one of Europe's largest listed owner, developer, and manager of logistics and industrial real estate, with a gross lettable area (GLA) that spans 11 million sqm across 10 countriesCTP's operational scope includes the development, management, and leasing of properties used for production, warehousing, third-party logistics and distribution, offices, among others, with a notable presence in Central and Eastern Europe. The company is headquartered in Amsterdam, Netherlands, and its shares are listed on the Euronext Amsterdam.
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