Koninklijke Ahold Delhaize (AD) OTCQX Best 50 Virtual Investor Conference summary

Company overview and market presence

• Formed from a merger 10 years ago, now operates 17 brands in 9 countries, serving 70 million customers weekly.

• U.S. is the largest region, accounting for 60% of operations, with major brands including Food Lion and Stop & Shop.

• European operations focus on Benelux and Central/Southeastern Europe, with Albert Heijn and Delhaize as key brands.

• Recent expansion includes the acquisition of Profi, adding over 1,700 stores in Romania.

Strategic approach and operational model

• Emphasizes local brand connection while leveraging multinational scale for efficiency and innovation.

• Successful concepts, like the Price Favorites program, are tested locally and scaled across regions.

• Focuses on acting small and community-centric despite large scale.

Growing Together strategy (2024–2028)

• Four pillars: invest in customer value, densify/grow markets, innovate for growth (AI, data, retail media), and lower cost base.

• Targets EUR 3 billion in complementary income streams and EUR 5 billion in cost savings by 2028.

• Ongoing investments in loyalty, omnichannel, and store remodels, especially in the U.S.