Ahold Delhaize: Feeding The World, Paying The Shareholder

  • Ahold Delhaize offers a compelling 6%+ shareholder yield through dividends and buybacks, far outpacing peers like Weis Markets and Kroger. The company maintains a strong balance sheet, with net cash, robust free cash flow, and prudent capital allocation despite recent market headwinds. Valuation remains attractive, trading at a discount to sector peers on P/E and EV/EBITDA, with 20%+ upside potential if multiples normalize.