Podcasts about Ahold Delhaize

Do you ever wonder whether your grocery store cares about whether you have a healthy diet? Every time we shop or read advertisement flyers, food retailers influence our diets through product offerings, pricings, promotions, and of course store design. Think of the candy at the checkout counters. When I walk into my Costco, over on the right there's this wall of all these things they would like me to buy and I'm sure it's all done very intentionally. And so, if we're so influenced by these things, is it in our interest? Today we're going to discuss a report card of sorts for food retailers and the big ones - Walmart, Kroger, Ahold Delhaize USA, which is a very large holding company that has a variety of supermarket chains. And this is all about an index produced by the Access to Nutrition Initiative (ATNi), a global foundation challenging the food industry investors and policy makers to shape a healthier food system. The US Retail Assessment 2025 Report evaluates how these three businesses influence your access to nutritious and affordable foods through their policies, commitments, and actual performance. The Access to Nutrition Initiatives' director of Policy and Communications, Katherine Pittore is here with us to discuss the report's findings. We'll also speak with Eva Greenthal, who oversees the Center for Science in the Public Interest's Federal Food Labeling work.   Interview Transcript Access ATNi's 2025 Assessment Report for the US and other countries here: Retail https://accesstonutrition.org/index/retail-assessment-2025/ Let's start with an introduction to your organizations. This will help ground our listeners in the work that you've done, some of which we've spoken about on our podcast. Kat, let's begin with you and the Access to Nutrition Initiative. Can you tell us a bit about the organization and what work it does? Kat Pittore - Thank you. So, the Access to Nutrition Initiative is a global foundation actively challenging the food industry, investors, and policymakers to shape healthier food systems. We try to collect data and then use it to rank companies. For the most part, we've done companies, the largest food and beverage companies, think about PepsiCo, Coca-Cola, and looking are they committed to proving the healthiness of their product portfolios. Do the companies themselves have policies? For example, maternity leave. And these are the policies that are relevant for their entire workforce. So, from people working in their factories all the way up through their corporate areas. And looking at the largest companies, can these companies increase access to healthier, more nutritious foods. One of the critical questions that we get asked, and I think Kelly, you've had some really interesting guests also talking about can corporations actually do something. Are corporations really the problem? At ATNi, we try to take a nuanced stance on this saying that these corporations produce a huge amount of the food we eat, so they can also be part of the solution. Yes, they are currently part of the problem. And we also really believe that we need more policies. And that's what brings us too into contact with organizations such as Eva's, looking at how can we also improve policies to support these companies to produce healthier foods. The thought was coming to my mind as you were speaking, I was involved in one of the initial meetings as the Access to Nutrition Initiative was being planned. And at that point, I and other people involved in this were thinking, how in the world are these people going to pull this off? Because the idea of monitoring these global behemoth companies where in some cases you need information from the companies that may not reflect favorably on their practices. And not to mention that, but constructing these indices and things like that required a great deal of thought. That initial skepticism about whether this could be done gave way, at least in me, to this admiration for what's been accomplished. So boy, hats off to you and your colleagues for what you've been able to do. And it'll be fun to dive in a little bit deeper as we go further into this podcast. Eva, tell us about your work at CSPI, Center for Science in the Public Interest. Well known organization around the world, especially here in the US and I've long admired its work as well. Tell us about what you're up to. Eva Greenthal - Thank you so much, Kelly, and again, thank you for having me here on the pod. CSPI is a US nonprofit that advocates for evidence-based and community informed policies on nutrition, food safety and health. And we're well known for holding government agencies and corporations to account and empowering consumers with independent, unbiased information to live healthier lives. And our core strategies to achieve this mission include, of course, advocacy where we do things like legislative and regulatory lobbying, litigation and corporate accountability initiatives. We also do policy and research analysis. We have strategic communications such as engagement with the public and news media, and we publish a magazine called Nutrition Action. And we also work in deep partnership with other organizations and in coalitions with other national organizations as well as smaller grassroots organizations across the country. Across all of this, we have a deep commitment to health equity and environmental sustainability that informs all we do. And our ultimate goal is improved health and wellbeing for people in all communities regardless of race, income, education, or social factors. Thanks Eva. I have great admiration for CSPI too. Its work goes back many decades. It's the leading organization advocating on behalf of consumers for a better nutrition system and better health overall. And I greatly admire its work. So, it's really a pleasure to have you here. Kat, let's talk about the US retail assessment. What is it and how did you select Walmart, Kroger, and Ahold Dehaize for the evaluation, and why are retailers so important? Kat - Great, thanks. We have, like I said before, been evaluating the largest food and beverage manufacturers for many years. So, for 13 years we have our global index, that's our bread and butter. And about two years ago we started thinking actually retailers also play a critical role. And that's where everyone interfaces with the food environment. As a consumer, when you go out to actually purchase your food, you end up most of the time in a supermarket, also online presence, et cetera. In the US 70% or more of people buy their food through some type of formal food retail environment. So, we thought we need to look at the retailers. And in this assessment we look at the owned label products, so the store brand, so anything that's branded from the store as its own. We think that's also becoming a much more important role in people's diets. In Europe it's a really critical role. A huge majority of products are owned brand and I think in the US that's increasing. Obviously, they tend to be more affordable, so people are drawn to them. So, we were interested how healthy are these products? And the US retail assessment is part of a larger retail assessment where we look at six different countries trying to look across different income levels. In high income countries, we looked at the US and France, then we looked at South Africa and Indonesia for higher middle income. And then finally we looked at Kenya and the Philippines. So, we tried to get a perspective across the world. And in the US, we picked the three companies aiming to get the largest market share. Walmart itself is 25 to 27% of the market share. I've read an amazing statistic that something like 90% of the US population lives within 25 kilometers of a Walmart. Really, I did not realize it was that large. I grew up in the US but never shopped at Walmart. So, it really does influence the diet of a huge number of Americans. And I think with the Ahold Delhaize, that's also a global conglomerate. They have a lot of supermarkets in the Netherlands where we're based, I think also in Belgium and across many countries. Although one interesting thing we did find with this retail assessment is that a big international chain, they have very different operations and basically are different companies. Because we had thought let's start with the Carrefours like those huge international companies that you find everywhere. But Carrefour France and Carrefour Kenya are basically very different. It was very hard to look at it at that level. And so that's sort of what brought us to retailers. And we're hoping through this assessment that we can reach a very large number of consumers. We estimate between 340 to 370 million consumers who shop at these different modern retail outlets. It's so ambitious what you've accomplished here. What questions did you try to answer and what were the key findings? Kat - We were interested to know how healthy are the products that are being sold at these different retailers. That was one of our critical questions. We look at the number of different products, so the owned brand products, and looked at the healthiness. And actually, this is one of the challenges we faced in the US. One is that there isn't one unified use of one type of nutrient profile model. In other countries in the Netherlands, although it's not mandatory, we have the Nutri Score and most retailers use Nutri Score. And then at least there's one thing that we can use. The US does not have one unified agreement on what type of nutrient profile model to use. So, then we're looking at different ones. Each company has their own proprietary model. That was one challenge we faced. And the other one is that in other countries you have the mandatory that you report everything per hundred grams. So, product X, Y, and Z can all be compared by some comparable thing. Okay? A hundred grams of product X and a hundred grams of product Y. In the US you have serving sizes, which are different for different products and different companies. And then you also have different units, which all of my European colleagues who are trying to do this, they're like, what is this ounces? What are these pounds? In addition to having non-comparable units, it's also non-standardized. These were two key challenges we face in the US. Before you proceed, just let me ask a little bit more about the nutrient profiling. For people that aren't familiar with that term, basically it's a way to score different foods for how good they are for you. As you said, there are different profiling systems used around the world. Some of the food companies have their own. Some of the supermarket companies have their own. And they can be sort of unbiased, evidence-based, derived by scientists who study this kind of thing a lot like the index developed by researchers at Oxford University. Or they can be self-serving, but basically, they're an index that might take away points from a food if it's high in saturated fat, let's say but give it extra points if it has fiber. And that would be an example. And when you add up all the different things that a food might contain, you might come away with a single score. And that might then provide the basis for whether it's given a green light, red light, et cetera, with some sort of a labeling system. But would you like to add anything to that? Kat - I think that's quite accurate in terms of the nutrient profile model. And maybe one other thing to say here. In our retail index, it's the first time we did this, we assess companies in terms of share of their products meeting the Health Star rating and we've used that across all of our indexes. This is the one that's used most commonly in Australia and New Zealand. A Health Star rating goes zero to five stars, and 3.5 or above is considered a healthier product. And we found the average healthiness, the mean Health Star rating, of Walmart products was 2.6. So quite low. Kroger was 2.7 and Food Lion Ahold Delhaize was 2.8. So the average is not meeting the Health Star rating of 3.5 or above. We're hoping that by 2030 we could see 50% of products still, half would be less than that. But we're not there yet. And another thing that we looked at with the retail index that was quite interesting was using markers of UPFs. And this has been a hotly debated discussion within our organization as well. Sort of, how do you define UPF? Can we use NOVA classification? NOVA Classification has obviously people who are very pro NOVA classification, people who also don't like the classification. So, we use one a sort of ranking Popkins et al. developed. A sort of system and where we looked at high salt, fat sugar and then certain non-nutritive sweeteners and additives that have no benefit. So, these aren't things like adding micronutrients to make a product fortified, but these are things like red number seven and colors that have no benefit. And looked at what share of the products that are produced by owned label products are considered ultra processed using this definition. And there we found that 88% of products at Walmart are considered ultra processed. Wow. That's quite shocking. Eighty eight percent. Yeah, 88% of all of their own brand products. Oh, my goodness. Twelve percent are not. And we did find a very high alignment, because that was also a question that we had, of sort of the high salt, fat, sugar and ultra processed. And it's not a direct alignment, because that's always a question too. Can you have a very healthy, ultra processed food? Or are or ultra processed foods by definition unhealthy beyond the high fat, salt, sugar content. And I know you've explored that with others. Don't the retailers just say that they're responding to demand, and so putting pressure on us to change what we sell isn't the real problem here, the real issue. It's to change the demand by the consumers. What do you think of that? Kat - But I mean, people buy what there is. If you went into a grocery store and you couldn't buy these products, you wouldn't buy them. I spent many years working in public health nutrition, and I find this individual narrative very challenging. It's about anything where you start to see the entire population curve shifting towards overweight or obesity, for example. Or same when I used to work more in development context where you had a whole population being stunted. And you would get the same argument - oh no, but these children are just short. They're genetically short. Oh, okay. Yes, some children are genetically short. But when you see 40 or 50% of the population shifting away from the norm, that represents that they're not growing well. So I think it is the retailer's responsibility to make their products healthier and then people will buy them. The other two questions we tried to look at were around promotions. Are our retailers actively promoting unhealthy products in their weekly circulars and flyers? Yes, very much so. We found most of the products that were being promoted are unhealthy. The highest amount that we found promoting healthy was in Food Lion. Walmart only promoted 5% healthy products. The other 95% of the products that they're actively promoting in their own circulars and advertising products are unhealthy products. So, then I would say, well, retailers definitely have a role there. They're choosing to promote these products. And then the other one is cost. And we looked across all six countries and we found that in every country, healthier food baskets are more expensive than less healthier food baskets. So you take these altogether, they're being promoted more, they're cheaper, and they're a huge percentage of what's available. Yes. Then people are going to eat less healthy diets. Right, and promoted not only by the store selling these products, but promoted by the companies that make them. A vast amount of food marketing is going on out there. The vast majority of that is for foods that wouldn't score high on any index. And then you combine that with the fact that the foods are engineered to be so palatable and to drive over consumption. Boy, there are a whole lot of factors that are conspiring in the wrong direction, aren't there. Yeah, it is challenging. And when you look at all the factors, what is your entry point? Yes. Eva, let's talk about CSPI and the work that you and your colleagues are doing in the space. When you come up with an interesting topic in the food area and somebody says, oh, that's pretty important. It's a good likelihood that CSPI has been on it for about 15 years, and that's true here as well. You and your colleagues have been working on these issues and so many others for so many years. But you're very active in advocating for healthier retail environments. Can you highlight what you think are a few key opportunities for making progress? Eva - Absolutely. To start off, I could not agree more with Kat in saying that it really is food companies that have a responsibility for the availability and affordability of healthy options. It's absolutely essential. And the excessive promotion of unhealthy options is what's really undermining people's ability to make healthy choices. Some of the policies that CSPI supports for improving the US retail environment include mandatory front of package nutrition labeling. These are labels that would make it quick and easy for busy shoppers to know which foods are high in added sugar, sodium, or saturated fat, and should therefore be limited in their diets. We also advocate for federal sodium and added sugar reduction targets. These would facilitate overall lower amounts of salt and sugar in the food supply, really putting the onus on companies to offer healthier foods instead of solely relying on shoppers to navigate the toxic food environments and make individual behavior changes. Another one is taxes on sweetened beverages. These would simultaneously nudge people to drink water or buy healthier beverages like flavored seltzers and unsweetened teas, while also raising revenue that can be directed towards important public health initiatives. Another one is healthy checkout policies. These would require retailers to offer only healthier foods and beverages in areas where shoppers stand in line to purchase their groceries. And therefore, reduce exposure to unhealthy food marketing and prevent unhealthy impulse purchases. And then another one is we advocate for online labeling requirements that would ensure consumers have easy access to nutrition, facts, ingredients, and allergen information when they grocery shop online, which unbelievably is currently not always the case. And I can also speak to our advocacy around the creating a uniform definition of healthy, because I know Kat spoke to the challenges in the US context of having different retailers using different systems for identifying healthier products. So the current food labeling landscape in the US is very confusing for the consumer. We have unregulated claims like all natural, competing with carefully regulated claims like organic. We have a very high standard of evidence for making a claim like prevents cold and flu. And then almost no standard of evidence for making a very similar claim like supports immunity. So, when it comes to claims about healthiness, it's really important to have a uniform definition of healthy so that if a product is labeled healthy, consumers can actually trust that it's truly healthy based on evidence backed nutrition standards. And also, so they can understand what that label means. An evidence-based definition of healthy will prevent misleading marketing claims. So, for example, until very recently, there was no limit on the amount of added sugar or refined grain in a product labeled healthy. But recent updates to FDA's official definition of healthy mean that now consumers can trust that any food labeled healthy provides servings from an essential food group like fruit, vegetable, whole grain, dairy, or protein. And doesn't exceed maximum limits on added sugar, sodium, and saturated fat. This new healthy definition is going to be very useful for preventing misleading marketing claims. However, we do think its reach will be limited for helping consumers find and select healthy items mainly because it's a voluntary label. And we know that even among products that are eligible for the healthy claim, very few are using it on their labels. We also know that the diet related chronic disease epidemic in the US is fueled by excess consumption of junk foods, not by insufficient marketing of healthy foods. So, what we really need, as I mentioned before, are mandatory labels that call out high levels of unhealthy nutrients like sodium, added sugar, and saturated fat. Thanks for that overview. What an impressive portfolio of things you and your colleagues are working on. And we could do 10 podcasts on each of the 10 things you mentioned. But let's take one in particular: the front of the package labeling issue. At a time where it seems like there's very little in our country that the Democrats and Republicans can't agree on, the Food and Drug Administration, both previously under the Biden Harris Administration, now under the Trump Vance Administration have identified for a package of labeling as a priority. In fact, the FDA is currently working on a mandatory front of package nutrition label and is creating a final rule around that issue. Kat, from Access to Nutrition Initiative's perspective, why is mandatory front of package labeling important? What's the current situation kind of around the world and what are the retailers and manufacturers doing? Kat - So yes, we definitely stand by the need for mandatory front of package labeling. I think 16 countries globally have front of package labeling mandated, but the rest have voluntary systems. Including in the Netherlands where I live and where Access to Nutrition is based. We use the voluntary Nutri Score and what we've seen across our research is that markets where it's voluntary, it tends to not be applied in all markets. And it tends to be applied disproportionately on healthy products. So if you can choose to put it, you put it all on the ones that are the A or the Nutri Score with the green, and then you don't put it on the really unhealthy products. So, then it also skews consumers. Because like Eva was saying, people are not eating often. Well, they, they're displacing from their diet healthy products with unhealthy products. So that that is a critical challenge. Until you make it mandatory, companies aren't going to do that. And we've seen that with our different global indexes. Companies are not universally using these voluntary regulations across the board. I think that's one critical challenge that we need to address. If you scan the world, there are a variety of different systems being used to provide consumers information on the front of packages. If you could pick one system, tell us what we would actually see on the package. Kat - This is one we've been debating internally, and I saw what CSPI is pushing for, and I think there's growing evidence pushing for warning style labels. These are the ones that say the product is high in like really with a warning, high in fat, high in salt, high in sugar. And there is evidence from countries like Chile where they have introduced this to show that that does drive change. It drives product reformulation. Companies change their products, so they don't have to carry one of the labels. Consumers are aware of it. And they actively try to change their purchasing behaviors to avoid those. And there's less evidence I think interpretive is important. A Nutri Score one where you can see it and it's green. Okay, that's quick. It's easy. There are some challenges that people face with Nutri Score, for example. That Nutri Score compares products among the same category, which people don't realize outside of our niche. Actually, a colleague of mine was telling me - my boyfriend was in the grocery store last week. And he's like picked up some white flour tortillas and they had a Nutri Score D, and then the chips had a Nutri Score B. And he's like, well, surely the tortillas are healthier than the chips. But obviously the chips, the tortilla chips were compared against other salty snacks and the other one was being compared to bread. So, it's like a relatively unhealthy bread compared to a relatively healthy chip. You see this happening even among educated people. I think these labels while well intentioned, they need a good education behind them because they are challenging, and people don't realize that. I think people just see A or green and they think healthy; E is bad, and people don't realize that it's not comparing the same products from these categories. One could take the warning system approach, which tells people how many bad things there are in the foods and flip it over and say, why not just give people information on what's good in a food? Like if a food has vitamins and minerals or protein or fiber, whatever it happens. But you could label it that way and forget labeling the bad things. But of course, the industry would game that system in about two seconds and just throw in some good things to otherwise pretty crappy foods and make the scores look good. So, yeah, it shows why it's so important to be labeling the things that you'd like to see less of. I think that's already happening. You see a lot of foods with micronutrient additions, very sugary breakfast cereals. You see in Asia, a lot of biscuits and cookies that they add micronutrients to. I mean, there's still biscuits and cookies. So Eva, I'd like to get your thoughts on this. So tell us more about the proposed label in the US, what it might look like, and the history about how this got developed. And do you think there's anything else needed to make the label more useful or user-friendly for consumers? Eva - Absolutely. It is a very exciting time to work on food policy in the US, especially with this momentum around front of package labeling. CSPI actually first petitioned calling for front of pack labeling in 2006. And after more than a decade of inaction, industry lobbying, all these countries around the world adopting front of pack labeling systems, but not the US. In 2022 CSPI filed a new petition that specifically called for mandatory interpretive nutrient specific front of package labeling, similar to the nutrient warning labels already required in Mexico, Canada, and as Kat said, around 16 other countries. And in early 2025, FDA finally responded to our petition by issuing a proposal that if finalized would require a nutrition info box on packaged foods. And what the nutrition info box includes is the percent daily value per serving of sodium, added sugar and saturated fat, accompanied by the words high, medium, or low, assessing the amount of each nutrient. This proposal was a very important step forward, but the label could be improved in several ways. First off, instead of a label that is placed on all foods, regardless of their nutrient levels, we strongly recommend that FDA instead adopt labels that would only appear on products that are high in nutrients of concern. A key reason for this is it would better incentivize companies to reduce the amount of salt, sugar, or saturated fat in their product because companies will want to avoid wasting this precious marketing real estate on mandatory nutrition labels. So, for example, they could reduce the amount of sodium in a soup to avoid having a high sodium label on that soup. And also, as you were saying before around the lack of a need to require the positive nutrients on the label, fortunately the FDA proposal didn't, but just to chime in on that, these products are already plastered with claims around their high fiber content, high protein content, vitamin C, this and that. What we really need is a mandatory label that will require companies to tell you what they would otherwise prefer not to. Not the information that they already highlight for marketing purposes. So, in addition to these warning style labels, we also really want FDA to adopt front of package disclosures for foods containing low and no calorie sweeteners. Because this would discourage the industry from reducing sugar just by reformulating with additives that are not recommended for children. So that's a key recommendation that CSPI has made for when FDA finalizes the rule. FDA received thousands and thousands of comments on their labeling proposal and is now tasked with reviewing those comments and issuing a final rule. And although these deadlines are very often missed, so don't necessarily hold your breath, but the government's current agenda says it plans to issue a final rule in May 2026. At CSPI, we are working tirelessly to hold FDA to its commitment of issuing a final regulation. And to ensure that the US front of pack labeling system is number one mandatory and number two, also number one, really, mandatory, and evidence-based so that it really has the best possible chance of improving our diets and our food supply. Well, thank you for the tireless work because it's so important that we get this right. I mean, it's important that we get a system to begin with, even if it's rudimentary. But the better it can be, of course, the more helpful it'll be. And CSPI has been such an important voice in that. Kat, let's talk about some of the things that are happening in developing countries and other parts of the world. So you're part of a multi-country study looking at five additional countries, France, South Africa, Indonesia, the Philippines, and Kenya. And as I understand, the goal is to understand how retail food environments differ across countries at various income levels. Tell us about this, if you would, and what sort of things you're finding. Kat – Yes. So one of our questions was as companies reach market saturation in places like France and the US and the Netherlands, they can't get that many more customers. They already have everyone. So now they're expanding rapidly. And you're seeing a really rapid increase in modern retail purchasing in countries like Indonesia and Kenya. Not to say that in these countries traditional markets are still where most people buy most of their food. But if you look at the graphs at the rate of increase of these modern different retailers also out of home, it's rapidly increasing. And we're really interested to see, okay, given that, are these products also exposing people to less healthy products? Is it displacing traditional diets? And overall, we are seeing that a lot of similar to what you see in other context. In high income countries. Overall healthier products are again, more expensive, and actually the differential is greater in lower income countries. Often because I think also poor people are buying foods not in modern retail environments. This is targeting currently the upper, middle, and higher income consumer groups. But that will change. And we're seeing the same thing around really high percentages of high fat, salt, sugar products. So, looking at how is this really transforming retail environments? At the same time, we have seen some really interesting examples of countries really taking initiative. In Kenya, they've introduced the first Kenyan nutrient profile model. First in Africa. They just introduced that at the end of 2025, and they're trying to introduce also a mandatory front of package warning label similar to what Eva has proposed. This would be these warnings high in fat, salt, and sugar. And that's part of this package that they've suggested. This would also include things around regulations to marketing to children, and that's all being pushed ahead. So, Kenya's doing a lot of work around that. In South Africa, there's been a lot of work on banning marketing to children as well as front of package labeling. I think one of the challenges we've seen there, and this is something... this is a story that I've heard again and again working in the policy space in different countries, is that you have a lot of momentum and initiative by civil society organizations, by concerned consumer groups. And you get all the way to the point where it's about to be passed in legislation and then it just gets kicked into the long grass. Nothing ever happens. It just sits there. I was writing a blog, we looked at Indonesia, so we worked with this organization that is working on doing taxation of sugar sweetened beverages. And that's been on the card since 2016. It actually even reminded me a lot of your story. They've been working on trying to get the sugar sweetened beverage tax in Indonesia passed since 2016. And it gets almost there, but it never gets in the budget. It just never passes. Same with the banning marketing to children in South Africa. This has been being discussed for many years, but it never actually gets passed. And what I've heard from colleagues working in this space is that then industry comes in right before it's about to get passed and says, oh no, but we're going to lose jobs. If you introduce that, then all of the companies that employ people, people will lose their jobs. And modeling studies have shown this isn't true. That overall, the economy will recover, jobs will be found elsewhere. Also, if you factor in the cost to society of treating diabetes from high consumption or sugar sweetened beverages. But it's interesting to see that this repeats again and again of countries get almost over the line. They have this really nice draft initiative and then it just doesn't quite happen. So, I think that that will be really interesting. And I think a bit like what Eva was saying in many of these countries, like with Kenya, are we going to see, start seeing the warning labels. With South Africa, is this regulation banning marketing to children actually going to happen? Are we going to see sugar sweetened beverage taxes written into the 2026 budget in Indonesia? I think very interesting space globally in many of these questions. But I think also a key time to keep the momentum up. It's interesting to hear about the industry script, talking about loss of jobs. Other familiar parts of that script are that consumers will lose choices and their prices will go up. And those things don't seem to happen either in places where these policies take effect. But boy, they're effective at getting these things stomped out. It feels to me like some turning point might be reached where some tipping point where a lot of things will start to happen all at once. But let's hope we're moving in that direction. Kat - The UK as of five days ago, just implemented bans on marketing of unhealthy products to children, changes in retail environment banning promotions of unhealthy products. I do think we are seeing in countries and especially countries with national healthcare systems where the taxpayer has to take on the cost of ill health. We are starting to see these changes coming into effect. I think that's an interesting example and very current. Groundbreaking, absolutely groundbreaking that those things are happening. Let me end by asking you each sort of a big picture question. Kat, you talked about specific goals that you've established about what percentage of products in these retail environments will meet a healthy food standard by a given year. But we're pretty far from that now. So I'd like to ask each of you, are you hopeful we'll get anywhere near those kind of goals. And if you're hopeful, what leads you to feel that way? And Kat, let's start with you and then I'll ask Eva the same thing. Kat - I am hopeful because like you said, there's so much critical momentum happening in so many different countries. And I do find that really interesting. And these are the six countries that we looked at, but also, I know Ghana has recently introduced a or working to introduce a nutrient profile model. You're seeing discussions happening in Asia as well. And a lot of different discussions happening in a lot of different places. All with the same ambition. And I do think with this critical momentum, you will start to break through some of the challenges that we're facing now too. Where you see, for example, like I know this came up with Chile. Like, oh, if you mandate it in this context, then it disadvantages. So like the World Trade Organization came out against it saying it disadvantaged trade, you can't make it mandatory. But if all countries mandate it, then you remove some of those barriers. It's a key challenge in the EU as well. That the Netherlands, for example, can't decide to introduce Nutri Score as a mandatory front of package label because that would disadvantage trade within the European Union. But I think if we hit a critical point, then a lot of the kind of key challenges that we're facing will no longer be there. If the European Union decides to adopt it, then also then you have 27 countries overnight that have to adopt a mandatory front of package label. And as companies have to do this for more and more markets, I think it will become more standardized. You will start seeing it more. I'm hopeful in the amount of momentum that's happening in different places globally. Good. It's nice to hear your optimism on that. So, Eva, what do you think? Eva - So thinking about front of package labeling and the fact that this proposed regulation was put out under the previous presidential administration, the Biden Harris Administration and is now intended to be finalized under the Trump Vance Administration, I think that's a signal of what's really this growing public awareness and bipartisan support for food and nutrition policies in the US. Obviously, the US food industry is incredibly powerful, but with growing public awareness of how multinational food companies are manipulating our diets and making us sick for their own profit, I think there's plenty of opportunity to leverage the power of consumers to fight back against this corporate greed and really take back our health. I'm really happy that you mentioned the bipartisan nature of things that starting to exist now. And it wasn't that long ago where you wouldn't think of people of the political right standing up against the food companies. But now they are, and it's a huge help. And this fact that you have more people from a variety of places on the political spectrum supporting a similar aim to kinda rein in behavior of the food industry and create a healthier food environment. Especially to protect children, leads me to be more optimistic, just like the two of you. I'm glad we can end on that note. Bios Katherine Pittore is the director of Policy and Communications at the Action to Nutrition Initiative. She is responsible for developing a strategy to ensure ATNi's research is translated into better policies. Working collaboratively with alliances and other stakeholders, she aims to identify ways for ATNi's research to support improved policies, for companies, investors and governments, with the aim of creating a more effective playing field enabling markets to deliver more nutritious foods, especially for vulnerable groups in society. Katherine has been working in the field of global nutrition and food systems since 2010. Most recently at Wageningen Centre for Development Innovation (WCDI), where she worked as a nutrition and food security advisor on range projects, mostly in Africa. She also has also worked as a facilitator and trainer, and a specific interest in how to healthfully feed our increasingly urbanizing world. She has also worked for several NGOs including RESULTS UK, as a nutrition advocacy officer, setting up their nutrition advocacy portfolio focusing aimed at increasing aid spending on nutrition with the UK parliament, and Save the Children UK and Save the Children India, working with the humanitarian nutrition team. She has an MSc in Global Public Health from the London School of Hygiene and Tropical Medicine and a BA in Science and Society from Wesleyan University.  Eva Greenthal oversees Center for Science in the Public Interest's federal food labeling work, leveraging the food label as a powerful public health tool to influence consumer and industry behavior. Eva also conducts research and supports CSPI's science-centered approach to advocacy as a member of the Science Department. Prior to joining CSPI, Eva led a pilot evaluation of the nation's first hospital-based food pantry and worked on research initiatives related to alcohol literacy and healthy habits for young children. Before that, Eva served as a Program Coordinator for Let's Go! at Maine Medical Center and as an AmeriCorps VISTA Member at HealthReach Community Health Centers in Waterville, Maine. Eva holds a dual MS/MPH degree in Food Policy and Applied Nutrition from Tufts University and a BA in Environmental Studies from University of Michigan.  

Welcome to Omni Talk's Retail Daily Minute, sponsored by Mirakl.In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Super Saturday is forecast to draw a record 158.9 million shoppers as weather conditions, according to Planalytics, turn milder and drier across most U.S. markets, providing a crucial tailwind for retailers in the final weekend before Christmas.Giant Food and The Giant Company will shutter all six centralized e-commerce fulfillment centers by Q1 2026, pivoting to store-based fulfillment as Ahold Delhaize joins Kroger in abandoning the micro-fulfillment center model.Elliott Investment Management takes a $1 billion stake in Lululemon and pushes for former Ralph Lauren executive Jane Nielsen to become CEO, as the athleisure brand seeks turnaround leadership following Calvin McDonald's departure announcement.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights.Be careful out there!

Ahold Delhaize USA will be closing 6 fulfillment centers. Informa Connect and NexChapter release details of a retail media event. And Publix launches a new prescription savings tool.

In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Amazon expands same-day grocery delivery service. Ahold Delhaize USA is coming under fire on how it is dealing with methane and greenhouse gas emissions. And Casey's General Stores will start rebranding CEFCO convenience stores.

SEC Announces It Will Not Respond to Most No-Action Requests for Rule 14a-8 Shareholder Proposals.Government shutdown - the staff claimed they COULDN'T respond because after the shutdown, they had too much other work to do: “current resource and timing considerations following the lengthy government shutdown and the large volume of registration statements and other filings requiring prompt staff attention.” It just happens to coincide with Atkins saying there shouldn't be shareholder proposals, that's just a coincidence.John Cheveddan and Jim McRitchie - let's be honest, if it weren't for Cheveddan and McRitchie over 3 decades, we'd have less shareholder rights, and companies would not be such big whiners about “woke” shareholder proposals. Guys, you ruined it for all of us with your attention to democracy.Woke ESG shareholders like As You Sow, Arjuna, Trillium, and nuns - if we're honest, the nuns and SRI crowd might have been the straw, right? I mean they're putting in proposals that MAKE Exxon sue them! How dare they ask for carbon scope 3 emissions data!Antiwoke shareholders like NCPPR and Jesus - excluding Cheveddan/McRitchie, the highest volume of shareholder proposals have actually been the ANTI-woke filers, asking for things like a report on how companies will stop funding trans conversions (or one actual one where they asked about the reputational risk of NOT supporting un-trans-ing). Some of the proposals are so comically stupid, but the companies have to respond using third party lawyers and do the whole thing - maybe National Legal whatever center for whatever is the REAL straw?ISS and Glass Lewis - this was like 90% of what they did, since they certainly didn't suggest voting against any directors unless an activist was involved. So when Ramaswamy and Musk and DeSantis and Texas declared proxy advisors woke activists, it was hard to deny since they didn't do any work to vote out directors - just offer customers whatever voting pablum they wantedBlackRock and investors who never voted anywayOther - Atkins and Manhattan institute - lobbyists, administrationPepsi to cut product offering nearly 20% in deal with $4 billion activist ElliottPepsiCo said it also plans to accelerate the introduction of new offerings with simpler and more functional ingredients, including Doritos Protein and Simply NKD Cheetos and Doritos, which contain no artificial flavors or colors. The company also recently introduced a prebiotic version of its signature cola..WHO DO YOU BLAME?Pepsi CEO Ramon Laguarta - CEO since 2018, 21% influence, 43% connected to the board (so they're basically all known entities), has overseen basically zero shareholder value increase in the last 5 years, overall .513 TSR batting average - what has he been doing? Did he put a sign on the door begging an activist to come hang?Activist Elliott Management - Paul Singer is notorious as a real foodie… wait, no, sorry, he's known as a “vulture capitalist” who helped oust Jack Dorsey from Twitter because he didn't want him to hang in Africa, but was happy to have Elon Musk (who has five jobs) take it over. In 2021, he did take a 3% stake in Ahold Delhaize, a grocery store owner, so he's probably had a protein shake sprinkled on Doritos before?Pepsi's board - first of all, it's 14 people, which is like 7 people too many. Second - 4 finance types? Two pharma/med types? There are more people who know medicine than food - only ONE agribusiness repped on the board (Bunge) with the only other food production from Pepsi or ex-Pepsi execs? There are three directors on the nom committee with 10+ years on the board, and the other two have.. 9 years. Vasella has been there 23 years - time for some turnover.Roberto P. Martínez (International Chief Commercial Officer and CEO of New Revenue Streams) and Tara Glasgow (Executive Vice President and Chief Science Officer) - someone needs to be held responsible for Doritos Protein and Simply NKD CheetosJimmy Kimmel signs ABC extension through 2027Most of Kimmel's recent renewals have been multiyear extensions. There was no immediate word on whose choice it was to extend his current contract by one year.WHO DO YOU BLAME?Bob Iger - he yanked Kimmel to kiss Brendan Carr's ass and the affiliates, then put him back on when subscribers cancelled, then convinced affiliates to re-air, all because Kimmel said conservatives really didn't want Kirk's killer to be conservative? Now Kimmel is EXTENDED? It has to be the dumbest series of events since “Don't Say Gay” bill in Chapek's era, right?Disney's board - these are well known directors in the bag for Iger, and Iger would not even be CEO again if not for them. Susan Arnold, who at the time had more influence on the board than Iger, was chair of the nominating committee, had Mel Lagomasino and Derica Rice on with her, all went with Iger's hand picked choice of Bob Chapek. Arnold left the board, but both Rice and Lagomasino stayed behind to help choose… Bob Iger to return? Then brought on James Gorman, who hand picked HIS successor, to lead succession with Bob Iger again? Is anyone doing a job on this board? ISS - when Nelson Peltz took his Ike Perlmutter borrowed stake in Disney in 2024, ISS sided with Peltz and suggested voting out Mel Lagamasino because she was the longest tenured director and “responsible” for Disney's failed succession. In 2025, after Peltz lost and no one cared, ISS backed Lagamasino. With analysis like that, it's no wonder Disney can bow to the Trump Administration since there's no way ISS will actually suggest changing the board unless an old racist takes a stake.Brendan Carr - is this just a finger in the eye of Carr, the FCC, and the angry conservative affiliates by Iger? Is this Disney's way of being woke now?Other - Baby Doll Dixon, Jimmy Kimmel's agent - should have gotten him a 10 year deal with a player option out. Optically way better, gets bought out if they fire him.Trump says Netflix, WBD deal could be 'problem' as son-in-law Kushner backs Paramount bid“I'll be involved in that decision too,” Trump said days after Netflix agreed to buy WBD's film studiosParamount revealed in a regulatory filing that its hostile bid for WBD bid is being backed by Trump's son-in-law, Jared Kushner, who is a former White House advisor - and every Middle Eastern sovereign fund, as well as over $40bn by Larry Ellison (and David Ellison committed to spend more in a text to co-CEO Ted SarandosWHO DO YOU BLAME?Larry Ellison - without daddy's $40bn (and more - what's $40bn when you have $269bn in net worth and own an island in Hawaii), there is no deal - literally no deal, this is pure nepo - THE OLIGARCHYMiddle Eastern sovereign funds - I mean, they're involved in EVERY major deal of a conservative figure (Musk/Twitter, Musk/Grok, Ellison/Paramount, Ellison/TikTok, Trump/Air Force One) and are backing another consolidation. Is this the greatest capitalist manipulation ever? Dictator capitalism?Robby Starbuck - he claimed “victory” in the Skydance acquisition terms for killing DEI at Paramount, used the opportunity to lick the boot of Brendan Carr, who is almost guaranteed to investigate Netflix given their wokeness. Somehow it's all Robby Starbuck's fault, right?WBD chair Sam Di Piazza - a near lifer at PwC as an accountant until he want to Citi as an i-banker for a stint, served on AT&T's board… an ACCOUNTANT is running the show! No one has heard of him, he's not in any of the news, but ostensibly he (and the board) approved the Netflix deal after dealing with Baby Ellison. The board is the only group that gets all the bids, compares them, and ultimately decides what to agree on and send to shareholders. If they chose Baby Ellison to avoid him throwing a temper tantrum to daddy, there's no hostile takeover and conservatives can rejoice in owning all of media, right? Snap appoints Arlo CEO Matthew McRae to board of directorsPrior to his current role as CEO of Arlo Technologies, which he has held since August 2018, McRae served as Senior Vice President of Strategy at NETGEAR and as Chief Technology Officer at VIZIO for over seven yearsWHO DO YOU BLAME?Evan Spiegel - he owns 53.1% of voting power - there is no one else to blameRobert Murphy - he owns 46.4% of voting power - what if he doesn't like Matt McRae? Do they resort to a thumb war? Who are we kidding, it's still Evan Spiegel's faultInvestors, who, for whatever reason, have OK'ed the idea of dual class shares such that Spiegel and Murphy own 99.5% of the voting power and less than 8% of the economic interest - while Fidelity owns 14.6% of the shares that control 0% of the overall vote. It was banned from index inclusion because the shares had NO voting rights - but somehow Meta is ALLOWED on every index because you have voting rights even if you can NEVER EVER WIN as Zuck owns control. What's the fucking difference??Worst CEOs of the Year Evan Spiegel of Snap

Sprouts Farmers Market gehört zu den interessantesten Spezialisten im amerikanischen Lebensmitteleinzelhandel. Das Unternehmen hat sich mit einem klaren Fokus auf frische, natürliche und biologische Produkte etabliert und profitiert von einem Markt, der seit Jahren deutlich stärker wächst als der klassische Supermarktsektor. Gleichzeitig bleibt Sprouts mit einem Marktanteil von rund 0,5 Prozent weiterhin ein kleiner, aber dynamischer Player in einer stark fragmentierten Branche. Nach einem außergewöhnlich starken Kursanstieg im Jahr 2024 folgte eine Phase deutlicher Ernüchterung. Der Aktienkurs halbierte sich innerhalb weniger Monate, belastet durch eine anspruchsvolle Vergleichsbasis, schwächere Same-Store-Sales und einen vorsichtigeren Ausblick des Managements. Die jüngsten Quartalszahlen zeigten jedoch erneut stabile Gewinne und eine solide Margenentwicklung. Die zentrale Frage lautet nun: Spiegelt die aktuelle Bewertung bereits das reduzierte Wachstum wider, oder eröffnet der Rücksetzer neue Chancen? Im Podcast werden die wichtigsten Aspekte der Analyse eingeordnet: die langfristige Umsatz- und Gewinnentwicklung, die Strategie hinter dem Bio-Segment, die Expansion in neue Regionen, die Rolle des eigenen Markensortiments sowie die Bewertung im Vergleich zu Wettbewerbern wie Walmart, Costco, Kroger und Ahold Delhaize. Auch die charttechnische Situation wird betrachtet, inklusive des parabolischen Anstiegs, des anschließenden Trendbruchs und der Frage, bei welchen Kursniveaus sich ein erneuter Einstieg langfristig lohnen könnte. Inhaltsverzeichnis00:00 Intro00:50 Langfristiger Chart: Sprouts Farmers Market01:35 Sprouts vs. S&P 500 vs. Basiskonsumgüter-ETF (XLP)02:05 Sprouts vs. Costco vs. Walmart vs. Kroger vs. Ahold-Delhaize vs. Albertsons02:38 Historie von Sprouts Farmers Market03:55 Konzept von Sprouts Farmers Market05:09 Eigenmarken06:17 Geschäftsverteilung in den USA06:56 Marktanteil08:04 Stores & Wachstum der bestehenden Geschäfte09:22 Weltweiter Markt für Lebensmittel- & Lebensmittel-Einzelhandel10:04 Burggraben10:38 Inhaberschaft im Detail11:41 Umsatz- & Margen12:09 Umsatz nach Segmenten & Regionen12:39 Gewinn, CashFlows & Dividenden13:11 Bilanzüberblick & Aktienrückkäufe13:52 Kennzahlen (KGV) vs. Wettbewerber15:07 Bewertung: Sprouts Farmers Market15:37 Chartanalyse: Sprouts Farmers Market16:07 Ist die Sprouts Aktie derzeit ein Kauf?17:26 Börsen-Kompass Einblick17:58 Disclaimer & Danke fürs Einschalten!

This week we're re-airing our 10/21/25 episode featuring Joanna Crishock, VP of Digital Merchandising & Operations at Ahold Delhaize USA. She shares how she's helping iconic brands like Food Lion, Stop & Shop, Giant Food, and The Giant Company stay agile, customer-focused, and digitally connected.  From her early days in consumer insights to leading omnichannel strategy across merchandising, operations, and retail media, Joanna brings a powerful “why-first” mindset to every challenge.Dave and Joanna discuss:How to bridge retail media and merchandising teamsWhat true customer-centricity looks like in digital retailWhy asking why is the key to better strategy and collaborationHow Joanna's team helps brands deliver personalized, seamless experiencesWhat makes AD USA's retail media offering stand outPlus: from Halloween treat planning to back-to-school dinners, why the best retailers solve for real life, not just transactions.To find out more about AD USA's retail media and full-funnel omnichannel capabilities, reach out to a member of their sales team at ad.retail.media.sales@aholddelhaizeusa.comConnect with Joanna on LinkedInFollow Beyond the Shelf on LinkedInLearn More about It'sRapidGet the It'sRapid Creative Automation PlaybookTake It'sRapid's Creative Workflow Automation with AI surveyEmail us at sales@itsrapid.io to find out how to get your free AI Image AuditTheme music: "Happy" by Mixaud - https://mixaund.bandcamp.comProducer: Jake Musiker

Tussen tech, teams en trusted advice: General Counsel bij bol

Keychain, the AI-powered manufacturing platform for the consumer packaged goods (CPG) industry, today announced a $10 million investment, including funding from W23 Global, the venture capital fund backed by five leading grocery retailers: Tesco, Ahold Delhaize, Woolworths Group, Empire Company Limited/Sobeys Inc., and Shoprite Group. The new funding supports the rollout of Keychain360, a next-generation supply chain and product management platform designed to help retailers develop and manage their private label brands more efficiently. Private label is becoming the fastest-growing segment in retail, yet product development has never been more complex. Consumers demand high-quality, affordable products, and retailers face mounting pressure to deliver them to market quickly. Keychain360 addresses these challenges head-on by unifying product design, sourcing, manufacturing, and compliance into one intelligent operating system. The result is faster launches, fewer bottlenecks, and stronger collaboration across supply chains. "With speed and transparency increasingly shaping the market, Keychain360 gives private label brands the advantage," said Oisin Hanrahan, CEO and Founder of Keychain. "Retailers can now manage their products end-to-end, innovate rapidly, and adapt to consumer preferences and regulatory changes, all within a single connected platform." Built specifically for retailers, Keychain360 delivers the same intelligence and precision that leading manufacturers rely on. By connecting every stage of the product lifecycle, it drives smarter decision-making and execution. A top-ten retailer recently used Keychain to launch more than 100 new products, reducing time-to-market by over two months and improving efficiency across its supplier network. "Keychain's AI-powered platform streamlines private label sourcing and enables retailers to bring quality private label products to customers faster and more efficiently," said Ingrid Maes, CEO and CIO of W23 Global. "As consumer expectations around health, sustainability, and value continue to rise, Keychain's solution helps retailers respond to these expectations effectively while ensuring compliance and product quality." The company has grown exponentially since launching less than two years ago, raising a $30 million Series B, expanding into Ireland and the UK, and introducing KeychainOS, its operating system for manufacturers. With the launch of this third product, Keychain is extending that innovation across the entire retail ecosystem, connecting brands, manufacturers, and retailers through one intelligent, AI-powered network. Today, Keychain's technology is used by eight of the top ten global retailers, plus 7-Eleven and Whole Foods, as well as seven of the top ten CPG brands, including General Mills. The platform now supports over 30,000 manufacturers and 20,000 brands and retailers, helping them bring new products to market faster and with greater precision. As adoption continues to grow, Keychain is defining the next generation of product creation, making it smarter, faster, and more connected than ever before. Interested brands, retailers, and manufacturers can apply to join at www.keychain.com. See more stories here. More about Irish Tech News Irish Tech News are Ireland's No. 1 Online Tech Publication and often Ireland's No.1 Tech Podcast too. You can find hundreds of fantastic previous episodes and subscribe using whatever platform you like via our Anchor.fm page here: https://anchor.fm/irish-tech-news If you'd like to be featured in an upcoming Podcast email us at Simon@IrishTechNews.ie now to discuss. Irish Tech News have a range of services available to help promote your business. Why not drop us a line at Info@IrishTechNews.ie now to find out more about how we can help you reach our audience. You can also find and follow us on Twitter, LinkedIn, Facebook, Instagram, TikTok and Snapchat.

Het was een week van uitersten. Stonden wijzelf opeens met een award in de knuistjes in Hilversum, terwijl in onze eigen Zaanstreek sociaaldemocratisch Zaanstad elkaar de tent uitvocht. In De Week van De Orkaan hoor je er (bijna) alles over. Want het is hommeles bij GL/PvdA. Het kiezen van een lijsttrekker is uitgemond in een machtsstrijd binnen de fusiepartij. Piet Bakker praat je bij. In de raad was het hommeles tussen LZ en DZ en dat resulteerde in een debat dat niet werd afgemaakt. Bij het hoofdkantoor van Ahold Delhaize hadden de dierenactivisten even plaatsgemaakt voor een vakbondsdemonstratie. Ook daar weet Piet Bakker meer over. Wethouder René Tuijn maakte geen ruzie. Hij gaf gewoon eerlijk toe dat het fiasco rond de ZaansePas geen schoonheidsprijs verdient. En hij beloofde ook nog beterschap voor de toekomst. Ook hebben we aandacht voor Muk. Het meisje lijdt aan kinderdementie en er is een bak geld nodig voor een levensreddende behandeling. Daarbij kun jij, ja jij, helpen. Hoe? Dat kun je horen in De Week van De Orkaan.

In this week's episode of Dividend Talk we kick off with Kimberly-Clark's surprise move to buy Kenvue, asking if it's a smart acquisition or a future balance-sheet headache. Then we review Q3 earnings from Novo Nordisk, Wolters Kluwer, and Ahold Delhaize, three European dividend powerhouses facing very different challenges.Novo Nordisk's obesity drugs, valuation reset, and dividend safety dominate the discussion, while Wolters Kluwer's high-PE sell-off and the impact of AI on research businesses spark debate on fair value and buybacks. We also look at Snap-on's double-digit dividend hike and Simon Property Group's steady income growth for REIT investors.Later, we revisit our “Monthly Dividend Portfolio” challenge from 2022, checking how picks like Altria, AbbVie, Johnson & Johnson, Realty Income, Shell, and Texas Instruments performed with lessons on dividend growth, yield, and diversification.In the listener Q&A, we cover:Dividend tax strategies and EU exit taxes How to handle rising wealth taxes as a dividend investor Fair-value analysis vs Morningstar valuations Our take on Volkswagen, General Mills, GreenCoat UK, ExxonMobil vs Chevron, and the global renewable-energy transition Thoughts on Unilever's upcoming Magnum spinoff SEE YOU ON THE INSIDE!!Tickers discussed: KMB, KVUE, NVO, LLY, PFE, WKL.AS, AD.AS, SNAP-ON, SPG, MO, ABBV, JNJ, O, TXN, SHEL, GIS, XOM, CVX, UKW.LJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk⁠[Twitter] – @DividendTalk_ , @European_DG[Discord] – ⁠https://discord.gg/nJyt9KWAB5⁠[Premium Services] – ⁠https://dividendtalk.eu/download-your-free-samples/⁠[Malmo Meetup] – ⁠https://t.co/STgV1nMWKj

Meer informatie over de Optie opleiding met optie-expert Vincent Vis: https://www.deaandeelhouderacademy.nl/ontdek-de-kracht-van-veilige-optiehandel/Meer informatie over de Dividend opleiding met Albert Jellema en Jean-Paul van Oudheusden:https://www.deaandeelhouderacademy.nl/dividend-beleggen-in-een-dag/Nu lid worden van DeAandeelhouder Pro? Ga naar:https://www.deaandeelhouder.nl/login/?redirect_to=https://www.deaandeelhouder.nl/mijn-account/pro/Lid worden van ProBeleggen? Ga naar: https://www.probeleggen.nl/aanmelden/registreren/  Lid worden van de aandeelhouder? Ga naar: https://www.deaandeelhouder.nl/premium/In de wekelijkse podcast van DeAandeelhouder ontvangt deze week Nico Inberg diverse experts uit de financiële wereld om te praten over de beurs, beleggen en aandelen. Deze week verwelkomen wij Erik Mauritz van Trade Republic. Onderwerpen die aan bod komen zijn Ahold Delhaize, Novo Nordisk, Palantir, KPN, Wolters Kluwer, Vopak & veel meer!Volg DeAandeelhouder op andere kanalen:Website: https://www.deaandeelhouder.nl/Twitter (X):  https://twitter.com/deaandeelhouderTikTok:  https://www.tiktok.com/@deaandeelhouderInstagram:  https://www.instagram.com/deaandeelhouder/Facebook: https://www.facebook.com/DeAandeelHouder/LinkedIn: https://www.linkedin.com/company/de-aandeelhouder-nl/Tijdslijn:00:00 - 7:00 Verbazing van de week7:00 - 12:20 Michael Burry & Palantir12:20 - 17:50 AI investeringen17:50 - 19:45 Ahold Delhaize19:45 - 22:45 Wolters Kluwer22:45 - 28:40 Novo Nordisk28:40 - 31:15 Bitcoin31:15 - 33:00 ForFarmers33:00 - 35:50 Pharming35:50 - 41:10 CM.com41:10 - 45:03 Macro45:03 - 50:10 Vopak50:10 - 52:05 KPN52:05 - 54:03 IMCD & Azelis54:03 Trade Republic & vooruitblikOntvang al onze exclusieve analyses, video's en beurscontent:https://www.deaandeelhouder.nl/premium/Met een premium abonnement krijgt u wekelijks exclusieve video's en uitleg over potentieel koopwaardige aandelen, regelmatig artikelen met tips om op een verstandige manier met uw geld om te gaan, verder krijgt u tweewekelijks toegang tot de chatsessie met Nico Inberg en als klap op de vuurpijl krijgt u iedere zaterdag ons online magazine. Een kleine investering, voor een veel mooier rendement.

Ja, de outlook is verlaagd en ja, de koers is vanaf de top 70 procent gedaald. Toch is Stan Westerterp van Bond Capital Partners positief over de Deense farmaceut. "Er is nog steeds sprake van groei, zowel van de operationele winst als de winst per aandeel. Ook de omzet steeg met 12 procent." Stan heeft voor zijn klanten de positie in Novo Nordisk dan ook uitgebreid. De onderliggende markt is gigantisch en er is nog een enorm potentieel. Zo kijkt Robbert Manders van het Antaurus Europe Fund er ook naar. "Het is een bedrijf met een paar mooie patenten en het geen dure farmaceut meer. Er zijn nog veel landen die kunnen beginnen met het vergoeden van Ozempic." Dat geeft wel aan dat er voldoende potentieel is voor Novo Nordisk. Ook voor Pharming zijn er lovende woorden. Dat aandeel is in een jaar tijd met 90 procent gestegen, wat niet gek is na - wederom - een verhoging van de omzetdoelstelling. De dure medicijnen, waar patiënten langdurig gebruik van maken, vinden steeds meer hun weg naar de markt. Verder in deze aflevering aandacht voor onder andere Ahold Delhaize, Philips, Wolters Kluwer en Palantir. De luisteraarsvragen komen aan bod en de experts geven hun tips. Stan tipt een Deens en een Nederlands bedrijf, Robbert tipt deze keer een Zwitsers aandeel. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier!See omnystudio.com/listener for privacy information.

We bespreken de aandelen van Ahold Delhaize en McDonald's met analist Tom Simonts. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht.  Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ahold Delhaize overtreft de verwachting van analisten. De winst én omzet vallen in het derde kwartaal hoger uit. Het bedrijf gaat daarom (opnieuw) eigen aandelen inkopen. Voor 1 miljard euro. Ook investeert het supermarktbedrijf in AI. Deze aflevering hebben we het over die stap. Gaat het Ahold verder helpen? De marges verbeteren nu al, maar kunnen misschien nóg meer groeien. Hebben we het ook over de Amerikaanse shutdown. Dat is nu officieel de langste uit de Amerikaanse geschiedenis. Al 36 dagen zit de boel daar op slot en een einde is nog lang niet in zicht. Wij proberen te kijken wat dat betekent voor de Amerikaanse economie, voor de beurs en voor jou als belegger.Een shutdown die de beursgang van The Magnum Ice Cream Company in de war schopte. Die werd vertraagd, maar er kwam vandaag toch goed nieuws. Op 8 december gaat de ijsjestak alsnog naar de beurs van New York, Londen én Amsterdam! Kwartaalcijfers zijn er ook van Toyota, Novo Nordisk en Wolters Kluwer. We vertellen je waar je op moet letten. Waarom de cijfers van McDonalds zo goed zijn én over een Nederlands beursbedrijf dat mogelijk het Damrak gaat verlaten.See omnystudio.com/listener for privacy information.

Ahold Delhaize overtreft de verwachting van analisten. De winst én omzet vallen in het derde kwartaal hoger uit. Het bedrijf gaat daarom (opnieuw) eigen aandelen inkopen. Voor 1 miljard euro. Ook investeert het supermarktbedrijf in AI. Deze aflevering hebben we het over die stap. Gaat het Ahold verder helpen? De marges verbeteren nu al, maar kunnen misschien nóg meer groeien. Hebben we het ook over de Amerikaanse shutdown. Dat is nu officieel de langste uit de Amerikaanse geschiedenis. Al 36 dagen zit de boel daar op slot en een einde is nog lang niet in zicht. Wij proberen te kijken wat dat betekent voor de Amerikaanse economie, voor de beurs en voor jou als belegger.Een shutdown die de beursgang van The Magnum Ice Cream Company in de war schopte. Die werd vertraagd, maar er kwam vandaag toch goed nieuws. Op 8 december gaat de ijsjestak alsnog naar de beurs van New York, Londen én Amsterdam! Kwartaalcijfers zijn er ook van Toyota, Novo Nordisk en Wolters Kluwer. We vertellen je waar je op moet letten. Waarom de cijfers van McDonalds zo goed zijn én over een Nederlands beursbedrijf dat mogelijk het Damrak gaat verlaten.See omnystudio.com/listener for privacy information.

Warren Buffett heeft er niet echt zin meer in. Zijn Berkshire Hathaway blijft maar aandelen verkopen. Al drie jaar lang verkoopt hij meer, dan dat ie koopt. Zijn cashberg blijft maar groeien en tikt een nieuw record aan: hij heeft nu meer dan 381 miljard dollar achter de hand. Om aan te geven hoe krankzinnig veel dat is. Met dat geld kan je Ahold Delhaize, Prosus, Heineken, ING én Universal Music Group kopen. Deze aflevering kijken we of het terecht is dat Buffett maar niks koopt. Als hij geen kansen ziet, moet jij dan wel kopen? Ook hebben we het over modellen. Over auto's om precies te zijn. Auto-aandelen hadden er vandaag wél zin in. De vrees dat er een chiptekort ontstaat (door de ruzie tussen Nederland en China) is voor nu weg. Alleen, voor hoe lang?Verder bespreken we de jaarrekening van Ebusco. Dat ziet er niet goed uit, de accountant vond foutjes. Ook gaat het over de kwartaalcijfers PostNL en de ceo van Ryanair. Die is helemaal klaar met de Britse minister van Financiën. Deze aflevering gaat ook over Nvidia. Dat mag toch niet z'n meest geavanceerde chip verkopen in China. See omnystudio.com/listener for privacy information.

Warren Buffett heeft er niet echt zin meer in. Zijn Berkshire Hathaway blijft maar aandelen verkopen. Al drie jaar lang verkoopt hij meer, dan dat ie koopt. Zijn cashberg blijft maar groeien en tikt een nieuw record aan: hij heeft nu meer dan 381 miljard dollar achter de hand. Om aan te geven hoe krankzinnig veel dat is. Met dat geld kan je Ahold Delhaize, Prosus, Heineken, ING én Universal Music Group kopen. Deze aflevering kijken we of het terecht is dat Buffett maar niks koopt. Als hij geen kansen ziet, moet jij dan wel kopen? Ook hebben we het over modellen. Over auto's om precies te zijn. Auto-aandelen hadden er vandaag wél zin in. De vrees dat er een chiptekort ontstaat (door de ruzie tussen Nederland en China) is voor nu weg. Alleen, voor hoe lang?Verder bespreken we de jaarrekening van Ebusco. Dat ziet er niet goed uit, de accountant vond foutjes. Ook gaat het over de kwartaalcijfers PostNL en de ceo van Ryanair. Die is helemaal klaar met de Britse minister van Financiën. Deze aflevering gaat ook over Nvidia. Dat mag toch niet z'n meest geavanceerde chip verkopen in China. See omnystudio.com/listener for privacy information.

Het cijferseizoen loopt op z'n eind, maar vervelen hoef je je nog niet. Wij richten ons deze week eens puur op Nederlandse bedrijven. Want Bob Homan van ING Investment Office gaat letten op: Wolters Kluwer, Ahold Delhaize en Phillips. Hij vertelt waarom hij vooral op Wolters Kluwer gaat letten. Een aandeel dat gigantisch afgestraft is en dat vooral door een leiderswissel.Ook gaat het over het belang van voedselbonnen voor de kas van Ahold en de (toezicht)problemen van Philips. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen.See omnystudio.com/listener for privacy information.

Het cijferseizoen loopt op z'n eind, maar vervelen hoef je je nog niet. Wij richten ons deze week eens puur op Nederlandse bedrijven. Want Bob Homan van ING Investment Office gaat letten op: Wolters Kluwer, Ahold Delhaize en Phillips. Hij vertelt ons waarom alle drie de bedrijven te maken hebben met tegenwind en hoe je daar als belegger mee om moet gaan.

Het cijferseizoen loopt op z'n eind, maar vervelen hoef je je nog niet. Wij richten ons deze week eens puur op Nederlandse bedrijven. Want Bob Homan van ING Investment Office gaat letten op: Wolters Kluwer, Ahold Delhaize en Phillips. Hij vertelt waarom hij vooral op Wolters Kluwer gaat letten. Een aandeel dat gigantisch afgestraft is en dat vooral door een leiderswissel.Ook gaat het over het belang van voedselbonnen voor de kas van Ahold en de (toezicht)problemen van Philips. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen.See omnystudio.com/listener for privacy information.

De laatste week van oktober is er eentje om niet snel te vergeten. Er waren verkiezingen, een mislukt dancefeest en nieuws over de Zaanse Schans dat niemand verbaasde. Je hoort erover in De Week van De Orkaan. De invoering van een verplicht ticket voor de Zaanse Schans per april 2026 is voorlopig van de baan. Piet Bakker is niet verbaasd en vertelt er meer over. Heel even was buurthuis De Zeskanter nationaal nieuws. Edwin Kleiss had ermee te maken en hij doet uit de doeken waarom het stemlokaal daar niet op tijd open kon gaan. Dat het bij een feest op het Hembrugterrein niet helemaal goed ging, gebeurt helaas vaker. Als er in de toekomst veel meer mensen gaan wonen, moeten zulke evenementen anders georganiseerd gaan worden. De nieuwe bewonersvereniging Hembrug Buurtbelang wil daar graag over meepraten. Burgemeester Jan Hamming probeert de lawaaioverlast door de demonstraties bij het hoofdkantoor van Ahold Delhaize tot een minimum te beperken door sirenes te verbieden en het aantal fluitjes aan banden te leggen. Jelmer de Vries volgde een hoorzitting daarover. Dat alles, met het belangrijkste 112-nieuws van de afgelopen week, in deze Week van De Orkaan.

Het is deze week herfstvakantie en misschien heb je daarom niet al het nieuws uit de Zaanstreek kunnen volgen. In deze Week van De Orkaan praten we je bij. Ahold Delhaize was veel in het nieuws. Dat had te maken met de lawaaidemonstraties van dierenactivisten. Die maakten ook een kinderboek. We lezen er een heel klein stukje uit voor. Het was een week met weinig politiek nieuws. De lokale politici hadden een weekje vrij. Toch waren er wat schermutselingen. Zeven partijen stelden vragen over Het Nieuwe Fluxus. Het gaat daar niet zo goed met de muziekdocenten. En dan was er goed nieuws voor de Zaankanaries. Deze week tekenden de roeiers uit Wormer een contract met het bedrijf Yongli. De Zaankanaries zijn voorlopig onder de pannen en voorzitter Emily Thimaj vertelt er meer over. Verder is er natuurlijk het 112-nieuws van Michel Schermer en hoor je alles over een Halloweenparty die volgende week in De Kleine Waarheid is. Dat alles, en een onsje meer, in deze Week van De Orkaan.

De grootste franchisenemer van de Albert Heijn, Bun, is vermoedelijk slachtoffer van een ransomware-aanval. Op het darkweb zijn de gegevens van zowel medewerkers van 26 Albert Heijn-filialen als de eigenaren van Bun te vinden. Niels Kooloos vertelt erover in deze Tech Update. Tot nu toe lijkt het erop dat nog maar een deel van de gegevens online is gezet. Op de darkwebsite van de hackersgroep achter de aanval staat dat het een vijfde van de gestolen gegevens betreft. Daarin staan onder andere kopieën van paspoorten, bankpassen, arbeidsovereenkomsten en financiële stukken. De groep achter de hack staat al langer bekend om het uitvoeren van ransomware-aanvallen, waarbij vaak losgeld wordt geëist in ruil voor het niet online zetten van gestolen gegevens. Wat er precies van Bun geëist wordt om de publicatie van alle gestolen gegevens te voorkomen, is nog niet bekend. BNR heeft zowel aan Bun als aan de hackersgroep vragen gesteld, maar nog geen reactie ontvangen van beide partijen. Het is de tweede keer dat personeel van de Albert Heijn slachtoffer is van een datalek. De eerste keer gebeurde dat in mei, nadat het moederbedrijf van de Albert Heijn, Ahold Delhaize, werd getroffen door een hack van een Russisch hackerscollectief. Verder in deze Tech Update: In Ierland wordt gepoogd om telefoons te hacken met slechts één WhatsApp-berichtje YouTube komt met een zelf in te stellen tijdslimiet voor het kijken van Shorts, de TikTok-achtige video's op het platform See omnystudio.com/listener for privacy information.

This week Dave is joined by Joanna Crishock, VP of Digital Merchandising & Operations at Ahold Delhaize USA. She shares how she's helping iconic brands like Food Lion, Stop & Shop, Giant Food, and The Giant Company stay agile, customer-focused, and digitally connected.  From her early days in consumer insights to leading omnichannel strategy across merchandising, operations, and retail media, Joanna brings a powerful “why-first” mindset to every challenge.Dave and Joanna discuss:How to bridge retail media and merchandising teamsWhat true customer-centricity looks like in digital retailWhy asking why is the key to better strategy and collaborationHow Joanna's team helps brands deliver personalized, seamless experiencesWhat makes AD USA's retail media offering stand outPlus: from Halloween treat planning to back-to-school dinners, why the best retailers solve for real life, not just transactions.To find out more about AD USA's retail media and full-funnel omnichannel capabilities, reach out to a member of their sales team at ad.retail.media.sales@aholddelhaizeusa.comConnect with Joanna on LinkedInFollow Beyond the Shelf on LinkedInLearn More about It'sRapidGet the It'sRapid Creative Automation PlaybookTake It'sRapid's Creative Workflow Automation with AI surveyEmail us at sales@itsrapid.io to find out how to get your free AI Image AuditTheme music: "Happy" by Mixaud - https://mixaund.bandcamp.comProducer: Jake Musiker

Ahold Delhaize wordt Deze week Opnieuw Doorgelicht! De eigenaar van de grootste supermarktketen van Nederland heeft in het thuisland weinig om over te klagen, maar in de Verenigde Staten - waar Ahold ook volop marktaandeel wil winnen - is dat wel anders. Analist en Doorgelicht-presentator Jim Tehupuring vertelt erover in Deze week Doorgelicht!

Ook bij één van de 'saaiste' bedrijven op het Damrak is er genoeg gebeurd in de afgelopen twee jaar: Ahold Delhaize! Van mega-overnames en marktrecords tot gigantische cyberaanvallen en een dalende dollarkoers die de resultaten de kop indrukt. In deze aflevering van Doorgelicht, richten BNR-journalist Nina van den Dungen en analist Jim Tehupuring van 1Vermogensbeheer de schijnwerper opnieuw op het bedrijf achter de grootste supermarktketen van Nederland, zodat jij nog beter als belegger kan bepalen wat een Ahold Delhaize-aandeel nou écht waard is! Wil je graag dat Nina en Jim andere bedrijven Doorlichten of wil je iets anders kwijt over Doorgelicht? Mail ons dan via Doorgelicht@bnr.nl Luister hier naar de originele Ahold Delhaize | Doorgelicht voor de hele geschiedenis van het bedrijf. Over Doorgelicht In Doorgelicht richten Nina van den Dungen en Jim Tehupuring de schijnwerper op de bedrijven achter je favoriete aandelen zodat jij als belegger kan bepalen wat ze nou écht waard zijn. De presentatoren Nina van den Dungen is journalist en presentatrice bij BNR Nieuwsradio. Als echte verhalenverteller vertelt ze je alles over de ontstaansgeschiedenis van bedrijven. Jim Tehupuring is analist en vermogensbeheerder bij 1Vermogensbeheer. Met een flink dossier aan kennis en jarenlange ervaring in de financiële wereld, analyseert hij bedrijven in begrijpelijke taal. Disclaimer De inhoud van Doorgelicht is geen financieel advies. Beleg altijd op basis van je eigen overwegingen en onderzoek. Redactie en montage Niels KooloosSee omnystudio.com/listener for privacy information.

Buc-ee's is the top U.S. retailer in Dunnhumby's Convenience Retailer Preference Index. Instacart now runs the first retail media network offering advertisers end-to-end capabilities directly on TikTok. And Ahold Delhaize USA has a new collaboration with NationsBenefits.

Welcome to Omni Talk's Retail Daily Minute, sponsored by Mirakl. In today's Retail Daily Minute, Omni Talk's Chris Walton discusses:Kraft Heinz debuts The Cookbook, an AI agent giving workers access to 150 years of ketchup production expertise.Ahold Delhaize announces Edge, a unified retail media platform launching January 2026 that consolidates digital advertising channels to reach 26 million weekly shoppers across its U.S. banners.DoorDash launches Going Out, introducing in-app restaurant reservations and in-store rewards to expand beyond delivery and drive foot traffic to thousands of restaurant partners.Plus, Chris also shares his "One Big Thought" for the day.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. Be careful out there!

5 miljard dollar. Dat is het bedrag dat Nvidia opeens over heeft voor concurrent Intel. Samen gaan de 2 chipmakers datacenters bouwen en computeronderdelen ontwerpen. Beleggers in Intel gillen het uit van enthousiasme. En ook in Nederland wordt feest gevierd, want de aandelen van ASML, ASM International en Besi doen ook een flinke vreugdesprong. Gaat één van de belangrijkste klanten van de chippers dan weer flink inkopen doen binnenkort? Dat bespreken we in deze aflevering. Dan hebben we het ook over de snelle planga van Mark Zuckerberg. De topman van Meta kreeg zijn jaarlijkse anderhalf uur om over de toekomst van zijn bedrijf te praten. En die anderhalf uur stond volledig in het teken van het succesnummer van Meta: de slimme bril. De samenwerking met Ray-Ban smaakt naar meer, en Meta gaat daar maar al te graag op in. Daarbij doet Zuckerberg ook nog een stevige uitspraak: want het einde van het smartphone-tijdperk is volgens hem in zicht. En verder hebben we het nog over de Federal Reserve. Die gaf Donald Trump dan eindelijk een beetje zijn zin, met een renteverlaging van een kwart procentpunt. Maar toch verliep de vergadering niet helemaal zoals verwacht. Er was maar één Fed-bestuurder die pleitte voor een grotere verlaging van de beleidsrente, terwijl de verwachting was dat dat er op z'n minst drie zouden zijn.See omnystudio.com/listener for privacy information.

Ahold Delhaize USA is going to dairy farms to try to root out methane emissions, Love's expands its agreement with Core-Mark, Kroger jumps on the consumer craze for protein.

Maverik's CEO discussed why they're rebranding the Kum & Go name. Ahold Delhaize USA is expanding its partnership with Instacart to support FoodStorm, and Sheetz has opened its 800th convenience store.

Met een koerswinstverhouding van bijna 600 is cyber security-bedrijf Palantir extreem hoog gewaardeerd. Toch is Reinder Wietsma van IBS Capital Allies erg enthousiast over het bedrijf. "Ik vind het superleuk om te volgen. Fantastische cijfers, met een groei van bijna 100 procent, zonder agressieve verkoopinspanningen. Dat is echt adembenemend, maar dat geldt natuurlijk ook voor de hoge waardering van het aandeel. Dit kwartaal kwam de omzet voor het eerst boven de 1 miljard dollar uit, en met deze cijfers zou het ook niet goedkoop moeten zijn." Wilbert Aarts van Bond Capital Partners deelt de mening van Reinder grotendeels. "Al is het qua waardering lastig om er een positie in te nemen. Er is altijd de kans dat het een keer tegenvalt, en dan kan het ook flinke tikken krijgen. Niettemin: fantastisch wat ze laten zien." Wat het sentiment betreft: voor de techsector ziet het er allemaal nog zonnig uit, met grote kapitaalkrachtige spelers. Voor bedrijven die last hebben van de valutaontwikkelingen, de handelstarieven en hoge grondstofprijzen ziet het beeld er anders uit. Die zijn gevoeliger voor wat er in de reële economie gebeurt. Verder in de podcast aandacht voor onder andere ABN Amro, Ahold Delhaize en BP. We behandelen de luisteraarsvragen en de experts geven hun tip. Gezien het bovenstaande zal het niet verrassen dat beide heren voor een techbedrijf kiezen. Reinder gaat voor een Nederlandse speler, Wilbert heeft een Amerikaans softwarebedrijf op het oog. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier!See omnystudio.com/listener for privacy information.

We bespreken de resultaten van Ahold Delhaize en "gevallen engel" Novo Nordisk en met analist Jef Poortmans. In Trends podcasts vind je alle podcasts van Trends en Trends Z, netjes geordend volgens publicatie.  De redactie van Trends brengt u verschillende podcasts over wat onze wereld en maatschappij beheerst.  Vanuit diverse invalshoeken en met een uitgesproken focus op economie en ondernemingen, op business, personal finance en beleggen.  Onafhankelijk, relevant, telkens constructief en toekomstgericht. 

Het was hét aandeel van het jaar. De AEX-lieveling, het aandeel dat het het beste deed. Maar vandaag kwamen er scheurtjes in dat succes. ABN Amro kan de torenhoge verwachtingen van beleggers toch niet waarmaken.Het overtrof de winstverwachting én het koopt voor 250 miljoen euro aan eigen aandelen in, maar dat alles is niet genoeg voor beleggers. Deze aflevering duiken we in de resultaten van ABN en kijken of het een tijdelijk dipje is of dat beleggers (langer gaan) afhaken.Hebben we het ook over het online succes van Ahold Delhaize. Beleggers moesten er een kwart eeuw (!) op wachten, maar dan heb je ook wat. Winst in dit geval, want de online tak van Ahold is eindelijk winstgevend.Verder bespreken we de cijfers van Disney. Topman Bob Iger heeft de boel helemaal weer op de rit en verhoogt ook de winstverwachting. De kwakkelende streamingtak is inmiddels verandert in dé concurrent van Netflix. Waar eindigt dit?Dat is ook de vraag die aandeelhouders van Snap hebben. Het moederbedrijf komt met ouderwets slecht nieuws. Nieuws dat de beurswaarde een rotschop geeft. Verder deze aflevering: Kersverse ceo van NovoNordisk gaat ingrijpen AMD en SuperMicro Computer hebben één ding gemeen: teleurstelling Meme-aandeel OpenDoor wordt toch weer gedumpt Uber gaat voor 20 (!) miljard dollar aan eigen aandelen inkopen McDonald's verrast met goede cijfers See omnystudio.com/listener for privacy information.

De onlineactiviteiten van Ahold Delhaize waren voor het eerst volledig winstgevend, blijkt uit de presentatie van de kwartaalcijfers. Het moederbedrijf van Albert Heijn en webshop bol heeft de afgelopen kwartalen ingezet op de groei van hun online platforms, en dat lijkt windeieren te hebben gelegd. Marijn Jongsma, redacteur macro-economie bij het Financieele Dagblad: ‘Er wordt vooral veel verdiend met advertenties’. See omnystudio.com/listener for privacy information.

In this landmark 200th episode we bring together five inspiring CHROs to share actionable insights on navigating the future of work. Each leader responds to listener questions with practical strategies that highlight HR's vital role in driving transformation with empathy, agility, and human-centred leadership: ·        Dannii Portsmouth of PepsiCo EMEA explores how HR can harness AI by fostering emotional intelligence, ethical judgement, and curiosity; ·        Elaine Grell at Ogilvy EMEA shares creative ways to embed AI across the business through inclusive learning and playful experimentation; ·        Elly Tomlins at EasyJet discusses the importance of purpose-driven, honest communication to balance transformation with cost efficiency; ·        Loren Shuster at The LEGO Group reveals how leadership is evolving beyond hierarchy into collaborative, cross-functional approaches supported by AI-powered personalised development platforms; and ·        Natalia Wallenberg at Ahold Delhaize, offers four key principles for building future-ready leaders. Listen to hear these and her practical 2-2-2 framework that builds business resilience and agility. Together, these insights illuminate a powerful vision for HR's role - not just as a driver of change, but as a beacon of hope and human connection, inspiring purpose-led leadership in a world of constant transformation. Thank you to everyone that sent in a question, and thanks to you for listening – we're delighted to celebrate this 200th episode and the power of #HRChangemakers! References: None Sponsored by How HR Leaders Change the World - Live! 2025 This episode is brought to you by HR's boldest moment yet - How HR Leaders Change the World Live! Today's HR leaders are navigating extraordinary demands, balancing short-term business performance with shaping long-term, purpose-driven strategy. Yet despite holding the key to sustainable commercial success, HR is often undervalued, under-supported, and expected to play it safe. That's exactly why we created How HR Leaders Change the World - Live! - an extraordinary event bringing together pioneering HR leaders who believe our profession can be a transformative force for both business growth and social good. This year's event is the boldest yet, featuring candid, strategic conversations and powerful insights from global CHROs. You'll leave with actionable takeaways and a renewed sense of the power of your role, with 100% of profits donated to support vulnerable children - meaning your impact starts before you even walk through the door. Early bird tickets are for a limited time only, saving you £100 if you book before 31st July.   Take a look at the agenda and see our first CHRO speaker announcements, plus our legendary keynote - Bob Geldof KBE!   Don't miss out – click here to secure your place today and join fellow #HRChangemakers enhancing their influence and impact. We can't wait to see you there!     

Majors Management will rebrand the 35 stores it acquired from Alimentation Couche-Tard to MAPCO. New details emerge on a cyberattack on Ahold Delhaize USA. And the National Association of Truck Stop Operators has a new CEO.

Note: This post was crossposted from the Open Philanthropy Farm Animal Welfare Research Newsletter by the Forum team, with the author's permission. The author may not see or respond to comments on this post. Despite setbacks, battery cages are on the retreat My colleague Emma Buckland contributed (excellent) research to this piece. All opinions and errors are mine alone. It's deadline time. Over the last decade, many of the world's largest food companies — from McDonald's to Walmart — pledged to stop sourcing eggs from caged hens in at least their biggest markets. All in, over 2,700 companies globally have now pledged to go cage-free. Good things take time, and companies insisted they needed a lot of it to transition their egg supply chains — most set 2025 deadlines to do so. Over the years, companies reassured anxious advocates that their transitions were on track. But now, with just [...] --- First published: June 20th, 2025 Source: https://forum.effectivealtruism.org/posts/5DTrsKCSYhp9gnpAi/crunch-time-for-cage-free --- Narrated by TYPE III AUDIO. ---Images from the article:Apple Podcasts and Spotify do not show images in the episode description. Try Pocket Casts, or another podcast app.

Walmart launches a new AI-powered tool for stocking shelves. A new Texas law requires warning labels on food and beverages containing dyes and additives. And Ahold Delhaize names a new chief financial officer.

Gevraagd naar hun oordeel, zijn beide experts in deze aflevering van BeursTalk best positief over het beurssentiment. "De VIX is tot rust gekomen, er lijkt weer maar rust op de obligatiemarkt, ik vind het sentiment bijzonder goed", zegt Richard de Jong van Van Lieshout & Partners. Mei was de beste beursmaand sinds november 2023. Wim Zwanenburg van Stroeve Lemberger deelt de analyse van Richard grotendeels. En dat alles ondanks importheffingen en een laag consumenten- en producentenvertrouwen. "Maar", nuanceert Wim, "de winstcijfers waren mede zo goed omdat bedrijven in voorafgaand aan de importheffingen flink hebben ingekocht. Dat stut natuurlijk de winsten." Anderzijds ziet hij ook dat er weer tractie komt in de containervaart van China richting de VS, wat natuurlijk een positief teken is. Over de cijfers van Synopsys (ontwerp van chips) en Salesforce (CRM-software) zijn de experts eveneens positief. Het laat zien dat de techsector, met Nvidia aan kop, de kar nog steeds voor een belangrijk deel trekt. De ontwikkelingen op AI-gebied blijven voor hoge omzetten en winsten zorgen. Verder in de podcast aandacht voor o.a. Walmart, die flink investeert in online, iets wat Ahold Delhaize zorgen moet baren. De Nederlandse grootgrutter haalt meer dan de helft van zijn omzet en winst immers uit de VS. We behandelen ook de luisteraarsvragen en de experts geven hun tips. Wim houdt het bij een algemeen advies, Richard tipt een ETF met de ISIN-code IE00BF16M727. Geniet van de podcast! KORTING: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, word dan Premium lid van BeursTalk. Tot en met 15 juni kost een maandabonnement geen 9,95, maar de eerste drie maanden slechts 7,50 – bijna 25 procent voordeel – en een jaarabonnement is zelfs zo’n 30 procent goedkoper: normaal 99 euro, maar nu betaal je het eerste jaar slechts 70 euro. Voor een maandabonnement is de kortingscode MAAND750, voor een jaarabonnement is dat JAAR70. Abonneren kan hier!See omnystudio.com/listener for privacy information.

The CPG Guys are joined in this episode by Daniël van Gool, VP of Fulfillment Strategies & Solutions at Ahold Delhaize USA.Find Daniel on LinkedIn at: https://www.linkedin.com/in/dvangool/Find AD USA on LinkedIn at: https://www.linkedin.com/company/ahold-delhaize-usa/Find AD USA online at: https://www.adusa.com/Daniël answers these questions:You are an OG of ecommerce, going back as far as early 2000's. What changes have you seen over the years? The latest conversation and buzz in the industry is that ecommerce and omnichannel is taking a backseat given the volume challenges and that instore back to basics is everything. Is this what you see? Another common myth is that ecommerce of any sort including click & collect is a profit negative proposition. If so, why is it such a focus and also growing nation wide? Data – I have to imagine you are in the midst of all kinds of analysis and algorithms all the time. Can you give us an overview of the types of data that matter and how does POS sales data inform your decision making, especially customer loyalty? Home delivery – dead or alive? Why? Can you take us behind the scenes of what it takes to build a retail fulfillment network? What's involved ? Are there DC's, the challenges and what you face everyday to keep it running? What metrics matter the most in your role? How do you optimize these metrics to deliver for your customer? How do you work with the merchandising and space planning teams in your role? Do you share data with each other? Does one decision from you or them impact what either of you have to deliver for your customer? You have 5 banners that operate fairly independently – both promotional and assortment. How do you manage this complexity? Finally, what trends are you following in the industry? What concerns you the most? CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comCPG Scoop Website: http://CPGscoop.comSubscribe to Chain Drug Review here: https://chaindrugreview.com/#/portal/signupSubscribe to Mass Market Retailers here: https://massmarketretailers.com/#/portal/signupDISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.

In this episode, we dive into Warren Buffett's succession and legacy, the philosophy that built Berkshire Hathaway, and what the future might hold under Greg Abel. We also break down recent dividend news, from Apple's modest hike to Wendy's surprising cut, and share our own May dividend income.We cover earnings from some major names like Novo Nordisk, Archer Daniels Midland, Ahold Delhaize, and Legrand, plus explore the intriguing possibility of Shell acquiring BP. Listener questions spark some great discussion, including what football clubs would be as dividend stocks, whether our podcast can move markets, and which companies have the strongest moats.

Ahold Delhaize is heel erg afhankelijk van de Amerikaanse markt en toch doen ze daar iets bijzonders. Ze hebben de prijzen verlaagd, zonder dat hun winstmarge er aan moet geloven. En ook de handelsoorlog raakt ze niet echt. Let je op, Elon? Deze aflevering hebben we het namelijk over de tactiek van de topman waar Musk wat van kan leren: Frans Muller. Hoe komt het dat Ahold geen echte last heeft van de importtarieven van president Trump? Over Trump en tarieven gesproken: China en de VS gaan met elkaar om de tafel over de handelsoorlog! In (toepasselijk) Zwitserland gaan de kemphanen met elkaar in gesprek. China zegt nu al dat je er niet teveel van moet verwachten, maar wij kijken of er tóch gestunt gaat worden. Stunten doet Disney ook. Met de streamingtak bijvoorbeeld. Netflix wil géén abonneecijfers delen, Disney doet dat wél. Er komen miljoenen klanten meer bij dan verwacht. En topman Bob Iger werkt nog even aan zijn erfenis. Er komt een themapark bij. De zevende van Disney op de wereld en die wordt gebouwd in een golfstaat. Ook hebben we het over Oprah Winfrey, de kwartaalcijfers van Uber, over een goedkoop model van Tesla en over twee landen die elkaar bestoken met raketten. See omnystudio.com/listener for privacy information.

Al wekenlang jaagt de FBI op Tesla terroristen, mensen die Tesla's in de brand steken. Maar de échte terreur vindt plaats in de financiën van het bedrijf. Het eerste kwartaal was ronduit dramatisch. Topman Elon Musk geeft daarbij toe dat hij de reden is.Deze aflevering hebben we het over de onmogelijke positie van Tesla. Het blijft afhankelijk van een topman die toch bij blijft klussen voor de Amerikaanse president. Een president die tarieven oplegt waar Tesla dan weer enorme last van heeft.We kijken of Musk een list weet te verzinnen. Hoe (en vooral waar) kan hij meer Tesla's verkopen, met betere marges? Tesla drijft nu alleen nog maar op de verkoop van emissierechten...Verder hebben we het over héél veel kwartaalcijfers van eigen bodem. AkzoNobel, Randstad, Just Eat Takeaway en Besi komen voorbij. Vooral die laatste is interessant. Het aandeel stond even 11,5 procent in de plus, maar de koers stortte daarna als een kaartenhuis in elkaar. We onderzoeken waar de angst van beleggers vandaan komt. We vertellen je ook meer over boekhouding en personeelszaken. Saai? Nee! Het bedrijf dat zich daarmee bezighoudt is het meest waardevolle beursbedrijf van Europa. See omnystudio.com/listener for privacy information.

Jerome Powell zit in een spagaat met zijn rentebeleid. Een beleid dat overhoop wordt gegooid door Donald Trump. De baas van de Amerikaanse centrale bank geeft nu openlijk toe dat in écht in een dilemma zit. Hij is bezorgd dat hij binnenkort moet kiezen tussen het beheersen van de inflatie en het ondersteunen van de economische groei. Christine Lagarde (van de Europese Centrale Bank) heeft ook een probleem. De inflatie in Europa is al jarenlang te hoog, maar nu naderen we het punt dat 'ie te laag is. Wij van BNR Beurs zijn de beroerdste niet en kijken deze aflevering hoe die twee centrale bankiers de problemen moeten oplossen. En vooral: wat jij er als belegger van merkt. Dan hoor je ook meer over chipproducent TSMC. Het gerucht ging dat dat bedrijf Intel ging redden, door nauw met ze samen te werken. TSMC helpt Intel nu uit de droom: dat gaat niet gebeuren. Wel laten ze hun aandeelhouders dromen van goede resultaten: ze gaan ondanks de handelsoorlog gewoon hun doelen halen.Over die handelsoorlog gesproken: we hebben het ook over Georgia Meloni. Zij is Europa's geheime wapen. De premier van Italië gaat namelijk in gesprek over de tarieven-tsunami van Trump. See omnystudio.com/listener for privacy information.

Stendert Krommendam is the chief people and sustainability officer at Ecotone, a leading private equity–backed company in Europe for organic, vegetarian, healthy and fair-trade food. Krommendam, who has built a dynamic career at the intersection of people, sustainability, and business, was formerly an HR leader in Unilever and Ahold Delhaize. In this interview, he discusses his new leadership model that embeds sustainability and systems thinking as core leadership qualities, describing what healthy leadership means in the context of Ecotone's mission of biodiversity. He also shares the leadership qualities he believes are critical for balancing performance, purpose, and sustainability; how he fosters a purpose-driven culture; and his perspective on the balance between long-term sustainability commitments and the growth and profitability expectations that are typical in a PE environment. Hosted on Acast. See acast.com/privacy for more information.

We dachten dat we op de laatste handelsdag konden puinruimen, maar niks van dat alles. De tarieven-tsunami slaat opnieuw toe op de beurs. Deze keer komt 'ie vanuit China, dat het kunstje goed heeft afgekeken van Donald Trump. Ook China komt met torenhoge tarieven. Een tegenreactie was verwacht en toch schrikken beleggers van de hardheid waarmee China reageert. Deze aflevering kijken we hoe die handelsoorlog zich verder ontvouwt. Hoe gaat de VS hierop reageren en wat doet de EU? De vraag is ook wat de Amerikaanse centrale bank nu moet doen. Fed-baas Jerome Powell zit klem. Wat hij ook doet, hij breekt met één van zijn beloftes. Of de inflatie stijgt nog verder of de arbeidsmarkt gaat naar de haaien.Wie wél een leuke week heeft, is good old Warren Buffett. Die wrijft in zijn handjes. Waarom het hem niet slecht genoeg kan gaan op de beurs, vertellen we je. Kleine hint: er zijn 325 miljard redenen. See omnystudio.com/listener for privacy information.

This week, we dive into the latest European earnings season, exciting dividend hikes, and what they mean for investors! From Siemens, British American Tobacco, Ahold Delhaize, Agree Realty, and Unilever. We break down The biggest dividend hikes and what they signal.Tickers mentioned: META, NSRGY, BTI, BATS, AD.AS, ADC, UL, CSCO, TMUS, RELX, ORKLY, DNB, ENX, HEIA, MAND, STO, DBS, ROCK-B, QSR, BAM, TROW, NVO, SHEL, MSFT