other material
confidence high
sentiment positive
materiality 0.60
Americold presentation shows 16% higher warehouse revenue per pallet vs larger competitor
AMERICOLD REALTY TRUST
- Same-store warehouse revenue per economic occ. pallet: $136 vs $118, 16% higher than Lineage.
- Pallet positions per cubic foot 3.8 vs 3.4 (13% higher); adjusted occupancy 79% vs 73% (+600 bps).
- EBITDA margin 23.4% vs 24.6% (120 bps lower); G&A as % of revenue 8.6% vs 9.6% (100 bps lower).
- Percentage of rent & storage revenue under fixed commitments: 54% vs 42%.