Americold Realty Trust

COLDleader

Americold is the world's largest REIT focused on temperature-controlled warehouses, operating 240+ facilities globally with ~1.4B cubic feet of capacity. It is a critical node in the food supply chain, storing frozen and refrigerated goods for food companies.

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製品と売上

製品別売上シェア

売上内訳 ($3.0B)

静的データ（リアルタイム財務ロード中…）

Global Warehousing (Storage + Services) (91%)

Global Integrated Solutions (9%)

セグメント構成と主要顧客

製品詳細

Temperature-Controlled Warehouse Rental60%

Leasing refrigerated/frozen warehouse space to food manufacturers, distributors, and retailers. ~45% of revenue from fixed-rent storage.

Warehouse Services (Variable)40%

Labor, handling, blast freezing, and pick-and-pack services billed per pallet.

サプライチェーン関係

主要顧客

Tyson Foods

Cold storage

影響: major customer

The Kraft Heinz Company

Frozen food storage

影響: major customer

マクロ・市場概況

부동산 (REIT)セクターニュース

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

次の主要イベント

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

AI分析

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企業情報

本社所在地

Atlanta, GA

設立

1903

従業員数

17,000

ウェブサイト

americold.com

セクター概況 — 부동산 (REIT)

セクターニュース