Americold Shares Surge 10% Amid Market Rally and Confirmed Full-Year Guidance

Americold Realty Trust (COLD) posted a 10% increase in share price during afternoon trading on December 11, 2025, marking one of the day’s top performers in the real estate investment trust (REIT) sector. The rally followed the company’s announcement reaffirming its full-year 2025 guidance, which includes adjusted funds from operations (AFFO) in the range of $4.00 to $4.20 per share. This guidance aligns with prior expectations and underscores management’s confidence in underlying demand for temperature-controlled logistics infrastructure. The company cited strong lease renewal rates and continued occupancy at its 250+ distribution facilities across North America, Europe, and Asia. Americold reported that its core cold storage portfolio achieved a 94% occupancy rate as of the third quarter, with average lease rates increasing 3.5% year-over-year. These metrics support the company’s ability to sustain revenue growth despite macroeconomic headwinds in certain regions. Market participants interpreted the reaffirmed outlook as a signal of resilience in the global supply chain, particularly in food and pharmaceutical logistics. Analysts noted that the 10% share price gain reflects not only the company’s operational performance but also broader sector sentiment, with REITs tied to industrial and logistics assets gaining favor amid expectations of sustained demand for cold chain infrastructure. Investors are particularly attentive to Americold’s strategic expansion in high-growth markets, including investments in automated storage systems and energy-efficient facility upgrades. These initiatives are expected to support long-term AFFO growth and enhance EBITDA margins, which stood at 58% in the third quarter of 2025.