Americold Shares Surge 18% on Anticipated Holiday Demand Boost

Americold Realty Trust (COLD) posted an 18% surge in share price following the release of internal supply chain forecasts indicating elevated demand for temperature-controlled logistics services during the 2025 holiday season. The spike comes amid rising projections for consumer spending on perishable holiday items, including frozen turkeys, specialty cheeses, and ready-to-eat meals, all of which require cold chain infrastructure. The company’s internal models suggest a 12% year-over-year increase in warehouse utilization rates across its 250+ refrigerated storage facilities, with peak activity expected between mid-December and the first week of January. This anticipated demand is driven by both retail inventory buildup and increased direct-to-consumer shipments from food and beverage brands expanding their e-commerce capabilities. Americold’s expanded capacity utilization, combined with stable lease renewals at 94% occupancy as of November 2025, reinforces investor confidence in the company’s ability to sustain high revenue growth. The firm’s Q3 2025 adjusted EBITDA reached $228 million, reflecting a 9% increase from the prior-year quarter, with cold storage demand outpacing supply in key U.S. metropolitan distribution hubs. The rally in COLD shares has drawn attention from institutional investors, with trading volume exceeding 1.7 million shares—over double the 30-day average—indicating heightened market participation. The move also signals broader optimism in the industrial real estate and logistics sectors, particularly those tied to perishable goods distribution. Market participants are now closely monitoring December inventory reports from major retailers and food distributors to validate the demand outlook. The performance of COLD may influence investment flows into other cold chain infrastructure REITs and logistics-focused real estate funds.