Americold (COLD) Is Down 56%. Is It Finally a Buy?

Americold (COLD) is the second-largest cold storage REIT in the world, with over 230 warehouses and 1.4 billion cubic feet of temperature-controlled space. It’s also trading at its lowest price in history, down over 56% in the past year alone.

So what happened?

In this video, I break down the story behind the collapse: overbuilt supply, rising interest rates, and operational intensity. But I also walk through why I think COLD may now offer value. Despite the pain, Americold still commands massive logistics reach, serves blue-chip customers like Walmart and General Mills, and owns critical infrastructure. I discuss the fundamentals, the capital structure, the dividend, the valuation, and the long-term opportunity (and risks).

I also contrast it with Lineage Logistics, which I’ll cover in my next video.

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This video is for educational and informational purposes only. It does not constitute financial, investment, legal, or tax advice. I am not a licensed financial advisor. Do your own research and consult a qualified professional before making any investment decisions.

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