01:50 AM EST, 11/10/2026 (MT Newswires) -- RBC Capital Markets trimmed its EPS forecasts for Koninklijke Ahold Delhaize (AD.AS), noting that the expected impact of the recent cybersecurity incident on its fourth quarter will more than offset its better-than-expected third-quarter results in Europe. "Ahold has called out a EUR200-250mn impact on topline, which is 80% in Europe (given impacts to the Benelux supply chain) and 20% in the US. The EUR75-100mn impact on underlying operating income is expected to be more balanced (c.60% Europe, 40% US) given mitigation actions taken in the Netherlands. This operating profit reduction includes the direct impact from lost sales, and also additional spend to get the supply chain running, additional promotions to welcome customers back and lost retail media income. We think Ahold is now largely back up and running and the response from returning customers has been encouraging," according to a Monday note focused on European retailers. Management lowered its fourth-quarter net sales and underlying operating income guidance to account for the October cyberattack that disrupted its ecommerce business across the US and Belgium, the Netherlands, and Luxembourg, as well as its Benelux supply chain operations. Against this backdrop, analysts lowered their EPS projections for full-year 2026 through 2028 by 1% to 2%. The research firm also cut the stock's price target to 36 euros from 37 euros, with a sector perform rating.

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