Americold Key Investment Highlights & ESG Initiatives
120%
100%
80%
60%
40 %
20%
0%
Current Production Constraints in Context
Cold storage commodity stock levels have consistently snapped back after any period of disruption
USDA Cold Storage Warehouse Commodity Stock Levels - End of Quarter Stock as a % of Prior Year (1)
Mad Cow
disease
Energy prices and demand
from emerging economies
Swine flu
Jun-02
Dec-02
Jun-03
Dec-03
Jun-04.
Dec-04
(1)
USDA; Excludes data for Q4 2018 given limited disclosure
Jun-05
Dec-05
Jun-06
Dec-06
Jun-07
Dec-07
Severe drought impacting
agricultural products and animal
feed, piglet disease and bird flu
COVID induced inflation and
challenging labor market
Jun-08
Dec-08_
Jun-09
Dec-09
Jun-10 ]
Dec-10
Jun-11
Dec-11 _
Jun-12
Dec-12
Jun-13
Dec-13]
Jun-14
Dec-14
Jun-15
Dec-15
Jun-16
Dec-16
Jun-17
Dec-17 ]
Jun-18
Dec-18]
Jun-19
Dec-19
Jun-20
Dec-20
Jun-21
Dec-21
Jun-22
Dec-22
Americold's Fixed Commitment Contracts help mitigate the impact of food supply chain disruptions.
Since 2014, we have increased our percentage of Revenue & Storage Revenue on Fixed Commitments from <5% to over 42% today.
Period of COVID Impact
23
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