Armada Mercantile's Ace expands London Dairy in U.S.

Executive Summary

• Armada Mercantile’s 33 % owned Ace Foods is expanding the U.S. distribution footprint of London Dairy ice‑cream into additional retail chains across California, Nevada, Arizona, Texas, Illinois and beyond.
• Current presence covers ~3,000 self‑service outlets and independent stores; new pipeline for 2026 adds major supermarket banners such as Smart & Final, Kroger’s Food4Less, Superior Grocers, and regional chains.
• Q4 2025 sales data show a 110 % year‑over‑year increase in case movement (1.75 cases/week regular price, 2.50 cases/week promotional) for the Savemart group and Vallarta Supermarkets.

Key Details

• Ownership: Armada Mercantile Ltd. holds a 33 % stake in Ace Foods.
• Current Distribution: London Dairy ice cream is sold in ~3,000 U.S. self‑service outlets and independent stores; also stocked at Savemart, FoodMaxx, Lucky, Bristol Farms, Super King, Vallarta, and Cardenas markets (CA, NV, AZ).
• 2026 Expansion Pipeline:
• California/Northern California: Smart & Final, Superior, Northgate, F4L PAQ Northern California, Big Saver (Los Angeles).
• Southern California: Food4Less Kroger Southern California.
• Texas: Fiesta, El Rancho.
• Illinois: Tony’s (Chicago).
• Logistics Partners: Utilizes KeHe Distribution for Savemart, FoodMaxx and Lucky; onboarding UNFI (Food4Less Kroger Southern CA) and C&S Wholesale Grocers (F4L PAQ Northern CA) to broaden reach.
• Sales Performance Q4 2025:
• Average movement: 1.75 cases/week at regular price, 2.50 cases/week on promotion (Savemart group data).
• Year‑over‑year volume growth: +110 % (Vallarta Supermarkets reference).
• Regulatory Approvals: Holds USDA and FDA import permits for London Dairy ice cream into the United States.

Notable Quotes

(No direct quotes provided in the release.)