Nomad Foods(NOMD)
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Nomad Foods to Report Second Quarter 2024 Financial Results on Wednesday, August 7, 2024
Prnewswire· 2024-07-24 20:30
WOKING, England, July 24, 2024 /PRNewswire/ -- Nomad Foods Limited (NYSE: NOMD) today announced it will report results for the second quarter ended June 30, 2024 before New York Stock Exchange market open on Wednesday, August 7, 2024. A conference call with members of the executive management team will be held to discuss the results with additional comments and details.The conference call is scheduled to begin at 8:30 AM Eastern Daylight Time on Wednesday, August 7, 2024. To participate on the live call lis ...
Nomad Foods Announces Appointment of Chief Financial Officer
prnewswire.com· 2024-05-28 18:15
WOKING, England, May 28, 2024 /PRNewswire/ -- Nomad Foods Limited (NYSE: NOMD) today announced the appointment of Ruben Baldew as Chief Financial Officer, effective June 17, 2024 (subject to, and conditioned upon, receipt of applicable work authorizations).  Mr. Baldew will succeed Samy Zekhout, who is leaving his position to explore new opportunities outside of Nomad Foods. Mr. Zekhout will remain with the Company until July 31, 2024 to assist in the orderly transition of his duties.Mr. Baldew joins Nomad ...
Nomad Foods(NOMD) - 2024 Q1 - Earnings Call Transcript
2024-05-10 02:57
财务数据和关键指标变化 - 第一季度净销售额增长1.1%,其中有机销售增长0.3%,连续第七个季度实现正增长 [9][10] - 第一季度毛利润下降5.9%,毛利率下降200个基点至26.9%,主要受到一次性存货重估的影响 [34][35] - 第一季度调整后EBITDA下降16.4%至1.22亿欧元,调整后每股收益下降0.09欧元至0.37欧元 [36][37] - 公司生成了4900万欧元的调整后自由现金流,同比大幅改善 [38][39] 各条业务线数据和关键指标变化 - 公司在意大利的鱼柳业务出现强劲反弹,Findus品牌在各项关键指标上均有大幅改善 [23] - 英国市场第一季度销量大幅增长,市场份额也有所提升,得益于针对性的促销活动和营销 [24] - 奥地利市场Iglo品牌表现出色,销量和价值份额均有大幅提升 [25] 各个市场数据和关键指标变化 - 公司在英国、奥地利等主要市场的销量和市场份额趋势明显改善,甚至在某些市场实现正增长 [17] - 公司在意大利、英国和奥地利等重点市场的业务表现出色,体现了公司增长引擎的成效 [23][24][25] 公司战略和发展方向及行业竞争 - 公司正在加速部署其增长引擎,通过加大广告投入、优化促销策略和创新等手段来推动销量恢复 [11][19][20] - 公司将重点聚焦于25个"必赢战役",这些业务占据了公司2/3的销售额和更大比例的毛利 [21][22] - 公司正在提升供应链的灵活性和效率,以应对原材料价格波动并满足客户需求 [26][27] 管理层对经营环境和未来前景的评论 - 公司对2024年的业绩目标保持信心,预计全年净销售增长3%-4%,调整后EBITDA增长4%-6%,调整后每股收益1.75-1.8欧元 [12][13][40] - 公司认为其增长引擎正在发挥作用,有望推动更好的业绩表现 [28][29] - 管理层对公司长期发展前景保持乐观,有望实现可观的收入和利润增长 [29] 问答环节重要的提问和回答 问题1 **Rob Dickerson 提问** 公司第二季度和下半年的毛利率改善趋势如何?[57] **Samy Zekhout 回答** 公司预计第二季度和第三季度毛利率将有明显提升,主要受益于销量增长、成本下降和生产效率提升等因素。全年毛利率有望实现增长。[58][59] 问题2 **Steve Powers 提问** 未来公司在定价和促销方面的策略如何?[72] **Sanjiv Das 回答** 公司未来将更多依靠产品组合优化和促销策略优化来推动销售,定价影响将有所减弱。同时,高毛利产品的销售占比提升也将成为推动销售增长的重要因素。[73] 问题3 **Jon Tanwanteng 提问** 公司在阿德里亚海地区的业务表现如何?是否存在季节性因素影响?[110][111][112][113][114] **Stéfan Descheemaeker 回答** 阿德里亚海地区业务包括冰淇淋和冷冻食品两大部分。公司正在通过提升冷冻食品业务的毛利率来改善该地区的整体业绩,同时也在努力拓展冰淇淋的销售季节。总的来说,该地区业务仍有较大的增长潜力。[110][111][112][113][114]
Nomad Foods (NOMD) Q1 Earnings and Revenues Miss Estimates
Zacks Investment Research· 2024-05-09 20:56
Nomad Foods (NOMD) came out with quarterly earnings of $0.40 per share, missing the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.49 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -2.44%. A quarter ago, it was expected that this frozen foods company would post earnings of $0.34 per share when it actually produced earnings of $0.34, delivering no surprise.Over the last four quarters, the company ...
Nomad Foods(NOMD) - 2024 Q1 - Quarterly Report
2024-05-09 18:45
Exhibit 99.2 Nomad Foods Limited Condensed Consolidated Interim Financial Statements (unaudited) For the three months ended March 31, 2024 Nomad Foods Limited—Interim management report General information Nomad Foods Limited (NYSE: NOMD) is Europe's leading frozen foods company. Nomad Foods Limited's (the “Company” or “Nomad”) portfolio of iconic brands, which includes Birds Eye, Findus, iglo, Ledo and Frikom, have been a part of consumers’ meals for generations, standing for great tasting food that is conv ...
Nomad Foods Announces Successful Repricing of Existing Senior Secured Term Loan
Prnewswire· 2024-04-30 04:30
WOKING, England, April 29, 2024 /PRNewswire/ -- Nomad Foods Limited ("Nomad Foods" or the "Company") today announced that it has repriced its existing USD denominated Term Loan B of USD 693 million principal (the "Term Loan"). The closing of the repricing of the Term Loan is expected to occur on or before May 7, 2024, subject to customary closing conditions. Following the closing, the margin on the Term Loan will be reduced by 50 basis points to SOFR + 250 basis points, which is expected to result in approx ...
Nomad Foods to Report First Quarter 2024 Financial Results on Thursday, May 9, 2024
PRNewsWire· 2024-04-26 21:23
WOKING, England, April 26, 2024 /PRNewswire/ -- Nomad Foods Limited (NYSE: NOMD), today announced it will report results for the first quarter ended March 31, 2024 before New York Stock Exchange market open on Thursday, May 9, 2024. A conference call with members of the executive management team will be held to discuss the results with additional comments and details.The conference call is scheduled to begin at 8:30 AM Eastern Daylight Time on Thursday, May 9, 2024. To participate on the live call listeners ...
Nomad Foods(NOMD) - 2023 Q4 - Earnings Call Transcript
2024-03-01 00:33
财务数据和关键指标变化 - 第四季度净销售额增长1.4%,其中有机销售额增长1.9%,而汇率变动对销售额产生0.5%的负面影响 [37] - 第四季度毛利增长7.9%,毛利率提升160个基点至27.3%,主要得益于更好的采购和成本管控、销量改善以及定价和收益管理执行的贡献 [38][39] - 全年净销售额增长3.6%,其中有机销售额增长4.9%,全年毛利率提升近50个基点至28.2% [42] - 全年调整后EBITDA增长2%至5.35亿欧元 [42] - 全年调整后每股收益为1.61欧元,受到去年债务再融资导致利息费用上升的影响而有所下降 [41][42] 各条业务线数据和关键指标变化 - 公司在主要市场的冻品类别消费保持健康,渗透率在中高80%范围内,即使在过去两年的高通胀环境下也保持稳定 [20][21] - 公司的"必胜战役"业务线占近一半销售额和更高比例的毛利,这些业务线的最新趋势令公司更加有信心实现修订后的增长计划 [23][24] 各个市场数据和关键指标变化 - 第四季度尼尔森数据显示,公司在12周期间的销售额增长近2%,包括销量和市场份额的连续改善 [19] - 公司在北欧、瑞士和阿德里亚地区的业务表现良好,弥补了部分Nielsen覆盖范围外的销售下滑 [62][63] 公司战略和发展方向及行业竞争 - 公司将大幅增加广告和促销投资,尤其是针对最重要的"必胜战役"业务线,以提升品牌亲和力和产品健康属性 [25][26][27] - 公司将重点恢复创新动力,2023年新产品销售占比低于历史水平,2024年将推出一系列新产品 [26][27] - 公司正在提升零售执行能力,通过数据和分析提高收益管理工具的使用,以最大化有利可销量 [29] - 公司供应链灵活性和生产效率持续提升,2024年将继续推动成本节约 [30] - 公司将通过股票回购和新设立的季度现金股利,实施有利于股东回报的资本配置策略 [18][31] 管理层对经营环境和未来前景的评论 - 公司对2024年3%-4%的有机销售增长、4%-6%的调整后EBITDA增长以及9%-12%的调整后每股收益增长充满信心 [14][46] - 公司预计2024年销量将在上半年逐步改善,下半年转为正增长,毛利率也将继续提升 [46][47][48] - 公司将大幅增加广告和促销投资,尤其是在2024年上半年,以推动2024年的强劲销量和市场份额表现 [49] 问答环节重要的提问和回答 问题1 **John Baumgartner 提问** 询问第四季度毛利率改善的具体驱动因素 [57] **Samy Zekhout 回答** 主要得益于更好的采购和成本管控、销量改善以及定价和收益管理执行的贡献 [58][59] 问题2 **Steve Powers 提问** 询问公司在2024年加大投资的具体计划和预期收益 [70] **Stefan Descheemaeker 和 Samy Zekhout 回答** 公司将大幅增加广告和促销投资,尤其是在上半年,预计将带来销量和市场份额的改善 [71][90] 问题3 **Rob Dickerson 提问** 询问公司3%-4%的有机销售增长目标的依据 [86] **Stefan Descheemaeker 和 Samy Zekhout 回答** 主要依托于冻品类别的健康发展趋势、公司有选择性地恢复销量、加大广告投入以及创新管线的改善 [86][87][88][89][90]
Nomad Foods(NOMD) - 2023 Q4 - Annual Report
2024-02-29 19:46
Exhibit 99.1 Nomad Foods Reports Fourth Quarter and Full Year 2023 Financial Results Delivers record-high net sales and Adjusted EBITDA; Full year Adjusted EPS of €1.61 Affirms strong 2024 financial guidance FELTHAM, England - February 29, 2024 - Nomad Foods Limited (NYSE: NOMD) (the "Company" or "Nomad Foods"), today reported financial results for the three and twelve-month periods ended December 31, 2023. The Company finished the year on excellent footing and given the ongoing sequential improvement in it ...