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Earnings documents stored for NOMD.
Investor releaseQuarter not tagged2026-05-14Nomad Foods' (NYSE:NOMD) Conservative Accounting Might Explain Soft Earnings
Simply Wall St.
Nomad Foods' (NYSE:NOMD) Conservative Accounting Might Explain Soft Earnings
Investors were disappointed with the weak earnings posted by Nomad Foods Limited (NYSE:NOMD ). Despite the soft profit numbers, our analysis has optimistic about the overall quality of the income statement. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Importantly, our data indicates that Nomad Foods' profit was reduced by €157m, due to unusual items, over the last year. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. When we analysed the vast majority of listed companies worldwide, we found that significant unusual items are often not repeated. And that's hardly a surprise given these line items are considered unusual. Nomad Foods took a rather significant hit from unusual items in the year to March 2026. All else being equal, this would likely have the effect of making the statutory profit look worse than its underlying earnings power. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. As we discussed above, we think the significant unusual expense will make Nomad Foods' statutory profit lower than it would otherwise have been. Because of this, we think Nomad Foods' underlying earnings potential is as good as, or possibly even better, than the statutory profit makes it seem! Unfortunately, though, its earnings per share actually fell back over the last year. The goal of this article has been to assess how well we can rely on the statutory earnings to reflect the company's potential, but there is plenty more to consider. With this in mind, we wouldn't consider investing in a stock unless we had a thorough understanding of the risks. When we did our research, we found 3 warning signs for Nomad Foods (1 can't be ignored!) that we believe deserve your full attention. This note has only looked at a single factor that sheds light on the nature of Nomad Foods' profit. But there is always more to discover if you are capable of focussing your mind on minutiae. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying....
Investor releaseQuarter not tagged2026-05-13Nomad Foods Q1 Earnings Call Highlights
MarketBeat
Nomad Foods Q1 Earnings Call Highlights
Interested in Nomad Foods Limited? Here are five stocks we like better. Nomad Foods said first-quarter results were slightly ahead of internal expectations, and management reaffirmed full-year 2026 guidance for organic revenue and adjusted EBITDA. The company also raised adjusted EPS guidance after buying back shares during the quarter. Organic sales fell 5.3% and adjusted EBITDA dropped 23% year over year, with margins pressured by cost inflation and only partial benefits from pricing. Management said underlying consumer demand was steadier than shipments suggested, as retail sell-out was flat. The company generated stronger cash flow, enabling EUR 24 million in share repurchases, EUR 20 million in dividends, and a new $0.70 per share dividend declaration. Nomad said it remains debt-light and expects more robust performance in the second half of the year. 3 Underfollowed Stocks Wall Street Still Likes—And for Good Reason Nomad Foods (NYSE:NOMD) reported first-quarter 2026 results that management said were slightly ahead of internal expectations, despite lower organic revenue, margin pressure and a sharp year-over-year decline in adjusted EBITDA. Chief Executive Officer Dominic Brisby, speaking on his second quarterly earnings call since taking the role on Jan. 1, said the company remains confident in its full-year outlook for organic sales and adjusted EBITDA. Nomad also raised its adjusted earnings per share guidance, citing share repurchase activity during the quarter. → Rocket Lab Just Hit a New All-Time High—Time to Buy or Let It Breathe? 3 Mid-Caps Below $20 That Wall Street Loves “First quarter results were slightly above our internal expectations, and we remain confident in our ability to deliver on the full-year organic sales and adjusted EBITDA guidance we provided last quarter,” Brisby said. Nomad Foods said first-quarter organic sales declined 5.3%, while retail sell-out was flat year over year. Brisby said management views retail sell-out as a better indicator of underlying demand. → MercadoLibre Boldly Invests in Growth: Discount Deepens Nomad Foods: A Defensive Stock on the Move The company attributed the gap between shipments and consumer demand to two mechanical factors. First, some retailers built inventory in December ahead of planned price increases, creating a destocking headwind in January. Second, Nomad ended what Brisby called its his...
Investor releaseQuarter not tagged2026-05-11Results: Nomad Foods Limited Beat Earnings Expectations And Analysts Now Have New Forecasts
Simply Wall St.
Results: Nomad Foods Limited Beat Earnings Expectations And Analysts Now Have New Forecasts
A week ago, Nomad Foods Limited (NYSE:NOMD) came out with a strong set of quarterly numbers that could potentially lead to a re-rate of the stock. It was overall a positive result, with revenues beating expectations by 2.8% to hit €715m. Nomad Foods also reported a statutory profit of €0.20, which was an impressive 25% above what the analysts had forecast. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. After the latest results, the consensus from Nomad Foods' five analysts is for revenues of €2.93b in 2026, which would reflect a perceptible 2.1% decline in revenue compared to the last year of performance. Statutory earnings per share are predicted to soar 59% to €1.52. Before this earnings report, the analysts had been forecasting revenues of €2.91b and earnings per share (EPS) of €1.64 in 2026. The analysts seem to have become a little more negative on the business after the latest results, given the small dip in their earnings per share numbers for next year. See our latest analysis for Nomad Foods It might be a surprise to learn that the consensus price target was broadly unchanged at US$13.11, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values Nomad Foods at US$15.28 per share, while the most bearish prices it at US$10.01. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure. Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance,...
Investor releaseQuarter not tagged2026-05-07Nomad Foods (NOMD) Surpasses Q1 Earnings and Revenue Estimates
Zacks
Nomad Foods (NOMD) Surpasses Q1 Earnings and Revenue Estimates
Nomad Foods (NOMD) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.37 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +28.57%. A quarter ago, it was expected that this frozen foods company would post earnings of $0.5 per share when it actually produced earnings of $0.5, delivering no surprise. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Nomad Foods, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $836.93 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 5.12%. This compares to year-ago revenues of $799.59 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Nomad Foods shares have lost about 19.1% since the beginning of the year versus the S&P 500's gain of 7.6%. While Nomad Foods has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Nomad Foods was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy)...
Investor releaseQuarter not tagged2026-05-07Nomad Foods: Q1 Earnings Snapshot
Associated Press
Nomad Foods: Q1 Earnings Snapshot
WOKING, Britain (AP) — WOKING, Britain (AP) — Nomad Foods Ltd. (NOMD) on Thursday reported profit of $33.8 million in its first quarter. On a per-share basis, the Woking, Britain-based company said it had profit of 23 cents. Earnings, adjusted for non-recurring costs, were 27 cents per share. The frozen foods company posted revenue of $836.9 million in the period. Nomad Foods expects full-year earnings in the range of $1.72 to $1.90 per share. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on NOMD at https://www.zacks.com/ap/NOMD
Investor releaseQuarter not tagged2026-05-07Nomad Foods Shares Decline Amid Lower Q1 Earnings, Revenue
MT Newswires
Nomad Foods Shares Decline Amid Lower Q1 Earnings, Revenue
Nomad Foods (NOMD) shares declined more than 1% in early Thursday trading after the company reported
Investor releaseQuarter not tagged2026-05-07Nomad Foods Reports First Quarter 2026 Financial Results
Business Wire
Nomad Foods Reports First Quarter 2026 Financial Results
Management reiterated full year Organic Sales and Adjusted EBITDA guidance while raising its Adjusted EPS outlook Meaningful progress towards reshaping the organization and recruiting top-tier talent during the quarter WOKING, England, May 07, 2026--(BUSINESS WIRE)--Nomad Foods Limited (NYSE: NOMD), today reported financial results for the three month periods ended March 31, 2026. Key operating metrics and financial performance for the first quarter 2026, when compared to the first quarter 2025, include: Reported Revenue decreased 5.9% to €715 million; Organic revenue declined 5.3% with a volume decline of 4.4% Gross margin contracted 210 bps Profit decreased 12% to €29 million, Adjusted EBITDA decreased 22.9% to €93 million Reported Diluted EPS decreased 5.0% to €0.20; Adjusted EPS decreased 34.3% to €0.23 Management Comments Dominic Brisby, Nomad Foods’ Chief Executive Officer, stated, "We made meaningful progress strengthening our foundation while delivering healthy Adjusted Free Cash Flow in the first quarter. Since the beginning of the year, we have successfully secured our planned level of price increases, realigned order patterns by eliminating inefficient quarter‑end sales incentives, and reshaped the organization while recruiting top‑tier talent. During the quarter we announced two new Regional Presidents reporting directly to me and earlier today we announced a new Chief Marketing Officer. Over the past several months, we have also conducted a comprehensive review of our growth opportunities, and I am increasingly excited about Nomad Foods’ potential to deliver accelerating growth and create long‑term shareholder value. We look forward to outlining the strategy underpinning this optimism at our Analyst and Investor Day in New York City this fall." Noam Gottesman, Nomad Foods’ Co-Chairman and Founder, commented, "I am very encouraged by the pace and decisiveness with which Dominic and his team are strengthening the foundation for growth at Nomad Foods. Our market advantages are increasingly evident, with accelerating category growth and resilient demand for our brands during the quarter. I am confident the company is positioned to deliver a step‑change in growth as the new leadership team transforms the culture and advances its expansion initiatives. I believe investors will share my enthusiasm for Nomad Foods’ potential when we outline these plans...
TranscriptFY2026 Q12026-05-07FY2026 Q1 earnings call transcript
Earnings source - 48 paragraphs
FY2026 Q1 earnings call transcript
Ladies and gentlemen, greetings and welcome to the Nomad Foods First Quarter 2026 Earnings Q&A Session. At this time, all participants are in a listen-only mode. As a reminder, this conference is being recorded. I would now like to turn the call over to your host, Jason English, Head of Investor Relations. Thank you. You may begin.
Hello. Good morning, folks, and welcome to Nomad Foods' first quarter 2026 earnings question and answer session. We've posted the associated press release, prepared remarks, and investor presentation on Nomad Foods' website at nomadfoods.com. I hope you've all had a chance to review them. I'm Jason English, Head of Investor Relations and Corporate Strategy, and I'm joined by Dominic Brisby, our CEO, and Ruben Baldew, our CFO. During this call, we will make forward-looking statements about performance that are based on our view of the company's prospects, expectations, and intentions at this time. Actual results may differ due to risks and uncertainties, which are discussed in our press release, our filings with the SEC, and in our investor presentation, which includes cautionary language. We will also discuss non-IFRS financial measures during this call today.
These non-IFRS financial measures should not be considered a replacement for and should be read together with IFRS results. Users can find the IFRS to non-IFRS reconciliations within our earnings release and in the appendices at the end of the slide presentation available on our website. Please note that certain financial information within this presentation represents adjusted figures. All adjusted figures have been adjusted primarily for, when applicable, share-based payment expenses and related employer payroll taxes, exceptional items, foreign currency translation charges, gains, and hedge ineffectiveness. Unless otherwise noted, comments from here will refer to those adjusted numbers. With that, Ryan, back to you. Let's open the line to questions.
Thank you. Ladies and gentlemen, we will now begin the question and answer session. If you would like to ask a question, please press star and one on your telephone keypad. A confirmation tone will indicate your line is in the question queue. You may press star and two if you would like to remove your question from the queue. For participants using speaker equipment, it may be necessary to pick up your handset before pressing the star key. Ladies and gentlemen, we will wait for a moment while we poll for questions. Ladies and gentlemen, a reminder, if you wish to ask a question, please press star and one We take the first question from the line of Scott Marks from Jefferies. Please go ahead.
Hey, good morning, all. Thanks very much for taking our questions this morning. It seems like some of the disruption tied to price negotiations came in a little bit better than feared. I know you called out some strong growth in markets outside of U.K., France, and Germany. Just wondering if you can help us understand to what you attribute the better performance and how should we be thinking about that level of potential disruption for Q2 and beyond?
No. Good morning. Thank you. Thank you for the question. This is Dominic. The quarter did come in slightly more better than we were expecting in terms of category growth. It came in at 3.8%, which was stronger than we'd expected. As a result of that, our top-line performance was slightly better than we'd been planning for and drove upsides through the P&L. Going forward, we continue to anchor to a category growth of roughly 2%, which is consistent with what we saw last year. We're encouraged by our strength year to date, but as I mentioned in the prepared remarks, some of that is likely due to various factors such as an earlier Easter this year, some A&P phasing and so on.
Of course, the broader economic and consumer backdrop remains pretty dynamic. We don't believe now is the right time to start embedding more optimistic planning assumptions. If you look in terms of what's been happening, with retailers. We, we told you last quarter, that we were planning for some disruptions as we implemented our price increases, given that this is a fairly normal occurrence in many European markets. Those planning assumptions that we made ended up being prudent as we did experience some disruptions, primarily in France and Germany, and they weighed in on both our sell-in and more recently, our sell-out performance.
Now, a couple of retailers temporarily suspended orders for some of our products and canceled some promotions. This resulted in some out of stocks when combined with low promotions, negatively impacted our market share in March, which also continued through April, weighing on shipments in that month. You also see that in Nielsen when the next batch of Nielsen data is released. The good news is that those issues are now behind us and were anticipated already in our full-year guidance. We've now secured our planned pricing. Our shelves are being restocked. We have robust promotional plans in all our markets for the remainder of the year.
Understood. Appreciate the context there. Maybe next one. You made a comment in your prepared remarks about previously operating with a more narrow portfolio focus, but now kind of removing some of those obstacles. Wondering if you can share a bit more context about this strategy and what exactly you mean by that.
We'll be able to be much more expansive on precisely what that means and when we have our analysts and investor day in the fall. To give you a, you know, a rough view of where our heading is thinking, previously, Nomad had quite a strong focus on products which in one way or another could be described as healthy. And some of those worked very well. However, we consider our ability is to be a real champion of frozen food, and of course, some frozen food is very healthy. Sometimes as part of a very good and very balanced diet, you may choose to have the occasional treat or the occasional product or brand that is less healthy.
We're going to give ourselves more flexibility in doing what is commercially successful, rather than simply driving a health agenda. We'll give you much more details of that later in the year.
Understood. Maybe if I could just squeeze in one more. Obviously, there's been a lot of volatility, especially around energy costs and inflationary pressures tied to the Middle East conflict. I'm wondering if you can just help us understand, you know, how you see that impacting your business, whether for this year or beyond. Thanks.
Yeah. Very, very happy to. You, you can imagine this is something we've been giving a lot of thought to and a lot of focus on. Really when we're looking at the situation in the Middle East, we're looking at it through 3 lenses. Firstly, supply chain disruptions. Secondly, impact on consumer demand. Thirdly, cost inflation. If I may, I'll deal with those 3 topics in order. First of all, supply chain disruptions. On that, we've seen no impact on our business. Our products are produced locally and whilst our procurement is diverse geographically, none of it's been adversely affected by the Middle East situation at this point in time.
If you look at it from the lens of consumer demand, we're watching the situation very closely, but we have not yet seen any evidence of consumer demand for our categories being impacted. In fact, as I said now, the growth has been rather greater than we were anticipating, in both volume and in value growth. This isn't a large area of concern for us going forward. Our categories deliver strongly on value for money, which has historically at least made us relatively insulated from economic volatility versus some other food companies. As you can imagine, the focus and our focus is on the third point, which is cost inflation.
You know, as you know very, very well, you know, the cost of fuel, the cost of fertilizers, the cost of resins have all moved higher. The situation is very fluid. As of today, our direct and indirect exposure to these costs is manageable, and we've got good coverage through most of 2026. As a result, our overall COGS inflation rates for this year has ticked up by less than 1% and remains within our mid-single digit outlook. We do expect to see that incremental inflation will start to roll through our P&L in the fourth quarter and into fiscal 2027 if current conditions carry on.
However, as we're demonstrating this year, we have the ability to pull various price levers and various revenue growth management levers to manage commodity cost inflation. We've also got a very robust productivity pipeline that will further generate substantial cost savings next year. As a result, you know, as we look at it at this point in time, although it's very fluid, we see it as a, as an eminently manageable situation for Nomad.
Understood. Appreciate the context. I'll pass it on.
Thank you.
Thank you. We take the next question from the line of John Baumgartner from Mizuho Securities. Please go ahead.
Good morning. Thanks for the question. Maybe, you know, first off, you know, thinking through the downside risks to 2026, I'm wondering if you can speak maybe first off to the expectations for the Adriatics here in Q2, Q3, given maybe some of the more local economic disruptions in that area. B, you know, thinking about the U.K. and Europe more broadly, I'm curious, Ruben, I think, you know, during past periods of economic dislocation, we've actually seen that benefit frozen food demand. I'm curious with your pricing in place now, you know, where you're seeing price gaps, how are you thinking, you know, generally speaking, about the competitive environment this year? Do you anticipate, you know, other brand competitors probably able to raise prices, you know, following you?
just, you know, broader thoughts on just consumer sensitivity to pricing here. Thank you.
Hey, Ruben, do you wanna do Adriatics and I'll do private label? Would that work?
Yeah, yeah, sure. In Adriatics at this moment, we're not seeing macroeconomical or geopolitical issues hampering our business. The execution and results are fully in line with our, with our plan. That's, I think, 1 important point. The second point is, if you look at, you know, our full year guidance and a bit to step up, we expect the step up in H2 in terms of profitability to come. One of the element is also in H2, and especially in quarter 3, we expect a positive margin mix because last year the summer was slightly disappointing.
Now, we're not planning for an excellent summer, but all other things equal and normal, we do expect then that Adriatics can deliver value for us, in quarter three, thanks to an improved sell-out and sell-in of our out-of-home ice cream business.
If we look at your point on private label. Of course, it's early days, and a lot of our price increases have only just hit shelves or are just beginning to hit shelves. In certain markets, we've begun to see private label move already. In others, we're still waiting to see what happens. We've embedded the risk of delays in our guidance. The likelihood is actually when you look at it in real depth is that the private label players are experiencing as much as, if not more cost inflation than we are.
For example, in fish, many private label producers source double frozen fish from China. And the cost of that has risen far more than it has for other sources of fish. We do tend to believe it's a question of when and not if they will raise prices. That's roughly how we're seeing things.
Okay. I'm curious, you know, Dominic, as you dig deeper into the business, and I know you're making changes to marketing, there's been some discussion as well about, you know, improving joint business plans and some of the point of sale engagement. I'm curious, you know, how retailers look at this category, frozen food right now, because it feels like some of the retailers, they focus more on the fresh business. When you think about frozen and the engagement, I mean, to what extent are you seeing, I guess, the balance of benefits for you being multi-category exposure, you know, relative to certain categories that stand out where you can drill deeper? I guess, how are you thinking about, you know, those joint business plans with retailers from here?
It's still fairly early days, but in all the discussions that I've been having with retailers and that the team have been having with retailers, we're seeing a great thirst from them to work closer with us as the clear undisputed leader in frozen food in Europe. To work with them how to grow the category. Not how to grow the category, how to grow the category more. I mean, 3.8% category growth in the quarter is pretty impressive in itself. One of the things that came across with Nomad historically was that the relations sometimes with retailers had been a little transactional.
Whereas what we really need to do is to work out with the retailers how to grow the business and how to grow the category with them. Interestingly, you know, you'll have seen we've made certain new appointments, and we've consciously chosen people who are very good at that and who have a clear record of doing that. For example, in the U.K., of course, the U.K., you know, as you know, it's by far our biggest individual market. The person we put in as President of the U.K., who's reporting directly to me, someone called Simon Ball, has spent, you know, pretty much his whole life in food in the U.K., on both the manufacturer side and the retailer side.
He has a much deeper understanding of how retailers think, what they want and how they operate, versus what many people in that position would have. We're seeing great desire from retailers to work with us. I think a certain sense of positivity that we're very keen to work with them. The early indications are positive. It's worth saying, you know, even without this, even without the full force of the Nomad muscle and the Nomad intellect, which we're bringing in, the category is still growing by itself. The retailers are pretty excited.
Great. Thanks, Dominic. Thanks, Ruben.
Thank you.
Thank you. Ladies and gentlemen, a reminder, if you wish to ask a question, please press star one. We take the next question from the line of Jon Tanwanteng from CJS Securities. Please go ahead.
Hey, thank you for taking my questions, guys, and nice job on the quarter. I was wondering if you could talk about trends in Q2 so far, what you're seeing from a consumer's perspective. Then, on top of that, when would you expect your sell in to start to track the sell out, and how that progresses through the year? Thank you.
Yeah. Maybe let me answer that. Maybe just first macro, and it links to what Dominic just said on trends in the consumer. You know, we see a category which is healthy. Year-to-date, 3.8% growth, also growth in volume, +1.5%, so that is strong. Clearly, as Dominic said, we're monitoring the situation in terms of, you know, potential uncertainty on inflation, on what is happening geopolitically. At this moment, we don't have any data suggesting that, you know, the consumer would trade down or would lead to a decrease in the category in itself. That's one point.
If you zoom in a bit more specifically at our numbers, both sell in and sell out, as Dominic said, we have executed and implemented the price increase in line with our plan and in line with guidance. As is normal in certain regions, we did see disruption, and that disruption will flow into Q2, specifically in the month of April. The good thing is we've now closed our negotiations, so from May, we now see the shipments fully back on. That will weigh on the quarter for ourself. That could be a couple of basis points. That's one. Bit minor overall, we see a bit of shipments in Easter, but it's not that big. Could be 0.5%.
Those are a bit the trends for us specifically. The other big point, which we're already set for the full year and also reflected in our guidance, we see generic inflation. As Dominic said, specifically, for example, in fish, we see quite a bit of inflation. It's not a matter if private label will follow, but when. However, what we've seen in the past, there's often a bit of a time lag. Now, our products will now, with the price increase, the consumer prices will go up. That's clearly at the discretion of the retailer. We expect private label to follow, but there will be some time lag, and that elasticity impact will weigh in quarter two.
Got it. I have a follow-up, if I could. I was wondering if you could talk maybe a little bit more about the risk in your supply chain from inflation and financial pressure. I understand that you secure a lot of your costs ahead of time, I'm just wondering if you've thought about yields, or material financial constraints and how those might flow through and if there's a risk to your ability to secure supply, even if you have contracts in place.
Look, we've looked clearly in depth at our contracts and which contracts have the ability to reopen. I think in our business, and you have to understand a lot of our commodity spend is linked to agricultural, you know, livestock, fish, which is much more linked than to season than really linked to input costs. We see a bit less of exposure there. I think the big point where not only us, but more companies are looking at, okay, what could be the indirect impact of this?
That, again, as Dominic said, is not a big impact for 2026, but how could this flow into 2027 with the cost of fertilizers, with the cost of petrol and fuel, with potential impact of labor inflation and how that will go into the cost price of our products into 2027. We're monitoring that, but I think it's just too early and too fluid to give an element of numbers there. We do expect it to be elevated versus what we're seeing in 2026.
Understood. Thank you.
Thank you.
Ryan, we think we lost you. You still there?
Am I audible still?
Yeah. Now I hear you, yes.
All right. Ladies and gentlemen, if you wish to ask a question, please press star 1. As there are no further questions from the participants, I now hand the conference over to Dominic Brisby for his closing comments.
Thank you all for joining us today and your interest in Nomad Foods. I look forward to speaking with many of you in the days and weeks ahead, and then seeing many of you at our Analyst Day this fall. Thank you.
Thank you. Ladies and gentlemen, the conference of Nomad Foods has now concluded. Thank you for your participation. You may now disconnect your lines.
Investor releaseQuarter not tagged2026-05-03A Look At Nomad Foods (NOMD) Valuation After Its New Quarterly Dividend Announcement
Simply Wall St.
A Look At Nomad Foods (NOMD) Valuation After Its New Quarterly Dividend Announcement
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Nomad Foods (NOMD) recently announced a quarterly cash dividend of US$0.17 per share, payable on May 28, 2026. This move puts income generation and capital returns in clear focus for shareholders. See our latest analysis for Nomad Foods. The dividend news comes after a challenging stretch for the stock, with a 90 day share price return of 25.04% and a 1 year total shareholder return decline of 50.44%, suggesting momentum has been fading despite the income focus. If this dividend has you thinking about where else to put cash to work, it could be a good time to broaden your search and check out 18 top founder-led companies With Nomad Foods trading at US$9.52 and indications of a discount to both analyst targets and intrinsic value, you have to ask yourself: is this a genuine value opportunity, or is the market already factoring in future growth? At a last close of $9.52 versus a narrative fair value of $16.79, the current price sits well below what the model suggests, putting the spotlight firmly on future earnings power and cash generation. Read the complete narrative. Want to see what underpins that gap between current price and narrative fair value? The story leans on earnings expansion, margin lift and a lower future earnings multiple than many peers. Curious which specific revenue trends, profit assumptions and discount rate choices have the biggest impact on that $16.79 figure? Result: Fair Value of $16.79 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that apparent discount sits alongside real pressure points, including recent revenue declines and analyst concerns around execution missteps and rising input costs that could squeeze margins. Find out about the key risks to this Nomad Foods narrative. With both clear risks and potential rewards in play, does the current price really capture the full story, or is sentiment out of line? To weigh the trade off for yourself, start by reviewing the 4 key rewards and 3 important warning signs If Nomad Foods has sharpened your focus on value and income, now is the moment to widen the net and size up other candidates before the next move. Target dependable income streams by reviewing companies flagged as 13 dividend fortresses that may suit an i...
Investor releaseQuarter not tagged2026-04-30Nomad Foods Declares Quarterly Dividend
Business Wire
Nomad Foods Declares Quarterly Dividend
WOKING, England, April 30, 2026--(BUSINESS WIRE)--Nomad Foods Limited (NYSE: NOMD) today announced that its Board of Directors has declared a cash dividend of $0.17 per share. The dividend will be payable on May 28, 2026 to shareholders of record as of the close of business on May 12, 2026. About Nomad Foods Nomad Foods (NYSE: NOMD) is Europe's leading frozen food company. The Company's 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 convenient, high quality and nutritious. Nomad Foods is headquartered in the United Kingdom. Additional information may be found at www.nomadfoods.com. Forward-Looking Statements This press release contains "forward-looking" statements within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including, without limitation, statements regarding the payment of quarterly cash dividends in the future. These statements are based on management's estimates and assumptions with respect to future events, and are believed to be reasonable, though are inherently difficult to predict. The Company cautions that these forward-looking statements are not guarantees and that actual results could differ materially from those expressed or implied in these forward-looking statements. Undue reliance should, therefore, not be placed on such forward-looking statements. Any forward-looking statements contained in this announcement apply only as at the date of this announcement and are not intended to give any assurance as to future results. The Company will update this announcement as required by applicable law, rule or regulation, but otherwise expressly disclaims any obligation or undertaking to update or revise any forward-looking statement, whether as a result of new information, future developments or otherwise. View source version on businesswire.com: https://www.businesswire.com/news/home/20260430531485/en/ Contacts Enquiries Investor Relations: Jason English [email protected]
Investor releaseQuarter not tagged2026-04-23Nomad Foods to Report First Quarter 2026 Financial Results on Thursday, May 7, 2026
Business Wire
Nomad Foods to Report First Quarter 2026 Financial Results on Thursday, May 7, 2026
WOKING, England, April 23, 2026--(BUSINESS WIRE)--Nomad Foods Limited (NYSE: NOMD) today announced it will report results for the first quarter ended March 31, 2026 on Thursday, May 7, 2026. A press release and supplemental materials, including a pre-recorded management discussion, will be issued before the New York Stock Exchange market open. Nomad Foods management will then host a live question-and-answer session to discuss the results. The live question-and-answer session is scheduled to begin at 8:30 AM Eastern Daylight Time on Thursday, May 7, 2026. To participate on the live call listeners in North America may dial +1-877-451-6152 and international listeners may dial +1-201-389-0879. The call is also being webcast and can be accessed at the Nomad Foods website at www.nomadfoods.com under Investor Relations. A replay of the conference call will be available on the Company website for two weeks following the event and can be accessed by listeners in North America by dialing +1-844-512-2921 and by international listeners by dialing +1-412-317-6671; the replay pin number is 13759816. About Nomad Foods Nomad Foods (NYSE: NOMD) is Europe’s leading frozen foods company. The Company’s 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 convenient, high quality and nutritious. Nomad Foods is headquartered in the United Kingdom. Additional information may be found at www.nomadfoods.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260423567552/en/ Contacts Enquiries Investor Relations: Jason English [email protected]
Investor releaseQuarter not tagged2026-03-07Nomad Foods (NOMD) Price Target Trimmed by Mizuho Following Latest Earnings Report
Insider Monkey
Nomad Foods (NOMD) Price Target Trimmed by Mizuho Following Latest Earnings Report
Nomad Foods Limited (NYSE:NOMD) is included among the 13 Best Defensive Dividend Stocks for 2025. On March 3, Mizuho lowered its price recommendation on Nomad Foods Limited (NYSE:NOMD) to $13 from $15. It reiterated an Outperform rating on the shares. The firm described the company’s outlook as “disappointing” and said it reduced its estimates following the latest earnings report. Nomad Foods reported its fourth-quarter results on February 26. Full-year performance came in line with the guidance the company issued in August 2025. Organic revenue declines eased in the fourth quarter compared with the third quarter. Retail sales rose 0.7% year over year, an improvement from the 0.4% growth recorded for the full year. The company also advanced its productivity initiatives. Cost-of-goods savings reached a multi-year high in 2025. Cash generation remained strong throughout the year, which allowed Nomad to return €287 million to shareholders through dividends and share repurchases. That figure marked a 38% increase compared with 2024. Management indicated that fiscal 2026 will serve as a transition year. The company plans to implement several changes designed to strengthen the organization, improve core operating performance, and unlock long-term value. In the fourth quarter of 2025, reported revenue declined 2.6% to €773 million. Organic revenue fell 1.3%, including a 1.1% drop in volumes. Reported diluted EPS shifted from a profit of €0.32 per share in the prior year to a loss of €0.07 per share. The decline reflected €0.39 per share in after-tax losses tied to debt refinancing during the quarter. Adjusted EPS increased 2.4% to €0.43. Nomad Foods Limited (NYSE:NOMD) operates as a frozen food company. Its portfolio includes brands such as Birds Eye, Findus, iglo, Ledo, and Frikom. The company focuses on frozen food categories, including fish, vegetables, poultry, meals, pizza, and ice cream. While we acknowledge the potential of NOMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading into 2026 and 15 Best Stocks to Buy Now for Passive Income Disclosure:...