财务数据和关键指标变化 - 第二季度收入增长1.1%,其中有0.6%来自汇率影响,有机增长为0.5% [25] - 第二季度销量增长1.6%,这是自2021年第三季度以来首次实现销量增长 [10][25] - 第二季度毛利润增长近11%,毛利率提升270个基点至30.9% [26][27][28] - 第二季度调整后EBITDA增长5.3%,调整后每股收益增长10% [29] 各条业务线数据和关键指标变化 - 公司的"必赢战役"业务线销量增长2.6%,优于整体业务 [54][55] - 公司正在重点发展的鸡肉业务在德国和意大利表现良好,销量实现双位数增长 [18][19][63] 各个市场数据和关键指标变化 - 欧洲消费者压力有所缓解,消费者信心有所提升,对高端产品的偏好有所增加 [15][47][48] - 意大利市场方面,公司通过调整价格策略和促销活动,扭转了之前的销量下滑趋势,市场份额有所提升 [74][75][76] 公司战略和发展方向及行业竞争 - 公司将继续专注于"必赢战役"业务,并投入更多资源支持增长平台,如鸡肉业务 [41][42][53][54][63] - 公司将大幅增加广告和促销投入,以支持新品推广和市场份额提升 [17][19] - 公司看好冷冻食品行业的长期增长前景,相比整体食品行业,冷冻食品近18个月的销量增长一直更快 [15][16] 管理层对经营环境和未来前景的评论 - 管理层对公司在下半年实现销量和收入加速增长表示有信心,预计第四季度的增长势头将尤其强劲 [20][31][32][33] - 管理层认为,尽管经营环境仍有挑战,但整体情况已有所好转,为公司未来发展带来更多机遇 [15][47][48] 其他重要信息 - 公司宣布了第三次季度现金股息,体现了公司稳定的现金流和对股东回报的承诺 [35] - 新任CFO Ruben Baldew表示,将继续推进公司在收入增长管理方面的工作,并寻求进一步优化的机会 [81][82] 问答环节重要的提问和回答 问题1 **Andrew Lazar 提问** 询问公司下半年有机销售增长的具体预期和信心来源 [38][39] **Stéfan Descheemaeker 回答** 解释了公司在创新、增长平台、广告投入等方面的计划,以及行业整体向好的趋势,这些都支撑了公司对下半年增长的信心 [40][41][42][43][45] 问题2 **Rob Dickinson 提问** 询问公司在不同市场和业务线的销量表现差异 [52][58] **Stéfan Descheemaeker 回答** 解释了公司一直专注于"必赢战役"业务,并正在积极拓展增长平台,如鸡肉业务,这些都取得了良好的销量增长 [53][54][55][60][61][62][63] 问题3 **Ruben Baldew 回答** 就收入增长管理方面的工作,表示将继续推进现有的工作,并寻求进一步优化的机会 [81][82]

Nomad Foods | --- | --- | --- | --- | --- | |-------|-------|-------|-------|---------------------| | | | | | | | | | | | SECOND QUARTER 2024 | | | | | | | | | | | | Earnings | | | | | | Results | | | | | | August 7, 2024 | | | | | | | | | | | | | | | | | | | Disclaimer This Presentation has been prepared and issued by Nomad Foods Limited (the "Company"). This Presentation has been provided solely for information and background. The information in this Presentation is provided as at the date of the Presenta ...

Nomad Foods (NOMD) came out with quarterly earnings of $0.47 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.44 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this frozen foods company would post earnings of $0.41 per share when it actually produced earnings of $0.40, delivering a surprise of -2.44%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Nomad Foods, which ...

Volume recovery on-track; Revenue growth of +1.1% with Adjusted EPS of €0.44 Reiterates full year 2024 financial guidance WOKING, England, Aug. 7, 2024 /PRNewswire/ -- Nomad Foods Limited (NYSE: NOMD), today reported financial results for the three and six month period ended June 30, 2024. Key operating highlights and financial performance for the second quarter 2024, when compared to the second quarter 2023, include: Reported revenue increased 1.1% to €753 million Organic revenue growth of 0.5% Adjusted EB ...

About Nomad Foods Enquiries Investor Relations Contact Jason English [email protected] 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 inherentl ...

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 listeners in North America may dial +1-877-451-6152 and international listeners may dial +1-201-389-0879. Additionally, there will be a presentation to accompany the conference call and the call is being webcast. Both 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 w ...

Mr. Gottesman continued, "Samy made a huge impact over his tenure, driving strong shareholder value as Nomad became the undisputed Frozen Food leader in Europe. On behalf of the Board, I would like to thank Samy for his leadership and celebrate his accomplishments which helped to deliver great business results, build a strong organization, and position us for future success." Enquiries John Mills ICR, Partner +1-646-277-1254 About Nomad Foods WOKING, England, May 28, 2024 /PRNewswire/ -- Nomad Foods Limited ...

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) 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 ...

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 ...