公司战略与业绩 - Nomad Foods 2025年第一季度总营收、有机销售额和销量分别下降3%、3.6%和3.7% [1] - 公司通过产品创新、品牌重塑和整合营销活动应对零售商去库存和消费者价值观变化等行业挑战 [1] - 鱼类产品占公司总营收约三分之一且利润率较高 正重点革新鱼条产品线并在英国推出Captain's Discoveries系列 意大利重启Fish Bar子品牌 [2] - 意大利市场鱼类零售额第一季度同比增长9% 得益于产品创新、陈列优化和媒体宣传 [3] - 计划2025年提高创新产品销售占比 持续投入品牌建设以应对宏观经济压力 [4] 同行企业动态 - Conagra Brands 2025财年第三季度营收下降6.3% 正通过产品升级和创新稳定销量 [6] - Lamb Weston 同期销量增长9% 推出冰箱友好型薯条和新授权零食系列 拓展非冷冻场景消费 [7] 财务数据与估值 - Nomad Foods股价过去一个月下跌1.8% 同期行业增长2.3% [8] - 公司远期市盈率8.04倍 低于行业平均15.97倍 [11] - 当前财年Zacks一致预期营收和每股收益同比分别增长4.6%和7.3% [12] - 2025年6月季度营收预期8.577亿美元(同比增长5.8%) 9月季度预期8.9271亿美元(同比增长5.54%) [14] - 2025全年营收预期35.1亿美元(同比增长4.63%) 2026年预期35.8亿美元(增长1.93%) [14] - 2025年6月季度每股收益预期0.43美元(同比下降8.51%) 9月季度预期0.72美元(同比增长20%) [15]

Key Takeaways NOMD's innovation strategy is central to its broader strategic priorities and commitment to superior taste. NOMD offers a diverse lineup of frozen foods, ranging from fish and meat to veggies, desserts and ready meals. The company is strategically positioned to capitalize on the growing frozen foods' prospects.Frozen foods have been gaining rapid traction nowadays due to their convenience, durability and availability of healthier choices. Nomad Foods Limited (NOMD) commands a dominant positi ...

Nomad Foods (NOMD) 2025 Conference June 04, 2025 09:45 AM ET Speaker0 Okay. Welcome, everyone. Welcome back. I am thrilled to welcome Nomad Foods back to the consumer conference. I'm especially thrilled to welcome back both Stephane Beschermacher, chief executive officer, and Ruben Baldeau, chief financial officer. Together, Stephane and Ruben are gonna run us through a presentation probably for the first twenty or so minutes of the session, and then we'll use the balance of time I get for some q and a. And ...