Q1 2025 Nomad Foods Ltd Earnings Call Transcript

May 8, 2025 / 12:30 PM GMT

Release Date Price: €16.6 (-3.49%)

Transcript

Key Points

Positve

Nomad Foods Ltd (NOMD) achieved a 25% gross margin expansion, demonstrating strong cost management.
The company returned €74 million to shareholders in the first quarter, marking a 152% increase compared to the previous year.
Nomad Foods Ltd (NOMD) reported a positive retail sell-through of 0.2% despite a challenging environment.
The frozen food category in Europe remains healthy, with Nomad Foods Ltd (NOMD) positioned well within it.
The company is investing in innovation and renovation, particularly in its fish product line, to drive future growth.

Negative

Nomad Foods Ltd (NOMD) experienced a 3% decrease in reported net revenues, with organic sales declining by 3.6%.
Retailer inventory destocking was greater than expected, impacting net sales negatively.
The company lowered its full-year organic revenue and adjusted EPS growth ranges due to macroeconomic uncertainties.
Input cost pressures have modestly increased, affecting the company's cost structure.
Higher working capital pressured free cash flow, reducing the adjusted free cash flow conversion ratio to 24%.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NOMD.N - Nomad Foods Ltd
Q1 2025 Nomad Foods Ltd Earnings Call
May 08, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good day ladies and gentlemen, and welcome to the Nomad Foods first quarter 2025 conference call.

At this time, all participants are in the listen-only mode. A question and answer session will follow the formal presentation.

Please note that this conference has been recorded.

I would now like to turn the conference over to Mr. Jason English, head of investor relations. Please go ahead.

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Unidentified_2 [2]
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Hello and welcome to NoMad Food's first quarter 2025 earnings call. I am Jason English, head of investor relations, and I'm joined

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