Q3 2025 Nomad Foods Ltd Earnings Call Transcript
Key Points
- Nomad Foods Ltd (NOMD) reaffirmed its commitment to a €200 million multi-year efficiency target, which is actively being worked on and showing successful progress.
- The company has launched a cost competitiveness program aimed at reducing overheads and compensating for inflation, which has already shown positive results in recent quarters.
- Nomad Foods Ltd (NOMD) is focusing on accelerating free cash flow growth by delivering EBITDA and reducing exceptional items.
- The company is implementing a comprehensive renovation program to improve product quality and packaging, which is expected to enhance its competitive position against private labels.
- Nomad Foods Ltd (NOMD) plans to continue its share buyback program, supported by recent refinancing that provides additional liquidity for such initiatives.
- Nomad Foods Ltd (NOMD) is facing challenges in the UK market, with expectations for stabilization but acknowledging current difficulties.
- The company is guiding towards the low end of its revenue guidance for the fourth quarter, indicating potential challenges in meeting higher expectations.
- Nomad Foods Ltd (NOMD) has decided to defer the majority of its repricing to next year, which may impact short-term profitability.
- There are concerns about private label competition, which has shown sustained momentum even as price inflation has moderated.
- The company acknowledges that its performance in 2025 has not been satisfactory, particularly in terms of maintaining a strong value equation against competitors.
Greetings and welcome to the Nomad Foods 3rd quarter of 2025 conference call.
At this time, all participants will be in a listen-only mode, and should you need any assistance on today's call, please signal a conference specialist by pressing the star key followed by 0.
After today's presentation, there will be an opportunity to ask questions.
To ask a question, you may press star, then 1 on your telephone keypad, and to withdraw a question, please press star, then 2.
Also, please be aware that today's call is being recorded.
I would now like to turn the call over to your host Jason English, head of investor relations. Please go ahead.
Hello and welcome to Nomad Foodsâ third quarter 2025 earnings question and answer session. Weâve posted the associated press release, prepared remarks, and investor presentation on Nomad Foodsâ website at nomadfoods.com. I hope youâve all had a chance to review them. Iâm Jason English, head of investor relations, and Iâm joined
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