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NONOMD

Nomad Foods Limited

$NOMD·$1.7B·Packaged Foods·Consumer Defensive
$11.90-4.1%YTD-0.9%1Y-29.3%
Mentions · last 7 days
2026-07-25: 2 posts2026-07-26: 2 posts2026-07-27: 1 posts2026-07-28: 2 posts2026-07-29: 8 posts2026-07-30: 7 posts2026-07-31: 7 posts29
Price updated 5h ago·X counts updated 3h ago
NONOMD
$NOMDNomad Foods Limited
$11.90-4.11%29 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $NOMD, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-07-31

The move has stalled — likely just drifts unless something new shows up.

The European frozen-food consolidator has a stalled top line and a fresh €800M debt raise — the balance sheet is being tuned for something.

Nomad Foods is Europe's largest frozen-food company — Birds Eye in the UK, Findus and Iglo across the continent — a portfolio built by a private-equity-style roll-up strategy over the past decade. The stock has traded sideways for a year as organic top-line growth has slipped negative and consumer packaged-food multiples have compressed across the group.

What the tape is actually pricing:

  • Revenue is quietly shrinking: Q1 2026 came in -4.4% year-over-year, extending a run of -2.6%, -2.2% and -0.8% — this is not the shape of a growth compounder, it's a category leader losing modest volume or pricing every quarter.
  • Cash quality is why the multiple is defensible: at 12x trailing earnings, an 11% operating margin, and a 15% free-cash-flow yield, this is a genuine cash generator — and the recent dividend declaration confirms management is comfortable returning cash rather than plowing everything into deleveraging.
  • The recent debt-market activity signals something is coming: the €800M senior-secured-notes offering (closing July 30) plus the €280M revolving credit facility together give management ~€1.1B of fresh liquidity — that's the balance-sheet setup for a large acquisition or a sizable buyback, not routine refinancing.

The August 13 Q2 print is the near-term inflection — bulls need volume trends stabilizing (even if revenue growth stays negative on price/mix) and clarity on what the fresh liquidity is for. What breaks the setup is another quarter of accelerating revenue declines with no explanation; what restarts it is a named acquisition target or a sizable buyback that would tighten the float and reprice the multiple.

What to watch: August 13 Q2 print — need (1) volume trends stabilizing even if pricing/mix keeps revenue negative, and (2) explicit commentary on what the fresh ~€1.1B liquidity from the notes + revolver is for. Another accelerating revenue decline breaks the setup; a named acquisition or sizable buyback tied to the fresh liquidity restarts it.

On the calendar: 2026-08-13 — Q2 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Nomad Foods Limited operates as a leading entity in the frozen food industry, handling the manufacturing, promotion, and supply of its diverse product range across a significant portion of Europe. Its operational reach extends to countries including the United Kingdom, Italy, Germany, France, Sweden, Austria, Norway, Spain, and other European territories. The company's extensive product offerings encompass various categories. This includes a selection of seafood items, such as classic fish fingers, breaded or battered fish, and natural fish fillets. They also provide frozen vegetables, with staples like peas and spinach, alongside a variety of poultry and meat products such as chicken nuggets, grilled options, and burgers. Beyond these, Nomad Foods offers a wide array of convenience meals, ranging from ready-to-cook noodles, pasta dishes, and lasagna, to pancakes and other pre-prepared dishes. Their portfolio further diversifies with frozen desserts like ice creams, and other specialized goods such as soups, pizzas, baked items, and plant-based meat alternatives. These products are made available to consumers through major supermarkets and food retail chains. Distribution occurs either directly or through strategic partnership agreements, primarily under well-recognized brands like Birds Eye, Iglo, Findus, Goodfella's, La Cocinera, Ledo, Frikom, San Marco, and Aunt Bessie's. The principal executive office for Nomad Foods Limited is located in Feltham, United Kingdom.

Industry overviewAI analysisGenerated by AI from underlying data

Where Packaged Foods sits in its cycle right now — and what that implies for $NOMD.

Packaged Foods · Consumer Defensive

No material change from last week — WEST's private-label coffee co-packing benefits from consumer switching from branded to value coffee, while DAR's food waste conversion to bio-based..

Industry benchmark

16-name peer basket
+12.7%YTD
+0.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
12.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
5.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
10.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
15.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
26.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$0.27$0.21+28.6%
Q4 2025Feb 26, 2026$0.50$0.500.0%
Q3 2025Nov 6, 2025$0.57$0.47+21.2%
Q2 2025Aug 6, 2025$0.45$0.44+2.3%
Next earningsThu, Aug 13·consensus EPS $0.43

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$727.0M-4.4%25.7%9.3%$0.21$7.1M
Q4 FY25$773.1M-2.6%25.6%9.1%$-0.07$137.6M
Q3 FY25$752.4M-2.2%27.6%12.4%$0.39$31.5M
Q2 FY25$746.9M-0.8%27.6%11.7%$0.37$51.2M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.9B$2.9B – $2.9B$1.50$1.48 – $1.503
FY27$3.0B$3.0B – $3.0B$1.59$1.57 – $1.613
FY28$3.0B$3.0B – $3.0B$1.76$1.75 – $1.772
FY29$3.0B$3.0B – $3.0B$1.78$1.77 – $1.791
FY30$3.0B$3.0B – $3.0B$1.82$1.81 – $1.831

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.39%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+14.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+10.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 113.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.685-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Is Nomad Foods Ltd (NOMD) a Bargain After 4.1% Drop? GF Value Says Undervaluedgurufocus.com·5h agoNomad Foods Limited $NOMD Shares Purchased by Arrowstreet Capital Limited Partnershipdefenseworld.net·22h agoGreenberg Traurig Advises Nomad Foods on €280 Million Revolving Credit Facility, €800 Million High-Yield Notes Offeringprnewswire.com·1d agoNomad Foods to Report Second Quarter 2026 Financial Results on Thursday, August 13, 2026prnewswire.com·2d agoNomad Foods Declares Quarterly Dividendprnewswire.com·2d ago

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Voices on X · last 7 days

No standout posts about $NOMD on X in the last 7 days.

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