NOMD
Packaged Foods · Consumer Defensive
Analyst
Jeffries
Equibles does not estimate personal net worth.
Scott Marks is recorded as Analyst at Jeffries. Scott Marks has spoken on 5 earnings calls and 1 other investor event across 6 companies, most recently for Nomad Foods Ltd on October 6, 2026. Those appearances were for Nomad Foods Ltd (NOMD), Kroger Co (KR), Flowers Foods Inc (FLO), Post Holdings, Inc. (POST), Lamb Weston Holdings, Inc. (LW) and 1 other company. The companies whose calls Scott Marks spoke on are classified in the Consumer Defensive sector.
“First thing I wanted to ask about, you highlighted today some of the price pack architecture initiatives you have in place going from one mainstream tier to multiple price points.”
“I wanted to come back to the topic of inflation for a second. Specifically, we've heard more recently from a number of suppliers, larger suppliers, that they intend to take pricing to offset their own inflationary input pressures.”
“First thing I wanted to ask about, you noted in the prepared remarks, rising competition, rising promotional intensity. obviously, you guys took some pricing earlier in the year with the expectation that you might see competitors follow.”
“First thing I wanted to ask about is the food service business, and specifically on the profit side. I think despite the lapping the HPAI pricing adders and price realization being decidedly negative this quarter, you still put up a pretty strong profit number, actually, in line with what you did in Q2.”
“First thing I wanted to ask about just within North America, If we think about the current 90% utilization rate, how much in the way of other curtailed lines do you currently have in North America and how much, I guess, incremental capacity do you have available to bring back online should conditions warrant such…”
Jeffries
Analyst
Transcript header (unverified)
NOMD
Packaged Foods · Consumer Defensive
KR
Grocery Stores · Consumer Defensive
POST
Packaged Foods · Consumer Defensive
MZTI
Packaged Foods · Consumer Defensive