June 2025 dbAccess Global Consumer Conference 1 Disclaimer not constitute or form part of, and should not be construed as: (i) an offer, solicitation or invitation to subscribe for, sell or issue, underwrite or otherwise acquire any securities or financial instruments, nor shall it, or the fact of its communication, form the basis of, or be relied upon in connection with, or act as any inducement to enter into any contract or commitment whatsoever with respect to such securities or financial instruments, or ...

Market Overview - Volatility has returned to Wall Street, driven by tariff fears and high inflation impacting consumer sentiment [1][2] - Consumer sentiment index dropped to 50.8 in May, a 2.7% decline from April, marking one of the lowest points in 75 years [5] - Since January, consumer sentiment has decreased by nearly 30%, with short-term inflation expectations rising to 7.3% in May from 6.5% [6] Federal Reserve and Inflation - The Federal Reserve is unlikely to implement interest rate cuts in the near term, maintaining a cautious stance despite signs of easing inflation [8] - The consumer price index rose by only 0.2% in April, with a year-over-year increase of 2.3%, the smallest since February 2021 [7] Tariff Impact - President Trump's announcement of sweeping tariffs raised concerns about a potential global trade war, leading to market sell-offs [9][11] - A recent 90-day trade truce with China has temporarily calmed the situation, delaying additional tariffs [10] Investment Opportunities - Recommended focus on safe-haven stocks, particularly low-beta consumer staples with high dividend yields [3][4] - Philip Morris International Inc. (PM) has an expected earnings growth rate of 13.7% for the current year and a dividend yield of 3.09% [14] - Nomad Foods Limited (NOMD) has an expected earnings growth rate of 7.3% and a dividend yield of 3.80% [16] - Zevia PBC (ZVIA) shows a significant expected earnings growth rate of 38.7% for the current year [17]

Zevra Therapeutics (ZVRA) 2025 Conference May 07, 2025 11:30 AM ET Speaker0 We're gonna go ahead and get started. Thanks again everybody for joining us this morning at the Citizens Life Sciences Conference. Really pleased to be joined next by Zevra Therapeutics, CEO Neil McFarlane, CFO LeDuane Clifton. Zevra is a company focused on, developing and commercializing therapies in in the rare disease space. The company has a portfolio now of approved products. The the the one we're focused on most near term is i ...

Core Viewpoint - The current market environment favors stable earnings and strong cash flow, making Nomad Foods (NOMD) an attractive investment opportunity in the frozen food sector [1]. Company Overview - Nomad Foods is a leading player in the European frozen food market, owning brands such as Birds Eye, Iglo, Findus, and Aunt Bessie's, which provides it with durable pricing power and a loyal customer base [2]. - The company focuses on branded frozen foods across Western Europe, which has proven to be a lucrative business model during uncertain economic times [2]. Earnings Estimates and Growth - Recent earnings estimate revisions have garnered attention from analysts, with two analysts increasing their estimates for both the current and next year [3]. - The Zacks Consensus Estimate for 2024 EPS has risen from $1.95 to $2.15, and for 2025 from $2.11 to $2.31, indicating confidence in the company's near-term execution and long-term profitability [4]. - Nomad Foods is expected to grow earnings by over 11.4% this year and an additional 7% next year, which is strong for a consumer staples stock [4]. Valuation Metrics - Despite positive earnings revisions, Nomad Foods trades at a forward P/E of just 9.3x, significantly lower than the broader market and most consumer staples peers, presenting a compelling entry point for investors [5]. Cash Flow and Financial Health - The company has consistently converted a healthy portion of its earnings into free cash flow, allowing it to reinvest in growth, pay down debt, and return value to shareholders [6]. - Nomad Foods is positioned well in a market that rewards consistency and stability, making it an appealing investment choice [6].