Market Overview - The Europe Rice Noodles Market was valued at USD 2.18 Billion in 2024 and is projected to reach USD 3.86 Billion by 2030, with a compound annual growth rate (CAGR) of 9.99% [2][9] - The market is experiencing growth due to a shift towards gluten-free and health-conscious dietary options among European consumers [2] Key Market Drivers - The rising popularity of Asian cuisine is a significant driver for the market, as European consumers increasingly explore global flavors, leading to higher demand for rice noodles in both foodservice and home cooking [4] - The convenience-driven demand, influenced by busy lifestyles and a preference for ready-to-eat products, is further propelling market growth [3] Key Market Challenges - The rice noodles market faces strong competition from traditional wheat-based noodles, which are more familiar and often less expensive, making it difficult for rice noodles to capture a larger market share [5] - Cultural preferences and established consumption habits surrounding wheat-based pasta can hinder the adoption of rice noodles in certain regions [5] Key Market Trends - There is an increasing preference for gluten-free and health-conscious foods, with rice noodles being favored as a naturally gluten-free alternative that aligns with the broader wellness trend in Europe [6] - The demand for organic, clean-label, and minimally processed rice noodle offerings is rising to meet the needs of health-conscious consumers [6] Key Players - Notable companies in the Europe Rice Noodles Market include Thai President Foods Public Company Limited, Nongshim Co., Ltd., Toyo Suisan Kaisha, Ltd., and Nissin Foods Co., Ltd. among others [7] Report Scope - The report segments the Europe Rice Noodles Market by product type, distribution channel, and country [8]

Core Insights - The Rice Noodles Market was valued at USD 6.32 Billion in 2024 and is projected to reach USD 10.43 Billion by 2030, with a compound annual growth rate (CAGR) of 8.71% driven by increasing demand for gluten-free and health-conscious food alternatives [2][11]. Market Drivers - Rising health consciousness and demand for gluten-free products are significantly driving the rice noodles market, as consumers increasingly seek gluten-free dietary options due to awareness of celiac disease and gluten intolerance. In the UK, nearly 15% of households avoid gluten or wheat, contributing to the mainstream acceptance of rice noodles as a health food [4]. - The growing popularity of Asian cuisine, particularly in North America and Europe, is enhancing market penetration for rice noodles [2]. Market Challenges - The rice noodles market faces intense competition from both within the noodle industry and adjacent product categories, leading to pricing pressures and limited differentiation. Price sensitivity in developing economies often results in consumer preference for affordability over premium features [5][6]. Market Trends - There is a surge in demand for organic and clean-label rice noodles, as consumers prioritize transparency in ingredient sourcing and production. The trend towards organic foods is particularly strong in North America, Europe, and Asia, with brands highlighting attributes such as "non-GMO" and "organic-certified" to appeal to health-conscious consumers [7].

Exhibit 1: Valuations | | | Rating | Target price (¥) | | Upside/ | P/E(X) | | EV/EBITDA(X) | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | Ticker | | New | Old | Downside FY1E | | FY2E | FY1E | FY2E | | Nissin Foods HD | 2897.T | Neutral | 3,700 | 3,900 | 20.0% | 16.7 | 16.8 | 8.9 | 8.7 | | | | Mkt cap | EBIT YoY | | EV/NOPAT(X) | | P/B(X) ROE | | DY | | | Ticker | (¥ bn) | FY1E | FY2E | FY1E | FY2E | FY1E | FY1E | FY1E | | Nissin Foods HD | 2897.T | 933 | -0.8% | 0.2% | 17.1 | 17.1 | ...

Core Insights - The consolidated revenue of AB Akola Group for the first nine months of the 2024/2025 financial year exceeded EUR 1,165 million, a 3.59% increase year-over-year [1] - EBITDA for the same period reached EUR 71 million, marking a significant 34.83% increase compared to the previous year [1] - Net profit more than doubled to EUR 31.8 million, reflecting strong operational performance [1] Revenue and Profitability - The Group sold 2,417 thousand tons of products, a 2.81% increase from the previous year [2] - Gross profit for the nine-month period increased by 17.18% to EUR 130.33 million [3] - Operating profit rose by 46.80% to EUR 47.1 million [3] - The third quarter revenue amounted to EUR 404.2 million, a 3.96% increase from EUR 388.8 million in the same period last year [3] Segment Performance - The "Partnership with Farmers" segment generated revenue of EUR 851.7 million, accounting for 68.1% of total revenue, with a gross profit of EUR 65.4 million [5] - The "Food Production" segment, which represents 28.2% of total revenue, saw a significant increase in performance, with operating profit growing to EUR 24.985 million and gross profit increasing by 42% to EUR 57.5 million [8][9] - The poultry segment's gross profit surged by 92.9% to EUR 44.46 million, driven by favorable market conditions [10] - The "Farming" segment generated EUR 38.8 million in revenue, a 5% increase, with dairy farming performance improving significantly by 163% [13][14] Market Conditions - The agricultural machinery market has faced stagnation due to high loan interest rates and delayed support payments, but expectations of a good harvest are leading to increased activity in sales [7] - The Group's factories produced significantly more porridge and noodle packages, with total product sales volumes increasing by 23% year-on-year [12]

Core Insights - The instant noodle industry in China is expected to maintain steady growth, with the market size projected to exceed 900 billion yuan by 2025, reflecting a compound annual growth rate (CAGR) of 3%-5% [1] Industry Overview - The Chinese instant noodle market has shown fluctuating growth, indicating a sustained consumer reliance on the product, driven by urbanization, faster lifestyles, and the preference of younger consumers for convenient food options [1] - The market size in 2024 is estimated to be around 850 billion yuan, with growth factors including diversified consumption scenarios, product innovation, and deeper penetration into lower-tier cities [1] Development Trends - Product innovation is anticipated, with plant-based instant noodles (e.g., pea protein noodles) expected to grow by 30% by 2025, and functional additives becoming a key focus in research and development [1] - Channel transformation is underway, with community group buying and instant retail expected to account for 25% of the market, promoting the development of "short shelf-life noodles" [1] Global Expansion - Leading companies are accelerating their manufacturing presence in Southeast Asia, with a 40% increase in production capacity for Kang Shifu in Indonesia in 2024, targeting the Muslim market [2] ESG Initiatives - The industry aims to reduce carbon emission intensity by 15% by 2025, with a target of achieving 20% renewable energy usage [2]

Core Viewpoint - First Pacific Company Limited is focused on defensive businesses in Southeast Asia and is set to present at the dbVIC - Deutsche Bank ADR Virtual Investor Conference on May 15, 2025, to engage with investors [1][2]. Company Overview - First Pacific is a Hong Kong-based investment holding company with operations in consumer food products, telecommunications, infrastructure, and mining [6]. - The company is listed on the Hong Kong Stock Exchange and offers shares in the U.S. through American Depositary Receipts (ADR) [6]. Financial Performance - The company has experienced six consecutive years of profit growth, with the last four years achieving record highs [3]. - First Pacific's share price increased by 25% in 2023 and 45% in 2024, with a recurring price-to-earnings (P/E) ratio of 3.6x for FY 2024 [5]. Strategic Focus - First Pacific's strategy emphasizes maximizing shareholder returns through investments in defensive industries that are not significantly affected by changes in foreign trade tariffs [3]. - The company maintains a focus on emerging economies in Southeast Asia and holds majority stakes in its investments to ensure control over cash flows [8]. Key Assets - First Pacific's portfolio includes major companies such as Indofood (largest maker of instant noodles), MPTC (largest privately owned toll road operator), Meralco (largest power company), PLDT (largest telecommunications company), and Maynilad (largest water company) in the Philippines [4]. - The company is also the largest shareholder in Philex Mining, which plans to open a second gold and copper mine in 2026 [4]. Financial Health - First Pacific has low borrowings with an interest coverage ratio of 4x and has maintained investment-grade credit ratings from Moody's and S&P Global for three years [5].

Core Viewpoint - Noodles & Co. reported a quarterly loss of $0.20 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.10, marking a significant earnings surprise of -100% [1][2] Financial Performance - The company posted revenues of $123.79 million for the quarter ended March 2025, slightly surpassing the Zacks Consensus Estimate by 0.13% and showing an increase from $121.4 million year-over-year [2] - Over the last four quarters, Noodles & Co. has only surpassed consensus EPS estimates once [2] Stock Performance - Noodles & Co. shares have increased approximately 76.2% since the beginning of the year, contrasting with the S&P 500's decline of -4.7% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.05 on revenues of $128.6 million, and for the current fiscal year, it is -$0.32 on revenues of $506.27 million [7] - The trend of estimate revisions for Noodles & Co. has been unfavorable ahead of the earnings release [6] Industry Context - The Retail - Restaurants industry, to which Noodles & Co. belongs, is currently ranked in the bottom 20% of over 250 Zacks industries, suggesting a challenging environment for stock performance [8]

BROOMFIELD, Colo., May 07, 2025 (GLOBE NEWSWIRE) -- Noodles & Company (Nasdaq: NDLS) today announced financial results for its first quarter ended April 1, 2025. Key highlights for the first quarter of 2025 versus the first quarter of 2024 include: Restaurant contribution margin and adjusted EBITDA are non-GAAP measures. Reconciliations of operating income (loss) to restaurant contribution margin and net loss to adjusted EBITDA are included in the accompanying financial data. See "Non-GAAP Financial Measure ...

BROOMFIELD, Colo., April 17, 2025 (GLOBE NEWSWIRE) -- Noodles & Company (NASDAQ: NDLS) today announced that it will host a conference call to discuss its first quarter 2025 financial results on Wednesday, May 7, 2025 at 4:30 p.m. ET. Drew Madsen, Chief Executive Officer, and Mike Hynes, Chief Financial Officer, will host the call. A press release with first quarter 2025 financial results will be issued after the market close that same day. The conference call can be accessed live over the phone by dialing 2 ...

舌尖上的便捷： 2024方便食品行业全景洞察 ⚫ 行业背景与发展趋势：随着全球化和城市化进程的加快，人们生活节奏变快，对便 捷、快速的食品需求日益增长。方便食品因其易于储存、快速食用的特点，成为现 代生活中不可或缺的一部分。 ⚫ 白皮书目的与研究范围：本白皮书旨在分析方便食品行业的当前状况、未来趋势以 及面临的挑战，并探讨如何利用数字化工具进行市场调研和决策支持。 ⚫ 敏捷洞察数字化调研平台简介：敏捷洞察是一个利用在线调研、大数据和人工智能 技术，为企业提供即时市场洞察和消费者行为分析的数字化调研平台。 方便食品的定义 | | 传统方便食品 | | 新兴方便食品 | 健康方便食品 | 特色方便食品 | | --- | --- | --- | --- | --- | --- | | ○ | 方便面：预包装的面条， | ○ | 自热食品：包含自热包的 | ○ 营养代餐：为满足特定营 | ○ 地方特色小吃：模拟地方 | | | 通常附带调味料包，通过 | | 方便食品，如自热火锅、 | 养需求设计的方便食品， | 特色小吃风味的方便食品， | | | 加热水即可食用。 | | 自热米饭等，无需外部热 | 如代餐奶昔 ...