Netherlands · Delayed Price · Currency is EUR Coca-Cola Europacific Partners Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw strong volume and revenue growth, especially in Europe and APS, driven by innovation and effective execution. Full-year guidance is reaffirmed, with robust hedging and capital allocation supporting resilience amid macro uncertainty.
Fiscal Year 2025
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Record 2025 results featured 2.8% revenue growth, 7.1% operating profit increase, and strong free cash flow, with robust performance in GB and APS offsetting headwinds in Indonesia and France. 2026 guidance targets 3%-4% revenue growth, continued investment, and a new EUR 1 billion buyback.
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Solid revenue growth was driven by innovation in core and energy categories, with a focus on affordability and segmented pricing. Investments in technology, supply chain, and regional strategies support midterm growth targets and margin expansion.
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Q3 saw volume and revenue growth, led by strong performances in Europe and APAC, with Monster and Coke Zero driving gains. Full year guidance is reaffirmed, supported by robust cash generation, ongoing investments, and a balanced growth outlook despite consumer and macroeconomic headwinds.
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Solid H1 results with 2.5% revenue growth and 7.2% operating profit increase, driven by strong execution in Europe and APS, despite Indonesia headwinds. Full year profit and cash guidance reaffirmed, with updated revenue growth range of 3%-4%.
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Management reaffirmed guidance of 4% revenue and 7% profit growth, driven by multi-year investments, productivity, and technology. Key growth areas include sparkling, energy, sports, tea, and ARTD, with strong execution in the Philippines and transformation in Indonesia. Shareholder returns remain a priority.
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Q1 results met expectations with solid revenue per case growth and market share gains, despite volume headwinds from calendar effects and portfolio changes. Full-year guidance is reaffirmed, with volume growth expected and strong capital returns through dividends and buybacks.
Fiscal Year 2024
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Delivered strong 2024 results with 3.5% revenue growth, 8% operating profit increase, and robust free cash flow. APS markets, especially the Philippines, offset softer European volumes. 2025 guidance targets 4% revenue growth, continued investment, and a €1B share buyback.
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The CEO discussed the company’s transformation into a diversified, resilient global player, highlighting strong growth in Asia-Pacific, ongoing margin expansion, and investments in technology and productivity. Strategic focus remains on operational excellence, innovation, and disciplined capital allocation.
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FTSE index inclusion is targeted for March 2025, with strong investor interest and positive liquidity trends. Revenue growth is driven by pricing, retail resilience, and Asia-Pacific expansion, while strategic pricing and SKU management support premiumization and affordability. Capital allocation optimizes assets, with growth led by Australia, Indonesia, and the Philippines.
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Q3 saw 2.4% revenue growth, with strong pricing and share gains offsetting flat volumes. APS, led by the Philippines, outperformed, while Europe faced weather-driven volume declines. Full-year profit and cash guidance reaffirmed, with a 7% dividend increase and continued investment in high-growth markets.
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Diversification across Europe and Asia, strategic acquisitions, and a balanced revenue mix have driven strong growth and shareholder returns. Focus areas include margin expansion, innovation in product categories, and disciplined capital allocation, with continued investment in technology and talent.
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Solid H1 2024 results with 3.5% revenue and 9% operating profit growth, driven by strong APS and Philippines performance offsetting softer European volumes. Full-year guidance reaffirmed, with continued investment in innovation, sustainability, and disciplined capital allocation.
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The business has transformed through geographic expansion, digitalization, and portfolio optimization, driving resilient growth and profitability. Strategic focus on sustainability, innovation, and a competitive culture underpins long-term value creation, with continued investment in technology and new markets.
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Strong growth and profitability are driven by geographic diversification, digital transformation, and a balanced channel mix. Recent acquisitions in the Philippines and Indonesia enhance future prospects, while sustainability and productivity remain core priorities.