Netherlands · Delayed Price · Currency is EUR Coca-Cola Europacific Partners Earnings Call Transcripts
Fiscal Year 2026
-
Sustainability is fully integrated into operations, with updated 2030 targets for emissions, packaging, water, and community impact now including the Philippines. Achievements include a 19% emissions reduction since 2019, high recycled content in packaging, and robust water stewardship, all supported by significant investments and partnerships.
-
Q1 2026 saw strong volume and revenue growth, driven by innovation, market share gains, and robust execution in Europe and APS. Full-year guidance is reaffirmed, with continued investment and resilience amid macroeconomic uncertainty.
Fiscal Year 2025
-
Record 2025 results with revenue up 2.8% to EUR 20.9B, operating profit up 7.1%, and strong free cash flow. 2026 guidance targets 3%-4% revenue growth, balanced across volume, mix, and price, with continued investment in innovation and a new EUR 1B share buyback.
-
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.
-
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.
-
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%.
-
Sustained growth is targeted through a 4% revenue and 7% profit CAGR, driven by category leadership, digital transformation, and disciplined capital allocation. Strong momentum in the Philippines and Indonesia, productivity gains, and innovation in ARTD and sustainability underpin the multi-year outlook.
-
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
-
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.
-
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.
-
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.
-
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.
-
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.
-
Solid H1 2024 results with 3.5% revenue growth and 9% operating profit increase, driven by strong APS and Philippines performance offsetting softer European volumes. Full-year guidance reaffirmed, with robust free cash flow, margin expansion, and continued investment in growth and sustainability.
-
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.
-
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.