Coca-Cola Europacific Partners Q4 Earnings Call Highlights
View original at finance.yahoo.comCoca-Cola Europacific Partners Q4 Earnings Call Highlights Coca-Cola Europacific Partners logo Key Points CCEP delivered a record 2025 with EUR 20.9 billion revenue, EUR 2.8 billion operating profit, EUR 4.11 EPS, just over EUR 1.8 billion free cash flow, and returned EUR 1.9 billion to shareholders (including a EUR 2…
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Monster volumes were up nearly 20% in 2025 and drove share gains
80% confidenceCompany expects mix of 2026 revenue growth to be roughly evenly split among volume, mix, and price
80% confidencePromotional spend is a huge amount of money with meaningful impact on performance, focus shifting from quantity to effectiveness
80% confidenceCompany is approximately 80% hedged on commodities for 2026 full year
80% confidenceFrance was affected by sugar tax increase on Coca-Cola Classic but performance was stronger than expected
80% confidenceGreat Britain had a fantastic year with revenue up almost 6% and volume growth in both channels
80% confidencePhilippines delivered strong year with 3% revenue growth, 77% sparkling value share record, and EBIT margin expansion of around 150 basis points toward 10% target
80% confidenceIndonesia expected to grow in volume and revenue in 2026 but company has not materially reflected significant upside in guidance
80% confidenceNet debt to EBITDA just below 2.7x, within 2.5-3.0x guidance range
80% confidenceIndonesia NARTD volumes excluding water were down double digits but second half improved
80% confidenceGermany first half was difficult due to higher promotional shelf prices crossing consumer thresholds
80% confidenceCurrent productivity program is targeting EUR 350-400 million of savings by 2028 and is on track
80% confidenceCoke Zero grew 20% in Philippines last year
80% confidenceMore than a third of revenue per case improvement came from brand and pack mix
80% confidenceIndonesia distributor base has grown to 182 partners across 300 distribution points with sales force of more than 1,700 people, early results are encouraging
80% confidence2025 was another strong year with record revenue, profit, free cash flow, and returns
80% confidenceEnergy category expected to maintain mid-teens growth cadence over multi-year period
80% confidenceCompany expects modest increase in annual interest expense as it refinances roughly EUR 1 billion per year while maintaining weighted average cost of debt around 2.5%
80% confidenceIndonesia zero-sugar sparkling mix rose from 3% to 7%
80% confidenceZero-sugar products grew around 6% and gained market share in key categories
80% confidence
