What is the revenue and EPS growth rate for Coca-Cola Europacific year over year?

What does Coca-Cola Europacific do and what are its main business segments?

What factors drove the changes in Coca-Cola Europacific's revenue and profit?

What is Coca-Cola Europacific's gross profit margin?

Did Coca-Cola Europacific beat or miss consensus estimates last quarter?

What guidance did Coca-Cola Europacific's management provide for the next earnings period?

What is the market's earnings forecast for Coca-Cola Europacific next quarter?

What were the key takeaways from Coca-Cola Europacific's earnings call?

- **Revenue & Profit Growth**: 2025 revenue up 2.8% to EUR 20.9 billion, operating profit +7.1% to EUR 2.8 billion. Free cash flow EUR 1.8 billion.
- **Key Markets**: GB (+6%), APS (+7%), Philippines sparkling share 77%. Indonesia volumes down double digits but Zeros mix improved to 7%.
- **Strategic Focus**: AI investment, shared service center in Manila, and 2026 guidance for 3-4% revenue growth.
- **Energy Category Momentum**: 19% volume growth in 2025, targeting mid-teens in 2026 with Zeros expansion.
- **Sustainability & Efficiency**: 10th year on CDP Climate A list, ROIC 11.5%, OpEx margin down 40 bps.

**【CEO Summary Section】**
- **Revenue Growth**: Full-year 2025 revenue reached EUR 20.9 billion, up 2.8% YoY, driven by strong execution in Europe and APS. Immediate consumption formats (e.g., coolers) outperformed future consumption formats.
- **Profitability**: Operating profit rose 7.1% to EUR 2.8 billion, with margin expanding 50 bps to 13.4%. Free cash flow hit EUR 1.8 billion, supporting a EUR 1 billion share buyback.
- **Market Highlights**: 
  - **GB**: Revenue up 6%, Monster volumes grew nearly 20%, and Diet Coke saw strong performance.
  - **APS**: Top-line growth of 7%, led by Coke Zero and Monster. Philippines sparkling value share reached 77%.
  - **Indonesia**: Volumes down double digits due to macro challenges, but Zeros mix improved to 7% from 3%.
- **Strategic Initiatives**: 
  - **AI & Tech**: Investing in digital capabilities, AI training for employees, and a new shared service center in Manila.
  - **Sustainability**: 10th year on CDP's Climate A list, progressing packaging collection in Portugal and UK.

**【CFO Financial Commentary】**
- **Financial Metrics**: 
  - GAAP EPS: EUR 4.11 (up 6.2% YoY). 
  - Free Cash Flow: EUR 1.8 billion (after EUR 1 billion CapEx). 
  - ROIC: 11.5% (up 70 bps YoY). 
- **Cost Management**: OpEx as % of revenue improved 40 bps to 22.1%, driven by productivity gains. 
- **2026 Guidance**: 
  - Revenue: 3-4% growth (1/3 volume, 1/3 mix, 1/3 price). 
  - Free Cash Flow: At least EUR 1.7 billion. 
  - Share Buyback: EUR 1 billion program to commence.

**【Q&A Highlights】**
- **Europe Performance**: France and Germany faced headwinds from sugar tax and promo intensity, but Q4 exit rates improved. 2026 plans include Zero portfolio focus and smaller pack trials.
- **Energy Category**: 19% volume growth in 2025, with Monster leading. Expect mid-teens growth in 2026, driven by Zeros and distribution expansion.
- **Indonesia Recovery**: Q4 volumes stabilized, Q1 off to strong start. 2026 guidance includes volume growth, with focus on sparkling and Zeros.
- **Capital Allocation**: Maintain 2.5-3x leverage target. 2026 CapEx ~EUR 1 billion, with priority on ARTD, coolers, and digital.


Coca-Cola Europacific Partners PLC (CCEP) Q4 2025 Earnings Call Transcript

- **Revenue Growth**: H1 up 2.5% to EUR 10.3 billion, with Europe volumes rebounding in Q2 (+0.3% selling days adj.) and Monster energy up 15%.
- **Profit Expansion**: Operating profit +7.2% to EUR 1.4 billion, margin +60bps to 13.5%, driven by pricing/mix and efficiency.
- **Cash Generation**: H1 free cash flow EUR 425 million, on track for EUR 1.7+ billion, despite Indonesia headwinds.
- **Strategic Momentum**: ARTD volumes +9%, digital tools improving AfH execution, and Manila SSC ramping up.
- **Guidance Update**: FY25 revenue 3-4% (vs. prior ~4%), but 7%+ operating profit growth target maintained.

**【CEO Summary Section】**
- Delivered solid first-half performance with revenue of EUR 10.3 billion, up 2.5% year-over-year, driven by volume growth in Europe and strong execution in APS markets.
- Europe returned to volume growth in Q2, supported by better weather and Away-from-Home (AfH) recovery, while Indonesia faced macroeconomic headwinds (-1% impact on group volumes).
- Monster energy volumes grew 15% in H1, with Ultra and Zero variants up over 20%, and ARTD (alcohol ready-to-drink) volumes up 9%.
- Reaffirmed full-year profit and cash flow guidance, with revenue growth range updated to 3-4% due to slower-than-expected Indonesia trajectory.
- Emphasized long-term opportunities in ARTD, digital transformation, and shared services (e.g., new Manila SSC).

**【CFO Financial Commentary】**
- H1 operating profit up 7.2% to EUR 1.4 billion, with margin expansion to 13.5% (vs. 12.9% last year), driven by pricing, mix, and efficiency gains.
- Comparable free cash flow of EUR 425 million in H1, on track for EUR 1.7 billion+ full-year target.
- FY25 guidance: 7% operating profit growth (FX-neutral), 26% effective tax rate, and EUR 1.7+ billion free cash flow.
- FY25 revenue growth range narrowed to 3-4% (from ~4%) due to Indonesia, but maintained 7%+ operating profit growth target.

**【Q&A Key Highlights】**
- **Volume Growth Momentum**: Q2 Europe volumes rebounded, with AfH up 20% for Monster, and Q3 trading strong despite Philippines flooding.
- **Indonesia Outlook**: Team stabilization efforts showing early signs of progress, with July/August Sparkling volumes stabilizing.
- **Digital & Tech**: S/4HANA ERP migration progressing, with Germany going live in H2, and AI tools improving route optimization.
- **Cost Management**: 2025-28 efficiency program on track to deliver EUR 350-400 million savings, with 2025 COGS per case up 3.6% (phasing-related).
- **Share Buybacks**: Completed EUR 460 million of EUR 1 billion buyback program year-to-date, alongside dividend payouts.


Coca-Cola Europacific Partners PLC (CCEP) Q2 2025 Earnings Call Transcript

- **Revenue Growth & Cash Flow Excellence**: 2024 revenue up 3.5% to €20.7B, with free cash flow of €1.8B and 8% operating profit growth.
- **Market Diversification Success**: Philippines value share at 75% Sparkling, 50% NARTD; Papua New Guinea and Pacific Islands drove 10% revenue growth.
- **2025 Growth Drivers**: 4% revenue target backed by 100k new cooler placements, ARTD launches, and Monster innovation.
- **Financial Strength**: Resumed €1B share buyback; operating margin expanded 50 bps to 12.9% with €80M productivity savings.
- **Sustainability Leadership**: MSCI AAA ESG rating; AI-powered solutions for low-carbon agriculture and 10.8% ROIC.

**【CEO Summary Section】**
- **2024 Year in Review**: Delivered robust top and bottom line growth with €20.7 billion in revenue, up 3.5% YoY. Comparable free cash flow of €1.8 billion and operating profit growth of 8%.
- **Geographic Diversification**: Strengthened presence in high-growth markets like the Philippines (300+ bps value share gain) and Papua New Guinea, offsetting softer European volumes (-2.4% on underlying basis).
- **Strategic Initiatives**: Accelerated CapEx in the Philippines for new production lines and cooler placements; transitioned from Nestea to Fuze Tea in Europe, and launched ARTD beverages in Australia.
- **2025 Outlook**: Target 4% revenue growth driven by balanced volume and pricing, with focus on innovation (e.g., Diet Coke campaign, new Sprite flavors) and efficiency programs delivering €80 million in savings.

**【CFO Financial Commentary】**
- **Financial Highlights**: GAAP net income of €2.7 billion (+8% YoY), EPS of €3.95 (+6.5%), and free cash flow of €1.8 billion.
- **Cost Management**: Operating margin expanded 50 bps to 12.9%, supported by productivity gains and lower operating expenses (-5% YoY).
- **2025 Guidance**: 
  - Revenue: ~4% growth
  - Free Cash Flow: ≥€1.7 billion
  - Share Buyback: €1 billion program announced
  - Capital Allocation: ~€1.1 billion for CapEx in supply chain, technology, and cold drink equipment.

**【Q&A Key Themes】**
- **Philippines & Indonesia**: Philippines on track for high-single-digit growth with margin expansion; Indonesia stabilized amid geopolitical challenges, with focus on route-to-market efficiency.
- **Europe Recovery**: Away-from-home channel poised for rebound with cooler investments (+100k placements) and targeted campaigns for summer events.
- **Energy Category**: Monster maintains leadership with high-single-digit growth, driven by innovation and competitive pricing.
- **Capital Allocation**: Maintain 2.5x-3x leverage range; prioritize organic growth and targeted M&A opportunities.
- **Sustainability**: Retained MSCI AAA ESG rating; invested in AI-driven solutions (e.g., low-carbon sugar crops) and reduced carbon emissions through supply chain optimization.

Actual																									2.4029
Forecast																									2.4019
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+0.04%

Actual	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	12.55B
Forecast	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	--	12.54B
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+0.07%

CCEP

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CCEP Q4 2025 Earnings

Earnings Call

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CCEP

CCEP fundamentals

CCEP Q4 2025 Earnings

Earnings Call

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CCEP Earnings Call Summary for Q4/20236:30 AM on Feb 23, 2024

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