Coca-Cola Europacific Partners

CCEP

Market cap $49.5B

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

COCA-COLA EUROPACIFIC PARTNERS Preliminary unaudited results for the full year ended 31 December 2025 UXBRIDGE, ENGLAND / ACCESS Newswire / February 17, 2026 / Resilient topline & productivity gains underpin strong profit & cash delivery; announcing further €1bn share buyback*; well placed for 2026 & beyond FY 2025 Total CCEP Key Financial Metrics [1] As Reported Comparable [1] Change vs FY 2024 Adjusted Comparable [4] Change vs FY 2024 As Reported Comparable [1] Comparable FXN [1] Adjusted Comparable [4] Adjusted Comparable FXN [4] Volume (M UC) [2] 3,958 3,958 2.4 % 2.7 % 3,958 0.2 % Revenue per UC [2],[3] (€) 5.38 1.6 % 5.38 2.9 % Revenue (€M) 20,901 20,901 2.3 % 2.3 % 4.1 % 20,901 0.9 % 2.8 % Operating profit (€M) 2,793 2,808 31.0 % 5.4 % 7.5 % 2,808 5.1 % 7.1 % Diluted EPS (€) 4.26 4.11 38.3 % 4.1 % 6.2 % Comparable free cash flow (€M) 1,836 Dividend per share (€) 2.04 DAMIAN GAMMELL, CHIEF EXECUTIVE OFFICER, SAID: "2025 has been another strong year for CCEP. We continue to refresh our consumers and lead value creation for our customers across beverage categories that are growing strongly.

We added new positions in Coca-Cola Europacific Partners (CCEP), Contemporary Amperex Technology (CTATF) and WEC Energy (WEC). We see CCEP as an important element of the Coke ecosystem, connecting the brand owner to a highly fragmented customer base. Electric vehicles remain in our view a strong growth opportunity.

Coca-Cola Europacific Partners PLC ( CCEP ) Q3 2025 Sales Call November 5, 2025 7:00 AM EST Company Participants Sarah Willett - Vice President of Investor Relations Damian Gammell - CEO & Executive Director Ed Walker - Chief Financial Officer Conference Call Participants Matthew Ford - BNP Paribas, Research Division Edward Mundy - Jefferies LLC, Research Division Andrea Pistacchi - BofA Securities, Research Division Eric Serotta - Morgan Stanley, Research Division Lauren Lieberman - Barclays Bank PLC, Research Division Nadine Sarwat - Sanford C. Bernstein & Co., LLC.

UXBRIDGE, ENGLAND / ACCESS Newswire / November 5, 2025 / Trading Update for the Third Quarter ended 26 September 2025 & Interim Dividend Declaration Solid third quarter; reaffirming full-year guidance Change vs 2024 Revenue Volume (UC)[2] Revenue per UC[1],[2],[3] Comparable Volume[1] Revenue per UC[1],[2],[3] FXN[1],[3] revenue Revenue Q3 2025 Europe €4,194m 701m €6.01 0.9% 3.4% 4.2% 3.8% APS €1,216m 311m €4.23 (0.6)% 0.3% (0.2)% (7.7)% CCEP €5,410m 1,012m €5.46 0.4% 2.7% 3.2% 1.0% YTD 2025 Europe €11,665m 1,947m €5.99 0.1% 3.9% 3.0% 3.1% APS €4,019m 997m €4.23 11.5% (1.6)% 9.1% 3.9% CCEP €15,684m 2,944m €5.39 3.7% 1.7% 4.5% 3.3% Change vs 2024 Adjusted comparable revenue[4] Adjusted comparable volume (UC)[4] Adjusted comparable revenue per UC[4] Adjusted comparable volume[4] Adjusted comparable revenue per UC[4] Adjusted comparable FXN revenue[4] Adjusted comparable revenue[4] Q3 2025 Europe €4,194m 701m €6.01 0.9% 3.4% 4.2% 3.8% APS €1,216m 311m €4.23 (0.6)% 0.3% (0.2)% (7.7)% CCEP €5,410m 1,012m €5.46 0.4% 2.7% 3.2% 1.0% YTD 2025 Europe €11,665m 1,947m €5.99 0.1% 3.9% 3.0% 3.1% APS €4,019m 997m €4.23 0.8% 2.3% 2.1% (2.8)% CCEP €15,684m 2,944m €5.39 0.3% 3.4% 2.7% 1.5% Damian Gammell, Chief Executive Officer, said: "2025 continues to be a solid year for CCEP, reflecting our great brands, great people, great execution and strong relationships with our brand partners and customers. We've delivered another quarter of volume growth in Europe, despite softer consumer demand.

Investors interested in stocks from the Beverages - Soft drinks sector have probably already heard of Coca-Cola European (CCEP) and Coca-Cola (KO). But which of these two stocks presents investors with the better value opportunity right now?

I rate CCEP as Hold, as its current valuation already prices in much of its fundamental strength and near-term risk/reward is unattractive. CCEP delivered solid 1H25 results, with revenue and EBIT growth driven by strong execution, margin expansion, and successful brand activations. The company's scale, exclusive Coca-Cola partnership, and focus on high-value categories provide a durable competitive advantage and support a positive long-term outlook.

Coca-Cola Europacific Partners PLC (NASDAQ:CCEP ) Q2 2025 Earnings Conference Call August 6, 2025 7:00 AM ET Company Participants Damian Paul Gammell - CEO & Executive Director Ed Walker - Chief Financial Officer Sarah Willett - Vice President of Investor Relations Conference Call Participants Bonnie Lee Herzog - Goldman Sachs Group, Inc., Research Division Carlos Alberto Laboy - HSBC Global Investment Research Charlie Higgs - Redburn (Europe) Limited, Research Division Edward Brampton Mundy - Jefferies LLC, Research Division Eric Adam Serotta - Morgan Stanley, Research Division Lauren Rae Lieberman - Barclays Bank PLC, Research Division Matthew Ford - BNP Paribas Exane, Research Division Mitchell John Collett - Deutsche Bank AG, Research Division Nadine Sarwat - Sanford C. Bernstein & Co., LLC.

Coca-Cola Europacific Partners tempered its annual revenue forecast on Wednesday, citing softer demand in Indonesia due to geopolitical tensions in the Middle East and a challenging macroeconomic environment.

UXBRIDGE, ENGLAND / ACCESS Newswire / August 6, 2025 / Solid first half; reaffirming full-year profit & cash guidance H1 2025 Total CCEP Key Financial Metrics[1] As Reported Comparable [1] Change vs H1 2024 Adjusted Comparable[4] Change vs H1 2024 As Reported Comparable [1] Comparable FXN[1] Adjusted Comparable[4] Adjusted Comparable FXN[4] Volume (M UC)[2] 1,932 1,932 4.1% 5.5% 1,932 0.3% Revenue per UC[2] (€) 5.36 1.1% 5.36 3.8% Revenue (€M) 10,274 10,274 4.5% 4.5% 5.3% 10,274 1.8% 2.5% Operating profit (€M) 1,364 1,390 19.4% 7.3% 8.0% 1,390 6.4% 7.2% Diluted EPS (€) 1.99 2.02 15.0% 2.4% 3.1% Comparable free cash flow (€M) 425 Interim dividend per share (€) 0.79 DAMIAN GAMMELL, CHIEF EXECUTIVE OFFICER, SAID: "We're pleased to have delivered a solid first half performance. This reflects our great brands, great people, great execution and strong relationships with our brand partners and customers.