Half Year 2025 Coca-Cola Europacific Partners PLC Earnings Call Transcript
Key Points
- Coca-Cola Europacific Partners PLC (CCEP) delivered solid top and bottom-line growth, with a 7.2% increase in operating profit and a 2.5% increase in revenue for the first half of 2025.
- The company completed around EUR460 million of share buybacks and paid a dividend in line with its annualized payout policy, demonstrating strong cash returns to shareholders.
- CCEP's strategic focus on resilient categories such as ARTD and Hot Coffee, which are structurally growing and profitable, supports its long-term growth strategy.
- The company has made significant investments in technology and digital capabilities, enhancing productivity and supporting future growth.
- CCEP's strong brand portfolio, including successful campaigns like 'Share a Coke' and the launch of new products, has driven consumer engagement and market share gains.
- The company's revenue growth guidance for the full year was adjusted to a range of 3% to 4%, down from approximately 4%, due to slower-than-expected performance in Indonesia.
- CCEP faced challenges in Indonesia, with a weaker consumer backdrop impacting volumes, although there are signs of stabilization.
- The exit from the Beam Suntory relationship in Australia created a near-term headwind, affecting revenue per unit case.
- The company experienced some delays in landing commercial agreements in Europe, particularly in Germany and Sweden, impacting Q2 results.
- CCEP anticipates a full-year FX headwind of around 150 basis points to revenue and almost 200 basis points to operating profit, affecting financial performance.
Hello and thank you for standing by, and welcome to today's Coca-Cola Europacific Partners half-year 2025 results conference call.
(Operator Instructions) I must advise you that this conference call is being recorded today. I would now like to hand the conference over to Vice President of Investor Relations and Corporate Strategy, Sarah Willett.
Please go ahead, Sarah.
Thank you, all, for joining us today. I'm here with Damian Gammell, our CEO; and our CFO, Ed Walker.
Before I hand over to Damian, a reminder of our cautionary statement. This call contains forward-looking management comments and other statements reflecting our outlook. These comments should be considered in conjunction with the cautionary language contained in today's release as well as the detailed cautionary statements found in reports filed with the UK, US, Dutch, and Spanish authorities. Copy of this information is available on our website at
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