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Coca-Cola Europacific Partners PLC (CCEP) Q3 2024 Earnings Call Transcript Summary

Coca-Cola Europacific Partners PLC (CCEP) Q3 2024 Earnings Call Transcript Summary

可口可樂歐亞太合作伙伴股份有限公司(CCEP)2024年第三季度業績會議呼叫成績單摘要
富途資訊 ·  11/06 05:36  · 電話會議

The following is a summary of the Coca-Cola Europacific Partners PLC (CCEP) Q3 2024 Earnings Call Transcript:

以下是可口可樂歐太太平洋合作伙伴公司(CCEP)2024年第三季度業績會成績單摘要:

Financial Performance:

財務表現:

  • CCEP reported year-on-year growth in volume and revenue, with revenue growth per unit case, particularly strong in developed markets.

  • Despite slightly lowering full-year revenue guidance, full-year profit and cash guidance were reaffirmed alongside a dividend increase of just over 7% on last year.

  • Total revenue growth for Q3 was 2.4%, driven by strong revenue per unit case, partly offset by geographic mix. Year-to-date volumes were slightly up.

  • CCEP報告了成交量和營業收入的同比增長,其中成交量每箱營業收入增長,尤其在發達市場表現強勁。

  • 儘管略微降低了全年營業收入指引,但全年利潤和現金指引得到了確認,與去年相比,股息增加了7%以上。

  • 第三季度總營業收入增長了2.4%,主要受到每箱營業收入的強勁推動,部分被地理組合所抵消。截至目前,成交量略有增加。

Business Progress:

業務進展:

  • Continued expansion in the Philippines and new customer acquisitions in various regions, such as the multi-brand restaurant franchise operator in Spain and Ancol Dreamland in Indonesia.

  • Launch of refillable glass bottles in Indonesia and transitioning of the route to market.

  • Investments in digital transformations, such as improvements to the B2B portal, myccep.com.

  • 在菲律賓持續擴張,以及在各個地區獲得了新客戶,例如西班牙的多品牌餐廳特許經營者和印度尼西亞的Ancol夢幻樂園。

  • 在印度尼西亞推出可回收玻璃瓶,並進行市場路線的轉變。

  • 投資於數字轉型,比如對B20億門戶萬.ccep.com的改進。

Opportunities:

機會:

  • Plans to showcase the business in Southeast Asia, particularly in Manila, to highlight growth and investment potential.

  • Significant focus on the Philippines market with increase in capital investment and integration of key account capabilities from Europe.

  • 計劃在東南亞展示業務,特別是在馬尼拉,以突出增長和投資潛力。

  • 重點關注菲律賓市場,增加資本投資,並整合來自歐洲的重要客戶能力。

Risks:

風險:

  • Lowered full year revenue growth expectations due to adverse weather impacts and challenges in the European market, particularly in the away-from-home channel.

  • Geopolitical events and market challenges in Indonesia affecting volume and operations.

  • 由於不利天氣影響和歐洲市場的挑戰,特別是在歐洲市場的外出渠道,降低了全年營業收入增長預期。

  • 印尼的地緣政治事件和市場挑戰影響了成交量和運營。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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