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Kerry Group (KRZ) investor relations material
Kerry Group Consumer Analyst Group of New York Conference (CAGNY) 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic execution and business transformation
Maintains a strong track record of double-digit EPS CAGR, with high single-digit or greater constant currency EPS growth in eight of the last ten years, and consistent outperformance of market volume growth by 300bps.
Transformed into a pure-play taste and nutrition company, divesting non-core businesses and investing €3bn in science and technology from 2018–2025.
Implements Accelerate 2.0 for manufacturing, supply chain, and digital excellence, targeting €100m annual savings by 2028.
Prioritizes capital allocation to reinvestment, dividends, M&A, and share buybacks, supported by strong cash generation and investment grade rating.
Recent developments include a new biotechnology center in Germany, geographic expansion in Africa and Middle East, and new innovation centers in Dubai, Frankfurt, and Jakarta.
Market dynamics and growth opportunities
Food and beverage markets remain highly dynamic, with growth concentrated in high-protein, ready-to-drink coffee, poultry, and supplements.
Over 60% of food and beverage activity involves product reformulation, driven by cost reduction and clean label demand.
Expands in the Americas and APMEA, with APMEA revenue expected to nearly double from €850m in 2015 to over €1.6bn in 2025.
Responds to regulatory and consumer trends driving demand for cleaner labels, sustainability, and nutrition/wellness.
Local investments and technology give structural advantage in high-growth regions like Southeast Asia, Middle East, and Africa.
Innovation and biotechnology leadership
Biotechnology and biofermentation enable scalable, resource-efficient solutions for cleaner labels, improved nutrition, and sustainability.
40% of taste solutions are enabled by fermentation; portfolio includes enzymes, biopharma, and food protection systems.
Recent innovations include fermentation-derived sweet and salt reduction, new prebiotic/postbiotic products, and enzyme systems for natural sweetness.
Integrated solutions address complex customer needs in protein, shelf life, taste, and cost management.
Examples include clean label meat snacks, high-protein beverages, sodium and sugar reduction in bakery, and shelf life extension for chicken products.
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