Coca-Cola Europacific Partners (CCEP) Morgan Stanley Global Consumer & Retail Conference 2025 summary

Business performance and growth drivers

• Achieved solid FX-neutral revenue growth in a challenging macro environment, with strong performance in light colas, zero sugar flavors, and energy drinks, especially Monster.

• Away-from-home channel returned to growth, now matching at-home performance, aided by investments in sales force, technology, and customer partnerships.

• Australia and New Zealand delivered strong results, while Indonesia and some developed markets faced volume headwinds due to macroeconomic pressures.

• Technical challenges included the transition from NESTEA to Fuze Tea in Spain and the exit of the Beam Suntory contract in Australia.

• Affordability and segmented pricing strategies are central to future growth, with a focus on value packs and targeted promotions.

Strategic initiatives and innovation

• Emphasis on segmented pricing, promotional effectiveness, and mix management to balance affordability and revenue growth.

• Continued investment in technology, including AI-driven sales tools and digital ordering platforms, to enhance operational efficiency and customer engagement.

• Expansion of affordable pack sizes and value-driven promotions, such as extra-fill offers and multi-pack deals, to address consumer demand.

• Ongoing focus on innovation in energy drinks, with Monster and Predator launches driving double-digit growth and broadening consumer base.

Regional performance and outlook

• Australia expected to sustain 4-5% revenue growth, supported by supply chain investments, pricing resets, and strong alignment with brand partners.

• Philippines positioned for high single-digit top-line growth and significant margin improvement, driven by supply chain upgrades and new facility investments.

• Indonesia remains a long-term opportunity, with recent route-to-market and supply chain transformations; focus is on finding the right pack-price architecture.

• Emerging markets like the Pacific Islands and Papua New Guinea are also expected to deliver high single-digit growth.