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🔹 Comparable EPS: $0.87 (Est. $0.83) 🟢; UP +4% YoY
🔹 Revenue: $12.5B (Est. $12.55B) 🔴; UP +1% YoY
🔹 Comparable Operating Margin: 34.7% (Est. 33.1%) 🟢; UP +1.9 pts YoY
🔹 Adj. Organic Revenue: +5% YoY (Est. +4.49%) 🟢
🔹 Price/Mix: +6% (Est. +5.59%) 🟢
🔹 Unit Case Volume: -1% (Est. -0.36%) 🔴
🔹 Concentrate Sales: -1% (Est. -0.83%) 🔴
North America
🔹 Unit Case Volume: -1%
🔹 Price/Mix: +3%
🔹 Comp Op. Income: +10% (Currency-Neutral)
Latin America
🔹 Unit Case Volume: -2%
🔹 Price/Mix: +15%
🔹 Comp Op. Income: +38% (Currency-Neutral)
EMEA
🔹 Unit Case Volume: +3%
🔹 Price/Mix: +3%
🔹 Comp Op. Income: +7% (Currency-Neutral)
Asia Pacific
🔹 Unit Case Volume: -3%
🔹 Price/Mix: +10%
🔹 Comp Op. Income: +8% (Currency-Neutral)
Cash Flow & Margin
🔹 Operating Cash Flow: -$1.4B
🔹 Free Cash Flow: -$2.1B (Excluding fairlife: +$3.9B)
🔹 GAAP Operating Margin: 34.1% (vs. 21.3%)
🔹 Comparable Operating Margin: 34.7% (vs. 32.8%)
FY25 Guidance (Updated)
🔹 Comparable EPS Growth: +3% vs. $2.88 in 2024 (Prior: +2%–3%)
🔹 Currency-Neutral EPS Growth: ~8%
🔹 Organic Revenue Growth: 5%–6% (Unchanged)
🔹 FX Headwind to Net Revenue: 1%–2%; Structural Headwind: ~1%
🔹 Capex: ~$2.2B (Est. $2.15B)
🔹 Underlying Tax Rate: ~20.8%
🔹 Free Cash Flow (ex. fairlife): ~$9.5B
#ko
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