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🔹 Revenue: $12.5B (Est. $12.41B) 🟢; +5% YoY, +6% organic
🔹 Adj EPS: $0.82 (Est. $0.78) 🟢; +6% YoY
🔹 Operating Margin: 31.9% (vs. 30.7% LY)
FY25 Guidance (Maintained:
🔹 Organic Revenue Growth: +5–6% (No Change)
🔹 Adj EPS Growth: +3% vs. $2.88 FY24 (No Change)
🔹 Currency-Neutral EPS Growth: +8% (No Change)
🔹 Underlying Tax Rate: 20.7% (Updated from 20.8%)
🔹 FCF ex-Fairlife: ≥$9.8B (Updated from $9.5B)
🔹 Currency Headwind: ~5% to EPS; ~1–2% to revenue
🔹 FY26 outlook to include slight currency tailwind (new)
Q3 Segments:
Europe, Middle East & Africa (EMEA):
🔹 Unit Case Volume: +4%
🔹 Price/Mix: +4%
🔹 Organic Revenue: +7%
🔹 Comparable Op. Income (currency-neutral): +11%
🔹 Growth led by Trademark Coca-Cola & water/tea categories
Latin America:
🔹 Volume: Flat
🔹 Price/Mix: +7%
🔹 Organic Revenue: +4%
🔹 Comparable Op. Income (currency-neutral): +3%
🔹 Value share gains in Brazil and Argentina
North America:
🔹 Volume: Flat
🔹 Price/Mix: +6%
🔹 Organic Revenue: +4%
🔹 Comparable Op. Income (currency-neutral): +11%
🔹 Growth in water, dairy & sports segments
Asia Pacific:
🔹 Volume: -1%
🔹 Price/Mix: +8%
🔹 Organic Revenue: +7%
🔹 Comparable Op. Income (currency-neutral): +2%
🔹 Growth in Coke Zero Sugar; offset by softness in flavors
Bottling Investments:
🔹 Volume: +2%
🔹 Organic Revenue: +7%
🔹 Comparable Op. Income (currency-neutral): +30%
Other Key Metrics:
🔹 Global Unit Case Volume: +1%
🔹 Operating Income: +59% YoY
🔹 Operating Cash Flow YTD: $3.7B; FCF $2.4B
🔹 FCF ex-Fairlife payment: $8.5B YTD
🔹 Value share gains in total nonalcoholic ready-to-drink beverages
Company Updates:
🔹 CCHBC acquiring controlling stake in Coca-Cola Beverages Africa (CCBA)
🔹 Sold 40% of Hindustan Coca-Cola Holdings to Jubilant Bhartia Group
🔹 Strength in Coke Zero Sugar (+14%), Powerade/BODYARMOR, and Fuze Tea
🔹 Continued portfolio expansion with Minute Maid Zero Sugar in Asia Pacific
Для обсуждения переходи в чат t.me/USstocksnews_chat
Комментарий генерального директора (Джеймса Куинси):
🔸 «Несмотря на сложную обстановку, мы сохраняли гибкость, адаптируя планы и инвестируя в рост».
🔸 «Наша общая стратегия в области напитков и модель франчайзинга помогают нам завоевывать позиции на мировом рынке».
🔸 «Мы уверены, что сможем достичь наших целей в 2025 году и достичь наших долгосрочных целей».
#ko
