Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Financial Reporting - Coca-Cola Europacific Partners plc filed its 2024 Annual Report and Form 20-F on March 21, 2025, with audited results for the year ended December 31, 2024[3] - The unaudited fourth-quarter and full-year results for the period ended December 31, 2024, were released on February 14, 2025[3] Company Operations - Coca-Cola Europacific Partners serves nearly 600 million consumers and supports over 4 million customers across 31 countries[5] Stock Information - The company is listed on multiple exchanges, including Euronext Amsterdam, NASDAQ, London Stock Exchange, and Spanish Stock Exchanges, trading under the symbol CCEP[6]

Acquisition and Market Expansion - The company jointly acquired 100% of Coca-Cola Beverages Philippines, Inc. (CCBPI) on February 23, 2024, in partnership with Aboitiz Equity Ventures Inc. (AEV) as part of its market expansion strategy[1642]. - The company plans to expand its market presence in Eastern Europe, targeting a 20% increase in market share within the next three years[1654]. - A merger and acquisition strategy is in place, with a focus on acquiring local beverage brands to enhance product diversity and market reach[1655]. Financial Performance - Coca-Cola Europacific Partners reported a cumulative operating profit increase of 10% year-over-year, reflecting strong demand for its products[1644]. - The company achieved an earnings per share (EPS) of €1.25, representing a 15% increase compared to the previous year[1644]. - The company reported significant changes in its financial information, with consolidated statements available on pages 167-242 of the report[1633]. - The company’s operating results for the year are summarized on pages 82-87, showcasing growth in key performance metrics[1633]. - Coca-Cola Europacific Partners reported a 12% increase in free cash flow, amounting to €300 million, which will be reinvested into growth initiatives[1655]. Growth and Development - The company anticipates a revenue growth of 8% for the upcoming fiscal year, driven by new product launches and market expansion strategies[1652]. - The company’s future outlook includes continued investment in research and development, particularly in new product lines and technologies[1633]. - User data indicated a 5% growth in the number of active customers, reaching 1.2 million users across its digital platforms[1644]. Sustainability Initiatives - The company emphasizes sustainability initiatives, aligning with the Beverage Industry Environmental Roundtable (BIER) standards[1642]. - Coca-Cola Europacific Partners is investing €200 million in new technology for sustainable packaging solutions, aiming for a 50% reduction in plastic usage by 2025[1653]. - The company has set a target to achieve net zero emissions by 2030, with significant investments in renewable energy sources[1655]. Governance and Policies - The company has established a comprehensive governance framework, including a code of ethics and audit committee financial expert[1635]. - The company has implemented a policy on the recoupment of incentive compensation, approved by the Board on October 18, 2023[1638]. Liquidity and Capital Resources - The company’s liquidity and capital resources are detailed on pages 88-90, indicating a strong financial position[1633]. Employee Engagement - The company is implementing a new employee share purchase plan (ESPP) to enhance employee engagement and retention, with an expected participation rate of 30%[1654]. Strategic Focus - The company’s strategic report includes a focus on artificial intelligence (AI) to enhance operational efficiency[1642].

Preliminary* Results for the Full Year 2024 14th February 2025 *Unaudited Forward looking statements This document contains statements, estimates or projections that constitute "forward-looking statements" concerning the financial condition, performance, results, guidance and outlook, dividends, consequences of mergers, acquisitions, joint ventures, divestitures, , strategy and objectives of Coca-Cola Europacific Partners plc and its subsidiaries (together CCEP or the Group). Generally, the words "ambition" ...

Coca-Cola Europacific Partners PLC (NASDAQ:CCEP) Q4 2024 Earnings Call February 14, 2025 7:00 AM ET Company Participants Sarah Willett - Vice President, Investor Relations and Corporate Strategy Damian Gammell - Chief Executive Officer Ed Walker - Chief Financial Officer Conference Call Participants Mitch Collett - Deutsche Bank UK Matthew Ford - BNP Paribas Exane Eric Serotta - Morgan Stanley Lauren Lieberman - Barclays Edward Mundy - Jefferies Sanjeet Aujla - UBS Bryan Spillane - Bank of America Charlie H ...

Coca-Cola Europacific Partners PLC (NASDAQ:CCEP) Q3 2024 Results Conference Call November 5, 2024 7:00 AM ET Company Participants Sarah Willett - Vice President of Investor Relations & Corporate Strategy Damian Gammell - Chief Executive Officer Ed Walker - Chief Financial Officer Conference Call Participants Matthew Ford - BNP Paribas Simon Hales - Citi Sanjeet Aujla - UBS Mitchell Collett - Deutsche Bank Lauren Lieberman - Barclays Eric Serotta - Morgan Stanley Bryan Spillane - Bank of America Charlie Higg ...

Core Insights - The article discusses the author's background in analytics and accounting, highlighting over 10 years of experience in the investment arena, starting as an analyst and progressing to a management role [1]. Company Insights - The author has a beneficial long position in UPS shares, indicating a personal investment interest in the company [2]. Industry Insights - The article does not provide specific insights into the broader industry context or trends. It focuses primarily on the author's qualifications and personal investment interests.

Core Insights - The SPDR S&P 500 ETF Trust (SPY) has shown consistent positive performance, achieving a year-to-date return increase of 2.10% in September, continuing a trend of strong gains since May of this year [1]. Group 1 - The SPDR S&P 500 ETF Trust (SPY) has been posting strong positive gains month after month since May [1]. - In September, the Fund added 2.10% to its year-to-date return [1].

Results for the Six Months Ended 28 June 2024* 7 th August 2024 *Unaudited Forward looking statements 2 This document contains statements, estimates or projections that constitute "forward-looking statements" concerning the financial condition, performance, results, guidance and outlook, dividends, consequences of mergers, acquisitions, joint ventures, and divestitures, including the joint venture with Aboitiz Equity Ventures Inc. (AEV) and acquisition of Coca-Cola Beverages Philippines, Inc. (CCBPI), strat ...

Market Performance - The SPDR S&P 500 ETF Trust (SPY) achieved a 2.34% return in August, marking its fourth consecutive monthly gain [2] - Vanguard's High Dividend Yield Index Fund ETF Shares (VYM) outperformed SPY with a return of 2.44% [2] - A watchlist of selected stocks yielded a return of 5.45% in August, surpassing both SPY and VYM, with a year-to-date return of 21.82% [2][10] Watchlist Strategy - The watchlist aims to identify high-quality stocks with attractive valuations and a good starting dividend yield, targeting a long-term compound annual growth rate (CAGR) of 12% [2][10] - The current CAGR of the watchlist stands at 18.64% after 46 months, exceeding the target [2][10] - The top 10 stocks on the watchlist for September 2024 collectively offer a dividend yield of 3.59%, more than double that of the S&P 500 [2] Stock Selection Criteria - The watchlist is created based on four main criteria: basic criteria, safety, quality, and stability [3][4] - Basic criteria include a dividend yield above 2.75% and a market capitalization of at least $10 billion [3] - Safety filters exclude companies with payout ratios above 100% and negative 5-year dividend growth rates [3] - Quality is assessed using Morningstar moat ratings and S&P quality ratings of B+ or higher [4] Recent Changes in Watchlist - The September 2024 watchlist includes three new stocks: Interpublic Group of Companies (IPG), PNC Financial Services (PNC), and Essential Utilities (WTRG) [7] - Previous stocks NextEra Energy (NEE), Starbucks (SBUX), and United Parcel Service (UPS) were removed from the watchlist [7] Expected Returns - The expected rate of return for the selected stocks is calculated by combining the current dividend yield with a return to fair value over the next five years [8] - The watchlist aims to provide better returns compared to 18 other high-yield stocks that passed initial filters but ranked lower in quality and valuation [9] Historical Performance - The watchlist has consistently outperformed benchmarks, with a total return of 92.55% since inception and an annualized return of 18.64% [10][12] - Individual stock performances in August 2024 varied, with Coca-Cola Europacific (CCEP) gaining 9.11% and Starbucks (SBUX) increasing by 22.05% [12]