Coca-Cola Europacific Partners PLC Q4 2025 Earnings Call Summary

Core Insights - The company achieved record revenue and profit by balancing headline pricing with a significant shift toward high-margin brand and pack mix, particularly in away-from-home channels [1] - European volume pressure in France and Germany was attributed to specific fiscal headwinds, including a substantial sugar tax increase on core sparkling brands [1] - A major operational pivot was executed in Indonesia, reducing manufacturing sites from eight to five and transitioning to a distributor-led route-to-market to improve long-term cost-to-serve [1] Market Performance - The energy category evolved from functional to mainstream, with Monster volumes growing nearly 20% through expanded cooler placement and Zero-sugar innovation [1] - The company achieved a record high sparkling value share of 77% in the Philippines, supported by efficiency delivery and customer wins like the 1,300-strong Angels Burger chain [1] Strategic Initiatives - The company prioritized 'Revenue and Margin Growth Management' (RMGM) to offset inflationary labor costs, focusing on promotional effectiveness over pure volume discounting [1] - Digital integration was accelerated by establishing a new shared service center in Manila to harmonize global processes and deploying AI for enhanced demand forecasting [1]