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可口可乐2025Q2净利润增长58%,中国市场销量增长加快冰柜投放
Jin Rong Jie· 2025-07-23 10:04
Core Insights - Coca-Cola reported Q2 2025 revenue of $12.535 billion, a 1% increase, with organic revenue growth of 5% and net profit of $3.803 billion, up 58% [1] - CEO James Quincey emphasized the company's focus and adaptability in a changing environment, expressing confidence in achieving updated 2025 performance guidance and long-term goals [1] - Coca-Cola retained the top position in the food and beverage category in the 2025 Kantar BrandZ Most Valuable Global Brands list, ranking 14th overall, up one position from the previous year [1] Revenue and Sales Performance - The company's overall case volume sales declined by 1%, with carbonated soft drinks down 1% and juice, value-added dairy, and plant-based beverages down 4% [1] - The no-sugar Coca-Cola saw a 14% increase in sales, driven by growth across all geographic operating segments [1] - Coffee products experienced a 1% growth, primarily due to performance in the Asia-Pacific region, while tea products remained flat [1] Pricing and Profitability - Coca-Cola's pricing and product mix increased by 6%, aided by market pricing initiatives and a favorable product portfolio [2] - Operating profit rose by 63%, attributed to organic revenue growth across all geographic regions, timely marketing investments, and effective cost management [2] Market Strategy and Expansion - In China, Coca-Cola reported strong brand performance and growth in the foodservice channel, focusing on refined channel strategies and targeted promotional activities [2] - New production capacity was added with the launch of a new can production line in Guizhou, expected to add approximately 50,000 tons annually, and a new production base in Haikou is set to begin construction [2] Future Outlook - The company anticipates organic revenue growth of 5% to 6% for the full year 2025 [3]