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    Matthew Ford

    Research Analyst at BNP Paribas Exane

    Matthew Ford is a Research Analyst at BNP Paribas Exane in London, specializing in European equities research with a focus on major consumer and beverage companies such as Anheuser Busch InBev and Coca-Cola Hellenic. He has achieved a 100% success rate and an average return of 9.86% according to StockAnalysis, though TipRanks ranks his performance at 1.45 stars with a 33.33% success rate across three covered stocks. Ford joined BNP Paribas Exane in 2023 following prior analyst roles at Credit Suisse Securities in London, bringing deep sector expertise from leading global investment banks. His professional credentials include working within regulated financial institutions in the UK; specific securities licenses or FINRA registrations are not publicly listed.

    Matthew Ford's questions to COCA-COLA EUROPACIFIC PARTNERS (CCEP) leadership

    Matthew Ford's questions to COCA-COLA EUROPACIFIC PARTNERS (CCEP) leadership • H1 2025

    Question

    Asked for an update on the COGS situation, specifically hedging levels for 2025 and any expected major moving parts and hedging levels for 2026.

    Answer

    Management is pleased with COGS, enjoying flat commodities in 2025 and expecting that to continue into 2026. For 2025, they are over 90% hedged. For 2026, they are around 60% hedged, which is the desired level for this time of year, leaving some room to capitalize on favorable market movements. The outlook for 2026 is good with relatively flat commodities expected.

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    Matthew Ford's questions to COCA-COLA EUROPACIFIC PARTNERS (CCEP) leadership • H1 2025

    Question

    Matthew Ford of BNP Paribas asked for an update on the cost of goods sold (COGS) outlook, specifically regarding hedging levels for 2025 and any expected moving parts for 2026.

    Answer

    CFO Ed Walker reported a favorable cost environment, with flat commodity costs expected to continue from 2025 into 2026. He stated that the company is over 90% hedged for 2025 and approximately 60% hedged for 2026, which aligns with their strategy and provides a good outlook for cost stability.

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    Matthew Ford's questions to COCA-COLA EUROPACIFIC PARTNERS (CCEP) leadership • H1 2025

    Question

    Matthew Ford of BNP Paribas requested an update on the cost of goods sold (COGS) for 2025 and an outlook for 2026, including current hedging levels.

    Answer

    CFO Ed Walker reported that the company is over 90% hedged for 2025 and approximately 60% hedged for 2026. He anticipates relatively flat commodity costs will continue into 2026, providing a favorable outlook for the P&L.

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    Matthew Ford's questions to COCA-COLA EUROPACIFIC PARTNERS (CCEP) leadership • FY 2024

    Question

    Matthew Ford of BNP Paribas Exane inquired about performance in the Philippines, specifically the end-of-year and Q1 trends, and asked for an update on the boycotting situation in Indonesia.

    Answer

    CEO Damian Gammell stated the Indonesian business has stabilized, with brands showing high single-digit to mid-teens growth in less affected areas. For the Philippines, he confirmed a great finish to the year, with record volumes at Christmas continuing into 2025, aligning with high single-digit growth expectations and margin expansion.

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    Matthew Ford's questions to COCA-COLA EUROPACIFIC PARTNERS (CCEP) leadership • Q4 2024

    Question

    Matthew Ford inquired about the performance of the Asia-Pacific (APS) segment, specifically asking about the year-end performance in the Philippines and for an update on the geopolitical boycotts affecting Indonesia.

    Answer

    CEO Damian Gammell stated that the business in Indonesia has stabilized, with brands showing high single-digit to mid-teen growth in less affected areas. For the Philippines, he described a 'great finish to the year' with record Christmas volumes continuing into 2025, and expects high single-digit growth in line with midterm guidance.

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    Matthew Ford's questions to COCA-COLA EUROPACIFIC PARTNERS (CCEP) leadership • Q4 2024

    Question

    Inquired about the performance and outlook for the Philippines and Indonesia, specifically asking about the year-end trends in the Philippines and the status of the geopolitical boycotting situation in Indonesia.

    Answer

    The business in Indonesia has stabilized despite challenges, with strong growth in less affected areas. The Philippines had a great finish to the year, driven by a strong Christmas, and this positive momentum has continued into 2025 with expectations for high single-digit growth and margin expansion.

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    Matthew Ford's questions to COCA-COLA EUROPACIFIC PARTNERS (CCEP) leadership • Q4 2023

    Question

    Inquired about the primary areas of focus and potential 'low-hanging fruit' for driving traction in the newly acquired Philippines business during the first year.

    Answer

    The focus will be on leveraging CCEP's expertise in key account management, pricing analytics, digital tools, and supply chain efficiency. CCEP will also increase capital investment. They also expect to learn from the Philippines team, particularly regarding affordability and refillables, to apply to their Indonesian operations.

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