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    Mitch Collett • Deutsche Bank

    Mitch Collett's questions to Coca-Cola Europacific Partners PLC (CCEP) leadership

    Mitch Collett's questions to Coca-Cola Europacific Partners PLC (CCEP) leadership • H1 2025

    Question

    Mitch Collett from Deutsche Bank asked about the 'four and more' revenue growth ambition beyond 2025 and the steps planned to achieve that acceleration.

    Answer

    CEO Damian Gammell reaffirmed the company's conviction in its medium-term 4% top-line growth target. He explained that certain 2025 headwinds are one-off events, and the underlying business strength, portfolio, and commercial calendar support this ambition for 2026 and beyond.

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    Mitch Collett's questions to Coca-Cola Europacific Partners PLC (CCEP) leadership • H1 2025

    Question

    Mitch Collett from Deutsche Bank asked about the 'four and more' revenue growth ambition, questioning how the company views this target beyond 2025 given the current year's guidance revision.

    Answer

    CEO Damian Gammell reaffirmed the company's conviction in its long-term growth targets. He characterized several of 2025's revenue drags, such as the tea transition in Spain and the Suntory exit in Australia, as one-off events. He stated the expectation is to stick with the 4% revenue guidance for 2026 and beyond.

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    Mitch Collett's questions to Diageo PLC (DEO) leadership

    Mitch Collett's questions to Diageo PLC (DEO) leadership • H2 2025

    Question

    Mitch Collett from Deutsche Bank AG asked how Diageo's growth initiatives address the structural trend of moderation and where the reinvested portion of cost savings will be allocated in fiscal 2026.

    Answer

    Interim CEO & Director Nik Jhangiani stated that Diageo views moderation as a long-term opportunity, addressing it with non-alcoholic products like Guinness 0.0, low-ABV innovations, and RTDs. He explained that reinvestments from cost savings will target enhanced commercial execution and smarter A&P spend, with efficiencies in non-working marketing being reallocated to increase media scale and reach.

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    Mitch Collett's questions to Anheuser-Busch Inbev SA (BUD) leadership

    Mitch Collett's questions to Anheuser-Busch Inbev SA (BUD) leadership • Q2 2025

    Question

    Mitch Collett of Deutsche Bank questioned AB InBev's comfort with potential full-year volume declines in 2025 and the longer-term outlook for volume growth. He also asked about the sustainability of margin improvements and how EBITDA might perform in a better volume environment.

    Answer

    CEO Michel Doukeris acknowledged the Q2 volume softness, particularly in China and Brazil, but emphasized the strength of the company's diversified global footprint and long-term industry growth forecasts. CFO Fernando Tennenbaum added that while Q2 margin expansion was strong, cost inflation phasing would be weighted from Q2 onwards. He reiterated that fundamental drivers for margin expansion remain intact, despite past headwinds from FX and commodities.

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