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    Mitch Collett

    Director and Equity Research Analyst at Deutsche Bank AG

    Mitch Collett is a Director and Equity Research Analyst at Deutsche Bank AG (Broker UK), specializing in the beverage industry with coverage of leading companies such as Carlsberg Group and Coca-Cola HBC. Known for his incisive sector analysis, Collett has participated in high-profile earnings calls and provides research and ratings on major European beverage firms, although specific quantitative performance metrics and TipRanks rankings are not publicly disclosed. He began his career at Goldman Sachs International, later moving to Deutsche Bank in London, where he now leads research within the beverages sector. Collett holds a senior analyst position and is expected to maintain the relevant professional credentials and regulatory registrations for equity research analysts in the UK, given his responsibilities at major global investment banks.

    Mitch Collett's questions to COCA-COLA EUROPACIFIC PARTNERS (CCEP) leadership

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

    Question

    Asked about the 'four and more' revenue growth ambition beyond FY25. He questioned if FY26 will be in that range and what steps are being taken to accelerate growth to 4% or more, despite the headwinds in FY25.

    Answer

    Management reaffirmed their conviction in the 4% top-line growth target for the medium term. They noted that several headwinds in 2025 (tea transition in Spain, Suntory exit in Australia, Indonesia weakness) are specific to the current year. With a strong Q2 and start to Q3, they are confident in their midterm growth outlook for 2026 and beyond.

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    Mitch Collett's questions to DIAGEO (DEO) leadership

    Mitch Collett's questions to DIAGEO (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/NV (BUD) leadership

    Mitch Collett's questions to Anheuser-Busch InBev SA/NV (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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