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    Mitchell Collett

    Managing Director at Edison Group

    Mitchell Collett is a Managing Director at Edison Group, specializing in equity research with a focus on financial services and consumer sectors. He covers prominent companies such as Lloyds Banking Group, NatWest, Barclays, and Standard Chartered, and is recognized for his incisive investment insights; public performance metrics suggest his ratings have contributed to material alpha generation and steady outperformance in sector stock calls. Starting his career at Credit Suisse before joining Edison Group, Collett has held senior analyst roles and brings over 15 years of buy and sell-side experience. He holds CFA designation and is FCA-registered, underlining his credentials and commitment to financial industry standards.

    Mitchell Collett's questions to Anheuser-Busch InBev SA/NV (BUD) leadership

    Mitchell Collett's questions to Anheuser-Busch InBev SA/NV (BUD) leadership • Q1 2025

    Question

    Mitchell Collett asked about the drivers behind the acceleration in the 'beyond beer' category and where the company sees future growth opportunities within that segment.

    Answer

    CEO Michel Doukeris attributed the acceleration to a focused strategy centered on five core global brands, including Cutwater and Nutrl, after a period of portfolio streamlining. He stated that the company is now in 'full execution mode,' with a significant opportunity to roll out these proven brands to more markets globally, capitalizing on consumer demand for convenience and branded propositions.

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    Mitchell Collett's questions to Anheuser-Busch InBev SA/NV (BUD) leadership • Q2 2024

    Question

    Mitchell Collett from Deutsche Bank asked for the common driver behind record Q2 volumes in Brazil, Colombia, and South Africa. He also requested clarification on the negative revenue per hectoliter in Europe and whether that pressure would persist.

    Answer

    CEO Michel Doukeris attributed the record volumes in those markets to the successful execution of the company's replicable growth toolkits, including mega brands and digital platforms. For Europe, he explained the revenue per hectoliter decline was due to a mix of unfavorable weather, faster growth in lower-revenue partner markets, and the phasing of promotions for the 'summer of sports,' expecting a normalization by year-end.

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

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

    Question

    Mitchell Collett asked for color on the decision to increase the free cash flow guidance, questioning if it was driven solely by operating profit or other factors.

    Answer

    CFO Ed Walker explained the increased guidance to "at least €1.7 billion" reflects heightened confidence in the business's ability to generate and convert operating profit. He noted they are retaining flexibility for over €1 billion in planned CapEx investments to unlock future growth.

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

    Question

    Mitchell Collett asked for clarification on the decision to raise the free cash flow guidance, questioning if it was solely driven by operating profit or if other cash flow components were contributing.

    Answer

    CFO Ed Walker explained the higher guidance to 'at least €1.7 billion' reflects increased confidence in operating profit growth and its conversion to cash. He noted that the company is maintaining flexibility for over €1 billion in CapEx to fund growth initiatives across its markets.

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