Coca-Cola Europacific Partners Posts €5.41B Q3 Revenue, UBS Cuts Price Target to $68
Coca-Cola Europacific Partners posted €5.41 billion in Q3 revenue, with unit volumes up 0.4% and revenue per case rising 2.7%, driven by a 0.9% volume gain in Europe. UBS lowered its near-term price target to $68 after consensus targets fell from $107.50 last quarter to $101 last month.
1. Q3 Financial Performance
Coca-Cola Europacific Partners reported €5.41 billion in revenue for the third quarter ended September 26, 2025, reflecting a 0.4% increase in total unit volumes and a 2.7% rise in revenue per unit case. European operations contributed €4.19 billion with comparable volumes up 0.9%, while Asia Pacific & South generated €1.22 billion despite a slight volume decline.
2. Analyst Price Target Trends
The consensus price target has shifted from $104.33 a year ago to $107.50 last quarter and $101 last month, indicating changing analyst expectations in response to market dynamics and the company’s performance.
3. UBS's Cautious Outlook
UBS set a cautious near-term price target of $68, highlighting a less attractive risk/reward profile despite CCEP’s strong fundamentals. The analysis cited the company’s exclusive Coca-Cola bottling partnership and focus on high-value categories as long-term strengths.
4. H1 2025 Performance and Guidance
In the first half of 2025, CCEP delivered €10.3 billion in revenue, up 4.5% year-over-year, with operating profit rising 19.4% to €1.36 billion and diluted EPS increasing 15% to €1.99. Management reaffirmed full-year profit and cash guidance, underscoring confidence in ongoing financial health.