Report
Coca-Cola Europacific Partners : Aluminium, rPET impacting FY22-23 gross margin (downgrade to Neutral)
>It will take time for CCEP to fully pass on inflation - We expect CCEP to feel the largest impact from the current inflationary environment through higher aluminium and PET costs, as well as transportation and energy costs. The company aims to offset cost inflation by: 1) an anticipated overall volume recovery during FY22; 2) price increases for its customers: and 3) through price/mix and channel/mix effects. We highlight the fact that CCEP cannot immediately pass o...
Underlying
Coca-Cola European Partners Plc
Provider
Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Eric Wilmer
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