Coca-Cola Europacific Partners PLC
United Kingdom· Beverages - Non-Alcoholic📊 Aggregated Ideas and ratings from 2 Tickers (COCA-COLA EUROPACIFIC PARTNERS P, CCEP)
Kindred Ideas
1
Total Ratings
0
Kindred Research
12026-02-17
Pitch
Externalby Lux Opes Research · Other
Lux Opes Research on Coca-Cola Europacific Partners PLC (CCEP)
主要经营地
英国
详细的生意模式
可口可乐装瓶商：在授权区域生产/分销饮料，赚取量价差与渠道效率
护城河
✅特许经营权与渠道网络
✅规模经济与强现金流
估值水平
FCF/EV 3.9%；EV/EBITDA 12.94x；P/E 19.81x
EV/Market Cap
1.27x
网络观点
🌟业绩总体稳健，销量/利润略好于担忧
⚠️依赖消费与成本（糖/铝/运费）管理
AI 的观点
✅偏"防守型复利"，适合追求稳定现金回报
❌估值不算便宜，更多是稳健而非深度价值
🔎核查：区域量价、原材料对冲、杠杆与回购/分红政策
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