COCA-COLA EUROPACIFIC PARTNERS P

CCEPNYSE/NASDAQ
🛒 Consumer Defensive

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

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Total Ratings

0

Kindred Research

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CCEPCoca-Cola Europacific Partners PLC2026-02-17
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

Original · Other · luxopes.com
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