Matt Ford

Consumer Defensive

Limited coverage. Only 6 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q4 '25

Focus Areas8 topics

Demand4Macroeconomic2Revenue Growth1Innovation & R&D1Pricing1Cost Pressure1Margin1Geographic Expansion1

Trends5 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

CCEPCoca-Cola Europacific Partners5 quarters

2025 Q4

How are you thinking about the kind of the quantum of that growth next year and beyond

Revenue GrowthInnovation & R&DView in transcript →

2025 Q3

Questioned consumer affordability pressures and sequential deterioration throughout Q3, specifically in large PET packages. Asked about volume prioritization versus price-mix strategy going forward...

DemandPricingView in transcript →

2025 Q2

Just if you could update us on the situation for '25, where are you in terms of hedging

Cost PressureMarginView in transcript →

2025 Q1

any comments you can make on how the last quarter went, how Ramadan went. Clearly, you called out a fairly soft Ramadan

MacroeconomicDemandView in transcript →

2024 Q4

I just want to get a sense of how you finished the year. You talked about solid trading in Q4

Geographic ExpansionDemandView in transcript →

just be great to get an update on the boycotting situation about what you are seeing if you have seen any kind of improvement

MacroeconomicDemandView in transcript →