Coca-Cola Bottlers Japan Holdings Inc (JP:2579)
:2579
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-8.25Last Year’s EPS
-36.67Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive message: management reported strong operational and profitability improvements (record adjusted business income, significant business income and EBITDA increases, transformation benefits, market share gains, and expanded shareholder returns) and set ambitious 2026 targets. However, material one‑time impairment (JPY 88.4 billion), gross profit decline and ongoing volume and cost headwinds (commodity/FX, channel mix, promotional and outsourcing costs) represent notable challenges. On balance, the highlights — including recurring profitability progress, transformation gains, clear price/mix levers and strengthened shareholder returns — outweigh the lowlights, though risks remain tied to volume trends and external cost pressures.Company Guidance
Record and Strong Profitability Improvement
Business income reached JPY 24.5 billion in FY2025 — more than double the prior year (i.e., >100% YoY) — with cumulative 3-year business income growth of JPY 39 billion. Adjusted business income (excluding cumulative impacts since 2017) exceeded JPY 50 billion, a new record high.
Substantial YoY Profit Increase and Cash Profitability
Business income increased by JPY 12.5 billion year‑on‑year. EBITDA rose by JPY 6.7 billion to JPY 64.2 billion in 2025, indicating stronger cash-generating profitability.
Ambitious and Upward 2026 Targets
Management set FY2026 targets of business income JPY 35 billion (>JPY 10 billion increase YoY), revenue JPY 902.7 billion (+1% YoY), EBITDA JPY 70.1 billion (+JPY 5.9 billion), and gross profit growth targeted at +4.3% YoY.
Shareholder Returns Expanded
Dividend per share planned at JPY 72 for FY2026, a 20% year‑on‑year increase (previous year dividend growth was 13%). A JPY 30 billion share buyback program is being executed and scheduled to complete in October.
Commercial Performance: Select Channel & Category Strengths
Online sales volume grew +17% YoY; Food Service volume grew +9% YoY; Sparkling category volume +5% YoY; Tea category +1% YoY, with Ayataka showing continued strength (double‑digit growth in prior year and ~+2% in the latest period).
Price & Mix Benefits Supporting Profitability
Pricing contributed +JPY 18.8 billion to marginal profit change year‑on‑year. Vending wholesale revenue per case improved by JPY 90 YoY. Management executed multiple price revisions (May and October 2025) and announced a March 2026 green tea price revision covering ~10% of sales volume with MSRP increases ~6.3%–12.1%.
Market Share and Premium Pricing Maintained
Total channel value share increased by 0.2 percentage points and volume share increased by 0.5 percentage points YoY. Fourth quarter OTC value share improved by 0.6 percentage points, and products maintained a price premium versus industry average.
Transformation & ROIC Progress
Transformation benefits in 2025 totaled JPY 6.9 billion, exceeding initial projections. ROIC improved by 1.8 percentage points to 3% in 2025, with a target of 4%+ for 2026 and continued transformation savings guidance of JPY 6.0 billion annually.
Operational and Sustainability Achievements
Operational initiatives include new integrated logistics centers, new aseptic lines at Saitama, and digital planning platforms; sustainability/human capital wins include achieving 2025 target of 10% female managers ahead of schedule and Coke ON app surpassing 65 million downloads.
Coca-Cola Bottlers Japan Holdings (JP:2579) Earnings, Revenues Date & History
JP:2579 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
JP:2579 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 13, 2026 | ¥3579.00 | ¥3554.00 | -0.70% |
Oct 31, 2025 | ¥2438.91 | ¥2438.91 | 0.00% |
Aug 01, 2025 | ¥2286.94 | ¥2205.76 | -3.55% |
May 01, 2025 | ¥2621.11 | ¥2588.34 | -1.25% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Coca-Cola Bottlers Japan Holdings Inc (JP:2579) report earnings?
Coca-Cola Bottlers Japan Holdings Inc (JP:2579) is schdueled to report earning on May 07, 2026, TBA (Confirmed).
What is Coca-Cola Bottlers Japan Holdings Inc (JP:2579) earnings time?
Coca-Cola Bottlers Japan Holdings Inc (JP:2579) earnings time is at May 07, 2026, TBA (Confirmed).
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What is the P/E ratio of Coca-Cola Bottlers Japan Holdings Inc stock?
The P/E ratio of Coca-Cola Bottlers Japan Holdings is N/A.
What is JP:2579 EPS forecast?
JP:2579 EPS forecast for the fiscal quarter 2026 (Q1) is -8.25.