Food, Beverage & Tobacco Greek Community

A Tale of Two Engines: Coca-Cola HBC (EEE.AT) By the end of 2026, the valuation of Coca-Cola HBC (EEE.AT) is projected to reach a "New Normal." The convergence of the Sept 21, 2026, Developed Market upgrade and the formal closing of the CCBA acquisition creates a unique valuation window where the stock sheds its "emerging market discount" while fully pricing in its "African growth premium." ________________________________________ 1. End-of-2026 Target Price Summary Based on the 2027 forward-looking earnings (the metric the market will be pricing in by December 2026), the projected share price is: • DCF-Derived Target (End-2026): €56.40 • Comparables-Derived Target (End-2026): €52.80 • Consensus Year-End Target: €54.60 ________________________________________ 2.Read more

Kri-Kri is spending heavily to ramp up yogurt production just as it leans more on retailer-owned brands that have less room for price increases. If demand or milk costs move the wrong way, the company could end up selling more while keeping less of the profit.Read more

Kri-Kri Milk Industry is leaning into booming demand for Greek yogurt abroad, with plans to expand production so it can ship more to big retailers and enter new countries. The upside comes from scaling exports and private-label deals, but it hinges on keeping milk costs under control and delivering the new factory capacity on time.Read more

Kri-Kri is racing to expand yogurt production and push harder into export markets, but that bigger footprint could backfire if demand cools and factories sit underused. Add rising milk costs and a business that leans heavily on retailer-owned brands, and there’s a real risk that profits don’t keep up with sales growth.Read more