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What was the performance of the FMCG industry in Q1 2025?
Let's have a look at the overall results.
🔴 Revenue growth: Most companies reported declining or flat net sales, heavily influenced by foreign exchange headwinds, volume declines, or macroeconomic pressures. PepsiCo, Kraft Heinz, Colgate-Palmolive, AB InBev, Procter & Gamble, and Nomad Foods saw YoY decreases, outweighing gains from Danone and Nestlé
🟡 Profitability: Profit outcomes were mixed. Strong profit gains at Coca-Cola and Danone offset significant declines at Mondelez and Kraft Heinz. Stability in profitability was noted at Nestlé and P&G, creating a balanced overall sentiment.
🟡 Market dynamics: While some companies faced geopolitical tensions, inflation, and input cost volatility, others like AB InBev and Coca-Cola managed to maintain or grow market share. The sector overall reflects resilience despite widespread headwinds.
🟢 Growth outlook: Forward-looking revenue sentiment is generally positive. Most firms expect low to mid-single-digit growth, supported by pricing actions, innovation, and international demand resilience.
🟢 Profitability outlook: Outlooks for profitability remain optimistic across many companies, with expected growth driven by margin expansion, cost control initiatives, and favorable EPS guidance
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