Coca-Cola Bottlers Japan Holdings Inc
TSE:2579

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Coca-Cola Bottlers Japan Holdings Inc Logo
Coca-Cola Bottlers Japan Holdings Inc
TSE:2579
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Price: 2 904 JPY 1.03%
Market Cap: 497.4B JPY

Coca-Cola Bottlers Japan Holdings Inc
Investor Relations

Coca-Cola Bottlers Japan Holdings Inc. represents a fascinating chapter in the global Coca-Cola legacy, blending rich tradition with modern Japanese market dynamics. As a vital cog in the Coca-Cola system's intricate global network, it operates as the primary franchised bottler, holding the responsibility to manufacture, market, and distribute a vast array of beverages under the Coca-Cola brand. This role means the company doesn’t just keep shelves stocked with Coca-Cola's classic soft drink, but also caters to a diverse palate with a broad portfolio that includes teas, coffee drinks, energy drinks, mineral waters, and more. By aligning its product offerings with the nuanced tastes and preferences of the Japanese market, Coca-Cola Bottlers Japan Holdings effectively taps into both mainstream and niche consumer segments, thus demonstrating its adaptability and market savviness.

Coca-Cola Bottlers Japan Holdings generates revenue by efficiently executing its bottling and distribution processes, while also innovating to reflect Japan's sophisticated and evolving consumer demands. It operates an extensive network of vending machines—ubiquitous across Japan—which stands as a testament to the company's strategic prowess in direct consumer engagement. These vending machines, along with collaborations with retailers and digital marketing initiatives, embody the company's multifaceted sales strategies. By utilizing a robust supply chain and logistical infrastructure, Coca-Cola Bottlers ensures timely delivery and broad availability of its products across various retail channels, from convenience stores to supermarkets. The company thrives on leveraging both traditional branding prowess and contemporary marketing intelligence, ensuring Coca-Cola products remain ever-present and appealing in day-to-day Japanese life.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Oct 31, 2025
AI Summary
Q3 2025

Business Income Surge: Business income for the year is now expected to reach JPY 24 billion, double last year's results and 20% above the initial plan, reflecting strong performance and transformation benefits.

Shareholder Returns: The company announced its largest ever shareholder return program, including a JPY 150 billion share buyback plan, a 10% dividend increase, and a 6.5% cancellation of treasury shares.

Price Revisions: Eight price increases since 2022 have significantly boosted profitability, with another price hike for green tea products planned by Q1 2026 to offset rising input costs.

Cost Control: Manufacturing and SG&A costs have been sharply reduced through transformation initiatives, strong supply chain execution, and strict cost management.

Volume & Revenue: Revenue grew by 1% year-on-year despite a 1% sales volume decline, outperforming the overall market due to higher unit prices and focused commercial activity.

Vending & Channel Mix: Vending business continues to face volume declines but is improving in profit contribution due to successful transformation efforts and pricing.

Outlook Lifted: Full-year business income guidance was raised for the second time this year, reflecting overachievement in Q3 and strong Q4 trends.

Key Financials
Business Income
JPY 24 billion
Revenue
JPY 887.9 billion
Gross Profit
JPY 2.4 billion increase year-on-year
Sales Volume
Down 1% year-on-year
Dividend Per Share
JPY 60 per share
Share Buyback
JPY 150 billion planned (Vision 2030); JPY 30 billion completed; another JPY 30 billion to begin
Treasury Share Cancellation
12 million shares (6.5% of total shares outstanding)
Earnings Call Recording
Other Earnings Calls

Management

Mr. Calin Dragan
President & Chairperson
No Bio Available
Mr. Bjorn Ivar Ulgenes
VP, CFO, Head of Finance, Treasurer & Representative Director
No Bio Available
Masanori Ichihara
Executive Officer & Head of Key Account Management
No Bio Available
Masaomi Gomi
IR Manager
No Bio Available
Mr. Tomokazu Usagawa
Executive Officer & Head of Legal
No Bio Available
Yuki Higashi
Executive Officer & Chief Human Resources Officer
No Bio Available
Mr. Costel Mandrea
Executive Officer & Head of Commercial
No Bio Available
Maki Kado
Executive Officer & Head of Executive Office
No Bio Available
Satoshi Kon
Head of Finance Operations & Controllers Division - Finance
No Bio Available

Contacts

Address
TOKYO-TO
Minato-ku
Midtown Tower, 9-7-1, Akasaka
Contacts