Kerry Group plc (KYGA) Q3 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.132 -- 00:00:04.418 Good morning and welcome to our Q3 2025 trading update call. 00:00:04.418 -- 00:00:09.484 I'm joined on the call by our CEO Edmund Scanlon and our CFO Marguerite Larkin. 00:00:09.484 -- 00:00:13.390 As usual, Edmund and Marguerite will take you through our presentation and we will then 00:00:13.390 -- 00:00:18.396 open the lines up for your questions. Before we begin, please note the usual disclaimer 00:00:18.396 -- 00:00:21.540 on our presentation regarding forward looking statements. 00:00:21.540 -- 00:00:23.964 I will now hand over to Edmund. 00:00:23.964 -- 00:00:27.829 Thanks William. Good morning everyone and thank you for joining our call. 00:00:27.829 -- 00:00:32.656 So moving first, to slide four and my overview comments. 00:00:32.656 -- 00:00:36.341 We delivered a good performance across the first nine months of the year with volume 00:00:36.341 -- 00:00:42.049 growth well ahead of our markets, combined with strong EBITDA margin expansion. 00:00:42.049 -- 00:00:47.476 Beginning with revenue, volume growth for Q3 and year-to-date was 3%, which represented 00:00:47.476 -- 00:00:50.901 a strong in-market outperformance. 00:00:50.901 -- 00:00:56.088 Looking at this firstly by region, we achieved good growth in the Americas, 00:00:56.088 -- 00:01:01.509 supported by new product launch activity with both Europe and AFMIA delivering 00:01:01.509 -- 00:01:05.815 sequential volume growth improvements in the third quarter. 00:01:05.815 -- 00:01:11.022 From a channel perspective, food service growth of 4.1% was driven by good 00:01:11.022 -- 00:01:16.149 innovation activity across new menu items, season and launches, and 00:01:16.149 -- 00:01:18.149 LTOs. 00:01:18.152 -- 00:01:23.159 Growth in the retail channel was supported by inc...