Wednesday 09 July 2025

JDE Peet’s unveils brand-led strategy to accelerate growth and unlock value

Strategy is focussed on simplifying and reinvesting in highest-potential growth opportunities. EUR 500M net productivity savings targeted, with more than 50% of savings achieved by the end of 2027. Savings to be equally split between reinvestments for growth and profit expansion. Sets new, accelerating medium-term financial targets. Improve net leverage target to 2x. Disciplined capital allocation aligned with strategy

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AMSTERDAM, The Netherlands – At its Capital Markets Day today in Amsterdam, JDE Peet’s, the world’s leading pure-play coffee company, will unveil its ‘Reignite the Amazing’ strategy for sustainable value creation. The company will outline a clear, detailed roadmap to drive performance and shape JDE Peet’s long-term future.

Reignite the Amazing: Brand-Led, Consumer-Centric and Performance-Focused
The new strategy is brand-led and centred around 3 Big Bets: Peet’s, L’OR and 10 local icons led by Jacobs. The brands have been selected because of their ability to meet both current and emerging consumer needs, driving long-term growth and market relevance. Underpinning this transformation is a three-phased strategic framework designed to, among others:

Amcor
  • Simplify portfolio and organizational model
  • Boost operational efficiency and productivity
  • Deliver EUR 500M of net savings with more than 50% of savings achieved by the end of 2027
  • Reinvest 50% of savings into high-potential growth initiatives and selective high-impact capabilities, the remaining 50% will strengthen profitability
  • Expand its global presence through new growth avenues.

“JDE Peet’s is a fantastic company with strong foundations,” said Rafa Oliveira, CEO of JDE Peet’s. “As the world’s largest pure-play coffee company, we are uniquely positioned to capture the long-term opportunities this resilient and vibrant coffee category offers.

Our ‘Reignite the Amazing’ strategy is brand-led and is centred around three Big Bets: Peet’s, L’OR and a strategically selected set of ten iconic brands, led by Jacobs. Our new strategy provides a clear framework consisting of an ambitious and focused plan to unlock sustainable, profitable growth and drive strong cash generation by combining the scale and expertise of an industry leader with agility, creativity and the innovative mindset of a startup.

Led by our strong, iconic brands and backed by our challenger mindset, and enhanced capabilities, we will be laser-focused on executing with excellence, delivering sustained, long-term value for our stakeholders and generating shareholder returns that are top-tier among CPG companies.”

JDE Peet’s: New, accelerating medium-term targets

The company has set accelerating medium-term financial targets tied to each strategic phase:

Capital Allocation: Focused, Disciplined and Strategically Aligned
JDE Peet’s strategy to drive sustainable value creation is supported by a clear capital allocation framework consisting of four priorities:

  1. Allocate and focus resources to grow the three Big Bets organically, funded by reinvesting part of the productivity savings.
  2. Further strengthen the balance sheet, targeting a net leverage of 2x.
  3. Enhance shareholder returns through gradual, steady dividend growth, complemented by share buybacks.
  4. Refocus M&A activities, deprioritizing leveraged acquisitions and favoring asset-light opportunities.

Additional information

More details, including related company presentations, will be available on JDE Peet’s corporate website from 9:00 AM onwards.

Market Abuse Regulation

This press release contains information within the meaning of Article 7(1) of the EU Market Abuse Regulation.

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