Uni-President China Investor Day Takeaways

Uni-President China's investor day revealed 2026 sales growth guidance of 6-8%, surpassing market expectations. Growth is driven by core SKU focus and aggressive channel diversification away from traditional retail.

Key Takeaways

• 1.Management provided 2026 guidance that beat market expectations, targeting 6-8% sales growth.
• 2.Channel diversification is a major focus, with traditional channels dropping from 85-90% to 70% of sales.
• 3.The company expects margin resilience despite PET cost inflation, aided by cost tailwinds in sugar and paper box procurement.

Table of Contents

• Key takeaways:
• Beverage-2026 target:
• Noodle - Recent updates and 2026 outlook:
• OEM business:
• Channel strategy
• Production and OEM
• Price Target Risks and Methodology - Uni-President China
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures

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