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Two Blokes Fri at 6:00 PM -
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Davide Campari's Q1 2025 results showed a 4.20% decline in net sales, exacerbated by non-recurring factors like an unfavorable calendar and US logistics delays. Management paused M&A activities to focus on deleveraging and optimizing core brands, aiming to save 200 basis points on revenues by 2027. Aperol and Campari struggled to grow, raising doubts about long-term growth despite their strong competitive advantage in the aperitif segment.
