KO · Consumer

COCA COLA CO

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-08

• India Bottler IPOImportance 34 · Surprise 42
  Hindustan Coca-Cola Holdings (HCCH), Coca-Cola’s Indian bottling arm, filed draft IPO papers for an offer for sale of up to 99.75 crore shares. The shares will be sold by promoter Hindustan Coca-Cola Overseas Holdings…
• India Bottler IPO StrategyImportance 34 · Surprise 42
  Hindustan Coca-Cola Holdings (HCCH), Coca-Cola’s Indian bottling arm, filed draft IPO papers with India’s Securities and Exchange Board of India for an offer for sale of up to 99.75 crore (997.5 million) shares. The…
• Revenue Performance and MixImportance 30 · Surprise 40
  HCCH’s reported revenue fell 17.64% between FY24 and FY26, a decline exceeding the 10% YoY-change inclusion threshold. The report attributed the decline to refranchising territories rather than a shrinking underlying…
• India Market Demand TrendsImportance 30 · Surprise 40
  HCCH’s reported revenue fell 17.64% between FY24 and FY26, but the report attributes the decline to refranchising territories rather than shrinking demand. It says HCCH’s retained units recorded significant…

News · 2026-11-07

• India Bottler IPOImportance 33 · Surprise 42
  Hindustan Coca-Cola Holdings Ltd. (HCCH), Coca-Cola’s Indian bottling business, filed draft IPO papers with India’s Securities and Exchange Board. The offering is an offer for sale of up to 99.75 crore existing shares,…
• India Bottler IPO StrategyImportance null · Surprise null
  Hindustan Coca-Cola Holdings Ltd. (HCCH), Coca-Cola’s Indian bottling business, filed draft IPO papers with India’s Securities and Exchange Board of India (SEBI). The offering is an offer for sale of up to 99.75 crore…

News · 2026-11-06

• Customer DynamicsImportance 40 · Surprise 42
  KFC renewed its PepsiCo beverage partnership across eight international markets: the UK, India, Australia, Germany, France, Spain, the Netherlands and Belgium. The renewal comes as KFC switches to Coca-Cola for its…

News · 2026-11-05

• Product Launch and TransitionImportance 49 · Surprise 66
  Coca-Cola is reviving Mr. Pibb under its original name after the product was rebranded as Pibb Xtra. The relaunch includes a Zero Sugar variety and is positioned to appeal to nostalgic consumers. The reported version…
• Market Demand TrendsImportance 33 · Surprise 42
  Coca-Cola is emphasizing consumer recruitment through affordability, zero-sugar options, innovation, and digital investment. The reported shift moves focus away from refranchising toward attracting consumers. The…
• Operating Margin DriversImportance 26 · Surprise 24
  Coca-Cola’s third-quarter 2026 results reportedly showed significant gross- and operating-margin expansion. Favorable currency movements and divestitures supported the expansion, alongside cost management and…
• Guidance / OutlookImportance 26 · Surprise 24
  Coca-Cola expects further operating margin growth through productivity and disciplined pricing. The outlook comes as the company continues investing in brand building and operations. The report gives no quantified…
• Quarterly Dividend DeclarationImportance 19 · Surprise 6
  A November 5, 2026 report said Coca-Cola announced another dividend increase, its 64th consecutive annual increase. The report linked the increase to the company’s third-quarter results, which it described as showing…

News · 2026-11-04

• Guidance and OutlookImportance 46 · Surprise 60
  A third-party report says Coca-Cola raised its full-year 2026 earnings guidance. The report also cites stronger free cash flow guidance, but does not provide the revised guidance amounts or specify the size of the…
• Revenue Performance and MixImportance 36 · Surprise 14
  Coca-Cola reported third-quarter 2026 sales of $13.380 billion and net income of $4.009 billion. Third-quarter revenue was up 7.2% year over year, according to the report citing the company’s results. The digest does…
• Customer DynamicsImportance 36 · Surprise 42
  KFC is switching from PepsiCo to Coca-Cola in its U.S. restaurants starting in 2027, giving Coca-Cola a notable restaurant pour-rights win. The report says the deal reignites competition between Coca-Cola and PepsiCo.…
• Product Launch and TransitionImportance 26 · Surprise 24
  Coca-Cola is testing a limited-time lineup of prebiotic-fiber sodas in Coca-Cola Zero Sugar, Sprite Zero Sugar, and Fresca, with six grams of fiber per drink. The regional test is active in New York, Pennsylvania, and…
• India Bottler IPOImportance 22 · Surprise 24
  Coca-Cola is reportedly weighing an IPO of its company-owned Indian bottling assets through Hindustan Coca-Cola Holdings. The potential listing concerns a key market in Coca-Cola’s global network. Management is at an…
• Competition and Market ShareImportance 20 · Surprise 24
  Coke Zero Sugar is gaining on Diet Coke in the sugar-free soda category, while Diet Coke has reportedly had flat sales since 2006. Coke Zero Sugar accounted for 52% of soft drink sales growth last year and continues to…
• Quarterly Dividend DeclarationImportance 14 · Surprise 6
  Coca-Cola declared a quarterly dividend of $0.53 per share. The company’s third-quarter results coverage described this as its 64th consecutive annual dividend increase. The digest does not state the prior dividend…
• India Bottler IPO PlanImportance null · Surprise null
  Coca-Cola is reportedly considering an IPO of its company-owned Indian bottling operations through Hindustan Coca-Cola Holdings. The potential listing concerns bottling assets in India, a key market in Coca-Cola’s…

News · 2026-11-03

• Guidance / OutlookImportance 74 · Surprise 68
  Coca-Cola anticipated a 1% currency tailwind to Q4 2026 net revenue. The company projected that refranchising and divestitures would create an 8% top-line headwind for full-year 2027. A separate report said the company…
• Revenue Performance and MixImportance 44 · Surprise 32
  Coca-Cola reported Q3 2026 net revenue of $13.4 billion, up 7% year over year, with organic revenue also increasing 7%. Global unit case volume rose 5%, with reported growth particularly in India, China, Mexico, and…
• Global Media Agency ReviewImportance 28 · Surprise 24
  Coca-Cola retained WPP Open X as its global media partner across most markets outside North America, Japan and South Korea. WPP will also continue as Coca-Cola’s worldwide creative partner within the WPP Open…
• Market Demand TrendsImportance 25 · Surprise 32
  Coca-Cola’s global unit case volume increased 5% in Q3 2026, with growth particularly noted in India, China, Mexico and Brazil. Asia Pacific unit case volume rose 6%, contributing to the global increase. The reports…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Coca-Cola declared a quarterly dividend of $0.53 per share, payable December 15, 2026. The dividend equates to $2.12 per share annually in 2026 and marks the company's 64th consecutive annual increase. The reported…

News · 2026-11-02

• Products and TechnologyImportance 30 · Surprise 42
  The Coca-Cola Co. introduced sodas infused with 6 grams of prebiotic fiber in Coca-Cola Zero Sugar, Sprite Zero Sugar, and Fresca varieties. The products are being regionally tested in New York, New Jersey, and…
• Marriott Global Beverage PartnershipImportance 17 · Surprise 24
  Coca-Cola is collaborating with Marriott International on a holiday program at eight resorts, including all Gaylord properties and select JW Marriott Resorts. The program includes a traveling Coca-Cola Holiday Caravan…

News · 2026-11-01

• KFC Beverage PartnershipImportance 34 · Surprise 42
  Coca-Cola won the beverage business at KFC, adding its drinks to roughly 3,600 U.S. restaurants beginning in 2027. The report identifies this as a customer win but does not disclose contract value or expected sales…

News · 2026-10-31

• Revenue Performance and MixImportance 43 · Surprise 32
  Coca-Cola reported Q3 2026 sales of $13.35 billion, up 7.6% year over year and 3.7% above analysts’ $12.88 billion estimate. Organic revenue increased 7% year over year. Sales volumes rose 5%, compared with 1% in Q3…

News · 2026-10-30

• Revenue Performance and MixImportance 43 · Surprise 32
  Coca-Cola reported Q3 2026 revenue of $13.38 billion, up 7% organically, while global unit case volume increased 5%. Growth was driven in part by China, India, Mexico, and Brazil; China volume growth was particularly…
• Market Demand TrendsImportance 25 · Surprise 32
  Coca-Cola’s global unit case volume increased 5% in the third quarter. The company reported growth in China, India, Mexico, and Brazil, with strong volume growth in China despite a challenging consumer environment…
• Macroeconomic Consumer PressureImportance 10 · Surprise 6
  Third-party reporting said Coca-Cola described value as a consideration for consumers across markets. Management also cited uneven market conditions and ongoing cost pressures. The reports did not quantify the…

10-Q · 2026-10-28

• Operating Cash Flow TrendsImportance 69 · Surprise 64
  Net cash provided by operating activities increased to $12.471 billion for the nine months ended October 2, 2026, from $3.652 billion in the comparable 2025 period. The increase reflected strong cash operating results,…
• IRS Tax LitigationImportance 64 · Surprise 42
  The IRS litigation concerns tax years 2007 through 2009; Coca-Cola paid $6.0 billion, including applicable interest, in September 2024 after the Tax Court decision, and the company reported a related accrued interest…
• Income Tax Rate ChangesImportance 58 · Surprise 56
  For the three months ended October 2, 2026, Coca-Cola recorded income taxes of $777 million at a 16.1% effective tax rate, compared with $500 million at 11.9% a year earlier. For the nine-month periods, the effective…
• Quarterly Dividend DeclarationImportance 56 · Surprise 46
  Coca-Cola paid dividends of $6.842 billion during the nine months ended October 2, 2026, compared with $4.391 billion in the comparable 2025 period. The company attributed the difference partly to reporting-period and…
• Operating Income and MarginsImportance 54 · Surprise 40
  Operating income increased 12% to $4,465 million for the three months ended October 2, 2026, and increased 13% to $13,496 million for the nine months. Consolidated operating margin rose to 33.4% from 32.0% for the…
• Other Income (Expense), NetImportance 54 · Surprise 74
  Other income (loss)—net was a loss of $155 million in the three months ended October 2, 2026, compared with a $237 million loss a year earlier. The 2026 quarter included $194 million of non-service pension costs,…
• Competition and Market ShareImportance 46 · Surprise 42
  The company said BodyArmor’s operating results and lower expectations for future performance prompted a reassessment of its trademark projections. The revised projections reflected a slowing long-term growth rate for…
• Revenue Performance and MixImportance 43 · Surprise 32
  For the three months ended October 2, 2026, net operating revenues increased 7% to $13,380 million from $12,455 million; for the nine months, they increased 9% to $39,232 million from $36,119 million. Worldwide…
• Market Demand TrendsImportance 43 · Surprise 32
  Worldwide concentrate sales volume increased 6% and unit case volume increased 5% in the third quarter of 2026; for the first nine months, concentrate sales volume rose 6% and unit case volume rose 4%. Unit case volume…
• Share Repurchase ProgramImportance 40 · Surprise 56
  During the nine months ended October 2, 2026, Coca-Cola spent $900 million on treasury stock purchases, including repurchasing 10.0 million shares under its Board-authorized plan for $787 million at an average $78.77…
• Liquidity and Cash PositionImportance 37 · Surprise 6
  Cash, cash equivalents, short-term investments and marketable securities totaled $16.6 billion as of October 2, 2026. Coca-Cola also had $6.6 billion of unused backup credit lines for general corporate purposes,…
• Interest Income TrendsImportance 34 · Surprise 30
  Interest income increased 21% to $224 million for the three months ended October 2, 2026, from $185 million a year earlier. For the nine months, interest income increased 17% to $644 million from $553 million. The…
• OECD Global Minimum TaxImportance 34 · Surprise 42
  The OECD Pillar Two model rules establish a 15% global per-country minimum tax, with numerous countries implementing provisions effective in 2024 or 2025. In January 2026, the OECD issued guidance for a side-by-side…
• Capital Expenditure OutlookImportance 32 · Surprise 40
  Coca-Cola expected 2026 capital expenditures of approximately $2.2 billion. Purchases of property, plant and equipment were $1.063 billion during the nine months ended October 2, 2026, compared with $1.230 billion in…
• Gross Margin DriversImportance 31 · Surprise 32
  Consolidated gross profit margin increased to 63.2% for the three months ended October 2, 2026, from 61.5% a year earlier. For the nine months, gross margin increased to 63.0% from 62.1%. The Company attributed the…
• Geographic Market CommentaryImportance 31 · Surprise 32
  Third-quarter unit case volume increased 5% in EMEA, 6% in Latin America and Asia Pacific, and was even in North America; Bottling Investments volume rose 8%, primarily on growth in India and Africa. EMEA growth…
• Operating Expense TrendsImportance 29 · Surprise 22
  Selling, general and administrative expenses rose 10% to $3,975 million in the three months ended October 2, 2026, from $3,618 million, primarily due to increased marketing spending and annual incentive expense timing.…
• FX / Currency ImpactImportance 25 · Surprise 32
  Coca-Cola says its international operations face currency fluctuations and governmental actions, and that it monitors country-level economic and political environments. Hedging is intended to mitigate part of the…
• Receivables Factoring ActivityImportance 23 · Surprise 22
  Coca-Cola sold $10.629 billion of trade accounts receivable through its factoring program during the nine months ended October 2, 2026, down from $11.822 billion in the comparable 2025 period, a decrease of about…

Earnings call · 2026-10-27

• FX / Currency HeadwindsImportance 26 · Surprise 24
  Based on then-current rates and hedge positions, management expected approximately a 1-point currency tailwind to comparable net revenues and a three-point tailwind to comparable EPS for full-year 2026. For 2027, the…
• Africa Market GrowthImportance 25 · Surprise 32
  In Africa, the company delivered high-single-digit volume growth and gained value share despite a difficult volume comparison. In South Africa, it introduced an affordable single-serve package adapted from India and…
• Segment Revenue PerformanceImportance 20 · Surprise 24
  North America grew revenue and gained value share, while volume was flat for the quarter; management attributed volume pressure partly to July 4 timing and finished-goods comparisons. Latin America delivered volume…
• North America Market PerformanceImportance 20 · Surprise 24
  North America revenue grew and the company gained value share, while volume was even, partly reflecting July 4th timing and temporary challenges in certain finished-goods businesses. Management said volume performance…
• Latin America Market TrendsImportance 20 · Surprise 24
  Latin America delivered volume growth, balanced top-line growth and value-share gains, with broad-based improvement across the region. In Mexico, management described the environment as challenging but said…
• Europe Market Share PressureImportance 20 · Surprise 24
  Europe volume grew, but the company lost value share in a few key Western European markets and is taking actions to improve performance. Management described soccer activations around the English Premier League and…
• Eurasia Market ResilienceImportance 20 · Surprise 24
  Despite ongoing geopolitical conflicts disrupting parts of Eurasia and the Middle East, the system delivered volume growth and value-share gains. Management pointed to affordability initiatives, Pakistani-artist…
• Products and TechnologyImportance 20 · Surprise 24
  In North America, Coca-Cola connected its football-fandom campaign with team packaging, retail activation and locally relevant fan experiences. Fanta's Haunted Universe paired limited-edition Ghost Face Punch and…
• Macroeconomic Consumer PressureImportance 20 · Surprise 24
  Management described an uneven global operating environment, with geopolitical disruptions affecting several regions, accelerated cost pressures, and consumers facing pressure. China’s consumer environment remained…