
• Reported GAAP EPS of $0.91 up 18.18% YoY • Reported revenue of $12.47B up 12.07% YoY • The Coca-Cola Company expects full year 2026 organic revenue growth of 4% to 5%, comparable EPS growth of 8% to 9% versus $3.00 in 2025, and free cash flow of approximately $12.2 billion.
Bullish
The Coca-Cola Company achieved 12% net revenue growth to $12.5 billion, expanded operating margin to 35.0%, and gained value share in total NARTD beverages, driven by strong product performance.
Bearish
The Coca-Cola Company faced higher input costs and increased marketing investments, a 1% decline in juice/dairy/plant-based beverages, and recorded a $10 million impairment charge on bottling operations.