Feed - Buzzberg

12:30
Jul 28 ◎

KO FY2026 Q2 Watch

Coca-Cola Company (The) (KO) FY2026 Q2 Earnings Call

KO MNST ▾

John Murphy

Management raised full-year guidance on strong first-half momentum, confident in delivering at the high end of revenue guidance and seeing margin expansion, despite an uneven consumer environment.

"we now expect comparable earnings per share growth of 9 to 10% versus $3 in 2025."

KO WATCH

Henrique Braun

Coca-Cola worked with Monster Beverage on the Marriott contract, suggesting deeper collaboration in the energy drink category and potential for future co-marketing efforts.

"the coordination with Monster was perhaps the first time you guys have worked together"

MNST WATCH

HIGH

12:30
Apr 28 ◎

KO FY2026 Q1 Watch

Coca-Cola Company (The) (KO) FY2026 Q1 Earnings Call

KO ▾

John Murphy

Management raised EPS guidance slightly on a lower tax rate, signaling confidence in underlying business despite geopolitical uncertainty and commodity headwinds. Tone remains cautious but constructive.

"we now expect comparable earnings per share growth of 8% to 9% versus $3 in 2025, which is an increase from our prior estimate of 7% to 8% due to the lower effective tax rate"

KO WATCH

MED

13:30
Feb 10 ◎

KO FY2025 Q4 Watch

Coca-Cola Company (The) (KO) FY2025 Q4 Earnings Call

COKE KO ▾

John Murphy

KO sold its stake in its largest bottler, COKE, which will create an equity income headwind in 2026.

"We will have lost equity income due to divesting our interest in Coca-Cola Consolidated in November 2025."

COKE WATCH

John Murphy

Guidance for 2026 is in line with long-term algo, with some FX tailwind adding to bottom line but offset by divestitures and muted volume outlook in certain markets.

"We expect organic revenue growth of 4% to 5%, which is in line with our long-term growth algorithm."

KO WATCH

HIGH

Feed — Buzzberg