KO
FY2026 Q1 · Calendar Q2 2026
The Coca-Cola Company
Coca-Cola delivered a strong start to fiscal 2026, with Q1 organic revenue up 10% and comparable EPS rising 18% year-over-year, beating consensus on both lines. Volume grew 3% across all operating segments, demonstrating broad-based demand despite price-mix headwinds. Management raised full-year guidance, lifting the EPS growth range from 7-8% to 8-9%, reflecting confidence in portfolio innovation, digital initiatives, and bottler system investment. The market responded favorably, with shares moving up 4.3% on abnormally high volume. Key risks include commodity cost pressures, geopolitical tensions, and the pending Africa divestiture, but the overall trajectory signals durable brand strength and pricing power.
EPS surprise+5.9%
Market move+3.9%
