| KO |
Report |
Comparable EPS (Q2) |
BEAT |
pred ~$0.95 vs. cons $0.93 |
MEDIUM |
| KO |
Report |
Organic revenue growth (Q2) |
BEAT |
pred ~+4.5% vs. cons ~+3.5% |
MEDIUM |
| KO |
Report |
Net revenue (Q2) |
IN-LINE |
pred ~$13.2B vs. cons $13.2B |
MEDIUM |
| KO |
Guide |
FY26 organic revenue growth |
UNCHANGED |
guide ~4-5% vs. cons ~4.5% (FY2026) |
HIGH |
| KO |
Guide |
FY26 comparable EPS growth |
UNCHANGED |
guide ~8-9% vs. cons ~8.5% (FY2026) |
MEDIUM |
| KO |
Guide |
FY26 comparable currency-neutral EPS ex-M&A |
UNCHANGED |
guide ~6-7% vs. cons ~6.5% (FY2026) |
MEDIUM |
| KO |
Guide |
Fairlife ransomware H2 impact |
UNKNOWN |
guide ~contained to H2/no FY cut vs. cons ~modest Q3/Q4 drag, recovery by H1 2027 (H2 2026) |
MEDIUM |
| KO |
Guide |
FY26 free cash flow |
UNCHANGED |
guide ~$12.2B vs. cons ~$12.2B (FY2026) |
MEDIUM |
| KO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| KO |
Return |
5-day cumulative residual |
+0.3% (FADE) |
Likely a modest EPS/organic beat with a reaffirmed (not raised) FY guide, but Fairlife's July ransomware disruption implies an out-period (Q3/Q4) drag that trims H2 estimates even after the beat. With the stock up ~22% YTD near highs and expectations demanding a 'reiteration-plus,' the initial pop fades as out-quarter numbers get shaved and valuation caps upside; low beta (~0.55) keeps moves small. |
MEDIUM |