| KO |
Report |
Comparable EPS |
BEAT |
pred ~$0.96 vs. cons $0.93 |
MEDIUM |
| KO |
Report |
Net Revenue |
IN-LINE |
pred ~$13.1B vs. cons $13.2B |
MEDIUM |
| KO |
Report |
Organic Revenue Growth |
MISS |
pred ~3.0% vs. cons 3.5% |
MEDIUM |
| KO |
Guide |
FY26 Organic Revenue Growth Guidance |
UNCHANGED |
guide ~4.5% vs. cons 4.4% (FY2026) |
MEDIUM |
| KO |
Guide |
FY26 Comparable EPS Growth Guidance |
BETTER |
guide ~8.5% vs. cons 8.0% (FY2026) |
LOW |
| KO |
Guide |
H2 Fairlife/Supply Disruption EPS Impact Commentary |
LOWER |
guide ~-100bps vs. cons 0bps (H2 2026 EPS headwind) |
LOW |
| KO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.5% |
— |
MEDIUM |
| KO |
Return |
5-day cumulative residual |
+0.1% (FADE) |
EPS beat driven largely by FX tailwind and tax rate, not underlying volume/organic acceleration; organic growth miss vs. consensus (concentrate lag already flagged) and explicit H2 Fairlife/A&D headwinds give sell-side room to trim H2/FY27 estimates even after a modest EPS beat. With KO near all-time highs and priced for perfection, any incremental caution on margin/tax overhang (IRS dispute) or CCBA timing likely causes analysts to temper out-period numbers over the following days, fading the initial pop. |
MEDIUM |