| KO |
Report |
Adjusted EPS (2026 Q2) |
BEAT |
pred ~$0.95 vs. cons $0.93 |
MEDIUM |
| KO |
Report |
Organic revenue growth (2026 Q2) |
BEAT |
pred ~4.0% vs. cons 3.5% |
MEDIUM |
| KO |
Report |
Unit case volume growth (2026 Q2) |
MISS |
pred ~1.0% vs. cons 1.5% |
LOW |
| KO |
Guide |
Comparable EPS growth guidance (FY2026) |
LOWER |
guide ~8.0% vs. cons 8.5% (FY2026) |
MEDIUM |
| KO |
Guide |
Organic revenue growth guidance (FY2026) |
UNCHANGED |
guide ~4.5% vs. cons 4.5% (FY2026) |
HIGH |
| KO |
Guide |
Fairlife disruption impact on organic revenue |
LOWER |
guide ~-0.5% vs. cons -0.2% (2026 H2) |
LOW |
| KO |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
MEDIUM |
| KO |
Return |
5-day cumulative residual |
-2.7% (FOLLOW-THROUGH) |
A modest Q2 operating beat is likely outweighed by softer volume and Fairlife-related second-half caution; implicit out-period cuts should pull FY2026 and FY2027 estimates lower after the report. |
MEDIUM |