| KO |
Report |
Adjusted EPS |
BEAT |
pred ~$0.95 vs. cons $0.93 |
MEDIUM |
| KO |
Report |
Organic revenue growth |
BEAT |
pred ~4.0% vs. cons 3.5% |
MEDIUM |
| KO |
Report |
Reported revenue |
IN-LINE |
pred ~$13.30B vs. cons $13.20B |
MEDIUM |
| KO |
Guide |
FY2026 organic revenue growth |
UNCHANGED |
guide ~4.0%-5.0% vs. cons 4.5% (FY2026) |
HIGH |
| KO |
Guide |
FY2026 comparable EPS |
UNCHANGED |
guide ~$3.24-$3.27 vs. cons $3.26 (FY2026) |
MEDIUM |
| KO |
Guide |
FY2026 free cash flow |
UNCHANGED |
guide ~$12.2B vs. cons $12.2B (FY2026) |
MEDIUM |
| KO |
Guide |
Fairlife second-half revenue/profit impact |
LOWER |
guide ~-$0.02 EPS vs. cons $0.00 EPS (2H2026) |
LOW |
| KO |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.3% |
— |
MEDIUM |
| KO |
Return |
5-day cumulative residual |
+0.4% (FADE) |
A ~2% EPS beat and organic-growth outperformance should initially support the shares, but unchanged FY2026 EPS guidance of roughly $3.24-$3.27 versus $3.26 consensus leaves limited upward out-period revision. Fairlife disruption and input-cost commentary imply ~$0.02 of second-half EPS pressure versus $0.00 in prior expectations, causing the initial gain to fade. |
MEDIUM |