2026년 2월 11일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Coca-Cola (NYSE:KO) shares fell about 3% on Tuesday after the beverage giant reported fourth-quarter revenue that came in below analyst expectations.
The company posted adjusted earnings of 58 cents per share, slightly above Wall Street's 56-cent forecast. Revenue rose 2% to $11.8 billion, missing the consensus estimate of $12.05 billion.
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Pricing gains helped offset mixed volume trends. Coca-Cola raised prices 4% in North America and 1% globally. Unit case volume increased 1%, with growth in the U.S., Brazil, and Japan, while juices and dairy products declined. Coca-Cola Zero Sugar led performance with 13% higher sales during the quarter.
Consumers remain cautious amid persistent cost-of-living pressures. The company has introduced smaller packaging and more affordable options while premium brands such as Smartwater and Fairlife continue to attract buyers.
Looking ahead, Coca-Cola expects 4% to 5% organic revenue growth and 7% to 8% comparable earnings growth in 2026. Leadership changes are also underway, with COO Henrique Braun set to become CEO on March 31, replacing James Quincey, who will become executive chairman.
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