2026년 2월 11일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Coca-Cola Co. (KO, Financials) is still selling plenty of soda, but its latest earnings didn't quite quench investors' thirst for growth. The company made $11.8 billion in the fourth quarter, which is 2% more than last year but just short of what Wall Street had hoped for.
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Sales of organic products went up 5%, with big increases in Latin America and Europe. Sales in the U.S. and Japan stayed the same. Its popular Coca-Cola Zero Sugar line kept doing well, with sales up 13% in the quarter as more people chose drinks with fewer calories.
Earnings per share were $0.58, which was a little higher than expected, and profit margins went up. But the company's 2026 outlook calling for 4% to 5% organic sales growth didn't excite the market. Investors wanted something closer to 5% or more.
CEO James Quincey said Coca-Cola is focused on executing even better and adapting to changing consumer tastes. That means more focus on options with little or no sugar, new packaging, and ongoing global marketing efforts.
Shares fell about 1.8% in early trading, even though the cautious advice was given. PepsiCo, Inc. and Keurig Dr Pepper Inc., both of which are competitors, also fell. It serves as a reminder that even the most famous brands can't count on their next sip of growth.
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