Overview
- Adjusted EPS rose to $0.58 and topped estimates, but revenue of roughly $11.8 billion grew about 2% and missed forecasts as global unit case volume increased 1%.
- Shares fell about 3%–4% in early trading after management guided to 4%–5% organic revenue growth for 2026, below Wall Street expectations.
- Executives pointed to soft demand in China, India and Mexico and to affordability pressures following price increases of about 4% in North America and 1% globally, with targeted price cuts in parts of Europe and Asia.
- Coca-Cola Zero Sugar led category gains with about 13% volume growth in the quarter and hydration brands advanced, while juices and dairy underperformed.
- The company is discontinuing Minute Maid frozen canned juice in North America and plans a CEO transition to Henrique Braun on March 31, 2026.