KO Q1 2026 Earnings Beat & Guidance Raise
Key Questions
What were Coca-Cola's Q1 2026 revenue and EPS results?
Coca-Cola reported Q1 2026 revenue of $12.47 billion, beating expectations by 12%. EPS came in at $0.86, up 18% year-over-year.
How did volume growth perform in Q1 2026?
Overall volumes grew by 3%, with Zero Sugar variants surging 13%. Innovations are driving this demand.
What is Coca-Cola's FY26 outlook?
The company raised its FY26 guidance to 8-9% growth. This reflects confidence in continued performance.
How has Coca-Cola stock performed YTD?
The stock is up 6.2% YTD and 12.4% overall. It reacted positively to the earnings beat.
What are the analyst price targets for Coca-Cola?
Price targets range from $85 to $104. Morningstar maintains a $74 fair value, rating it as fairly valued.
What challenges is Coca-Cola FEMSA (KOF) facing?
KOF reported Q1 margin squeeze due to rising costs and oil risks. Analysts watch for shifts in its profit playbook.
Is Coca-Cola's innovation pipeline driving demand?
The innovation pipeline, including new products, is a key lever for sustaining demand. Q1 results show positive impact from these efforts.
What investments is Coca-Cola making in facilities?
Coca-Cola Consolidated is investing $35 million to expand its Indianapolis manufacturing facility. This upgrade supports production capacity.
Rev $12.47B +12% beat, EPS $0.86 +18%, vols +3% Zero Sugar +13%, innovations driving demand. FY26 8-9% outlook, stock +6.2% YTD +12.4%. PTs $85-104 tempered by Morningstar $74 fair value; KOF Q1 margin squeeze watch amid oil risks.