Leadership transition & Q1 earnings timeline (Apr 28 pre-open)
Key Questions
Who is the new CEO of Coca-Cola and when does the transition occur?
Henrique Braun will become CEO on March 31, 2026. James Quincey transitions to CDO focusing on AI and digital.
What is the timeline for Q1 FY26 earnings?
Q1 FY26 earnings are scheduled for April 28 pre-open. Focus areas include Topo/hydration, margins, AI, dividend, and FCF.
What are Coca-Cola's FY25 and 2026 financial expectations?
FY25 delivered 5% organic growth, EPS $3.04, and FCF over $5B. For 2026, expect 4-5% revenue growth and 7-8% EPS growth.
Has Coca-Cola raised its dividend recently?
Coca-Cola raised its quarterly dividend to $0.53, with ex-date April 1, maintaining a 64-year streak. This reinforces income stability tied to expanding FCF.
What legal and ESG risks does Coca-Cola face?
Risks include plastic/ESG issues, EEOC/bottler discrimination suits, tax concerns, a $5M fine in Israel for food law violations, and a top hat plan lawsuit. Zacks rates it #3 Hold.
Henrique Braun CEO Mar 31 2026; Quincey CDO (AI/digital) + Atlanta 75 layoffs Feb + bottler discrimination suits. Q1 FY26: FY25 5% org/EPS $3.04/FCF $5B+, 2026 4-5% rev/7-8% EPS; div raise $0.53/qtr Apr 1 ex-date (64yr streak). Plastic/ESG/legal risks (EEOC/tax); Zacks #3 Hold; KO $75.91 close/AH $76.12. Focal: Topo/hydration/margins/AI/div FCF.