Apr. 30 at 12:28 AM
$KO 1Q26 Earnings : Brand Power Still Compounds
Coca-Cola’s first quarter was a clean reminder that boring can be beautiful. Net revenue rose 12% to
$12.5 billion, organic revenue grew 10%, and unit case volume increased 3%. This was not only price. It was volume, brand, execution, and margin. A true franchise raises price without killing demand.
The first investment point is brand durability. Coca-Cola gained value share in global nonalcoholic ready-to-drink beverages. Coca-Cola Zero Sugar grew 13%, Diet Coke grew 6%, and water, sports, coffee and tea rose 5%. This matters. A company with multiple engines is harder to break than a company living on one product.
$KO