Q2 2025 Coca-Cola Co Earnings Call Transcript
Key Points
- Coca-Cola Co (KO) achieved 5% organic revenue growth and robust margin expansion in Q2 2025.
- The company gained value share for the 17th consecutive quarter, demonstrating strong market presence.
- Coca-Cola Zero Sugar, Diet Coke, Fanta, fairlife, BODYARMOR, and Powerade each experienced volume growth.
- The company is leveraging its global scale while enhancing local execution to navigate complex market dynamics.
- Coca-Cola Co (KO) is investing in marketing transformation and innovation, including the launch of new products like Sprite plus Tea.
- Volume declined by 1% during the quarter due to adverse weather and consumer pressure in key markets.
- Currency headwinds and a higher effective tax rate impacted earnings per share growth.
- The North American market experienced volume decline due to socioeconomic pressures on consumers.
- In Asia Pacific, volume declined despite revenue growth, with specific challenges in Thailand, Indonesia, and Vietnam.
- The company faces capacity constraints in the fairlife brand, limiting potential growth in the protein space.
At this time, I would like to welcome everyone to The Coca-Cola Company's second-quarter 2025 earnings results conference call. Today's call is being recorded. (Operator Instructions)
I would like to remind everyone that the purpose of this conference is to talk with investors, and therefore, questions from the media will not be addressed. Media participants should contact Coca-Cola's Media Relations department if they have any questions.
I would now like to introduce Ms. Robin Halpern, Vice President and Head of Investor Relations. Ms. Halpern, you may now begin.
Good morning, and thank you for joining us. I'm here with James Quincey, our Chairman and Chief Executive Officer; and John Murphy, our President and Chief Financial Officer. We've posted schedules under financial information in the Investors section of our company website. These reconcile certain non-GAAP financial measures that may be referred to this morning to results as reported under generally
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