Coca-Cola Co (CHIX:CCC3d)
€ 67.58 (0%) Market Cap: 312.92 Bil Enterprise Value: 341.20 Bil PE Ratio: 25.98 PB Ratio: 10.57 GF Score: 60/100

Coca-Cola Co at Morgan Stanley Global Consumer & Retail Conference Transcript

Dec 02, 2025 / 04:45PM GMT
Release Date Price: €56.12
Dara Mohsenian
Morgan Stanley - Analyst

Hi everyone, I'm Dara Mohsenian, Morgan Stanley's beverage, and household products analyst. I'm very pleased to welcome Coca-Cola back to Morgan Stanley's Global Consumer and Retail Conference. Before we get started, I do have to note the important disclosures on Morgan Stanley's website at www.morganstanley.com. And if you have any questions, feel free to reach out to your Morgan Stanley sales representative. So joining us today from Coke, we have Chairman and CEO, James Quincey. James, great to have you back here. Thank you so much for joining us.

So I thought maybe we could start with the consumer looking around the world. Obviously, there's been a lot of volatility from a macro standpoint. We saw some of that in your Q3 results. You talked about a weaker than expected start of the last call of the quarter, but a better September. Can you just give us a bit of an update on what you're seeing from a consumer standpoint as you look around some of the key regions of the world? And also

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