Q4 2025 Coca-Cola Co Earnings Call Transcript

Feb 10, 2026 / 01:30 PM GMT

Release Date Price: €56.12

Transcript 10-K8-K

Key Points

Positve

Coca-Cola Co (KO) achieved a 7% average organic revenue growth since 2017, surpassing its long-term growth algorithm.
The company added $12 billion brands to its portfolio, bringing the total to 32 billion-dollar brands, with 75% outside sparkling soft drinks.
Coca-Cola Co (KO) reported a $3 comparable earnings per share in 2025, overcoming currency headwinds.
The company created more than $150 billion of market value for shareholders, outperforming the consumer staples industry.
Coca-Cola Co (KO) continued its streak of gaining value share for 19 consecutive quarters.

Negative

Unit case volume was flat in 2025, indicating challenges in growing physical sales volume.
The company faced a 5-point currency headwind and a 2-point increase in the comparable effective tax rate.
Volume growth in the Asia Pacific was flat, with revenue and profit declining due to softer consumer spending and weaker industry performance.
The Mexican market is expected to face headwinds due to the implementation of an excise tax.
Coca-Cola Co (KO) anticipates a 4-point headwind to comparable net revenues from divestitures in 2026.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KO.N - Coca-Cola Co
Q4 2025 Coca-Cola Co Earnings Call
Feb 10, 2026 / 01:30PM GMT

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Presentation
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Unidentified_1 [1]
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At this time, I'd like to welcome everyone to the Coca-Cola Company's 4th quarter 2025 earnings results conference call. Today's call is being recorded. If you have any objections, please disconnect at this time.

After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question, press one on your telephone keypad. I would now 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

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