Coca-Cola shares fell approximately 3% to 3.8% following the company's fourth-quarter 2025 earnings report. While the company beat earnings estimates with comparable EPS of 58 cents versus the consensus estimate of 57 cents, revenues of 11.8 billion dollars missed the consensus estimate of 12.05 billion dollars. Organic revenues grew 5% year-over-year, and unit case volume increased 1%, driven by growth in the U.S., Brazil, and Japan. The company reported a nearly 1 billion dollar impairment charge related to the BodyArmor sports drink brand. For 2026, Coca-Cola provided guidance for 4% to 5% organic revenue growth and 7% to 8% comparable earnings growth, which fell below analyst expectations. Despite the revenue miss, UBS reaffirmed its Buy rating and raised its price target to 87 dollars from 82 dollars.
Read full analysisCoca-Cola shares fell approximately 3% to 3.8% following the company's fourth-quarter 2025 earnings report. While the company beat earnings estimates with comparable EPS of 58 cents versus the consensus estimate of 57 cents, revenues of 11.8 billion dollars missed the consensus estimate of 12.05 billion dollars. Organic revenues grew 5% year-over-year, and unit case volume increased 1%, driven by growth in the U.S., Brazil, and Japan. The company reported a nearly 1 billion dollar impairment charge related to the BodyArmor sports drink brand. For 2026, Coca-Cola provided guidance for 4% to 5% organic revenue growth and 7% to 8% comparable earnings growth, which fell below analyst expectations. Despite the revenue miss, UBS reaffirmed its Buy rating and raised its price target to 87 dollars from 82 dollars.
Coca-Cola is the world's largest non-alcoholic beverage company, selling brands including Coca-Cola, Sprite, Fanta, Minute Maid, and Fairlife across more than 200 countries. The company is currently navigating a CEO transition, with COO Henrique Braun set to replace James Quincey at the end of March 2026, while managing a nearly $1 billion impairment on its BodyArmor sports drink acquisition.