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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“along with the support from our supplier partner, Coca-Cola, this August campaign raised over $1 million”
Coca-Cola is a named beverage supplier partner co-funding Casey's Cash for Classrooms campaign, reflecting an active vendor relationship with KO.
“we've just completed the rollout of Coca-Cola, the original soda partner from the 1985 inception, of the iconic combo to all food courts worldwide.”
Costco completed a worldwide food-court rollout of Coca-Cola as the soda partner for its hot dog combo, a positive volume read-through for Coca-Cola.
“But if you look at companies like Coca-Cola or Hershey's or even the Hyundai and some of the forward-thinking auto brands, they are rethinking measurement.”
Coca-Cola cited as a forward-thinking advertiser leaning into growth targeting and new measurement, a positive read-through for its brand-building approach.
“we work very closely with the Coca-Cola team in Atlanta and with the Coca-Cola team in India and with the bottlers to really activate and accelerate our business in India.”
Monster is working with Coca-Cola's Atlanta and India teams and a new bottler to accelerate its India business, a growth read-through on the KO system.
“Our business continues to be supported by robust marketing programs, impactful retail engagement and our strong global partnership with the Coca-Cola Company and its global bottling partners.”
Monster reiterates its strategic distribution partnership with The Coca-Cola Company and its bottlers as a core support for global growth.
“L'OR actually holds the distinction as the #1 brand in all of CPG, driving growth for the retail trade in France over the last 10 years, ahead of even the biggest global trademarks like Coca-Cola.”
KDP touts JDE Peet's L'OR brand as outpacing Coca-Cola in French CPG retail growth, an implied competitive benchmark against Coca-Cola.
“if you look at what we have done with both Coca-Cola, Fever-Tree, I think we've figured out a way of working with partners to really leverage our platform”
Molson Coors cites its Coca-Cola partnership (e.g. Topo Chico, Simply licenses) as a proven model for scaling brands, implying continued collaboration value for Coca-Cola.
“We are proud of our relationship with the Coca-Cola system and the opportunities this presents to us.”
Monster reaffirms its strategic distribution relationship with the Coca-Cola system, its largest shareholder and global bottling/distribution partner.
“With The Coca-Cola Company, we co-developed a new AI-powered design intelligence system called Project Vision, built on Firefly services and custom models.”
Coca-Cola co-developed a custom Firefly-based design intelligence tool with Adobe, illustrating enterprise adoption of Adobe's Firefly services for brand-consistent AI content at scale.
“we also saw the news a few weeks ago about Coca-Cola potentially shifting away into cane sugar”
Analyst raises reports that Coca-Cola may shift from high-fructose corn syrup to cane sugar, asking ADM to size the exposure; ADM management says it has seen no change in order patterns from key beverage customers.
“in the markets that they're competing against, Coke in particular, there's a little bit more competition, if you will.”
A European brewer's acquisition of Pepsi bottling assets has intensified competition against Coca-Cola in some markets, which Ball frames as a favorable tailwind for its own can volumes in Europe.
“I think Athletic Greens is an example or Fairlife as an example, now owned by Coke is driving great growth with their core power products.”
IFF cites Coca-Cola-owned Fairlife as an example of a smaller, innovative brand driving strong growth with its core power protein products, illustrating the kind of nimble competitor gaining share from larger multinationals.
“activist investors uniquely involved at both PepsiCo and Keurig Dr. Pepper”
An analyst framed Keurig Dr Pepper (alongside PepsiCo) as a Coca-Cola competitor addressing structural considerations with activist investors involved.
“activist investors uniquely involved at both PepsiCo and Keurig Dr. Pepper”
An analyst framed Coca-Cola's two key competitors PepsiCo and Keurig Dr Pepper as dealing with structural considerations and activist investors; management declined to comment specifically.
“Coca-Cola Hellenic announced its intention to acquire a controlling interest in Coca-Cola Beverages Africa, which is expected to close next year, subject to regulatory approvals”
Coca-Cola is refranchising Coca-Cola Beverages Africa to bottling partner Coca-Cola Hellenic, which will take a controlling interest, expanding Hellenic's footprint into Africa.
“In July, we sold a 40% ownership stake in our company-owned Indian bottler to the Jubilant Bhartia Group”
Coca-Cola sold a 40% stake in its India bottler to Jubilant Bhartia Group as part of its refranchising strategy, betting on the group's consumer-business track record in India.
“BACARDÍ Mixed with Coca-Cola in Mexico and Europe”
Coca-Cola cited its co-branded BACARDÍ Mixed with Coca-Cola product in Mexico and Europe as a bigger, bolder innovation, a co-branded partnership with Bacardi.
“We have also just set up the first kind of refranchising piece with the Jubilant Group for the company-owned bottle that we have in, which is basically the bottom half of India.”
Coca-Cola refranchised its company-owned bottling operations in southern India to the Jubilant Group under a new CEO, a new bottling partnership for that operator.
“in North America, we launched the Bring the Juice campaign, which featured a collaboration between Minute Maid and World Wrestling Entertainment that includes digital experiences, limited-time-only packaging, and in-store activations.”
WWE (TKO Group) partnered with Coca-Cola's Minute Maid brand on a co-marketing campaign spanning digital, packaging, and in-store activation.
“the team has done a good job on customer renewals, and bringing in new accounts, like Costco and Carnival.”
Coca-Cola cites Carnival as a recently won new account, indicating expanded beverage supply into Carnival's cruise operations.
“the team has done a good job on customer renewals, and bringing in new accounts, like Costco and Carnival.”
Coca-Cola cites Costco as a recently won new foodservice/retail account, a positive customer signal for Costco's beverage program.
“For Fanta, we launched a partnership with Xbox to recruit Gen-Z drinkers.”
Coca-Cola highlights a new Fanta marketing partnership with Microsoft's Xbox brand aimed at engaging Gen-Z consumers in Europe, part of Microsoft's ongoing brand-partnership push for Xbox.
“we believe that the Jubilant group coming in is going to add tremendously to our abilities to continue to step change our execution in the marketplace.”
Coca-Cola refranchised 40% of its India bottling operations to the Jubilant Group, a new local bottling partner management expects to accelerate execution in one of its highest-growth markets.
“Partnering with Warner Brothers Pictures, we've created a limited time plantable juice”
Coca-Cola partnered with Warner Bros. Discovery's Warner Brothers Pictures on a limited-time marketing tie-in, part of Coke's broader marketing-transformation push.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Lauren Lieberman | Barclays | 6 (0%) |
| Dara Mohsenian | Morgan Stanley | 6 (17%) |
| Steve Powers | Deutsche Bank | 6 (0%) |
| Filippo Falorni | Citigroup | 6 (0%) |
| Kaumil Gajrawala | Jefferies | 6 (33%) |
| Rob Ottenstein | Evercore ISI | 6 (0%) |
| Chris Carey | Wells Fargo | 6 (17%) |
| Andrea Teixeira | JPMorgan | 6 (0%) |
| Mike Lavery | Piper Sandler | 5 (0%) |
| Rob Moskow | TD Cowen | 5 (20%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jefferies | 1 | 6 (33%) |
| JPMorgan | 1 | 6 (0%) |
| Barclays | 1 | 6 (0%) |
| Deutsche Bank | 1 |
| 6 (0%) |
| Evercore ISI | 1 | 6 (0%) |
| Bank of America | 2 | 6 (0%) |
| Citigroup | 1 | 6 (0%) |
| Morgan Stanley | 1 | 6 (17%) |
Coca-Cola closed FY2025 with Q4 comparable EPS of $0.58, up 6% despite 5% currency headwinds, as organic revenue grew 5% in line with the long-term algorithm. Volume returned to growth with improving monthly trends, and comparable operating margin expansion continued. The CEO leadership transition to Henrique Braun was announced, and refranchising neared completion with 32 billion-dollar brands. New FY2026 guidance projected 4-5% organic revenue growth and 7-8% comparable EPS growth versus $3.00. Asia-Pacific revenue and profit declined, and Mexico faced a new sugar tax beginning January 2026.
Demand | Competitive Dynamics | Geographic Expansion | Margin | Capital Allocation | Pricing | Macroeconomic | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 3 | 1 | 2 | 4 | 2 | 1 |
| 2025Q1 | 8 | 3 | 4 | 4 | 2 | 2 | 2 | |
| 2025Q2 | 6 | 4 | 2 | 3 | 1 | 1 | 2 | 3 |
| 2025Q3 | 7 | 3 | 4 | 2 | 2 | 3 | 3 | 2 |
| 2025Q4 | 4 | 3 | 3 | 5 | 1 | 1 | 1 | |
| 2026Q1 | 5 | 5 | 1 | 2 | 1 | 3 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 8 | 6 | 7 | 4 | 5 |
| Competitive Dynamics | 2 | 3 | 4 | 3 | 5 | |
| Geographic Expansion | 3 | 4 | 2 | 4 | 3 | 1 |
| Margin | 1 | 4 | 3 | 2 | 3 | 2 |
| Capital Allocation | 2 | 2 | 1 | 2 | 5 | 1 |
| Pricing | 4 | 1 | 3 | 1 | 3 | |
| Macroeconomic | 2 | 2 | 2 | 3 | 1 | 1 |
| Product Launch | 1 | 2 | 3 | 2 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
KO The Coca-Cola Company | 9 | +12.1% | |
| KDP Keurig Dr Pepper | 6 | +9.4% | |
| MNST Monster Beverage | 8 | +26.9% | |
| PEP PepsiCo | 6 | +6.4% |