KO I’m a buyer at these levels and I feel big retail money will move out of high growth stocks into safer stocks for a small cycle as the market increasingly becomes more anxious
KO Coca-Cola's Q1 revenue fell 2% year-over-year to $11.1 billion, matching expectations, as currency fluctuations and bottler refranchising weighed on results. However, organic revenue rose 6%, with a 2% increase in unit case volume. Adjusted EPS reached $0.73, beating forecasts by $0.01, supported by strong organic growth in Latin America, EMEA, and Asia Pacific. Coca-Cola Zero Sugar saw a notable 14% growth. Pricing was still positive at 5%, though the pace slowed compared to last year, and the company improved its operating margin thanks to cost management and the benefits of refranchising.
Management reaffirmed its 2025 outlook, expecting 5%-6% organic revenue growth and 2%-3% EPS growth, despite anticipating 2%-3% currency-related headwinds and minor structural impacts. While tariffs pose a potential risk, the company considers them manageable due to its primarily local manufacturing setup. Backed by global strength and a leading market position, Coca-Cola continues to outperform competitors like PepsiCo and Keurig Dr Pepper, even in the face of evolving consumer trends and broader economic challenges.