The company isn't going through or expecting a boom...

LongPort - Crab clps
Crab clps

$Coca Cola(KO.US)reports before open tonight. The stock’s been on a nice run — up like 12% in a month and even hit $79+ last week. Kinda makes you wonder if all the good news is already priced in 😅

They’re expected to post around $0.57 EPS and just over $12B in revenue. Honestly, the number itself feels almost secondary — KO beats almost every quarter anyway. What I’m really looking for:

1. Guidance — new CEO stepping in soon, and with all the talk about consumer spending getting shaky, what’s the outlook for ‘26?

2. Dividend hike? They’re a Dividend King… could they sweeten the payout again?

3. Pricing power — can they keep passing on costs without losing customers? Pepsi’s been doing pretty well lately, so the pressure is on.

4. That Costco switch back to Coke — did it actually boost sales?

Also, side note: they just killed their frozen drinks line in the US. Not a huge shock, but makes you think they’re really pushing juice and core sodas now.

Analysts still like it (avg target around $87), and Wells Fargo just bumped their target up. But with the stock near highs, a “beat and raise” might already be expected.

How do you think KO reacts?

Single Choice

  • 🚀 Beat and raise guidance = pop50%
  • ✅ Meet estimates = flat/slight move35%
  • 📉 Miss or soft outlook = dip14%
28 people votedVote Closed

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.