It seems Coca-Cola has grown sick of stomaching Poppi and Olipop’s success with “gut-healthy” sodas – so the legacy brand is launching its own prebiotic drinks.Coca-Cola’s Simply prebiotic sodas will be sold in five fruity flavors: Strawberry, Pineapple Mango, Fruit Punch, Lime and Citrus Punch. The prebiotic drinks — pitched as beneficial to digestive health — will be available later this month at retailers in select regions and via Amazon Fresh. 3 Coca-Cola’s Simply prebiotic sodas will be sold in five ...

Coca-Cola is launching a prebiotic soda brand called Simply Pop, taking on upstarts Olipop and Poppi.Starting in late February, consumers on the West Coast and in the Southeast will be able to try Coke's iteration of the trendy drink.Soda consumption has broadly fallen in the U.S. over the last two decades, hurt by health concerns and an increase in alternatives on the market, from cold brew to energy drinks to water. But in the last five years, sodas containing prebiotics have taken off, thanks to industry ...

The Coca-Cola Company (KO) has seen its shares rally 6.7% since reporting solid fourth-quarter 2024 results on Feb 11. 2025. Meanwhile, the broader industry has returned 4%, the Consumer Staples sector has risen 1% and the S&P 500 index has inched up 0.7% in the same period.Coca-Cola's stock performance also reflects outperformance compared with its close competitors, including PepsiCo Inc. (PEP) , which has lost 0.7% in the same period. Also, KO shares have outpaced Monster Beverage (MNST) and Keurig Dr Pe ...

Core Viewpoint - Coca-Cola has demonstrated solid organic revenue growth, with a 14% increase in Q4, but its stock has remained largely stagnant over the past five years, only rising about 15% during that period. Recent earnings reports have provided a boost, with the stock up approximately 10% year to date [1][2]. Financial Performance - The company's Q4 revenue rose 6% to $11.54 billion, surpassing the consensus estimate of $10.68 billion. Adjusted earnings per share (EPS) increased by 12% to $0.55, exceeding the expected $0.52 [5]. - Organic revenue growth was driven by a 9% increase in pricing and a 2% rise in unit case volumes, with Coca-Cola Zero Sugar seeing a notable 13% growth in unit volumes [3][5]. Regional Performance - North America saw price/mix growth of 11% and unit volumes up 1%, contributing to a 15% organic revenue growth [6]. - EMEA (Europe, Middle East, and Africa) experienced an 11% price/mix increase, with flat unit volumes, leading to a 6% revenue growth [6]. - Latin America had a significant 23% price/mix growth, largely due to inflationary pricing in Argentina, with unit volumes rising 2% [4][6]. - Asia Pacific faced a 5% decline in price/mix but still achieved a 6% increase in unit volumes [4][6]. Future Outlook - Coca-Cola forecasts organic revenue growth of 5% to 6% for 2025, with adjusted EPS expected to rise by 2% to 3%, or 8% to 10% excluding currency impacts. The company anticipates generating $9.5 billion in free cash flow [7][8]. - The company expects pricing to continue driving growth, with some volume gains anticipated as inflation moderates in certain regions [8]. Market Position and Strategy - Coca-Cola has consistently shown strong pricing power, benefiting from its brand equity and market share gains in key categories such as sparkling soft drinks and value-added dairy [9][10]. - The company is adapting to changing consumer preferences, with emerging brands like Fairlife and potential growth opportunities in the "better-for-you" category [12]. - Despite facing potential tariff headwinds, Coca-Cola has flexibility in packaging and can transition to more plastic bottling [11]. Investment Consideration - The stock, currently trading at a forward P/E ratio of just above 23, may have the potential to break out of its range-bound trading pattern, making it an attractive option for long-term investors [13].

海外公司跟踪报告 | 美股 证券研究报告 | 公司评级 | 增持（维持） | | --- | --- | | 报告日期 | 2025 年 02 月 14 日 | 基础数据 | 2 月 12 日收盘价（美元） | 68.71 | | --- | --- | | 总市值（亿美元） | 2956 | | 总股本（亿股） | 43 | | 来源：聚源，兴业证券经济与金融研究院整理 | | 相关研究 【兴证海外食饮】可口可乐(KO.N)：拉 美、北美地区收入增速亮眼-2024.11.08 【兴证海外食饮】可口可乐(KO.N)：销 量回升，新兴市场表现亮眼-2024.07.26 【兴证海外食饮】可口可乐(KO.N)：营 收与毛利稳步增长，拉美市场表现亮眼- 2024.05.15 分析师：张博 S0190519060002 BMM189 zhangboyjs@xyzq.com.cn 分析师：张悦 S0190522080006 请注意: 张悦并非香港证券及期货事务监 察委员会的注册持牌人，不可在香港从事 受监管的活动。 zhangyue20@xyzq.com.cn 可口可乐(KO.N) 超强定价权带动业绩增长 投资要点： 主 ...

On Tuesday, February 11, the Coca-Cola Company (NYSE: KO) released its Q4 and full-year 2024 results, showing 14% organic revenue growth despite currency headwinds and regional market pressures.The company’s all-weather strategy has been effective, with strong performance in both the US and international markets. Moreover, CEO James Quincey highlighted the company’s agility in navigating external challenges and its focus on capturing growth opportunities.For the quarter, net revenues increased 6% to $11.5 b ...

极氪、领克整合工作继续，吉利控股和沃尔沃汽车退出股东序列。 据天眼查信息，2 月 12 日，沃尔沃、吉利控股退出了领克汽车科技有限公司股东行列。 去年 9 月，吉利集团发布《台州宣言》后，开始一系列内部整合。极氪控股领克是标志之一，去年 11 月，吉利公告，沃尔沃原持有的领克 30% 股份会出售给极氪，整合后，极氪对领克的持股比例 为 51%，成为领克最大股东。 两个品牌重新划分了产品路线，领克将主攻 20 万及以上市场，小型车聚焦纯电、中大型车聚焦混 动；极氪主攻 30 万以上市场，以中大型车为主，中型车主做纯电，大型车主做电混。2025 年，极 氪和领克的销量目标是 71 万台，要比去年增长近 40%。它们已经共享研发、供应链等资源，据我 们了解，领克即将上市的 SUV 900 的高阶智驾系统由极氪智驾团队提供。 四家中国品牌在东南亚卖了 6050 万部手机。 据 Canalys 数据，东南亚市场去年卖出了 9670 万部智能手机，大约是中国市场的三分之一，其中 约 6050 万部来自四家中国品牌，分别是 OPPO 约 1690 万部、vivo 约 1260 万部、小米约 1550 万 部、传音约 155 ...

Soft drinks giant Coca-Cola Company KO reported better-than-expected fourth-quarter earnings results, and the following are the analysts’ comments on them.Piper Sandler analyst Michael S. Lavery reiterated an Overweight rating on the shares with a price forecast of $73.00.President Trump implemented a 25% tariff on all imported steel and aluminum, with no exceptions or exemptions. The tariff impact on KO seems manageable, as the company could switch to PET bottles if aluminum cans become too costly, whether ...

The Coca-Cola Company (KO) shares rose more than 4.7% on Feb 11., 2025 after it reported upbeat earnings. The company reported fourth-quarter 2024 results, wherein the top and bottom lines surpassed the Zacks Consensus Estimate. The company’s revenues and earnings per share (EPS) also improved year over year. The results have benefited from continued business momentum, aided by improved pricing across markets.Coca-Cola reported a comparable EPS of 55 cents in the fourth quarter, up 12% from the year-ago per ...

Core Viewpoint - Coca-Cola's Q4 earnings exceeded market expectations, with revenue of $11.5 billion and adjusted earnings of $0.55 per share, driven by stronger pricing and a positive outlook for 2025 [1][3][4] Financial Performance - Coca-Cola reported a 6% year-over-year increase in revenue on a reported basis, while organic revenue grew by 14%, supported by a 9% increase in price/mix and a 5% rise in concentrate sales [3][4] - Q4 volume increased by 2%, and the operating margin improved by 90 basis points year-over-year to reach 24% [4] - Net earnings rose by 12% to $0.55 per share, with expectations for organic sales growth between 5% and 6% and bottom line growth between 2% and 3% [4] Stock Performance - Following the earnings report, Coca-Cola's stock rose by 5%, reflecting solid Q4 performance and guidance that met market expectations [1][5] - Since the start of 2024, KO stock has risen 13%, underperforming the S&P 500's 27% gain, attributed to a slowdown in volume growth [2][5] - KO trades at approximately $68 per share, at 23 times trailing earnings of $2.88 per share, below its five-year average P/E ratio of 25x, indicating potential for growth [7] Market Outlook - Despite recent challenges, Coca-Cola's management reassured investors about manageable impacts from potential metal import tariffs, as packaging costs constitute a small portion of expenses [4][7] - The company is viewed as an attractive long-term investment due to strong volume growth, improving margins, and limited impact from aluminum tariffs [7]