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 ...

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 ...

FRANCE - 2025/02/10: In this illustration photo, the list of ingredients on a can of sugar-free ... [+] Coca-Cola containing aspartame. Yuka, Foodwatch and the League Against Cancer are launching a major European petition for the banning of aspartame, classified as a possible carcinogen for humans since 2023. (Photo Illustration by Gerard Bottino/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesCoca-Cola (NYSE: KO) recently published its Q4 earnings, surpassing market expecta ...

President Donald Trump might feel the impact of one of his own tariff policies, as his beloved Diet Coke could soon be much harder to get in a can. During an earnings call, Coca-Cola CEO James Quincey said the company may have to put more "emphasis" on plastic bottles in the wake of President Trump’s 25% tariff on aluminum imports. "If one package suffers some increase in input costs, we continue to have other packaging offerings that will allow us to compete in the affordability space," Quincey said. "For ...

Coca-Cola (KO 4.72%) stock posted substantial gains in Tuesday's trading. The beverage giant's share price ended the session up 4.7% in a day of trading that saw the S&P 500's (^GSPC 0.03%) level wind up approximately in line with yesterday's close.Coca-Cola reported its fourth quarter results before the market opened this morning and posted results that beat the average Wall Street targets. The company recorded non-GAAP (generally accepted accounting principles) adjusted earnings per share of $0.55 on sale ...

The Coca-Cola Company (KO) has 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 period. Comparable EPS also beat the Zacks Consensus Estimate of 51 cents. Unfavorable cur ...

Financial Data and Key Metrics Changes - The company reported a 7% growth in comparable earnings per share for 2024, despite facing nearly double-digit currency headwinds and the impact of bottler refranchising [7][39] - Organic revenues grew by 14% in the fourth quarter, with unit case growth at 2% and concentrate sales growing 3 points ahead of unit cases [40][41] - Comparable gross margin increased by approximately 160 basis points, while comparable operating margin rose by approximately 80 basis points [41] Business Line Data and Key Metrics Changes - The sparkling soft drinks category continued to show growth, alongside value-added dairy and tea, which are reaching global scale [10] - In North America, both transactions and volume grew, with Trademark Coca-Cola and Fairlife leading in at-home retail sales growth [22] - Volume in Europe declined during the quarter, but revenue and profit still grew, indicating a mixed performance across Western and Eastern markets [16] Market Data and Key Metrics Changes - In Asia Pacific, volume growth was driven by successful marketing campaigns, with refillable offerings contributing to approximately one-third of South Pacific volume growth [11][12] - The company experienced volume growth in China despite macroeconomic headwinds, with improved trends noted [12] - In Africa, volume declined primarily due to pressures in North Africa and Nigeria, although South Africa showed strong volume momentum [19] Company Strategy and Development Direction - The company is focused on executing its all-weather strategy, emphasizing agility to navigate market dynamics and drive long-term balanced growth [8][36] - There is a strong emphasis on innovation, with the company investing in digital capabilities and enhancing marketing effectiveness to drive consumer recruitment and increase consumption [31][36] - The company aims to maintain a balance between volume and price/mix growth, anticipating a slight headwind from bottler refranchising in 2025 [43] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the overall consumer environment, noting stable economic growth across developed and emerging markets [58] - The company expects intense inflationary pricing to moderate throughout 2025, with a balanced approach to volume and price growth [43][66] - Management highlighted the importance of adapting to market dynamics and consumer needs, particularly in response to inflation and changing consumer preferences [60][102] Other Important Information - The company reported a 93% adjusted free cash flow conversion for 2024, within its long-term targeted range [42] - The effective tax rate for 2025 is expected to increase to 20.8%, primarily due to global minimum tax regulations [46] - The company has a strong focus on maintaining its dividend growth, having done so for 62 consecutive years [50] Q&A Session Summary Question: Insights on the global consumer environment - Management noted that while lower-income segments face pressure, the broader consumer base is gaining disposable income and spending, indicating robust demand [58][60] Question: Granularity on the 5% organic revenue growth forecast for 2025 - Management expects a balance between volume and price growth, with a slight weighting towards price due to inflationary pressures [65][66] Question: Context on organic sales growth and industry growth - Management anticipates industry growth to normalize, with expectations of gaining market share while achieving 5% to 6% growth [75][76] Question: Key drivers of margin and profitability progress - Management indicated that margin expansion is expected from marketing effectiveness and operational efficiency, despite currency pressures [80][81] Question: Thoughts on the global trade environment and tariffs - Management emphasized a localized supply chain approach, with strategies in place to mitigate impacts from tariffs and commodity price fluctuations [90][92] Question: Impact of GLP-1 drugs on consumption - Management observed anecdotal evidence of GLP-1s affecting consumption but noted that overall momentum in North America remains strong [101][102] Question: Cash allocation strategy post substantial payments - Management indicated a continued focus on supporting the business and dividend, with potential for increased M&A and share repurchases in the future [107][108] Question: Insights on the modern soda category - Management welcomed innovation in the beverage space and expressed confidence in competing across all segments, including modern soda [111][114] Question: Impact of aluminum costs on pricing strategy - Management assured that the company can adapt its packaging strategy to manage costs and maintain affordability for consumers [120][122] Question: Comments on Mexico's market dynamics - Management highlighted a strong playbook in Mexico, with a broad beverage portfolio and effective execution strategies [130][132]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Trump on Monday raised tariffs on all aluminum and steel imports to 25% from 10%, starting next month. The action is widely seen as taking aim at China, although the U.S. imports little steel directly from the country."As it relates to our strategies around ensuring affordability and ensuring consumer demand, if one package suffers some increase in input costs, we continue to have other packaging offerings that will allow us to compete in the affordability space," Quincey said on the company's earnings conf ...