Will Coca-Cola Consolidated (COKE) be Able to Improve Earnings?

Group 1 - The Carillon Scout Mid Cap Fund's second quarter 2025 investor letter indicates that the Russell Midcap Index experienced positive returns despite a sell-off in early April due to tariff announcements, with delays in tariff collection allowing for better negotiations among trading partners [1] - Coca-Cola Consolidated, Inc. (NASDAQ:COKE) was highlighted as a key stock, showing a one-month return of 6.71% but a 52-week loss of 4.78%, with a market capitalization of $10.65 billion as of September 09, 2025 [2] - The fund noted that Coca-Cola Consolidated, Inc. is one of the largest bottlers in the U.S., facing challenges from higher costs but expecting earnings improvement due to strong brand performance [3] Group 2 - Coca-Cola Consolidated, Inc. was held by 37 hedge fund portfolios at the end of the second quarter, an increase from 22 in the previous quarter, indicating growing interest among institutional investors [4] - The analysis suggests that while Coca-Cola Consolidated, Inc. has investment potential, certain AI stocks may offer greater upside with less risk, reflecting a shift in investment focus [4]