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Coca-Cola earnings top estimates, GM feels tariff pressure
Yahoo Finance· 2025-07-22 14:43
Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest international finance news for July 22, 2025. Coca-Cola reported second quarter results that topped estimates. The company plans to start using more cane sugar in its drinks, but will not completely drop high fructose corn syrup. General Motors beat Q2 earnings expectations, but President Trump's tariffs added $1.1 billion in costs in the second quarter. The company expects a $4 to 5 billion tariff impact this year. #youtube #stocks ...
Coca-Cola raises outlook after Q2 profit beat despite soft volumes
Proactiveinvestors NA· 2025-07-22 13:59
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]
Coca-Cola to launch Coke with cane sugar after Trump claims credit
The Guardian· 2025-07-22 13:50
Coca-Cola has laid out plans to launch a product made with US cane sugar this year, days after Donald Trump claimed the company had agreed to replace high-fructose corn syrup. The announcement came Tuesday in Coca-Cola's earnings report. It confirmed a 16 July post on Trump's Truth Social platform in which the president said Coca-Cola "agreed" to use "REAL Cane Sugar in Coke in the United States". "This will be a very good move by them – You'll see," Trump's post said. "It's just better!" The drink maker's ...
Coca-Cola(KO) - 2025 Q2 - Earnings Call Transcript
2025-07-22 13:32
Financial Data and Key Metrics Changes - The company reported a 5% organic revenue growth and a 4% comparable earnings per share growth despite a 1% decline in volume during the quarter [9][27][28] - Comparable gross margin increased by approximately 80 basis points and comparable operating margin increased by approximately 190 basis points, driven by underlying expansion [28] - Free cash flow, excluding the Fairlife contingent consideration payment, was $3.9 billion, an increase of approximately $600 million compared to the prior year [29] Business Line Data and Key Metrics Changes - In North America, volume improved sequentially but still declined due to socioeconomic pressures [9][10] - Latin America saw a decline in volume but growth in organic revenue and profit, with Coca Cola Zero Sugar showing strong volume growth in Brazil and Mexico [11] - EMEA reported growth in all three operating units, with significant contributions from Coca Cola Zero Sugar, Sprite, and Fuze Tea [12][13] Market Data and Key Metrics Changes - The U.S. and Europe showed sequential volume improvement, while emerging markets like Mexico and India faced challenges due to adverse weather and geopolitical issues [8][9][10] - In Asia Pacific, volume declined overall, but revenue and comparable currency-neutral operating income grew [14][15] - The ASEAN markets experienced unexpected weakness in Q2, contrasting with the overall resilient global consumer environment [84] Company Strategy and Development Direction - The company is focused on maintaining agility and adapting its plans to navigate a dynamic external environment, leveraging its all-weather strategy [6][18] - Continued investment in brand marketing and innovation is emphasized to drive growth and maintain market share [10][73] - The company is exploring international opportunities for its Fairlife brand while addressing capacity constraints in North America [41][45][95] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating local market dynamics and achieving updated guidance for 2025, expecting organic revenue growth of 5% to 6% and comparable currency-neutral earnings per share growth of approximately 8% [30][31] - The external environment remains dynamic, with expectations for recovery in some markets taking time [32][85] - Management noted that while there are challenges, the overall consumer environment remains resilient, with targeted marketing strategies in place to address specific market needs [58][84] Other Important Information - The company is implementing a marketing transformation to enhance efficiency and effectiveness in advertising [65] - The introduction of Coca Cola sweetened with U.S. cane sugar is planned for the fall, reflecting consumer interest in differentiated experiences [22][88] - The company is leveraging digital investments and revenue growth management to drive transaction growth [23] Q&A Session Summary Question: Clarification on pivoting plans and outlook for the second half - Management clarified that the pivoting refers to adapting strategies to maintain growth amidst rapid changes in the market, with a strong outlook for the second half [36][38] Question: Capacity constraints for Fairlife and international expansion plans - Management confirmed that capacity constraints are impacting growth but expects improvements with new facilities coming online in 2026, while exploring international opportunities [41][45][95] Question: Expected rebound in Mexico and India - Management is optimistic about recovery in both markets, with specific marketing and affordability strategies in place to drive growth [49][52] Question: Trends in North America and Hispanic consumer performance - Management noted improvements in North America and recovery in Hispanic consumer engagement, with targeted marketing efforts yielding positive results [58][60] Question: Insights on productivity improvements and margin evolution - Management attributed productivity improvements to marketing transformation and disciplined operating expenses, with expectations for continued margin growth [65][70] Question: Global consumer strength and market dynamics - Management acknowledged pockets of consumer weakness but emphasized overall resilience, with plans to invest in marketing and innovation to drive growth [81][84] Question: Innovation in sugarcane products and fiber - Management confirmed plans to introduce cane sugar products and is exploring innovations in fiber, reflecting evolving consumer preferences [88][90]
X @Forbes
Forbes· 2025-07-22 13:20
Company Strategy - Coca-Cola 将推出新版本的标志性产品,使用蔗糖代替玉米糖浆 [1] - 此举是由于 Donald Trump 总统推动了这一改变 [1]
Coca-Cola(KO) - 2025 Q2 - Earnings Call Presentation
2025-07-22 12:30
Q2 2025 Consolidated Gross Margin Analysis - The company's Q2 2025 reported gross margin (GAAP) was 62.4% compared to 61.07% in Q2 2024, representing an increase of 133 basis points[16] - The underlying gross margin expanded by approximately 160 basis points, driven by organic revenue growth, partially offset by higher commodity costs[5, 16] - Items impacting comparability primarily relate to economic hedging activities[5] - A structural tailwind of approximately 40 basis points was due to the impact from refranchising bottling operations in certain territories in India[4, 5] YTD 2025 Consolidated Gross Margin Analysis - The company's YTD 2025 reported gross margin (GAAP) was 62.49% compared to 61.77% in YTD 2024, representing an increase of 72 basis points[17] - The underlying gross margin expanded by approximately 120 basis points, driven by organic revenue growth, partially offset by higher commodity costs[7, 8] - The structural tailwind was due to the impact from refranchising bottling operations mainly in the Philippines and certain territories in India[8] Q2 2025 Consolidated Operating Margin Analysis - The company's Q2 2025 reported operating margin (GAAP) was 34.15% compared to 21.29% in Q2 2024, representing an increase of 1286 basis points[18] - The underlying operating margin expanded by approximately 320 basis points, primarily driven by organic revenue growth, the timing of marketing investments, and effective cost management[10, 11] - Items impacting comparability primarily relate to the remeasurement of the fairlife contingent consideration liability in the prior year, asset impairments, restructuring initiatives, and economic hedging activities[11] YTD 2025 Consolidated Operating Margin Analysis - The company's YTD 2025 reported operating margin (GAAP) was 33.55% compared to 20.17% in YTD 2024, representing an increase of 1338 basis points[19] - The underlying operating margin expanded by approximately 270 basis points, primarily driven by organic revenue growth, effective cost management, and the timing of marketing investments[13, 14] - The structural tailwind was due to the impact from refranchising bottling operations mainly in the Philippines and certain territories in India[14]
American Rebel (NASDAQ: AREB) and American Rebel Light Beer Congratulate Matt Hagan on his Victory at the Muckleshoot Casino Resort NHRA Northwest Nationals
Globenewswire· 2025-07-22 12:00
Hagan, the four-time NHRA World Champion, recorded a string of strong runs in the NHRA Northwest Nationals to post his first 2025 NHRA Funny Car win Nashville, TN, July 22, 2025 (GLOBE NEWSWIRE) -- American Rebel Holdings, Inc. (NASDAQ: AREB) ("American Rebel" or the "Company"), creator of American Rebel Beer (americanrebelbeer.com) and a designer, manufacturer, and marketer of branded safes, personal security and self-defense products and apparel (americanrebel.com), is proud to congratulate Matt Hagen on ...
X @Bloomberg
Bloomberg· 2025-07-22 11:11
Financial Performance - Coca-Cola posts second-quarter sales growth that beat Wall Street expectations [1] Market Trends - Consumers continue to pay higher prices for soft drinks [1]
GURU Organic Energy Announces Renewal of Its Normal Course Issuer Bid
Globenewswire· 2025-07-22 11:00
MONTREAL, July 22, 2025 (GLOBE NEWSWIRE) -- GURU Organic Energy Corp. (TSX: GURU) ("GURU" or the "Company"), Canada's leading organic energy drink brand, announced today that the Toronto Stock Exchange (the "TSX") has approved the notice filed by the Company to renew its normal course issuer bid ("NCIB") with respect to its common shares (the "Shares"). The notice provides that GURU may, during the 12-month period commencing July 25, 2025, and ending no later than July 24, 2026, purchase up to 1,514,144 Sha ...
太抽象了!因难喝绝版的矿泉水,被炒出天价
创业邦· 2025-07-22 10:38
Core Viewpoint - The article discusses the surprising resurgence of the previously unpopular beverage "Red Scream" from Nongfu Spring, which has seen its price skyrocketing in the second-hand market despite being criticized as one of the "most undrinkable beverages" in China [5][7][10]. Group 1: Product Background - "Red Scream" was launched by Nongfu Spring targeting white-collar workers and brain workers with a "ginseng compound fruit flavor" [6]. - The beverage faced severe backlash upon release, receiving negative reviews and being labeled as one of the "top 5 most undrinkable beverages" in China [7][9]. - Following its poor market performance, "Red Scream" gradually faded from the market around 2018 [9]. Group 2: Recent Developments - In 2024, to celebrate the 20th anniversary of the "Scream" brand, Nongfu Spring decided to relaunch a limited edition of "Red Scream," with 10,000 boxes available at a price of 75 yuan per box (5 yuan per bottle) [14][15]. - The limited edition sold out within three days on e-commerce platforms, despite its short shelf life of 12 months [16][17]. Group 3: Market Reaction - The second-hand market has seen prices for "Red Scream" bottles rise to between 48 and 200 yuan, with entire boxes being listed for as much as 1,000 yuan, marketed as "limited edition collectibles" [19]. - This phenomenon raises suspicions about the involvement of professional second-hand sellers capitalizing on the "limited edition" label [25]. Group 4: Consumer Behavior - The article notes that some consumers may be purchasing the beverage out of curiosity or nostalgia, wanting to experience the infamous taste for themselves [26][30]. - Content creators on social media are also buying such products to create engaging content, further driving demand [30][31]. Group 5: Company Response - Nongfu Spring has responded to the price inflation by stating that they will report the situation to relevant authorities and that future sales will depend on actual market performance [35]. - The company emphasized that the product contains beneficial ingredients, but the limited edition is nearing its expiration date, which could pose safety risks [38].