Core Insights - Coca-Cola's Revenue Growth Management (RGM) strategy is crucial for maintaining growth amidst challenging consumer conditions, with a focus on pricing, pack architecture, and channel mix [2][6] - In Q3 2025, Coca-Cola's revenues increased by 5% to $12.46 billion, with organic revenues rising by 6% and gaining value share in key markets [3][11] - The company is balancing pricing strategies with mix optimization, utilizing smaller pack sizes to address affordability while driving revenue growth [4][11] Revenue Growth Management Strategy - RGM involves refining brand-price-pack architecture to cater to diverse consumer needs, with smaller pack sizes like mini cans generating a $1 billion revenue stream in North America [4] - Coca-Cola is also enhancing its product mix with premium offerings, demonstrating RGM's role in both accessibility and premiumization [5] - The company emphasizes that recent growth is attributed to targeted RGM actions, collaboration with bottlers, and quicker local decision-making [6] Competitive Landscape - PepsiCo's revenue growth strategies are gaining traction through optimized promotions and affordable pack sizes, leading to improved volumes and sustained pricing discipline [8] - Keurig Dr Pepper's initiatives are yielding results with disciplined pricing and strong brand execution, contributing to solid net sales growth [9] Financial Performance - Coca-Cola's organic revenue growth of 6% in Q3 2025 aligns with the high end of its long-term growth algorithm [11] - The company's shares have appreciated by 13.6% over the past year, outperforming the industry growth of 9.6% [12] - Coca-Cola's forward price-to-earnings ratio stands at 21.45X, higher than the industry's 17.84X [14] Earnings Estimates - The Zacks Consensus Estimate for Coca-Cola's earnings implies year-over-year growth of 3.5% for 2025 and 8% for 2026, with estimates remaining unchanged over the past 30 days [16]