Coca-Cola Consolidated's Q4 sales rise 9%, profit up 8%

Coca-Cola Consolidated

18/02/2026 21:30

Overview

Largest U.S. Coca-Cola bottler's Q4 net sales rose 9% yr/yr

Gross profit for Q4 increased 8%, but gross margin fell due to aluminum costs

Company repurchased shares from Coca-Cola Co for $2.4 bln

Outlook

Company expects 2026 capital expenditures to be approximately $300 mln

Coca-Cola Consolidated notes fiscal calendar changes will affect 2026 quarterly comparisons

Result Drivers

VOLUME GROWTH - Q4 volume increased 4.6%, aided by an additional selling day and strong performance in Sparkling and Still categories

PRICING ACTIONS - Net sales growth in Q4 driven by annual pricing actions and strong volume performance

ALUMINUM COSTS - Gross margin fell 40 bps to 39.6% due to increased aluminum costs, partially offset by supply chain efficiencies

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
$1.90 bln
Q4 Net Income
$137.25 mln
Q4 Gross Margin
39.60%
Q4 Gross Profit
$754.20 mln
Q4 Income from Operations
$242.10 mln
Q4 Operating Margin
12.70%
Q4 Pretax Profit
$188.22 mln


Press Release: ID:nGNX1Tk4HW

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)