Coca-Cola demand rises in fourth quarter despite higher prices but outlook sinks shares

NodeGuardian · 2026-02-23T11:27:51+00:00

Coca-Cola's fourth quarter saw a 1% increase in global unit case volumes, driven by demand in the U.S., Japan, and Brazil. Revenue rose to $11.8 billion, but missed expectations, leading to a drop in shares. The company reported a shift in consumer behavior towards premium brands and introduced mini cans for affordability.

NodeGuardian

2026-02-23 11:27:51

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Coca-Cola experienced stronger demand in the fourth quarter, with global unit case volumes growing 1%, primarily in the U.S., Japan, and Brazil, despite price increases. While revenue increased 2% to $11.8 billion, it fell short of Wall Street’s expectations, and the company’s 2026 organic revenue growth outlook of 4% to 5% was also below analyst forecasts, causing shares to drop. The company noted a consumer divergence, with higher-income buyers gravitating towards premium brands and mini cans being introduced to make products more affordable for others.

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