Q3 unit case volume rose 5%, with organic revenue up 7%. Guidance was raised to at least +5% organic revenue for the full year, comparable EPS of at least +11%, and FCF of at least $13bn.
Price/mix was only +1%, while Q4 has six fewer days and slight destocking, and the company is advancing CCBA refranchising while evaluating an IPO of its India bottling business.
KO delivered another beat in a quarter as World Cup tailwinds faded. The company also raised its full-year guidance for the third time this year.
+13以下为海豚君整理的 $Coca Cola(KO.US) Q2 FY26 earnings call Trans compiled by Dolphin Research.
I. Key highlights.1) Raised full-year guidance: organic revenue growth now guided to ~5%, the high end of the prior range.
Comparable, currency-neutral EPS growth ex-M&A and divestitures guided at 7%–8%.Full-year comparable EPS growth guided at 9%–10% vs. a 2025 base of $3.00.
The underlying effective tax rate for the year is still expected at 19.9%...Below is the Q1 FY26 earnings call Trans for Coca-Cola, compiled by Dolphin Research. For our analysis, please see 'Sugar-free surge and AI-driven cost cuts: Coke won big!'
Earnings Beat Across the Board
Below is Dolphin Research's Trans of KO's Q4 FY25 earnings call. For our earnings take, see 'KO: Betting on AI — is the sugary soda playing a long game?'
---KO, often dubbed the 'No.1 consumer stock in the universe', released its Q4 2025 earnings before the U.S. market open on Feb 10, 2025 Beijing time. The quarter ended in Dec 2025.
The following are the minutes of Coca-Cola's FY25 Q3 earnings call organized by Dolphin Research. For an interpretation of the financial report, please refer to "Bulk Happiness from 'Fat House Water'?"
$Coca Cola(KO.US) The "world's top consumer stock" Coca-Cola (KO) released its Q3 2025 financial report (ending September 2025) before the U.S. stock market opened on the evening of October 21, 2025,...