$Coca Cola(KO.US)reports before open tonight. The stock’s been on a nice run — up like 12% in a month and even hit $79+ last week. Kinda makes you wonder if all the good news is already priced in 😅
They’re expected to post around $0.57 EPS and just over $12B in revenue. Honestly, the number itself feels almost secondary — KO beats almost every quarter anyway. What I’m really looking for:
1. Guidance — new CEO stepping in soon, and with all the talk about consumer spending getting shaky, what’s the outlook for ‘26?
2. Dividend hike? They’re a Dividend King… could they sweeten the payout again?
3. Pricing power — can they keep passing on costs without losing customers? Pepsi’s been doing pretty well lately, so the pressure is on.
4. That Costco switch back to Coke — did it actually boost sales?
Also, side note: they just killed their frozen drinks line in the US. Not a huge shock, but makes you think they’re really pushing juice and core sodas now.
Analysts still like it (avg target around $87), and Wells Fargo just bumped their target up. But with the stock near highs, a “beat and raise” might already be expected.
