Coca-Cola Consolidated's Q4 sales rise 9%, profit up 8%
Coca-Cola Consolidated, Inc. COKE | 193.86 193.86 | -0.88% 0.00% Post |
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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