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$KO
KO Earnings: Beat 3/4 · 4 quarters tracked
LAST 30 DAYS
10 articles
AVG GRADE
NEUTRAL
score: 0.45
SENTIMENT
TOTAL VIEWS
156
ESEN AI · 30-DAY COVERAGE SUMMARY
Coca-Cola's 30-day narrative centers on operational resilience and volume-driven growth offsetting broader CPG sector stagflation. The company pivoted away from pricing-dependent strategies toward volume expansion, with FIFA activation and moderating inflation at 2.5% driving a guidance upgrade that contradicted earlier bearish sentiment. Monster Energy's 19% zero-sugar volume surge and premium positioning underscore successful execution against health-conscious consumer trends, positioning KO ahead of PepsiCo's domestic sales momentum challenges. Regulatory headwinds emerged as material risks, with HHS tightening food ingredient oversight and escalating product transparency requirements. Berkshire Hathaway's $30 billion cash deployment signals potential strategic shifts affecting major holdings. India operations represent significant growth runway, while margin compression concerns persist despite reported earnings beats. Forward, KO's dividend resilience and defensive positioning within consumer staples remain attractive amid macroeconomic uncertainty. Sustained volume growth execution and regulatory navigation will determine whether current valuation reflects justified confidence or near-term plateau risk as pricing power exhaustion constrains upside.
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◈ EARNINGS HUB · 2026-06

KO Earnings: Beat, Surprise History & Forecast

3/4 quarters beaten · Last EPS $0.97 (+1.0%) · AI Grade: NEUTRAL
◈ ESEN AI · EARNINGS PREVIEW
KO reported EPS of $0.97 in its most recent quarter (2026-06), beating consensus estimate of $0.96 by +1.0%. Over the last 4 quarters, the company has beaten estimates 3 times (75% beat rate) with an average surprise of +1.5%. ESEN AI grade: NEUTRAL.
LAST EPS
$0.97
est $0.96
LAST SURPRISE
+1.0%
2026-06
BEAT RATE
3/4
beats / quarters
AVG SURPRISE
+1.5%
last 4Q
◆ EPS MOMENTUM
PERIOD
ACTUAL EPS
ESTIMATE
SURPRISE
2026-06-30
$0.97
$0.96
+1.0%
2026-03-31
$0.86
$0.84
+2.9%
2025-12-31
$0.58
$0.58
-0.1%
2025-09-30
$0.82
$0.80
+2.4%
◈ RELATED EARNINGS NEWS
finance.yaho
2026-08-11
Better Buy in August: Celsius Down 42% This Year or a 50/50 Split of Coca-Cola and Pepsi?
LOW
CNBC
2026-08-10
HHS moves to tighten oversight of food ingredients as safety concerns mount
NEUTRAL
businessinsi
2026-08-08
Warren Buffett is out, and Berkshire Hathaway is spending again
NEUTRAL
insidermonke
2026-08-06
PepsiCo Lags Coca-Cola as Domestic Sales Stumble
NEUTRAL
flipboard.co
2026-08-05
CCEP (CCEP) Q2 2026 Earnings Call Transcript
NEUTRAL
View all KO news →
◈ FREQUENTLY ASKED QUESTIONS
When did $KO last report earnings?
KO last reported earnings on 2026-06-30, with actual EPS of $0.97 vs estimate of $0.96.
Did $KO beat earnings estimates?
Yes, KO beat consensus EPS by +1.0% in its most recent quarter.
What is $KO's earnings beat rate?
KO has beaten consensus EPS in 3 of 4 quarters (75%). Average surprise: +1.5%.
E
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ⓘ AI-graded news coverage · Not investment advice