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
+14Below 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?'
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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.
+13The 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,...
+15The following are the Minutes of Coca-Cola's FY25 Q2 earnings call. For an interpretation of the financial report, please refer to "Coca-Cola: Is the ‘Fat Nerd Happy Drink’ Still the Ultimate Safe Haven?“
The "Universe's No.1 Consumer Stock" $Coca Cola(KO.US) released its Q2 2025 earnings report (for the period ending June 2025) before the U.S. market open on the evening of July 22, 2025, Beijing time.
1. Organic growth moderated against a high base:In Q2 2025, Coca-Cola reported total revenue of $12.54 billion, up 1.4% year-over-year, slightly below market consensus expectations.Organic revenue grew 5% YoY.From a volume and price mix perspective, concentrate sales volume declined by 1% year-over-year...
+13Below is the Minutes of Coca-Cola's Q1 FY25 earnings call. For Quick Interpretation of the earnings report, please refer to《Coca-Cola: The Higher the Tariffs, the More Precious the "Happy Fat 宅 Water"?》
Coca-Cola (KO) released its Q1 2025 financial report (ending March 2025) before the US stock market opened on the evening of April 29, 2025, Beijing time. Under Trump's tariff policies, the high level of macroeconomic uncertainty has made Coca-Cola once again an ideal safe haven for funds. From the performance perspective, it is expected that the beverage industry typically experiences a consumption off-season in the first quarter, leading to a decline in growth rate. Specifically, the core information is as follows:
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