New York, January 13, 2026, 14:29 EST — Trading in regular session.
- Coca-Cola shares gained roughly 0.5% in afternoon trading following the announcement of its upcoming earnings release date
- KO announced it will release its report on Feb. 10 and host an investor call that morning
- CEO-elect Henrique Braun and CFO John Murphy will speak at CAGNY on Feb. 17
Coca-Cola Co shares edged up about 0.5% to $70.83 on Tuesday after the company announced it will report fourth-quarter and full-year 2025 results on Feb. 10, ahead of the NYSE open, with an investor call scheduled for 8:30 a.m. ET. CEO-elect Henrique Braun and CFO John Murphy are also set to speak at the Consumer Analyst Group of New York conference in Orlando on Feb. 17. (The Coca-Cola Company)
The timing is crucial, marking the next two key occasions when management must engage directly with investors rather than just releasing results. February kicks off the season when consumer-staples firms unveil their 2026 strategies, with Coke often compared side-by-side with PepsiCo and other major players during this period.
Coca-Cola beat Wall Street expectations last quarter, driven by strong demand for its zero-sugar beverages and Fairlife products in the U.S. The company maintained its full-year outlook despite CEO James Quincey warning of a challenging environment. Murphy told Reuters that “affordability and value” remain key, while Zacks analyst Mark Vickery noted Coke “continues to show pricing power.” (Reuters)
The stock rallied amid a dip in the broader market, with consumer-staples shares holding up better. The Consumer Staples Select Sector SPDR ETF climbed roughly 1%, while the SPDR S&P 500 ETF slipped about 0.4%. PepsiCo gained around 1.4%, and Keurig Dr Pepper added about 0.5%.
Traders face a key question as Feb. 10 approaches: can Coke rely on price hikes and product “mix” to carry the day if volumes remain uneven? Mix refers to the move toward pricier items and packaging, which can lift revenue even when overall drink sales dip.
Investors will keep an eye on the impact of foreign exchange, since Coke sells worldwide but reports in dollars. Marketing expenses and input costs often fly under the radar, yet they can quietly shift margins even if they don’t grab the headlines.
Keep an eye on the Africa bottling stake deal. Coca-Cola plans to record an impairment charge of roughly $1 billion in Q4 2025 linked to the sale of part of its African bottling operations—a move that will slash reported profits. (Reuters)
Braun’s appearance at CAGNY is drawing eyes since he’s slated to become CEO in March. Just last month, Brian Mulberry, portfolio manager at Zacks Investment Management, called the transition “evolution not revolution.” (Reuters)
The longer-term challenge goes beyond just shelf competition. On Tuesday, the World Health Organization pointed out that low taxes are making sugary drinks cheap in many countries. WHO Director-General Tedros Ghebreyesus cautioned that “health taxes are not a silver bullet,” even as the agency advocates for steeper levies. (Reuters)
Coca-Cola is set to present at 10:00 a.m. on Feb. 17 during CAGNY, followed by PepsiCo the next morning, per the conference agenda. Investors often use these consecutive sessions to size up pricing, demand, and brand spending across the two companies. (CAGNY)
Coca-Cola’s earnings report on Feb. 10 and the CAGNY presentation a week after are the next major catalysts. Any shift in tone around volumes, pricing, or costs during these events could set the stock’s next move.
