
Coca-Cola Consolidated, Inc. dropped roughly 16.6% by Thursday afternoon, sliding to $175.60—a $34.92 loss—after posting upbeat first-quarter sales but coming up shy on adjusted profit. That mixed outcome sent cost worries straight to the forefront for the biggest U.S. bottler. Shares of Coca-Cola Co. edged a bit lower, while PepsiCo and Keurig Dr Pepper traded slightly up.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.
Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.
Guidance can influence software multiples and sentiment around U.S. small-business activity.