Coca-Cola (KO) is likely to post in-line Q4 financial results, and the stock has performed well in the past month, benefiting from its "safe haven" status amid the broader sector rotation, RBC Capital Markets said in a Thursday research report.

The company is due to report Q4 results on Feb. 10.

Management sees more headwinds than tailwinds in 2026 as the macroeconomic landscape remains challenging, analysts wrote.

The company is well-positioned to navigate a difficult consumer environment and remains on track to achieve organic sales targets, with World Cup activations and better weather acting as catalysts in 2026, according to RBC.

The brokerage said it reiterated its outperform rating on the stock and price target of $78 per share.

Price: 78.66, Change: +0.14, Percent Change: +0.18