BUZZ-Street View: Coca-Cola set up for a strong 2026, analysts say

Reuters
Oct 22, 2025
BUZZ-Street View: Coca-Cola set up for a strong 2026, analysts say

** Coca-Cola's KO.N third-quarter results exceeded Wall Street's expectations on resilient demand for its zero-sugar drinks and Fairlife in the U.S., and its sodas in some international markets despite cautious spending worldwide

FINE AND FIZZY

** Evercore ISI ("outperform," PT: $82) expects a positive set-up for KO in 2026 led by FX tailwinds, its investments in the FIFA World Cup and America 250 among others

** J.P.Morgan ("overweight," PT: $79) says co's diverse global footprint to help offset pockets of weakness in certain markets with strong performance in others

** Abating FX headwinds could add to earnings strength in 2026, J.P.Morgan said

** Piper Sandler ("overweight," PT: $81) expects the company to see upside in margins in 2026 despite challenges in consumer backdrop led by favorable currency as well as productivity and restructuring initiatives

** Jefferies ("buy," PT: $84) says, "bottler refranchising moves, an improved currency outlook, and the World Cup make 2026 earnings and FCF prospects triangulate for a good year"

(Reporting by Kanchana Chakravarty in Bengaluru)

((Kanchana.Chakravarty@thomsonreuters.com))

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10