智通财经APP获悉，周四，可口可乐(KO.US)涨2%，报94.56美元，股价创历史新高；宝洁(PG.US)涨逾6%，报166.75美元。消息面上，宝洁公布2027财年第一季度财报。财报显示，该公司Q1净销售额233亿美元，同比增长4%，高于预期的约228亿美元；核心每股收益2.00美元，同比增长1%，高于预期的1.89美元。公司此前指引该季度核心EPS同比下滑5%或以上，实际不降反升。市场最关注的有机销售增长达4%，远超约2%的一致预期(投行中最乐观的瑞银、EvercoreISI也仅预测2.6%—3%)。
可口可乐将于10月27日公布第三季度业绩。瑞银在周一的研究报告中表示，可口可乐有望公布基本符合预期的第三财季业绩，并且在保持盈利可见性的前提下，仍有望支撑进一步的估值调整和持续的跑赢大盘表现。该行预计，该公司第三季度每股收益为0.87美元，有机收入增长4%，毛利率为61.6%。
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