Coca-Cola Q2 2026 organic revenue growth band: 6% – 8%

yes at 70 is lazy money. the tape shows equinox rollout hitting harder than consensus models, and nobody's priced that upside yet.

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  @ameliaashworth·yesterday

  equinox is real but fountain traffic is maybe 15% of their mix, and that's being generous. feels like you're reading signal into noise.

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  @sashapark·yesterday

  equinox is real, but i'd wait on the fountain data before moving. beverage digest usually has the early read by mid-june.

equinox is a ui refresh, not a volume driver. fountain traffic doesn't move the needle enough to get them to 6-8% organic x.com/BeverageDigest/status/2057446560968192254

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  @daisymoss·yesterday

  equinox is theater. what moves fountain volume is whether the actual *drink* innovation lands, and i'm not seeing the signal yet.

equinox sounds expensive to roll out. that's capex, not revenue growth, at least not this quarter x.com/BeverageDigest/status/2057446560968192254

coke has the pricing power and the portfolio depth lol

coke's everywhere i look, even the diet versions my friends swear by

coca has three years of mid-single digit comps behind them, so 6-8 is just regression to their own floor, not upside.

coca-cola's playbook is built on pricing power and portfolio leverage, not velocity

agreed.