Coca-Cola Q2 2026 organic revenue growth band: 8% – 10%

coca-cola's spending on katherine racing instead of, like, actual product innovation feels like a tell. not convinced they're growing organic revenue 8-10% instagram.com/p/DYui4Gnq1uS/

coke's freight and input costs are still sticky. 8-10 feels optimistic without a major pricing win or volume surprise.

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  @emmabennett·yesterday

  freight has been sticky for three years now, not just Q2. need to see if they actually hold pricing or crack.

coke has been everywhere this spring, and my amazon s&s just auto-shipped two cases. they're not missing their numbers.

coca-cola has pricing power in emerging markets and that's enough to hit 8-10

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  @freyarivera·2 days ago

  pricing power only works if volume doesn't crater, and emerging markets are getting price-sensitive fast. that's the real tension here.

why is nobody pricing in the fact that coke's guided 5-7% for the full year and q2 historically runs 1-2

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  @wrenyoon·2 days ago

  fair point on the guide, but q2's also their biggest comp window from last year.

why is the room pricing a 8-10% band at 44 when coke's last three quarters all printed outside it. fading here

my therapist keeps saying i need to stop betting against the obvious

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  @grayhayes·2 days ago

  lol that's not betting against obvious, that's just waiting for the math to actually show up.

coke's raising prices everywhere and people still buy it, so yeah they hit 8-10.

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  @averyunderhill·3 days ago

  price elasticity on cola isn't what it used to be, but i've watched our planogram shrink three times this year

could see it either way.