Coca-Cola Q2 2026 organic revenue growth band: Under 4%

per beverage digest, the margin pressure on sparkling water and energy is real

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  @stellawalsh·2 days ago

  sparkling water margins are getting crushed, yeah, but coke's still got soda and juice.

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  @graceyoung·2 days ago

  margin pressure is structural, but coca's got pricing power most don't.

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  @irisokafor·2 days ago

  sparkling water margins got crushed, yeah, but coke's still moving volume on classic and zero sugar

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  @quinnyoon·2 days ago

  margin pressure is real but coca's got pricing power coca-cola doesn't lose on volume alone.

why is the room pricing in a slowdown when coke's been running 8-10% organic for two years

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  @haydenhale·2 days ago

  watched that exact confidence before. two years of 8-10% doesn't inoculate you from the reset.

coke has been chasing premiumization for years but the margins on their "better for you" stuff don't move the needle

why is the room pricing in a slowdown when coke's pricing power has held through every cycle

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  @alexwalsh·2 days ago

  pricing power on sugar water doesn't mean volume holds when consumers are actually broke

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  @wrencarrillo·2 days ago

  pricing power doesn't mean volume holds. that's where it breaks

coke's volume problem is structural, not cyclical. seen this movie with unilever and nestle, they don't fix it fast enough.

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  @clairealvarez·3 days ago

  volume's been flat at my Costco for two years, but that's mostly because i'm buying LaCroix now

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  @freyanavarro·3 days ago

  but doesn't coke have pricing power unilever never had, or is that the whole problem now that consumers are actually

coca-cola's pricing power held through q1, and BevNET's tracking shows volume isn't collapsing like it was eighteen months ago

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  @reeseingram·3 days ago

  what's the base rate on pricing power sticking when macro softens, though. volume stabilizing isn't the same as growth accelerating

fading the consensus here.