Coke demand rises in fourth quarter despite higher prices

SelfRugger · 2026-02-10T12:37:23+00:00

Coca-Cola reported a 1% increase in global unit case volumes in the fourth quarter, driven by U.S. demand. Despite raising prices and achieving 2% revenue growth to $11.8 billion, results fell short of expectations, leading to a nearly 4% drop in shares.

SelfRugger

2026-02-10 12:37:23

Abstract generation in progress

Coke demand rises in fourth quarter despite higher prices

DEE-ANN DURBIN

Tue, February 10, 2026 at 9:23 PM GMT+9 1 min read

In this article:

Coca-Cola saw stronger U.S. demand in the fourth quarter despite higher prices.

Global unit case volumes grew 1% for the October-December period, led by the U.S., Japan and Brazil, the Atlanta beverage giant said Tuesday. Unit case volumes also rose by 1% in North America, reversing several quarters of flat or declining sales.

Coke said it hiked prices 4% in North America and 1% globally during the quarter. Revenue rose 2% to $11.8 billion.

Still, that fell short of Wall Street’s expectations. Analysts polled by FactSet expected quarterly revenue of $12.05 billion.

Net income rose 3% to $2.3 billion. Adjusted for one-time items, the company earned 58 cents per share, or 2 cents better then Wall Street had expected.

Shares fell almost 4% before the opening bell.

Coca-Cola announced in December that Henrique Braun, the company’s current chief operating officer and a 30-year veteran of the company, will become its CEO on March 31. Coke’s current Chairman and CEO, James Quincey, will become executive chairman.

Terms and Privacy Policy

Privacy Dashboard

More Info

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.