KO

In the past six months (March 2026 to September 2026), KO stock increased by 33.29% from $66.21 to $88.25. However, the company provided a conservative 2026 full-year sales outlook of 4% to 5% organic growth, below analysts' expectations, following weaker-than-expected Q4 2025 revenue. During the first nine months of 2025, U.S. retail dollar sales declined by 3.4% with an 8% volume drop. Despite this, Coca-Cola Zero Sugar grew 14% and Diet Coke gained 2% in Q4 2025, and the company gained value share in NARTD beverages in Q3 2025. In January 2026, Coca-Cola announced job cuts, recorded a $960 million impairment on BodyArmor, and decided to retain Costa Coffee. A 4% sales decline in North America was linked to a false viral video and boycott among Hispanic consumers, while regulatory changes like Texas banning sweetened drinks for SNAP recipients could also impact sales. The board approved a 5.2% increase in quarterly dividends to 51 cents per share in 2025, marking 63 consecutive years of dividend growth.