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Dec 31, 2025
Coca-Cola Consolidated Q4 2025 Earnings Report
Coca-Cola Consolidated reported strong operating results for the fourth quarter and fiscal year ended December 31, 2025.
Key Takeaways
Coca-Cola Consolidated delivered a successful year in 2025, achieving the highest levels of revenue, gross profit, and operating income in the company's history. The fourth quarter saw a 9% increase in net sales and an 8% increase in gross profit, driven by strong volume performance and pricing actions. Income from operations also increased by 10.7% in the fourth quarter.
Net sales for Q4 2025 increased by 9% to $1.9 billion compared to Q4 2024.
Gross profit for Q4 2025 was $754.2 million, an 8.1% increase from Q4 2024.
Income from operations for Q4 2025 rose by 10.7% to $242.1 million.
Basic net income per share for Q4 2025 was $1.84, while adjusted basic net income per share was $2.11.
Revenue by Segment
Forward Guidance
The company anticipates continued strong performance in 2026, driven by strategic partnerships and investments, despite ongoing market challenges.
Positive Outlook
- Optimism for 2026 due to strong brand portfolio and high-performing team.
- Excitement for partnerships with America250™ and FIFA World Cup in 2026 to drive business value.
- Anticipated capital expenditures of approximately $300 million in fiscal year 2026 for supply chain optimization and future growth.
- The first quarter of 2026 will include six extra selling days compared to Q1 2025, potentially boosting sales.
- Continued focus on efficiencies in supply chain and go-to-market strategies to offset cost pressures.
Challenges Ahead
- Operating environment continues to be dynamic with multiple regulatory and cost challenges.
- The fourth quarter of 2026 will include six fewer selling days compared to Q4 2025, which may negatively impact results.
- Potential for increased aluminum costs and elevated import tariffs to impact gross margin.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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