CokeCo Loweps 2026 Revenue Outlook; KO-Us Plunge Pre-Market 3.98%

On February 10, 2026, The Coca-Cola Company reported fiscal 2025 results and issued a cautious 2026 outlook. Fourth-quarter adjusted EPS surpassed expectations at 58¢, but revenue missed by about $2.1B. For 2026, the company now expects net sales growth of 4%–5%, below the average 5%+ estimate, pressured by soft demand in North America and parts of Asia-Pacific amid a shift toward lower-sugar and health drinks. The pre-market drop reached 3.98% to $74.87 per share. Key context: The guidance reflects continued strength in zero-sugar and diet lines (Zero Sugar +13% YOY; Diet Coke +1% QoQ) offset by declines in carbonated and plant-based categories. Water, sports drinks, and tea coffees outperformed. With inflation, consumer tightening, and regulatory scrutiny on sugared beverages, near-term sales momentum remains uncertain despite a 7%–8% EPS outlook.