Credit and interest ratesmixed · 5 filings
“The increase was also driven by an increase in interest expense on higher debt balances in the first half of 2026 as compared to the first half of 2025.”10-Q · Aug 5, 2026 ↗
Coca-Cola Consolidated, Inc.
COKE
Market read
Coca-Cola Consolidated, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Company+0.0% todayVolume comparison unavailable
Market group0 of 15 activeMixed Risk Exposure · unavailable
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- Higher aluminum input costs and elevated import tariffs, cited alongside geopolitical uncertainty, increased cost of sales.
Invalidation: The isolated read changes if COKE's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 15 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- Higher aluminum input costs and elevated import tariffs, cited alongside geopolitical uncertainty, increased cost of sales.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements98
Verified relationships5
Evidence supporting the case
- Operating cash flow covered net income at 1.63x in the latest annual period.
Evidence challenging the case
- Net margin changed -1.3 percentage points in the latest annual period.
- Input and raw-material costs has repeated adverse evidence across 5 filings.
Questions before a position
No credible peer-relative valuation comparison is available yet.
Longer-term price context
Price as of Sep 10, 2026
188.916m-9.7%12m+54.1%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$5.6B+11.1%——
2022-12-31$6.2B+11.5%——
2023-12-31$6.7B+7.3%——
2024-12-31$6.9B+3.7%——
2025-12-31$7.2B+4.8%——
What management says matters
Persistent and emerging business drivers
Input and raw-material costsmixed · 5 filings
“Additionally, SD&A expenses increased due to an additional investment in the base wages of our front-line teammates, which became effective at the beginning of the third quarter of 2025, an increase in labor costs related to annual wage adjustments and higher…”10-Q · Aug 5, 2026 ↗
Labor availability and costsmixed · 4 filings
“Additionally, SD&A expenses increased due to an additional investment in the base wages of our front-line teammates, which became effective at the beginning of the third quarter of 2025, an increase in labor costs related to annual wage adjustments and higher…”10-Q · Aug 5, 2026 ↗
Tariffs and trade policynegative · 3 filings
“Cost of sales also continued to be impacted by higher input costs, specifically aluminum costs, which reflected the uncertainty surrounding geopolitical conflicts, supply constraints and the impact of elevated tariffs, and resulted in approximately $45 millio…”10-Q · Aug 5, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales — · EV/sales —. Comparisons use only industry-matched filing peers.
Scenario scaffold
No usable price/earnings or price/sales multiple (need a fresh price).
Price action
How the market is pricing the story
188.91+0.0% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for COKE. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for COKE. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind COKE
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
MNST11.0% of MNSTcustomerMay 8, 2026 ▾
“Coca-Cola Consolidated, Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
COKE is currently a Early Follower in the organic co-movement group Mixed Risk Exposure. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for COKE; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.