Coca-Cola Company (The)
KO
Jodie read · what matters now
Revenue increased 12.1% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to KO, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-30 against the comparable filing from 2025-05-01.
What improved
- Revenue increased 12.1% versus the comparable filing period.
- Operating margin improved 2.1 percentage points.
- Net income increased 17.8% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The increase in operating income was primarily driven by an increase in unit case volume of 11%, lower commodity costs, lower operating expenses and a favorable foreign currency exchange rate impact of 12%, partially offset by unfavorable price/mix and the impact of refranchising certain territories of our bottling operations in India.”
“The increase was driven by an increase in concentrate sales volume of 8%, favorable price/mix, lower operating expenses, lower other operating charges and a favorable foreign currency exchange rate impact of 4%, partially offset by increased marketing spending and higher commodity costs.”
“The increase in operating income was primarily driven by an increase in concentrate sales volume of 5%, favorable price/mix and a favorable foreign currency exchange rate impact of 6%, partially offset by increased marketing spending and higher operating expenses.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind KO
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 5 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
KO is currently a Early Follower in the organic co-movement group Packaged Foods & Beverages. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.