Coca-Cola Revenue Miss Highlights Soft Soda Demand
Coca-Cola revenue miss surprised markets after weaker soda demand in North America. The company faced slower sales as consumers pushed back against higher prices.
However, the company still posted steady volume growth. Unit case volumes rose 1% during the quarter. This matched the growth from the previous three month period.
Price Pressure Across the Beverage Market
Rival PepsiCo recently took a different approach.
The company said it would cut prices on major snacks. For example, Lay’s and Doritos could become cheaper for shoppers. Consumers reacted strongly to several rounds of price hikes.
As a result, brands now face pressure to balance pricing and demand. Many shoppers now look for better value options.
Earnings Beat but Revenue Falls Short
Coca-Cola reported fourth-quarter revenue of $11.82 billion. Analysts had expected about $12.03 billion. Therefore, the revenue result came in below estimates. However, profits told a different story. Adjusted earnings reached 58 cents per share. That figure beat estimates of 56 cents.
Outlook for 2026
The company expects steady growth next year.
It forecasts organic revenue growth of 4% to 5% in 2026. In comparison, revenue rose 5% in 2025.
Management remains cautious about consumer spending trends. Higher prices and economic pressure could affect demand. Still, the company aims to protect margins while keeping sales stable.
