COCA COLA CO — Form 10-Q
Filed October 28, 2026 · analyzed by the Periodic Agent
10-Q
— Neutral
significance 18/100
What the filing says
Coca-Cola hired Rob Gehring (from Monster Beverage) as EVP and President, North America Operating Unit effective September 2026, with base salary $950,000 and target annual incentive of 100% ($950,000). Special LTI awards total $4,550,000: $2,550,000 in RSUs vesting over 2 years, plus $2,000,000 in PSUs over 3 years. Additionally, Gehring receives $100,000 cash sign-on bonus (subject to 12-month clawback), relocation benefits, and deferred cash compensation (~$743,750, contingent on Monster Beverage 2026 bonus formula). He must maintain 4× base salary in stock ownership by December 2031.
Why this rating
Executive hire with total year-1 cost ~$5.65M; immaterial at $300.6B market cap (~0.002%). Routine C-suite succession management, no strategic shift signaled.
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