Coca-Cola Consolidated, Inc. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Coca-Cola Consolidated reported Q3 2026 net sales of $1,989.5M (up 5.4% YoY) and operating income of $271.6M (up 10.1% to $271.6M from $246.6M). Volume grew 1.4% in Q3 and 7.1% YTD. However, gross margin compressed 80 basis points to 38.8%, driven by higher aluminum and fuel costs outpacing price increases. Debt was reduced by $450M YTD. The company announced a new glass bottle production line in Indianapolis and expects ~$300M capex for full year 2026.
Why this rating
Solid organic growth (5% sales, 10% op income) offset by margin pressure and cost headwinds. Debt reduction positive. Relative to $6.5B market cap, $1.99B quarterly sales and $272M operating income are normal operations. No M&A, major restructuring, or go-concern issues. Results within expected range.
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