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Just reported
Q3 2026 results
From Coca-Cola Consolidated's results release of November 4, 2026; its quarterly report has since been filed.
Revenue
Actual
$1.99B
+5.4% y/y
-3.1% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$271.6M
+10% y/y
+0.1% q/qGuided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
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The themes Coca-Cola Consolidated is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Beverages Non Alcoholic
Graded A or B and worth $2B or more: A first, then the largest.
KOCoca Cola Co.$419.7BA+
PEPPepsico Inc.$196.2BA
KDPKeurig Dr Pepper Inc.$52.1BA
COCOThe Vita Coco Company, Inc.$3.7BA+
MNSTMonster Beverage Corp$88.9BB+
Grade rose recently in Consumer Staples
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
BUDAnheuser-Busch InBev SAJul 30, 2026BAGraded B, now A
MDLZMondelez International, Inc.Oct 29, 2026CAGraded C, now A
HSYHershey Co.Oct 29, 2026BAGraded B, now A
SYYSysco CorporationNov 4, 2026BAGraded B, now A
ELFe.l.f. Beauty, Inc.Nov 4, 2026BAGraded B, now A
How it makes money
- Branded beverage production and distribution95%
Shares of revenue are estimates for nine months ended October 2, 2026, not figures from a filing.
Competes with
What it sells6
Coca-Cola, Diet Coke and Coca-Cola Zero Sugar
Cola drinks sold in cans and bottles.
Sprite and Fanta
Carbonated soft drinks sold in several flavors.
POWERade and BODYARMOR
Sports drinks sold in bottles.
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Monster Energy, NOS and Bang Energy
Energy drinks the company is authorized to distribute.
DASANI, smartwater and Topo Chico
Bottled water, including sparkling water.
Minute Maid, Gold Peak and fairlife
Juices, ready-to-drink tea and dairy-based drinks.
Who buys it5
- Large retailers, including Walmart and Kroger, which buy bottled and canned drinks for their stores.
- Grocery, mass-merchandise and club stores, which buy packaged drinks for take-home sales.
- Convenience and drug stores, which buy packaged drinks for individual shoppers.
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- Restaurants, schools, amusement parks and other places where drinks are consumed on site; some buy fountain syrup for dispensing drinks.
- Vending-machine operators and other distributors, which sell or deliver drinks to consumers and customer locations.
What it stands on, and what could break it
What the business leans on
- 1About 85% of bottle-and-can sales volume to retail customers consisted of Coca-Cola Company products (2025, high); the company depends on agreements with Coca-Cola for rights to distribute and make many of those drinks.
- 2The company buys all plastic bottles used in its manufacturing plants from two cooperatives and all aluminum cans from two domestic suppliers.
- 3The business depends on costs and availability for ingredients, packaging and fuel, including aluminum, plastic resin, sweetener and delivery fuel.
- 4Walmart and Kroger are important customers; losing either could materially affect results.
What could go wrong
- 1The company’s rights to distribute and make Coca-Cola drinks depend on agreements with Coca-Cola. Failing to meet agreement requirements could mean losing those rights, and the agreements include ongoing payment, investment and volume requirements.
- 2Shortages or higher prices for packaging, ingredients and fuel can raise production and delivery costs. Aluminum and fuel costs outpaced price increases in the third quarter of 2026.
- 3Losing Walmart or Kroger could materially affect results. Changes in consumer preferences or rules on beverage ingredients, nutrition, school sales, recycling or benefit programs could also reduce demand or raise costs.
About Coca-Cola Consolidated, Inc.
The company makes, markets and distributes sparkling drinks such as Coca-Cola and Sprite, and still drinks such as water, sports drinks, energy drinks and ready-to-drink tea and coffee. It serves retailers and other customers across parts of 14 states and the District of Columbia. Most deliveries go directly to customer locations, while some products reach customers through third-party distributors or the customers’ own supply chains.
- Head office
- Charlotte, North Carolina
- Founded
- 1902 (predecessor business; incorporated in 1980)
- Employees
- Approximately 17,000 (December 31, 2025, high)
- Listed on
- Nasdaq Global Select Market
- Financial year ends
- December 31
Built from Coca-Cola Consolidated, Inc.’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.
