Coca-Cola (KO) is set to report fourth-quarter earnings on Tuesday, February 10, before the market opens. Wall Street expects EPS of $0.57, representing 3.6% year-over-year growth, on revenue of $12.05B, up 4.8% Y/Y.
Coca-Cola has a strong track record of execution, beating EPS estimates in each of the past eight quarters and topping revenue estimates 75% of the time over the last two years.
Estimate trends have been mixed heading into the print, with EPS forecasts seeing four upward and three downward revisions over the past three months, while revenue estimates recorded three upward revisions and one downward.
Investors will be watching for commentary on guidance, pricing power, volume trends, and margin durability as Coca-Cola navigates a still-uneven consumer backdrop.
Seeking Alpha analyst Agar Capital believes investor focus will center on Coca-Cola’s 2026 outlook. Over the longer term, management has targeted annual revenue growth of 4–6% and earnings growth of 7–9%, driven by pricing actions, favorable product mix, strong margins, and disciplined execution, while factoring in foreign-exchange effects.
Agar Capital expects Coca-Cola to take a cautious approach when setting initial 2026 targets “based on an approximate organic growth rate of 4-5 percent and an EPS growth rate of 7-8 percent.”
Coca-Cola (NYSE:KO) shares have advanced 20.4% over the past year, outperforming the broader market. The stock is rated “Hold” by Seeking Alpha’s Quant metrics, in contrast to average Wall Street analysts’ rating of Buy.