Investors can expect a dynamic year from Coca-Cola in 2026, marked by new product launches, strategic partnerships, and confident financial guidance.
Coca-Cola (KO) expects 5% to 6% organic revenue growth and approximately 8% comparable currency-neutral EPS growth in 2026, with strong free cash flow supporting its dividend and reinvestment priorities. The company remains focused on cost discipline, digital transformation, and sustainability.
On the marketing front, Coca-Cola (KO) will serve as a signature sponsor for America250, launching commemorative initiatives and marketing campaigns to celebrate the U.S. Bicentennial throughout 2026. Coca-Cola (KO) will also have a high profile during World Cup games and coverage.
New products expected from Coca-Cola (KO) include BodyArmor Flash I.V. with Caffeine, Coca-Cola Cherry Float, and Diet Cherry Coke as a permanent national SKU. Coca-Cola’s (KO) 7.5-ounce mini cans will debut in U.S. convenience stores for the first time.
There is also some speculation that the Atlanta-based beverage giant may ramp up M&A after being quiet for the last few years on brand acquisitions as it focused on system and bottler transactions. Looking back, Coca-Cola (KO) gained the rights to Topo Chico in 2017 when it agreed to acquire the Mexican sparkling mineral water brand for roughly $220 million through its Coca-Cola Refreshments unit. The company bought a minority stake in BodyArmor in 2018, then acquired the remaining 85% and took full control in a $5.6 billion deal announced in 2021. The company initially invested in the Fairlife joint venture around 2012–2014 and then acquired the remaining stake to take full ownership in early 2020.
Coca-Cola (KO) may also look to increase its presence in the alcohol sector through its existing partnerships with Molson Coors (TAP) Jack Daniel’s (BF.A) (BF.B), Pernod Ricard’s (PDRDF) (PRNDY) and Bacardi. Coca-Cola’s growth strategy explicitly calls out alcohol RTDs as a targeted emerging category, and management has said it will take 7 to 10 years to fully scale a winning alcohol portfolio,
In the C-Suite, Executive Vice President and Chief Operating Officer Henrique Braun was selected to become Coca-Cola’s (KO) CEO on March 31, 2026, to succeed James Quincey, who will transition to executive chairman after serving as CEO for nine years.
Seeking Alpha analysts have a consensus Hold rating on Coca-Cola (KO) going into the new year, while Wall Street analysts have a consensus Buy rating on the consumer staples giant.
Shares of Coca-Cola (KO) were up 13.3% in 2025 through December 19.