文章核心观点 - 可口可乐公司预计将在2024年第二季度报告收入为118亿美元,略高于市场预期的117.5亿美元,同比增长约0.4% [2] - 公司预计每股调整后盈利将为0.82美元,略高于市场预期的0.81美元 [2] - 可口可乐股票自2021年初以来上涨了20%,但其表现远不及标普500指数的45%涨幅 [3] - 可口可乐股票在2021年和2023年表现不佳,低于标普500指数 [3] - 公司预计将受益于发展中市场的高价格/组合,推动在家和外出渠道的增长 [7] - 公司预计销量也将因一些产品线(如果汁、增值乳制品和植物性饮料)的强劲销售而有所上升 [7] - 总的来说,公司预计将在第二季度表现良好,业绩略超市场预期 [8] 公司概况 - 可口可乐公司是一家全球性饮料公司,主要产品包括可口可乐、雪碧等碳酸饮料以及果汁、乳制品等其他饮料 [2][6] - 公司在2024年第一季度实现收入113亿美元,同比增长3%,其中有机增长11% [6] - 第一季度的营业利润率为32.4%,同比提升60个基点 [6] - 第一季度的调整后每股收益为0.72美元,同比增长7% [6] - 增长主要得益于拉丁美洲地区的强劲需求,该地区销量增长4%,价格/组合上涨22% [6] 行业趋势 - 在当前的不确定宏观经济环境下,如高油价和高利率,可口可乐是否会再次低于标普500指数的表现存在不确定性 [5] - 与标普500指数相比,近年来个股(包括沃尔玛、宝洁、好市多等大型消费品公司,以及谷歌、特斯拉、微软等科技巨头)战胜基准指数的难度不断增加 [4] - 相比之下,Trefis高质量投资组合在同期内每年都战胜了标普500指数,表现更加稳定 [4]

Loading...Loading...Coca-Cola Co KO is reporting its second-quarter earnings on Tuesday. Wall Street expects 80 cents in EPS and $11.8 billion in revenues as the company reports before market hours.The stock is up 4.80% over the past year, 9.62% YTD.Let’s look at what the charts indicate for Coca-Cola stock, and how the stock currently maps against Wall Street estimates.Coca-Cola Stock Bullish Ahead Of Q2 Earnings Coca-Cola’s current trend is bullish, with slight buying pressure supporting the stock. Chart ...

The Coca-Cola Company (KO) is slated to report second-quarter 2024 earnings on Jul 23, before the opening bell. The company is expected to register bottom-line growth when it reports second-quarter numbers.The Zacks Consensus Estimate for second-quarter earnings is pegged at 80 cents, suggesting 2.6% growth from the 78 cents reported in the prior-year quarter. The consensus mark has been unchanged in the past 30 days. For quarterly revenues, the consensus mark is pegged at $11.9 billion, implying a 0.6% dec ...

PepsiCo's latest earnings numbers suggest that price cuts may be necessary to win back consumers.Coca-Cola (KO 1.46%) and other food companies have been able to do well over the past couple of years by passing along rising prices to consumers as a way of adapting to inflation. And through price increases, that has allowed them to generate revenue growth and improve upon their top and bottom lines. But as consumers have become more sensitive to rising prices, that strategy may simply not work anymore.Recentl ...

Dividends are a great part of any portfolio. Here are three keepers for any dividend investor.Dividends are a fantastic way to create passive income and are a prudent piece of any portfolio. The appeal of dividend stocks is they offer two potential routes for income generation. For one, you have the dividends, which are an indication of a financially strong business that can return value to shareholders. The second is the potential for the company's stock to gain value over time. Let's look at three dividen ...

Starting July 18, BK restaurants across the U.S.* will roll out the Fiery Menu including five new items varying in levels of spice – from mild to wild.MIAMI, July 10, 2024 /PRNewswire/ -- Burger King is no stranger to bold spice and flavor, bringing Guests recent menu items like Fiery Nuggets, Spicy Chicken Fries, the Ghost Pepper Whopper sandwich, and years of other spicy innovations. This summer, BK is once again inviting Guests to embrace the heat and fan the flames of an all-new Fiery Menu*.Experience t ...

SAN ANSELMO, CALIFORNIA - JUNE 03: In this photo illustration, cans of Dr. Pepper soda are displayed ... [+] on June 03, 2024 in San Anselmo, California. Dr. Pepper has tied Pepsi for the second most popular soft drink in the United States behind Coca-Cola. (Photo illustration by Justin Sullivan/Getty Images)Getty ImagesWe believe that Keurig Dr Pepper stock is a better pick than its industry peer – Coca-Cola stock (NYSE: KO). KO stock trades at a higher multiple of 6x sales, versus 3x revenues for KDP. Th ...

zodebala Introduction For those who use screeners to find high-quality dividend growth companies, Coca-Cola FEMSA (NYSE:KOF) (OTCPK:COCSF) is probably flying under your radar. With a five-year dividend growth rate of 14%, a return to double-digit revenue and EPS growth rates since the pandemic, and high profitability grades relative to its sector, this beverage bottler and distributor deserves more attention from investors. This article will show how KOF is both a strong performer relative to its sector and ...

Which of these powerful American brands is the better investment? Nike (NKE 1.94%) and Coca-Cola (KO -0.58%) are two of the most iconic brands in America. Nike is the world's largest supplier of athletic footwear and apparel, while Coca-Cola is one of the biggest beverage companies. But over the past three years, Nike's stock declined by more than 50% while Coca-Cola's shares advanced nearly 20%. Let's see why the soda titan outperformed the footwear maker -- and whether it's still the better stock to buy r ...

Fotoatelie Investment thesis For transparency, let me start with this statement - I own a certain stake in Coca-Cola (NYSE:KO), I don't see a reason to sell it, and I consider adding more. Some investors may be concerned that Coca-Cola's valuation multiples are significantly higher than those of some of its competitors. However, I believe that the business is fairly valued with no reason to drop in value, but there is still some room for potential multiple appreciation. Considering the: leadership position ...