Coca-Cola tops Wall Street estimates, boasts more pricing power than Pepsi

The company moved more volume at higher prices in Q4, beating on the top and bottom lines.

2/11/25 8:52AM

Coca-Cola Co. topped Wall Street profit estimates last quarter as consumers guzzled down more of its beverages while paying a higher price for them, sending shares more than 3% higher in premarket trading.

The Sprite and Coke maker reported adjusted earnings per share of $0.55 for the fourth quarter ahead of the open on Tuesday, above estimates of $0.52 according to analysts polled by Bloomberg. Sales of over $11.5 billion also topped forecasts.

Going forward, the company said it expects adjusted earnings per share to grow between 2% to 3% this year, with organic revenue growth of 5% to 6%, trailing analysts’ estimates for 7.1%.

Coca-Cola’s price mix — a metric of what the firm charges across a variety of its offerings — jumped 9% for the quarter, while global volume rose 2%. The ability to push price without seeing volumes falter stands in stark contrast to its chief rival, PepsiCo, which posted a sales miss last week and said it will focus on value with fewer-count multipacks, but likely won’t lower prices across the board.

Both companies have lagged the overall market, though Coke has fared better, up 8% in the last year as Pepsi has plunged 15%. The S&P 500, meanwhile, has rallied nearly 21%.

Kelly Cloonan is a journalist who has written for Business Insider and Fast Company.

Luke Kawa

7/13/26

Meet the newly public, Bezos-backed company that’s recreating the sun and stars

General Fusion CEO Greg Twinney spoke with Sherwood News from the Nasdaq during the stock’s first day of trading.

J. Edward Moreno7/7/26

SpaceX gets a wave of bullish ratings from Wall Street analysts

SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

Luke Kawa

7/2/26

US job growth falls far short of estimates in June; unemployment rate unexpectedly dips to 4.2%

Job growth was 57,000. Analysts foresaw job growth of 113,000; prediction markets were more optimistic, looking for job growth above 125,000 but below 150,000.

Floridians Seek Employment Opportunities At Job Fair In Sunrise

Luke Kawa

7/1/26

Meta surges on report it’s starting a cloud business to sell excess AI compute

The story of the hyperscalers in 2026 has largely been “the beatings will continue until the cash flow outlook improves;” this could help change the story for Meta. Or not.

Meta CEO Mark Zuckerberg visits U.S. Capitol for Senate meetings

Paige Oamek6/30/26

Nike sinks to lowest level since 2014 after warning of “challenged” sales environment in Q4 report

Did Nike do it?

Investors had a mixed reaction after the global sports apparel company reported its fourth quarter earnings on Tuesday after the bell. Shares initially rose 5% as Nike beat out Wall Street expectations amid a hefty tariff refund bonus. However, the stock then sank to its lowest level since August 2014 in postmarket trading.

Here are the Q4 numbers:

Revenue of $11.0 billion (estimate: $10.8 billion).
Adjusted earnings per share of $0.20 (estimate: $0.12).

Ahead of this report, Nike warned that results would be flattered by a one-time tariff refund (now estimated at roughly $0.52 per share for the bottom line). That gave the company an extra cushion in snapping its streak of seven quarters of year-over-year profit declines.

Over the past year, the company had been punished by tariffs on imported goods, stagnant consumer spending, and increasing competition from other footwear brands like New Balance, Adidas, and Hoka.

Outgoing CFO Matthew Friend deemed it an “increasingly challenging operating environment, where sell-through remains challenged.”

Coca-Cola tops Wall Street estimates, boasts more pricing power than Pepsi

More Markets

SpaceX gets a wave of bullish ratings from Wall Street analysts

Nike sinks to lowest level since 2014 after warning of “challenged” sales environment in Q4 report

Latest Stories