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Upturn AI SWOT - About
COKE 
Coca-Cola Consolidated Inc. (COKE)
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Upturn Advisory Summary
08/28/2025: COKE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 39.75% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.72B USD | Price to earnings Ratio 17.36 | 1Y Target Price 1440 |
Price to earnings Ratio 17.36 | 1Y Target Price 1440 | ||
Volume (30-day avg) - | Beta 0.81 | 52 Weeks Range 101.55 - 143.46 | Updated Date 06/29/2025 |
52 Weeks Range 101.55 - 143.46 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 0.90% | Basic EPS (TTM) 6.42 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.29% | Operating Margin (TTM) 12.01% |
Management Effectiveness
Return on Assets (TTM) 11.5% | Return on Equity (TTM) 36.83% |
Valuation
Trailing PE 17.36 | Forward PE - | Enterprise Value 10126164268 | Price to Sales(TTM) 1.41 |
Enterprise Value 10126164268 | Price to Sales(TTM) 1.41 | ||
Enterprise Value to Revenue 1.47 | Enterprise Value to EBITDA 10.23 | Shares Outstanding 77130896 | Shares Floating 51604051 |
Shares Outstanding 77130896 | Shares Floating 51604051 | ||
Percent Insiders 33.02 | Percent Institutions 52.11 |
Upturn AI SWOT
Coca-Cola Consolidated Inc.
Company Overview
History and Background
Coca-Cola Consolidated, Inc. (CCBCC) is the largest independent Coca-Cola bottler in the United States. Founded in 1902 as Coca-Cola Bottling Co. of Charlotte, it has grown through acquisitions and expansions.
Core Business Areas
- Beverage Production and Distribution: CCBCC manufactures, markets, and distributes a wide range of non-alcoholic beverages, primarily Coca-Cola products. This includes carbonated soft drinks, juices, energy drinks, and bottled water.
Leadership and Structure
The company's leadership includes the Chairman and CEO, along with senior executives overseeing operations, finance, and marketing. The organizational structure is regionalized to manage distribution and sales effectively.
Top Products and Market Share
Key Offerings
- Coca-Cola: The flagship product of The Coca-Cola Company, distributed by CCBCC. Competitors include Pepsi, Keurig Dr Pepper.
- Sprite: A lemon-lime flavored soft drink. Competitors include 7-Up and Sierra Mist.
- Dasani: Bottled water product. Competitors include Aquafina (PepsiCo) and Nestle Pure Life.
Market Dynamics
Industry Overview
The non-alcoholic beverage industry is competitive, with changing consumer preferences toward healthier options and increasing focus on sustainability.
Positioning
CCBCC holds a strong position as the largest independent bottler, leveraging its distribution network and partnerships with national brands. Its competitive advantages include scale and brand recognition.
Total Addressable Market (TAM)
The TAM for non-alcoholic beverages in the US is estimated in the hundreds of billions of dollars annually. CCBCC is positioned to capture a portion of this TAM through its established distribution network and product portfolio.
Upturn SWOT Analysis
Strengths
- Extensive distribution network
- Strong brand recognition through Coca-Cola partnership
- Large bottling capacity
- Experienced management team
Weaknesses
- Dependence on The Coca-Cola Company
- Exposure to commodity price fluctuations (sugar, aluminum)
- High capital expenditures for bottling infrastructure
- Vulnerability to changing consumer tastes
Opportunities
- Expansion into new beverage categories (e.g., enhanced water, plant-based drinks)
- Acquisition of smaller bottling companies
- Partnerships with emerging beverage brands
- Growth in convenience store and foodservice channels
Threats
- Increasing competition from other beverage companies
- Rising health concerns about sugary drinks
- Changes in regulations related to beverage packaging and labeling
- Economic downturn affecting consumer spending
Competitors and Market Share
Key Competitors
- PEP
- KDP
- MNST
Competitive Landscape
CCBCC benefits from its partnership with Coca-Cola but faces competition from other beverage giants with diverse product portfolios and strong distribution networks.
Growth Trajectory and Initiatives
Historical Growth: CCBCC's historical growth has been driven by acquisitions, organic sales growth, and expansion into new markets.
Future Projections: Future growth projections would depend on analyst estimates for the beverage industry and CCBCC's specific growth strategies.
Recent Initiatives: Recent strategic initiatives may include investments in new bottling technology, expansion of distribution networks, and product innovation.
Summary
Coca-Cola Consolidated is a leading bottler leveraging the strong Coca-Cola brand, but it is dependent on that relationship. Changing consumer tastes and increasing health awareness pose challenges. Strategic acquisitions and product diversification could drive future growth. Strong management and distribution are key strengths.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Coca-Cola Consolidated Inc. Investor Relations
- Market research reports on the non-alcoholic beverage industry
- Financial news outlets
- SEC filings
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Coca-Cola Consolidated Inc.
Exchange NASDAQ | Headquaters Charlotte, NC, United States | ||
IPO Launch date 1990-03-26 | Chairman & CEO Mr. J. Frank Harrison III | ||
Sector Consumer Defensive | Industry Beverages - Non-Alcoholic | Full time employees 15000 | Website https://www.cokeconsolidated.com |
Full time employees 15000 | Website https://www.cokeconsolidated.com | ||
Coca-Cola Consolidated, Inc., together with its subsidiaries, manufactures, markets, and distributes nonalcoholic beverages primarily products of The Coca-Cola Company in the United States. It operates through Nonalcoholic Beverages and All Other segments. The company offers sparkling beverages; still beverages, including energy products; noncarbonated beverages, such as bottled water, ready to drink coffee and tea, enhanced water, juices, and sports drinks. It also sells its products to other Coca-Cola bottlers; and post-mix products that are dispensed through equipment, which mixes the fountain syrups with carbonated or still water enabling fountain retailers to sell finished products to consumers in cups or glasses. In addition, the company manufactures and distributes various other beverage brands comprising Dr Pepper and Monster Energy. It sells and distributes its products directly to customers, including grocery stores, mass merchandise stores, club stores, convenience stores and drug stores, restaurants, schools, amusement parks, and recreational facilities, as well as through vending machine outlets. The company was formerly known as Coca-Cola Bottling Co. Consolidated and changed its name to Coca-Cola Consolidated, Inc. in January 2019. Coca-Cola Consolidated, Inc. was founded in 1902 and is headquartered in Charlotte, North Carolina.
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