Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
COKE 
Coca-Cola Consolidated Inc. (COKE)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/11/2025: COKE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 25.81% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/11/2025 |
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, founded in 1902, is the largest Coca-Cola bottler in the United States. It evolved from a regional bottling operation to a major player in the beverage industry, expanding through acquisitions and organic growth.
Core Business Areas
- Beverage Production and Distribution: Production, marketing, and distribution of Coca-Cola products and other beverages within designated territories. This includes carbonated soft drinks, juices, water, sports drinks, and energy drinks.
- Sales and Merchandising: Managing sales and merchandising activities across various retail channels, including grocery stores, convenience stores, restaurants, and vending machines.
- Manufacturing: Responsible for the Manufacturing, and packaging of all the products they sell.
Leadership and Structure
J. Frank Harrison, III serves as Chairman and CEO. The organizational structure includes regional operating units, supported by corporate functions such as finance, marketing, and supply chain.
Top Products and Market Share
Key Offerings
- Coca-Cola: Flagship carbonated soft drink. Coca-Cola maintains a substantial market share in the carbonated soft drink market. Competitors include PepsiCo (PEP) and Keurig Dr Pepper (KDP).
- Sprite: Lemon-lime flavored carbonated soft drink. Competitors include 7-Up (KDP).
- Dasani: Bottled water brand. Competitors include Aquafina (PEP) and Poland Spring (Nestle).
- Monster Energy: Energy drink brand distributed by Coca-Cola Consolidated, contributing significantly to revenue growth. Competitors include Red Bull.
Market Dynamics
Industry Overview
The beverage industry is competitive and dynamic, influenced by consumer preferences, health trends, and economic factors. The industry is seeing shifts towards healthier options and increased competition from smaller brands.
Positioning
Coca-Cola Consolidated holds a dominant position as the largest Coca-Cola bottler, benefitting from its extensive distribution network and brand recognition. It benefits from scale and strong relationships with retailers.
Total Addressable Market (TAM)
The global beverage market is multi-billion dollar market, expected to reach $1.9 trillion by 2030. Coca-Cola Consolidated is positioned to continue to capture a significant share of this market through its bottling and distribution network.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (Coca-Cola)
- Extensive distribution network
- Large geographic footprint
- Strong relationships with retailers
- Operational efficiency
Weaknesses
- Dependence on Coca-Cola brands
- Exposure to commodity price fluctuations (sugar, aluminum)
- High capital expenditures
- Vulnerability to changing consumer preferences for healthier drinks
Opportunities
- Expansion into new territories
- Acquisition of smaller beverage brands
- Development of healthier beverage options
- Growth in emerging markets
- Leveraging e-commerce channels
Threats
- Increased competition from other beverage companies
- Changing consumer preferences towards healthier options
- Government regulations on sugar content and packaging
- Economic downturns impacting consumer spending
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- PEP
- KDP
- MNST
- COKE
Competitive Landscape
Coca-Cola Consolidated benefits from its exclusive bottling agreements. However, it faces competition from national brands, private label products, and new entrants.
Major Acquisitions
Blue Ridge Bottling Company
- Year: 2016
- Acquisition Price (USD millions): 48
- Strategic Rationale: Expansion of distribution territory in the Carolinas.
Growth Trajectory and Initiatives
Historical Growth: Coca-Cola Consolidated has grown through acquisitions and organic growth in its distribution territories. Growth rates have varied depending on economic conditions and consumer trends.
Future Projections: Future growth is projected to be driven by expansion in existing territories, new product introductions, and strategic acquisitions. Analyst estimates vary.
Recent Initiatives: Recent initiatives include investments in distribution infrastructure, expansion of product lines, and focus on sustainable packaging.
Summary
Coca-Cola Consolidated is the largest Coca-Cola bottler in the US, benefiting from a strong distribution network and brand recognition. However, it depends heavily on Coca-Cola brands and faces increasing competition and changing consumer preferences. Growth opportunities lie in new territories and healthier product options. Monitoring competition and adapting to health trends are crucial for sustained success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q), Investor Presentations, Market Research Reports, Analyst Reports
Disclaimers:
This analysis is based on available information and general market knowledge. It is not financial advice and should not be used as the sole basis for investment decisions. Market conditions and company performance are subject to change.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.