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Upturn AI SWOT - About
COKE 
Coca-Cola Consolidated Inc. (COKE)
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Upturn Advisory Summary
09/17/2025: 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 42.54% | Avg. Invested days 39 | 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 09/17/2025 |
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), founded in 1902, is the largest Coca-Cola bottler in the United States. It evolved from multiple smaller bottling operations and became a publicly traded company to fund growth and expansion.
Core Business Areas
- Beverage Production & Distribution: Produces, markets, and distributes a wide range of nonalcoholic beverages, including Coca-Cola products, flavored sparkling beverages, energy drinks, and still beverages.
- Sales & Merchandising: Manages relationships with retailers and other customers to ensure product availability and appealing shelf placement. Also works on merchandising and marketing programs.
Leadership and Structure
J. Frank Harrison, III is the Chairman and CEO. The company has a traditional hierarchical structure with regional and functional management teams reporting to the executive leadership.
Top Products and Market Share
Key Offerings
- Coca-Cola Products: Includes Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, and other Coca-Cola-branded beverages. Coca-Cola holds a significant portion of the carbonated soft drink market. Competitors are PepsiCo (PEP) and Keurig Dr Pepper (KDP).
- Flavored Sparkling Beverages: Includes Sprite, Fanta, and other flavored carbonated drinks. Competitors are PepsiCo (PEP) and Keurig Dr Pepper (KDP).
- Still Beverages: Includes Dasani water, Minute Maid juices, and other non-carbonated beverages. Competitors are Nestle (NESN.SW) and PepsiCo (PEP).
Market Dynamics
Industry Overview
The non-alcoholic beverage industry is competitive, with major players like Coca-Cola, PepsiCo, and Keurig Dr Pepper. It is impacted by consumer preferences, health trends, and regulatory changes.
Positioning
Coca-Cola Consolidated is the largest independent Coca-Cola bottler in the U.S. providing regional density in the Southeast region and brand consistency.
Total Addressable Market (TAM)
The US non-alcoholic beverage market is estimated at several hundred billion USD. Coca-Cola Consolidated captures a portion of this TAM through its distribution territory.
Upturn SWOT Analysis
Strengths
- Strong Brand Recognition
- Extensive Distribution Network
- Large Geographic Footprint
- Strong Relationships with Retailers
Weaknesses
- Dependence on Coca-Cola Brands
- Sensitivity to Raw Material Costs
- Capital Intensive Business
- High Debt Level
Opportunities
- Expansion into New Geographies
- Development of New Products
- Acquisition of Other Bottlers
- Increased Focus on Healthier Beverages
Threats
- Changing Consumer Preferences
- Increased Competition
- Regulatory Changes (e.g., Sugar Taxes)
- Economic Downturns
Competitors and Market Share
Key Competitors
- PEP
- KDP
- MNST
Competitive Landscape
Coca-Cola Consolidated advantages include its scale, focus on bottling, and its alignment with Coca-Cola (KO). Disadvantages might include a concentration of risk within the Southeast region and dependency on the Coca-Cola brand.
Major Acquisitions
Blue Ridge Bottling Company
- Year: 2016
- Acquisition Price (USD millions):
- Strategic Rationale: Expansion of distribution territory and increased market share.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is linked to expansion and volume increases, which can be determined by reviewing past financials.
Future Projections: Future growth is projected based on market trends and analyst estimates. These are available on financial data sites.
Recent Initiatives: Recent initiatives include investments in infrastructure, expansion into new markets, and new product launches.
Summary
Coca-Cola Consolidated is the largest Coca-Cola bottler in the US, benefiting from its strong brand and distribution network. Its dependence on Coca-Cola brands and the competitive beverage market pose potential risks. The company is strategically focused on expanding its product portfolio and optimizing operations to drive sustainable growth and shareholder value. It must be ready to face consumer preference changes and new regulations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Financial News Outlets
- Market Research Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Data may be outdated or incomplete. Consult a financial professional before making investment decisions.
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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