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COKE 
Coca-Cola Consolidated Inc. (COKE)
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Upturn Advisory Summary
11/03/2025: 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 24.82% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/03/2025 |
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 Atlantic Ice and Coal Company, it evolved through mergers and acquisitions, adopting its current name in 1980. It distributes, markets, and manufactures Coca-Cola products.
Core Business Areas
- Beverage Production and Distribution: Production, marketing, and distribution of Coca-Cola products and other beverages.
Leadership and Structure
J. Frank Harrison, III is the Chairman and CEO. The company has a traditional hierarchical structure with regional operating units.
Top Products and Market Share
Key Offerings
- Coca-Cola: Flagship product, holds a significant market share in the carbonated soft drink category. Competitors include PepsiCo (PEP) and Keurig Dr Pepper (KDP).
- Diet Coke: Diet version of Coca-Cola, targets health-conscious consumers. Competitors include Pepsi Max (PEP) and other diet sodas.
- Sprite: Lemon-lime flavored soft drink. Competitors include 7-Up (KDP) and Sierra Mist (PEP).
- Dasani: Bottled water. Competitors include Aquafina (PEP) and Poland Spring (Nestle).
Market Dynamics
Industry Overview
The beverage industry is highly competitive and subject to changing consumer preferences, health concerns, and regulatory scrutiny.
Positioning
Coca-Cola Consolidated is a major bottler with a strong distribution network and brand recognition.
Total Addressable Market (TAM)
The global beverage market is estimated to be worth hundreds of billions of dollars. Coca-Cola Consolidated is positioned to capture a significant portion of the US market through its exclusive bottling territories.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive distribution network
- Exclusive bottling territories
- Large product portfolio
Weaknesses
- Dependence on Coca-Cola brand
- Exposure to commodity price fluctuations
- Health concerns related to sugary drinks
- Competition with other beverage companies
Opportunities
- Expanding into new beverage categories
- Acquiring smaller bottlers
- Developing healthier beverage options
- Leveraging e-commerce channels
Threats
- Changing consumer preferences
- Increased competition
- Regulatory changes
- Economic downturns
Competitors and Market Share
Key Competitors
- PEP
- KDP
- MNST
Competitive Landscape
Coca-Cola Consolidated benefits from its exclusive territories but faces competition from national brands and changing consumer tastes.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by acquisitions and organic growth within its territories. Focus on historical revenue growth rates.
Future Projections: Analyst projections will vary, but consider expansion into new territories, new product launches, and overall industry growth forecasts.
Recent Initiatives: Recent initiatives include investments in distribution infrastructure, technology upgrades, and sustainability efforts.
Summary
Coca-Cola Consolidated is a stable player in the beverage industry, benefitting from a strong distribution network and the iconic Coca-Cola brand. It faces challenges from changing consumer preferences towards healthier options and intense competition. Growth opportunities exist through acquisitions and expansion into new beverage categories. Monitoring regulatory changes and economic downturns is also important for its overall success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Actual financial performance may vary.
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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