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COKE 
Coca-Cola Consolidated Inc. (COKE)
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Upturn Advisory Summary
12/10/2025: COKE (3-star) is a STRONG-BUY. BUY since 43 days. Simulated Profits (30.66%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 54.71% | Avg. Invested days 36 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/10/2025 |
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. (COKE) is the largest independent Coca-Cola bottler in the United States. Founded in 1902 as Charlotte Coca-Cola Bottling Company, it has grown through organic expansion and strategic acquisitions. Significant milestones include becoming a publicly traded company in 1961 and continuously expanding its territory and product portfolio within the Coca-Cola system.
Core Business Areas
- Territory Operations: Primary focus is the manufacturing, marketing, and distribution of Coca-Cola and other beverage products across a large geographical territory in the United States, primarily the Southeast, Midwest, and Mid-Atlantic regions.
- Product Portfolio Management: Managing a diverse portfolio of beverages, including sparkling soft drinks, non-sparkling beverages (juices, teas, sports drinks, bottled water), and emerging brands.
- Sales and Marketing: Implementing sales and marketing strategies to promote brands, manage customer relationships, and ensure product availability in retail, food service, and other channels.
Leadership and Structure
Coca-Cola Consolidated operates under a traditional corporate structure with a Board of Directors overseeing executive leadership. Key roles include the Chief Executive Officer (CEO), President, Chief Financial Officer (CFO), and various executive VPs responsible for operations, sales, finance, and human resources.
Top Products and Market Share
Key Offerings
- Coca-Cola Classic: The flagship product. As the leading carbonated soft drink, it holds a significant market share within its served territories. Competitors include Pepsi-Cola, Dr Pepper, and various private label brands. Specific market share data for COKE's individual product lines is proprietary, but the overall Coca-Cola brand dominance is a key factor.
- Diet Coke: A sugar-free version of Coca-Cola, also a major product with strong brand recognition. Competes with Diet Pepsi and other diet carbonated beverages. Its market share is substantial within the diet soda segment.
- Sprite: A popular lemon-lime flavored soft drink. Competes with 7UP and other citrus-flavored sodas. Holds a significant share in its category.
- Dasani Water: The Coca-Cola Company's flagship bottled water brand. Competes with brands like Aquafina, Poland Spring, and numerous other bottled water offerings.
- Minute Maid Juices: A range of juice and juice drink products. Competes with Tropicana, Simply Orange, and other juice brands across various fruit flavors.
Market Dynamics
Industry Overview
The US beverage industry is mature and highly competitive, dominated by a few major players. Key trends include a growing demand for healthier options (water, teas, plant-based beverages), a decline in traditional soda consumption, and a focus on sustainability in packaging and production.
Positioning
Coca-Cola Consolidated is a critical distribution partner for The Coca-Cola Company, benefiting from its strong brand portfolio and established distribution network. Its competitive advantages lie in its scale, operational efficiency, deep understanding of its regional markets, and strong relationships with retail partners.
Total Addressable Market (TAM)
The TAM for non-alcoholic beverages in the US is estimated to be in the hundreds of billions of dollars annually. Coca-Cola Consolidated, as a significant bottler for The Coca-Cola Company, has a substantial share of this market within its licensed territories, focusing on the carbonated soft drink and expanding non-carbonated segments.
Upturn SWOT Analysis
Strengths
- Largest independent Coca-Cola bottler in the US.
- Strong brand recognition and loyalty for Coca-Cola products.
- Extensive distribution network and established customer relationships.
- Economies of scale in production and logistics.
- Experienced management team.
Weaknesses
- Dependence on The Coca-Cola Company for product innovation and brand development.
- Sensitivity to rising raw material and transportation costs.
- Potential for disruption from changes in consumer preferences away from sugary drinks.
- Limited pricing power in a highly competitive market.
Opportunities
- Expansion into new beverage categories (e.g., functional beverages, premium teas).
- Acquisition of additional distribution territories.
- Increased focus on sustainability initiatives to enhance brand image.
- Leveraging data analytics for improved sales and marketing effectiveness.
- Growth in e-commerce and direct-to-consumer channels.
Threats
- Increasing competition from private label brands and smaller beverage companies.
- Evolving consumer health consciousness and demand for reduced sugar/calorie options.
- Potential for increased regulation on beverage production and marketing (e.g., sugar taxes).
- Supply chain disruptions and labor shortages.
- Intensifying competition from other beverage giants like PepsiCo.
Competitors and Market Share
Key Competitors
- PepsiCo (PEP)
- Keurig Dr Pepper (KDP)
Competitive Landscape
Coca-Cola Consolidated, as a bottler, competes indirectly with other major beverage distributors and directly with other Coca-Cola bottlers in less defined territories, though its primary advantage is its exclusive rights within its franchised territories. Its key advantage lies in its deep partnership with The Coca-Cola Company, providing access to an unparalleled portfolio of leading brands. Disadvantages can include the inherent competitive pressures within the overall beverage market and the reliance on a single major supplier for its core products.
Major Acquisitions
Various Coca-Cola Bottling Territories
- Year: Ongoing
- Acquisition Price (USD millions): Variable
- Strategic Rationale: To expand market presence, increase operational scale, and enhance distribution efficiency within the United States.
Growth Trajectory and Initiatives
Historical Growth: Growth has historically been achieved through a combination of increasing sales within existing territories, operational efficiencies, and strategic acquisitions of bottling territories. The company has demonstrated a consistent ability to expand its footprint and integrate new operations effectively.
Future Projections: Analyst projections for Coca-Cola Consolidated typically focus on continued revenue growth driven by strategic acquisitions and organic sales, along with potential margin expansion through operational efficiencies. Focus on non-sparkling beverage growth is also a key driver.
Recent Initiatives: Recent initiatives likely include further territory expansions, investments in modernization of bottling and distribution facilities, and efforts to enhance sustainability practices within its operations and packaging. Focus on innovation in product offerings and marketing strategies is also ongoing.
Summary
Coca-Cola Consolidated Inc. is a strong player in the US beverage distribution market, benefiting from its scale and partnership with The Coca-Cola Company. Its established network and brand portfolio provide significant advantages. However, the company must navigate evolving consumer preferences towards healthier options and intense competition. Continued strategic acquisitions and operational efficiency are crucial for sustained growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Financial news and data providers (e.g., Bloomberg, Refinitiv, Yahoo Finance)
- Industry analysis reports
Disclaimers:
This JSON output is for informational purposes only and should not be considered financial advice. Data accuracy is subject to the availability and reliability of underlying sources. Market share figures are estimates and can vary based on methodology and reporting period. Investing in the stock market carries inherent risks.
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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