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The Coca-Cola Company: Volume Scale Beats CPG Stagflation as FIFA Activation Drives Guidance Upgrade
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Quarterly net revenue increased 7% to $13.4 billion, beating estimates by $240 million.
Meanwhile, underlying operational momentum was supported by 6% organic revenue growth, which exceeded the upper limit of the company’s long-term growth algorithm.
Importantly, while other CPG companies faced volume decreases, Coca-Cola experienced a 5% worldwide unit case volume gain.
This execution boosted Trademark Coca-Cola to 5% global volume growth, its best non-pandemic quarterly expansion in 17 years, while POWERADE saw an 8% volume increase.
Moreover, Coca-Cola directly benefited from changing dietary habits: Coca-Cola Zero Sugar volume increased 16% globally, while fairlife ultra-filtered dairy grew 18% in the first half of the year.