Inferra AI / Company / COKE
Coca-Cola Consolidated, Inc.
COKE · Consumer Staples
Last earnings Aug 5, 2026
Key results
Gross marginquarter
40.0%
Gross margin in the second quarter of 2025 increased 10 basis points (a) to 40.0%.
SEC original ↗Coca-Cola Consolidated, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
Operating marginquarter
14.7%
Operating margin for the second quarter of 2025 increased 30 basis points to 14.7%.
SEC original ↗Coca-Cola Consolidated, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
Gross margin in the second quarter of 2025 improved 10 basis points to 40.0%.
SEC original ↗Coca-Cola Consolidated, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
Operating margin for the second quarter of 2025 was 14.7% as compared to 14.4% for the second quarter of 2024, an increase of 30 basis points.
SEC original ↗Coca-Cola Consolidated, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
Net incomequarter
$187.4 million
Net income in the second quarter of 2025 was $187.4 million, compared to $172.8 million in the second quarter of 2024, an increase of $14.6 million, or 8.4%.
SEC original ↗Coca-Cola Consolidated, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
On an adjusted (b) basis, net income in the second quarter of 2025 was $195.2 million, compared to $192.8 million in the second quarter of 2024, an increase of $2.4 million, or 1.2%.
SEC original ↗Coca-Cola Consolidated, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
Net income in the first half of 2025 was $291.0 million, compared to $338.6 million in the first half of 2024, a decline of $47.6 million, or 14.0%.
SEC original ↗Coca-Cola Consolidated, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
On an adjusted (b) basis, net income in the first half of 2025 was $331.4 million, compared to $355.2 million in the first half of 2024, a decrease of $23.8 million, or 6.7%.
SEC original ↗Coca-Cola Consolidated, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
AI analysis
Q2 2025 · reported Jul 24, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Gross margin | 40.0% | — | — |
| Operating margin | 14.7% | — | — |
| Net income | $187.4 million | — | $172.8 million |
Guidance · company-stated
No guidance located in the held release
“In fiscal year 2026, we expect capital expenditures to be approximately $300 million.”
Margin
Capital allocation
In the first half of 2025, we invested approximately $157 million in capital expenditures as we continue to optimize our supply chain and invest for future growth.
Event summary
Coca-Cola Consolidated Reports Second Quarter and First Half 2025 Results Second quarter of 2025 net sales increased 3% versus the second quarter of 2024
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
In the first half of 2025, we invested approximately $157 million in capital expenditures as we continue to optimize our supply chain and invest for future growth.
SEC original ↗Coca-Cola Consolidated, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
In fiscal year 2025, we expect capital expenditures to be approximately $300 million.
SEC original ↗Coca-Cola Consolidated, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
On November 7, 2025, the Company entered into a purchase agreement (the Repurchase Agreement ) with Carolina Coca-Cola Bottling Investments, Inc.
SEC original ↗Coca-Cola Consolidated, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Frank Harrison, III, pursuant to which the Company agreed to purchase and the Seller agreed to sell all of the Seller s shares of Common Stock for a cash payment in the aggregate amount of $ 2.40 billion (the Repurchase ).
SEC original ↗Coca-Cola Consolidated, Inc. — 10-Q Quarterly report10-QAug 5, 2026
The closing of the Repurchase also occurred on November 7, 2025.
SEC original ↗Coca-Cola Consolidated, Inc. — 10-Q Quarterly report10-QAug 5, 2026
The Company funded the purchase price for the Repurchase with cash on hand and a term loan obtained under a certain bridge loan agreement (the Bridge Facility ), as further discussed in Note 19.
SEC original ↗Coca-Cola Consolidated, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Strategy & priorities
Our ongoing focus on top-line growth and margin management is producing steady profit growth and substantial cash flow.
SEC original ↗Coca-Cola Consolidated, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
Pricing realization associated with the annual price increase in the first quarter of 2025 contributed to the modest gross margin expansion.
SEC original ↗Coca-Cola Consolidated, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
We are successfully navigating a demanding retail environment as our customers and consumers are increasingly prioritizing value, said Dave Katz, President and Chief Operating Officer.
SEC original ↗Coca-Cola Consolidated, Inc. — Earnings release (8-K exhibit)EX-99Jul 24, 2025
Payments made by The Coca Cola Company to the Company included annual funding in connection with the Company s agreement to support certain business initiatives developed by The Coca Cola Company and funding associated with the delivery of post-mix products to various customers, both of which were recorded as a reduction to cost of sales in the condensed 7 consolidated statements of operations.
SEC original ↗Coca-Cola Consolidated, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Monthly, the CODM considers budget-to-actual variances and current year to prior year variances for these profit measures when making strategic business decisions and allocating resources to Company operations.
SEC original ↗Coca-Cola Consolidated, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Risks & headwinds
Legal Proceedings 46 Item 1A.
SEC original ↗Coca-Cola Consolidated, Inc. — 10-Q Quarterly report10-QAug 5, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documentsEarnings releases
10 documentsPresentations
0 documentsNo presentations for Coca-Cola Consolidated, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Coca-Cola Consolidated, Inc. are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention Coca-Cola Consolidated, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.
“… Coca-Cola Consolidated’s Board of Directors reduced the size of the company’s previously announced share repurchase program for the company’s common stock from ”
See also the earnings calendar for every tracked company’s next earnings date.