$COKE · Coca-Cola Consolidated, Inc.
Coca-Cola Consolidated reported Q3 FY2026 (ended Oct 2, 2026) results: net sales up 5.4% to $1.99B, gross profit up 3.1% to $771.6M, and income from operations up 10.1% to $271.6M. Diluted EPS rose to $2.64 from $1.64. Gross margin compressed 80bps to 38.8% on higher aluminum and fuel costs, while operating margin expanded 60bps to 13.7%.
- Net sales rose 5.4% to $1.99B in Q3 FY2026.
- Diluted EPS was $2.64, up from $1.64 a year earlier.
- Gross margin fell 80bps to 38.8% on aluminum and fuel cost inflation.
- Operating margin expanded 60bps to 13.7%.
- Debt reduced by $450M through October 2026.
Extended-hours last trade $204.28, +0.05% vs regular close — a muted reaction to solid results.
Strong top-line and EPS growth offset by margin compression from commodity costs, with a six-fewer-days Q4 headwind ahead.
Largest U.S. Coca-Cola bottler; volume growth of 1.4% in Q3 reflects resilient beverage demand despite input-cost pressure.
Aluminum and fuel cost inflation outpaced price increases, compressing gross margin; Q4 faces six fewer selling days.