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Coca-Cola Consolidated, Inc. (Bottling)COKEBUYAug 21, 2026Stock price when the opinion was issued
As of Aug 25, 2026. Market Open.
PEP-Q vs. COKE-Q. He would be more inclined to take Pepsi as they diversified better and the growth has been better over the last few years.
Do I want to bet against Warren Buffet? Sugar and fizzy water? Will it sell to Millennials? An unbelievable track record of making money for 100 years. He prefers Doctor Pepper. 70% of profits of COKE-Q are from outside of the US and the high dollar de-values their profits. Doctor pepper is more domestic.
Coke's Q2 report is the cleanest print in a long time with net revenue +7% and organic revenue +6%, and gross margins +62.9%. The World Cup was a strong boost. It will continue to make new highs. He targets $100.