AI brief of an SEC Form 8-K · Coca-Cola Consolidated (COKE)

Coca-Cola Consolidated Q4 net sales rise 9% to $1.9 billion; GAAP net income falls 23%

Mixed Impact 3 of 5 earnings Written later

Coca-Cola Consolidated reported fourth quarter and fiscal 2025 results in a news release furnished as Exhibit 99.1. Fourth quarter net sales rose 9.0% to $1.9 billion and income from operations rose 10.7% to $242.1 million, but GAAP net income fell 23.3% to $137.3 million, mainly because of a prior-year benefit from a contingent consideration fair value adjustment. The company also said it repurchased all remaining shares owned by The Coca-Cola Company in the fourth quarter for approximately $2.4 billion.

Key points

  • Q4 2025 net sales were $1,904.2 million, up 9.0% from $1,746.5 million in Q4 2024; volume rose 4.6%.
  • Q4 2025 income from operations was $242.1 million, up 10.7%; gross margin fell 40 basis points to 39.6%.
  • Q4 2025 GAAP net income was $137.3 million versus $178.9 million, a decline of 23.3%; adjusted net income was $157.8 million versus $156.7 million.
  • Fiscal 2025 net sales were $7.2 billion, up 4.8%; fiscal 2025 GAAP net income was $570.6 million, down 9.9%.

The filing

CompanyCoca-Cola Consolidated (COKE)
Form8-K, current report
Filed with the SECFeb 18, 2026, 4:14 PM ET
Accession number0001628280-26-009048

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:54 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 18, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.