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