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

Coca-Cola Consolidated Q1 net sales rise 16.9%; adjusted net income falls 12.3%

Mixed Impact 3 of 5 earnings Written later

Coca-Cola Consolidated reported first-quarter 2026 results on May 6, 2026, with net sales of $1.8 billion, up 16.9% from a year earlier. Reported net income rose 7.7% to $111.6 million, but adjusted net income fell 12.3% to $119.5 million, and the company said six extra days in the quarter added about $23 million to net income. Higher aluminum costs cut gross margin, so shareholders are seeing reported gains alongside weaker underlying profit.

Key points

  • Net sales were $1,846.7 million, up 16.9%; adjusted net sales rose 8.5%.
  • Income from operations was $237.5 million, up 25.1%; adjusted income from operations was $194.6 million, up $4.2 million.
  • Net income was $111.6 million, up 7.7%; adjusted net income was $119.5 million versus $136.3 million a year earlier.
  • Aluminum costs added approximately $35 million in input costs compared with the first quarter of 2025.

The filing

CompanyCoca-Cola Consolidated (COKE)
Form8-K, current report
Filed with the SECMay 6, 2026, 4:17 PM ET
Accession number0001628280-26-031296

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 May 06, 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.