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

Coca-Cola Consolidated Q2 net sales up 10.6%, net income down 15.2%

Mixed Impact 3 of 5 earnings Written later

Coca-Cola Consolidated reported second-quarter 2026 net sales of $2.1 billion, up 10.6%, on volume growth of 7.6%. Net income fell 15.2% to $158.8 million, and income from operations was flat at $271.3 million, as higher aluminum costs pushed gross margin down to 37.9%. For shareholders, sales growth was offset by lower profit in the quarter.

Key points

  • Q2 2026 net sales were $2,052.4 million, up from $1,855.5 million in Q2 2025; volume rose 7.6%.
  • Q2 2026 net income was $158.8 million, down from $187.4 million; adjusted net income was $187.7 million, down 3.8%.
  • Gross margin fell to 37.9% from 40.0%, which the company attributed mainly to about $45 million in additional aluminum-related input costs.
  • First-half net income was $270.4 million, down 7.1%; the company made $275 million in early term loan repayments in the first half.

The filing

CompanyCoca-Cola Consolidated (COKE)
Form8-K, current report
Filed with the SECAug 5, 2026, 4:13 PM ET
Accession number0001628280-26-053365

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 August 05, 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.