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

Coca-Cola Consolidated Q3 net sales rise 5.4% to $1.99 billion; net income up 23.6%

Positive Impact 3 of 5 earnings

Coca-Cola Consolidated reported third-quarter 2026 net sales of $1.99 billion, up 5.4%, and net income of $175.9 million, up 23.6% from a year earlier. Gross margin fell 80 basis points to 38.8% as aluminum and fuel costs outpaced price increases, and on an adjusted basis third-quarter net income declined 2.2%. The company also said it has reduced debt by $450 million so far in 2026.

Key points

  • Third-quarter net sales rose 5.4% to $1.99 billion; volume rose 1.4% to 94.2 million standard physical cases.
  • Third-quarter income from operations rose 10.1% to $271.6 million; reported diluted EPS was $2.64 versus $1.64 a year earlier.
  • Adjusted third-quarter net income was $175.3 million, down 2.2% from $179.2 million, per the company's non-GAAP reconciliation.
  • For the first nine months of 2026, net income was $446.2 million, up 3.0%, and operating cash flow was $664.8 million versus $722.9 million.

The filing

CompanyCoca-Cola Consolidated (COKE)
Form8-K, current report
Filed with the SECNov 4, 2026, 4:15 PM ET
Accession number0001628280-26-070164

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

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.