Every material Form 8-K Coca-Cola Company (The) has filed with the SEC since December 10, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
The Coca-Cola Company reported its third quarter 2026 financial results, showing net revenue growth of 7% to $13.4 billion and an 8% increase in EPS to $0.93. Driven by steady global demand, management raised its full year guidance for organic revenue and adjusted earnings per share.
Net revenues grew 7% to $13.4 billion for the third quarter of 2026.
EPS grew 8% to $0.93, while comparable EPS grew 11% to $0.91.
Global unit case volume increased by 5% compared to the prior year period.
Full year 2026 guidance was updated to at least 5% organic revenue growth and at least 11% growth in comparable EPS.
Coca-Cola reported second quarter 2026 net revenues of $13.4 billion, up 7%, and diluted EPS of $1.03, up 16%, with comparable EPS (non-GAAP) of $0.97, up 11%. The company raised its full-year 2026 guidance, now expecting comparable EPS growth of 9% to 10% (previously 8% to 9%) and organic revenue growth of approximately 5% (previously 4% to 5%).
Net revenues rose 7% to $13.4 billion; organic revenues (non-GAAP) rose 6% and unit case volume rose 5%.
Diluted EPS rose 16% to $1.03; comparable EPS (non-GAAP) rose 11% to $0.97.
Full-year 2026 comparable EPS growth guidance raised to 9% to 10%, from 8% to 9%.
Operating margin was 34.9% versus 34.1% a year earlier; year-to-date free cash flow (non-GAAP) was $6.9 billion.
Coca-Cola disclosed that fairlife, its dairy company, found unauthorized third-party access to part of its systems, including production systems, tied to a ransomware event. Production at fairlife's US operations is temporarily suspended, while Canadian operations are not currently affected, and the company says product quality and safety have not been impacted.
fairlife, a Coca-Cola-owned dairy company, identified the unauthorized access on or before July 16, 2026
US fairlife production operations are temporarily suspended; Canada production is not currently affected
Coca-Cola has notified law enforcement and is working with outside advisors and cybersecurity experts; full scope and impact are not yet known
The company has not yet determined whether the incident is reasonably likely to materially affect Coca-Cola
Coca-Cola said Jennifer Mann, EVP and President of its North America Operating Unit, will leave the role effective July 31, 2026, with John Murphy, the company's President and CFO, taking over the unit on an interim basis from August 1. Mann will stay on as a senior advisor until April 30, 2027, and the company has not yet named a permanent successor. The filing does not report any financial results, so the change is a leadership transition rather than a change in reported performance.
Jennifer Mann steps down from North America Operating Unit role effective July 31, 2026; senior advisor from Aug. 1, 2026 through April 30, 2027
John Murphy, President and Chief Financial Officer, takes interim responsibility for North America from Aug. 1, 2026
Mann receives severance under the Coca-Cola Severance Pay Plan; no 2027 annual incentive and no new equity grants
A permanent successor for the North America role will be announced at a later date
Coca-Cola reported first quarter 2026 net revenues of $12.5 billion, up 12%, and diluted EPS of $0.91, up 18% from $0.77, with operating income up 19% to $4,359 million. The company updated its full-year 2026 outlook, including comparable EPS growth of 8% to 9% versus $3.00 in 2025, while its organic revenue growth and free cash flow outlooks were unchanged.
Net revenues rose 12% to $12.5 billion, and unit case volume grew 3%
Diluted EPS was $0.91 versus $0.77 a year earlier; comparable EPS (non-GAAP) was $0.86, up 18%
Full-year 2026: comparable EPS (non-GAAP) growth of 8% to 9% (updated); organic revenue growth of 4% to 5% and free cash flow of about $12.2 billion (no update)
Asia Pacific operating income declined 14%, while North America operating income rose 20%
Coca-Cola said Henrique Braun, its current Chief Operating Officer, will become Chief Executive Officer effective March 31, 2026, succeeding James Quincey, who will remain as Executive Chairman of the Board. The company also set the base salaries for both executives in letters dated February 19, 2026, which take effect on the same date. For shareholders, this is a planned leadership transition, and the filing does not describe any change to financial results or guidance.
Henrique Braun becomes Chief Executive Officer effective March 31, 2026, as previously announced on December 10, 2025.
Braun's base salary will be $1,450,000 and his target annual incentive will be 200% of base salary.
James Quincey continues as Executive Chairman with a base salary of $1,200,000 and a target annual incentive of 200% of base salary.
Coca-Cola reported fourth quarter and full year 2025 results on February 10, 2026. Full-year net revenues rose 2% to $47.9 billion and diluted EPS rose 23% to $3.04, while fourth-quarter operating income fell 32% after a $960 million non-cash impairment charge on the BODYARMOR trademark. The company also forecast 2026 comparable EPS (non-GAAP) growth of 7% to 8% versus $3.00 in 2025.
Fourth-quarter net revenues grew 2% to $11.8 billion; organic revenues (non-GAAP) grew 5%.
Fourth-quarter diluted EPS grew 4% to $0.53; comparable EPS (non-GAAP) grew 6% to $0.58.
2026 outlook calls for organic revenue (non-GAAP) growth of 4% to 5% and free cash flow (non-GAAP) of about $12.2 billion.
Full-year free cash flow was $5.3 billion, including a $6.1 billion fairlife contingent consideration payment; excluding it, $11.4 billion.
Coca-Cola announced a series of leadership changes, including a new Chief Digital Officer role to be filled by Sedef Salingan Sahin, effective March 31, 2026. Henrique Braun takes over as CEO on the same date, and John Murphy keeps his President and CFO role while handing customer and commercial leadership to Manolo Arroyo. The changes are mainly organizational and do not alter the CFO position.
Sedef Salingan Sahin, currently president of the Eurasia and Middle East operating unit, becomes Chief Digital Officer effective March 31, 2026, reporting to Henrique Braun.
Manolo Arroyo becomes Executive Vice President and Chief Marketing and Customer Commercial Officer effective March 31, 2026, taking customer and commercial leadership from John Murphy.
John Murphy remains President and Chief Financial Officer and keeps oversight of Global Strategy, Investor Relations, Tax, Treasury, Audit and related functions.
Henrique Braun becomes CEO effective March 31, 2026, succeeding James Quincey, who will continue as Executive Chairman, as previously announced on December 11, 2025.
Coca-Cola's board elected Executive Vice President and Chief Operating Officer Henrique Braun as chief executive, effective March 31, 2026. On that date, current CEO James Quincey will become Executive Chairman. The filing gives no financial results or figures, so the change is a leadership succession rather than a change to reported performance.
Henrique Braun, 57, joined Coca-Cola in 1996 and has been EVP and COO since January 2025.
James Quincey, CEO since 2017, transitions to Executive Chairman on March 31, 2026.
The board intends to nominate Braun for election as a director at the 2026 Annual Meeting of Shareowners.
A press release dated December 10, 2025 is furnished as Exhibit 99.1.
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