[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LongYield [@LongYield](/creator/twitter/LongYield) on x 4486 followers Created: 2025-07-23 12:22:55 UTC $KO The Coca-Cola Company Earnings Call Key Highlights: (1/2) 🌐 Global Business and Market Performance Coca-Cola achieved X% organic revenue growth and X% EPS growth in Q2 2025 despite a X% unit case volume decline, with strong execution in volatile markets and adverse June weather. Volume improved sequentially in key markets such as the U.S. and Europe, while value share gains continued for a 17th consecutive quarter, underscoring strong brand strength. Despite regional conflicts and economic challenges, Coca-Cola grew volume in EMEA and Africa and maintained positive performance in China and Latin America. The company’s agility in responding to local challenges and consumer dynamics—particularly in India and Mexico—underscored its effectiveness in executing its “all-weather strategy.” 📉 Volume Trends and Recovery Signals Q2 volume was impacted by poor June weather, geopolitical tensions, and tough YoY comparisons in markets like India and Mexico, which saw declines. India was affected by early monsoons and a brief geopolitical conflict, while Mexico’s June was hit by unseasonably cold weather and a hurricane. Both markets are expected to rebound in H2 through affordability programs, integrated marketing (e.g., Coca-Cola Meals in India), and campaigns like "Juntos por los Años" in Mexico. ASEAN markets (Thailand, Indonesia, Vietnam) underperformed expectations; Coca-Cola is responding with refillables, broader outlet coverage, and cooler deployment. 💰 Margin Expansion and Productivity Gains Comparable operating margin expanded by XXX basis points, with gross margin up XX basis points YoY, supported by productivity initiatives and disciplined investment timing. Approximately one-third of margin expansion stemmed from productivity gains, notably from the company’s marketing transformation and enhanced expense discipline. Strong cost management enabled continued brand investment without compromising margin growth; advertising spending remained elevated. Margin strength is expected to moderate in H2 but remain positive, aided by reinvestment in demand generation and innovation. 📦 North America: Resilience and Strategic Shifts North America saw sequential improvement in volume with robust revenue and profit growth, though unit case volume remained negative due to lingering consumer pressures. Coke Zero Sugar, Diet Coke, Fanta, fairlife, Powerade, and BODYARMOR each posted volume growth, helped by focused marketing and better customer execution. Hispanic consumer-related headwinds seen in Q1 were addressed through contextual marketing and improved local messaging, leading to restored brand equity and household penetration. Continued success in the foodservice and away-from-home channels, including customer wins (e.g., Costco, Carnival), supports ongoing topline recovery. 🥤 fairlife Brand Growth and Capacity Expansion fairlife delivered double-digit volume growth in Q2 but is capacity constrained; growth is expected to moderate slightly until new facilities come online in early 2026. The New York facility will begin scaling in 2026, unlocking additional volume across product lines and package formats. Coca-Cola confirmed continued strength in consumer demand for fairlife and Core Power, with international expansion seen as a long-term opportunity, especially in markets like Mexico via Santa Clara. Competitive pressure acknowledged but company remains confident in fairlife’s product differentiation and long-term market leadership.  XXX engagements  **Related Topics** [eps](/topic/eps) [quarterly earnings](/topic/quarterly-earnings) [$ko](/topic/$ko) [stocks consumer defensive](/topic/stocks-consumer-defensive) [Post Link](https://x.com/LongYield/status/1947995844394827805)
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LongYield @LongYield on x 4486 followers
Created: 2025-07-23 12:22:55 UTC
$KO The Coca-Cola Company Earnings Call Key Highlights: (1/2)
🌐 Global Business and Market Performance
Coca-Cola achieved X% organic revenue growth and X% EPS growth in Q2 2025 despite a X% unit case volume decline, with strong execution in volatile markets and adverse June weather.
Volume improved sequentially in key markets such as the U.S. and Europe, while value share gains continued for a 17th consecutive quarter, underscoring strong brand strength.
Despite regional conflicts and economic challenges, Coca-Cola grew volume in EMEA and Africa and maintained positive performance in China and Latin America.
The company’s agility in responding to local challenges and consumer dynamics—particularly in India and Mexico—underscored its effectiveness in executing its “all-weather strategy.”
📉 Volume Trends and Recovery Signals
Q2 volume was impacted by poor June weather, geopolitical tensions, and tough YoY comparisons in markets like India and Mexico, which saw declines.
India was affected by early monsoons and a brief geopolitical conflict, while Mexico’s June was hit by unseasonably cold weather and a hurricane.
Both markets are expected to rebound in H2 through affordability programs, integrated marketing (e.g., Coca-Cola Meals in India), and campaigns like "Juntos por los Años" in Mexico.
ASEAN markets (Thailand, Indonesia, Vietnam) underperformed expectations; Coca-Cola is responding with refillables, broader outlet coverage, and cooler deployment.
💰 Margin Expansion and Productivity Gains
Comparable operating margin expanded by XXX basis points, with gross margin up XX basis points YoY, supported by productivity initiatives and disciplined investment timing.
Approximately one-third of margin expansion stemmed from productivity gains, notably from the company’s marketing transformation and enhanced expense discipline.
Strong cost management enabled continued brand investment without compromising margin growth; advertising spending remained elevated.
Margin strength is expected to moderate in H2 but remain positive, aided by reinvestment in demand generation and innovation.
📦 North America: Resilience and Strategic Shifts
North America saw sequential improvement in volume with robust revenue and profit growth, though unit case volume remained negative due to lingering consumer pressures.
Coke Zero Sugar, Diet Coke, Fanta, fairlife, Powerade, and BODYARMOR each posted volume growth, helped by focused marketing and better customer execution.
Hispanic consumer-related headwinds seen in Q1 were addressed through contextual marketing and improved local messaging, leading to restored brand equity and household penetration.
Continued success in the foodservice and away-from-home channels, including customer wins (e.g., Costco, Carnival), supports ongoing topline recovery.
🥤 fairlife Brand Growth and Capacity Expansion
fairlife delivered double-digit volume growth in Q2 but is capacity constrained; growth is expected to moderate slightly until new facilities come online in early 2026.
The New York facility will begin scaling in 2026, unlocking additional volume across product lines and package formats.
Coca-Cola confirmed continued strength in consumer demand for fairlife and Core Power, with international expansion seen as a long-term opportunity, especially in markets like Mexico via Santa Clara.
Competitive pressure acknowledged but company remains confident in fairlife’s product differentiation and long-term market leadership.
XXX engagements
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