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Coca-Cola Stock Holds Near Highs After Strong Q2 Earnings

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Coca-Cola's stock is holding near its recent high after delivering strong Q2 2026 earnings that exceeded analyst expectations. The company reported EPS of $0.97, topping the consensus estimate of $0.93 and revenue of $13.37 billion on August 18, 2026. This marks a 6.7% year-over-year increase in revenue and a 5% rise in unit case volume.

The quarter's success can be attributed to both broad demand and mix improvements, with the company's comparable operating margin widening to 35.6% from 34.7% in the prior-year quarter. This gain of 0.9 percentage points lends more weight to the earnings beat than a simple volume or pricing story.

The management has also lifted full-year guidance for 2026, predicting 5% organic revenue growth and 9% to 10% comparable EPS growth, which is stronger than the earlier forecast of 4% to 5% revenue outlook and 8% to 9% EPS range. Coca-Cola's flagship brand remains a key driver of its global portfolio, contributing to both the rise in unit case volume and margin expansion.

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