Coca‑Cola Consolidated, Inc. reported fourth‑quarter 2025 results that showed a 9.0% year‑over‑year increase in net sales to $1.904 billion, while adjusted earnings per share rose 16.5% to $2.11. Operating income climbed 10.7% to $242.1 million, and GAAP net income fell 23.3% to $137.3 million.
Volume grew 4.6% in the quarter, with sparkling‑category sales up 3.5% and still‑category volume up 8.7%. The lift was driven by strong performance across Monster, Dasani, Powerade, BODYARMOR, Topo Chico and Core Power, which helped offset headwinds in legacy product mix.
Gross profit increased 8.1% to $754.2 million, but gross margin slipped 40 basis points to 39.6% because of higher aluminum costs and import tariffs. Operating margin improved to 12.7% from 12.5% as the company managed operating expenses and leveraged scale to offset the margin pressure.
GAAP net income declined 23.3% to $137.3 million, largely due to a one‑time fair‑value adjustment to an acquisition‑related contingent‑consideration liability and higher interest expense. Adjusted net income, however, rose modestly to $157.8 million, reflecting the underlying business strength.
The company repurchased all remaining shares held by The Coca‑Cola Company for approximately $2.4 billion during the quarter and returned about $2.7 billion to shareholders through share repurchases and dividends in 2025, underscoring its commitment to delivering value to investors.
J. Frank Harrison, III, Chairman and CEO, said, '2025 was another successful year of performance for our Company, delivering the highest level of revenue, gross profit and operating income in our Company's history. I'm especially proud of our teammates operating as One Team to drive superior execution in the marketplace. The strong results we are achieving affirm our decision to make an incremental investment this year in our front‑line teammates.'
The content on EveryTicker is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.