$KO

Coca-Cola has removed its 2022 pledge to sell 25% of drinks in refillable containers by 2030 from its website, according to an Instagram post by Zephyr Zoidis. The post cited Break Free From Plastic and Greenpeace, which have tracked the company's plastic footprint. Coca-Cola has been ranked the top plastic polluter for six consecutive years, producing over 130 billion bottles annually.

The Pakistani government and multinational companies (Nestlé, Coca-Cola, PepsiCo, Metro) are in a deadlock over a ban on recyclable PET bottles ahead of the SCO summit. The companies argue there's no legal ban, supported by the Pakistan Environmental Protection Agency. The government insists on exploring alternatives, citing environmental goals. The ban could impact tax revenues and investor sentiment, with another meeting planned next week.

Coca-Cola (KO) rose 1.65% to $93.52, outperforming major indices. The company's Q3 earnings are expected on Oct 27, 2026, with EPS projected at $0.87 and revenue at $12.93B. Full-year estimates are $3.3 EPS and $49.82B revenue. KO has a Zacks Rank of #2 (Buy) and trades at a premium Forward P/E of 27.92.

Coca-Cola's shares rose 2.07% to $93.90, extending a 7-session rally. The stock gained 7.20% in the past week, outperforming the S&P 500. KO will supply KFC U.S. locations by 2027, potentially adding 10–20 bps to 2027 revenue. Analysts are divided, with some citing high valuation and tax risks, while others highlight growth prospects.

Coca-Cola (KO) shares rose 1.72% to $93.59. Barclays raised its price target to $98, citing defensive appeal in consumer staples. Q2 showed 6% organic revenue growth, with 34.9% operating margin. Shares trade 27.26% above GF Value estimate.

Barclays raised its price target for Coca-Cola to $98, up from $93, while maintaining an Overweight rating. The move reflects confidence in the company's strategic positioning. Coca-Cola will become the new beverage partner for KFC in the U.S., starting in January 2027, replacing PepsiCo. This deal supports KFC's strategy to regain market share. Pre-market, Coca-Cola's stock rose 0.83%.

TD Cowen reiterated a Buy rating and $100 price target for Coca-Cola (KO) after its new KFC contract, estimating a 10-20 basis point revenue benefit in 2027. KO trades at $93.20, up 34% YTD. The deal covers 3,700 KFC locations, starting in 2027. KO's revenue was $50.13B over the last 12 months with a 61.89% gross margin. KO is also considering an IPO for its Indian bottling unit.

Coca-Cola's Board of Directors declared a regular quarterly dividend of 53 cents per common share, payable Dec. 15 to shareholders of record as of Dec. 1. The company operates in over 200 countries with a diverse portfolio of beverage brands.

Coca-Cola's shares hit a record high of $93.645, with a 32% YTD gain, outperforming tech stocks. The company's strong fundamentals, consistent earnings, and safe-haven appeal drive investor confidence. Analysts expect Q3 revenue of $12.9B and EPS of $0.88. Potential catalysts include an IPO of its Indian subsidiary and a U.S. partnership with KFC. The stock trades at a forward P/E of 28x, raising valuation concerns.

KFC has signed Coca-Cola as its new beverage partner for US stores, replacing PepsiCo. The change will take effect by spring 2027. KFC operates 3,718 locations in the US, according to the company's website. PepsiCo is reportedly struggling to improve sales in the country.