The Coca-Cola Company delivered a standout Q2 with 5% volume growth, 11% comparable EPS growth, and record operating margins, prompting raised full-year guidance. Despite KO's defensive qualities—firm pricing power, low leverage, and a 64-year dividend streak—its current valuation at 26x earnings and a 2.46% yield is unattractive versus rising Treasury yields. I remain neutral on KO, holding and reinvesting dividends, but will only add if the yield approaches 3%, implying a buy zone near $70–$71.
Coca-Cola just cut another quarterly check to shareholders, but the real story is what the payout reveals about the company's financial strength, its ongoing IRS battle, and whether 64 consecutive years of dividend raises are in jeopardy.
Fomento Económico Mexicano is rated a buy, leveraging its position as the largest Coca-Cola bottler and operator of OXXO stores. FMX posted robust YoY growth: revenue up 9.29%, net income up 104.1%, EPS up 107.49%, and FCF up 183.09%. Shareholder value is enhanced through a 5.51% dividend yield, significant share repurchases, and ongoing debt reduction.
Coca-Cola (KO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Ten thousand dollars buys two very different stakes in the soda aisle. At $87.44 a share, a $10,000 investment picks up 114.37 shares of Coca-Cola (NYSE:KO | KO Price Prediction).
Coca-Cola has beaten earnings five straight quarters and raised its guidance, yet a pending IRS ruling and a price-to-free-cash-flow ratio of 71 hang over the stock like a storm cloud.
Coca-Cola has beaten earnings estimates ten quarters in a row, raised its dividend for the 63rd straight year, and outpaced the S&P 500 by a wide margin. So why might right now be exactly the wrong moment to buy?
Coca-Cola hires Rob Gehring from Monster Beverage to run its North American operations
Coca-Cola has raised its dividend for over 60 consecutive years, yet the structural reason it can keep doing so stays hidden in plain sight. Understanding one quiet business decision explains everything about where that quarterly check actually comes from.
So far, Coca-Cola (NYSE: KO) stock investors have had cause to be pleased, and the company is scheduled to grant another reason to celebrate next week on Thursday, October 1.
Warren Buffett is stepping down as chairman of Berkshire Hathaway, telling CNBC, “Father Time always wins.” The Australian Financial Review reported he is doing so at 96.
Perhaps to the surprise of some, a few non-technology companies have seen wildly strong performances YTD, with their lower-beta nature providing a nice shield against volatility.