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Sep 26, 2025
Coca-Cola Consolidated Q3 2025 Earnings Report
Coca-Cola Consolidated reported its third quarter and first nine months 2025 results, showing increased net sales, gross profit, and income from operations compared to the third quarter of 2024.
Key Takeaways
Coca-Cola Consolidated delivered a strong third quarter in 2025, with net sales increasing by 7% to $1.888 billion and gross profit rising by 7% to $749 million. Income from operations grew by 9% to $247 million, and diluted EPS increased by 24% to $1.64. The company saw solid volume growth, particularly in still beverages, and improved gross and operating margins.
Net sales for the third quarter of 2025 increased by 6.9% to $1.888 billion compared to the same period in 2024, driven by annual price increases and strong volume performance.
Gross profit rose by 7.2% to $748.5 million, with gross margin improving by 10 basis points to 39.6% in the third quarter of 2025.
Income from operations increased by 8.6% to $246.6 million, and operating margin expanded by 20 basis points to 13.1% for the third quarter.
Diluted earnings per share (EPS) for the third quarter of 2025 grew by 24% to $1.64, while adjusted EPS increased by 10% to $2.06.
Revenue by Segment
Forward Guidance
The company expects capital expenditures to be approximately $300 million for fiscal year 2025, continuing investments in supply chain optimization and future growth.
Positive Outlook
- Continued momentum in sales execution leading to solid market share growth across the portfolio.
- Strong financial performance enabling the return of capital to stockholders through share repurchases and dividends.
- Effective annual price increases offsetting increased commodity costs.
- Investments in supply chain and selling capabilities meeting increasing customer demands and delivering profitable growth.
- Healthy business with momentum in brands and a customer-focused team supporting strong business performance.
Challenges Ahead
- Increased costs due to inflation, or disruption, unavailability or shortages of raw materials, fuel and other supplies.
- Changes in public and consumer perception and preferences, including concerns related to product safety and sustainability, artificial ingredients, brand reputation and obesity.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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