Coca-Cola Extends Value Share Gains to 20 Consecutive Quarters

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2▲1 ▼0Impact / 5
Summary · why it matters

Coca-Cola extended its streak of overall value share gains to 20 consecutive quarters while delivering 3% volume growth across every operating segment. Management emphasized that sustained market share gains depend on combining brand equity with consumer-centric execution, leveraging a 32 billion dollar brand portfolio and a strategy centered on insights, innovation, intimacy and integrated execution. Trademark Coca-Cola led North American retail sales growth, supported by innovations like Coca-Cola Cherry Float and expanded mini-can offerings, while Coca-Cola Zero Zero in Europe drove strong trial and repeat purchases by targeting evening consumption. The system added more than 600,000 retail outlets, expanded off-shelf displays by double digits, and installed over 340,000 cold drink equipment units to improve visibility and capture impulse purchases. PepsiCo and Keurig Dr Pepper also reported share gains in the first quarter of 2026, with PepsiCo highlighting gains from Gatorade, Propel and Pepsi Zero Sugar, and Keurig Dr Pepper citing strength in Dr Pepper, Canada Dry Fruit Splash and GHOST.

Impact on assets 4

Consumer Staples▲ · 4 stocks
The Coca-Cola Company
KO
▲ PositiveDemandrelevance

Extended value share gains to 20 consecutive quarters with 3% volume growth across all segments.

Keurig Dr Pepper Inc
KDP
± MixedDemandrelevance

Mentioned as also reporting share gains, but no specific impact from Coca-Cola's news.

PepsiCo Inc
PEP
± MixedDemandrelevance

Mentioned as also reporting share gains, but no specific impact from Coca-Cola's news.

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