What investors are saying about The Coca-Cola Company (KO)

Summary

In the past 30 days, 4 people on 3 investor and market shows discussed The Coca-Cola Company (KO) in 4 views. Going by each speaker's latest call, 2 are bullish and 1 is bearish. Chorus has followed The Coca-Cola Company since October 7, 2026: 5 views from 5 people on 4 shows.

Who talks about it most

• Jim Cramer · 1
• Brandon Gomez · 1
• Joe Terranova · 1
• Jason Snipe · 1
• John Armitage · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Jim Cramer · CNBCBullish

  Coca-Cola is his favorite soft drink pick; volume-led beat and innovation favor a long-term hold.

  Coca-Cola had a great beat and raise in its third-quarter report, driven by strong volumes rather than price hikes, which Cramer calls important. It lacks the snacks baggage that PepsiCo carries, and it keeps innovating, with zero-calorie options for GLP-1 users and protein-heavy Fairlife milk that is 'crushing it,' with a banana flavor coming. The stock gained 9% in October, so the move has been big, but it is still not too late. Cramer also says he recently dined with the old and new CEOs and thinks the company is in the best shape he has seen.

  “It had a great beat and raise, third quarter report on Tuesday morning, driven by strong volumes, not price hikes. That's important.”at 29:08

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 10/30/26 · October 31, 2026

• Brandon Gomez · CNBCBearish

  Coca-Cola's flat North American volumes and pressured US consumer may last into 2027; a beat isn't enough.

  Coca-Cola raised its outlook and beat expectations, with global volume up 5%. But North American volume was flat, with international markets doing the heavy lifting. The CFO confirmed that underlying consumer pressure is there and could last into 2027. Gomez says strong brands and international growth can help but may not fully offset a cautious US consumer and rising costs. This is why investors are looking past the beat and shares are down.

  “The company's CFO confirming on the call that the underlying pressure across the consumer landscape is there, and it could last into 2027.”at 28:59

  CNBC Closing Bell: Closing Bell 10/27/26 · October 27, 2026

• Joe Terranova · Virtus Investment PartnersBullish

  Coca-Cola is a consumer staple growing revenue 12% a year, with strong momentum.

  Coca-Cola has grown revenue about 12% a year over the last four quarters, which is excellent for a consumer staple. The zero-sugar sparkling drinks have worked, it has taken the KFC account from Pepsi, and about 60% of its exposure is global. The stock is up about 35% this year after roughly 15% in 2025. A raised guide that left it slightly down reflects a market led by AI momentum rather than weakness in the business.

  “What's remarkable here is you have a consumer staple company that's been growing its revenue at a clip of 12% over the last four quarters. That is excellent.”at 32:17

  CNBC Halftime Report: The AI Correction, Tech Earnings and the Rally 10/27/26 · October 27, 2026

• Jason Snipe · Odyssey Capital AdvisorsNeutral

  Coca-Cola's valuation bar is very high ahead of earnings; he would not buy more into the report.

  Snipe says Coca-Cola is the only staple his fund owns and has had a monster run. He would not buy it into earnings if he didn't already own it, because its valuation is high and the bar is very high. He implies he holds it but would not add, given the stretched valuation after the rally.

  “It's the only staple we own. It's been on a monster tear of late. It's probably not a name if I didn't own it that I would buy into earnings because the valuation it sits at, the bar is very high.”at 43:50

  CNBC Halftime Report: Shifting Sentiment and Sliding Semis: The Investment Committee's Strategy 10/23/26 · October 23, 2026

• John Armitage · Egerton CapitalBearish

  Coca-Cola is a great company but has likely underperformed the market for 25 years due to no new product

  Armitage concedes Coca-Cola is a great company with no substitute for Coke, but argues it has probably underperformed the market over the last 25 years because it has not come up with a new product to drive growth. The point is that great companies change over time and need to keep innovating.

  “Look, Coca Cola is a great company. And there isn't a substitute for Coke. But the fact is it's probably underperformed the market in the last twenty five years.”at 4:39

  In Good Company with Nicolai Tangen: John Armitage: How He Invests, Building Egerton, and What Worries Him About AI · October 7, 2026