Coca-Cola Sees Stronger Demand Amid Higher Prices

Beverage giant reports 1% global volume growth in Q4, but outlook disappoints investors.

Published on Feb. 10, 2026

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Coca-Cola reported stronger U.S. demand for its beverages in the fourth quarter of 2025, despite raising prices. The Atlanta-based company said its global unit case volumes grew 1% during the quarter. However, the company's outlook disappointed investors, causing its stock price to sink.

Why it matters

Coca-Cola's performance is seen as an indicator of consumer spending trends, as the company's products are widely consumed globally. The ability to maintain demand amid price increases suggests the company has pricing power, but the disappointing outlook raises concerns about the broader economic environment.

The details

Coca-Cola reported that its global unit case volumes, a key metric that measures physical beverage sales, grew 1% in the fourth quarter of 2025 compared to the same period in 2024. This growth came despite the company raising prices on its products. The Atlanta-based beverage giant attributed the stronger demand to its marketing efforts and new product launches.

  • Coca-Cola reported its Q4 2025 results on February 10, 2026.

The players

Coca-Cola

An American multinational beverage corporation headquartered in Atlanta, Georgia, and is one of the largest soft drink companies in the world.

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The takeaway

Coca-Cola's strong fourth-quarter performance, despite higher prices, indicates the company's resilience and ability to navigate economic challenges. However, the disappointing outlook signals potential headwinds for the broader consumer market.