Erste Group Bank Cuts FY2027 EPS Estimates for Coca-Cola

Analysts lower earnings forecast for the beverage giant amid broader consumer pressures

Apr. 8, 2026 at 12:37pm

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Investment analysts at Erste Group Bank have lowered their FY2027 earnings per share estimates for shares of Coca-Cola. Erste Group Bank analyst S. Lingnau now forecasts that the company will earn $3.46 per share for the year, down from their previous forecast of $3.47. The consensus estimate for Coca-Cola's current full-year earnings is $2.96 per share.

Why it matters

The revised EPS estimates from Erste Group Bank signal potential challenges ahead for Coca-Cola as the company navigates broader consumer pressures and inflationary headwinds impacting the broader consumer packaged goods industry. Investors will be closely watching Coca-Cola's ability to maintain pricing power and volume growth in the face of these macroeconomic pressures.

The details

Erste Group Bank analyst S. Lingnau cited the challenging economic environment and potential impact on consumer demand as the primary factors behind the reduced FY2027 EPS forecast for Coca-Cola. The company had previously provided FY2026 guidance in the range of $3.21 to $3.24 per share.

  • Erste Group Bank issued the revised FY2027 EPS estimates on Thursday, April 2nd, 2026.

The players

Erste Group Bank

An Austrian banking group and one of the largest financial services providers in Central and Eastern Europe.

S. Lingnau

An investment analyst at Erste Group Bank who covers Coca-Cola.

Coca-Cola Company (The)

A global beverage manufacturer, marketer and distributor best known for its flagship Coca-Cola soda brand.

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What they’re saying

“We must lower our FY2027 earnings estimates for Coca-Cola given the broader pressures facing the consumer packaged goods industry.”

— S. Lingnau, Investment Analyst, Erste Group Bank

What’s next

Investors will be closely monitoring Coca-Cola's upcoming quarterly earnings reports and any further guidance updates from the company as it navigates the challenging macroeconomic environment.

The takeaway

The revised EPS estimates from Erste Group Bank underscore the potential headwinds facing Coca-Cola and the broader consumer packaged goods sector, raising questions about the company's ability to maintain its historical growth trajectory in the face of affordability pressures and economic uncertainty.