Every 8-K that Coca-Cola Consolidated, Inc. (COKE) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow COKE and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full COKE filings page.
Coca-Cola Consolidated, Inc. reported strong top-line growth for the second quarter ended July 3, 2026, with net sales rising 10.6% to $2.1 billion and volume up 7.6%. Sparkling and Still categories grew 9.7% and 11.5% in net sales, supported by zero-sugar, flavor, sports drink and premium water brands, plus favorable Fourth of July timing.
Gross profit increased 4.8% to $778.4 million, but gross margin declined 210 basis points to 37.9% as elevated aluminum costs added about $45 million of input expense. Income from operations was essentially flat at $271.3 million, while second-quarter net income fell 15.2% to $158.8 million, hurt by higher interest expense and non-cash fair value adjustments. For the first half of 2026, income from operations grew 10.2% to $508.9 million and operating cash flows were $420.6 million. The company invested approximately $147 million in capital expenditures, repaid $275 million of term-loan debt early, and expects full-year 2026 capital expenditures of about $300 million.
Coca-Cola Consolidated, Inc. reported the results of its 2026 Annual Meeting of Stockholders held on May 12, 2026. Stockholders elected all 11 director nominees to serve until the 2027 annual meeting or until successors are elected and qualified.
Support for directors was strong, with votes for individual nominees ranging from 213,970,839 to 235,204,142, alongside 7,926,082 broker non-votes for each. Stockholders also approved, on an advisory basis, named executive officer compensation for fiscal 2025 and ratified PricewaterhouseCoopers LLP as independent registered public accounting firm for fiscal 2026.
Coca-Cola Consolidated, Inc. reported strong first quarter 2026 growth, helped by a longer fiscal period. Net sales rose 16.9% to $1.85 billion, or 8.5% on an adjusted basis excluding six extra days. Volume grew 13.4%, or 6.4% adjusted, with broad gains in Sparkling and Still categories.
Gross profit increased 15.9% to $727.1 million, though gross margin slipped to 39.4% as higher aluminum costs added about $35 million in input costs. Income from operations was $237.5 million, up 25.1%, while adjusted operating income rose modestly. Reported net income grew 7.7% to $111.6 million, but adjusted net income declined 12.3% to $119.5 million.
Coca-Cola Consolidated reported higher sales and operating profit for the fourth quarter and full year 2025, while GAAP net income declined due mainly to non-cash fair value adjustments and higher interest expense.
Fourth quarter net sales rose to $1.9 billion, up 9.0%, with volume up 4.6% and income from operations increasing 10.7% to $242.1 million. For 2025, net sales reached $7.23 billion, up 4.8%, and income from operations grew 3.3% to $950.7 million.
GAAP net income was $137.3 million in the quarter, down from $178.9 million, while adjusted net income edged up to $157.8 million. For 2025, GAAP net income was $570.6 million versus $633.1 million in 2024; adjusted net income was $668.5 million versus $678.6 million.
Operating cash flow improved to $931.9 million in 2025, and the company invested about $312 million in capital expenditures. It repurchased all remaining shares held by The Coca‑Cola Company for approximately $2.4 billion and returned roughly $2.7 billion to stockholders through repurchases and dividends, funded in part by higher long‑term debt.
Coca-Cola Consolidated, Inc. (COKE) repurchased all of the Company shares held by Carolina Coca-Cola Bottling Investments, an indirect TCCC subsidiary, for approximately $2.4 billion. The transaction closed on November 7, 2025 and was funded with cash on hand and a $1.2 billion senior unsecured 364‑day bridge term loan.
The bridge loan bears interest at Term SOFR plus an applicable rate; based on the Company’s current debt rating, the applicable rate is 1.000%. The facility permits prepayments without penalty and requires prepayment upon certain debt or equity issuances or significant asset distributions outside the normal course. Financial covenants include a minimum consolidated cash flow/fixed charges ratio of 1.5x and a maximum consolidated funded indebtedness/cash flow ratio of 6.0x.
Concurrent with closing, the Amended and Restated Stock Rights and Restrictions Agreement was terminated, and director Elaine Bowers Coventry resigned effective at closing, not due to any disagreement. The Company also amended its revolving credit agreement and two private shelf agreements to ensure the repurchase does not trigger a change‑of‑control default.
Coca-Cola Consolidated, Inc. reported that it issued a news release covering financial results for the third quarter ended September 26, 2025 and the first nine months of fiscal 2025. The company furnished the news release as Exhibit 99.1 to this report dated October 29, 2025. The information in this update, including Exhibit 99.1, is being furnished and not deemed filed under the Exchange Act.
Coca-Cola Consolidated, Inc. reported that Robert G. Chambless, currently Executive Vice President, Franchise Beverage Operations, has informed the company of his intention to retire in 2027. As part of an orderly succession plan, he will move into the role of Executive Vice President, Senior Advisor to the Chairman and CEO effective January 1, 2026.
In his new position, Mr. Chambless will assist with the transition of his current responsibilities and act as a strategic advisor to the company’s Chairman and Chief Executive Officer. The company stated that his transition and retirement are not due to any disagreement regarding operations, policies, practices, financial statements, accounting policies, or internal controls.