Coca-Cola Consolidated reports 11% Q2 revenue growth, but aluminum costs compress margins

Filed August 5, 2026 · Period ending August 5, 2026 · ~1 min read

Key Changes

• high

  Q2 2026 net sales rose 11% to $2.05B with 7.6% volume growth, driven by America250™ and FIFA World Cup enthusiasm plus Fourth of July timing.

  Exhibit 99.1 view on EDGAR →
• high

  Gross margin fell 210 basis points to 37.9% as ~$45M in aluminum cost increases from tariffs and supply constraints outpaced pricing actions.

  Exhibit 99.1 view on EDGAR →
• high

  Operating margin contracted 150 basis points to 13.2%; operating income flat at $271M (up 6% adjusted to $285M).

  Exhibit 99.1 view on EDGAR →