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Red Flags Detected

  • Asset Impairment (new) — Company recorded a $960 million impairment charge on the BodyArmor trademark in Q4 2025 due to revised projections and competitive pressures.
NYSE: KO COCA COLA CO 10-Q

Coca-Cola posts 12% revenue growth but faces $14B+ IRS tax exposure and BodyArmor writedown

Filed April 30, 2026 · Period ending April 3, 2026 · ~1 min read

Key Changes

  • high

    IRS transfer pricing dispute could cost $14B+ for 2010-2025 if Tax Court ruling stands on appeal; company paid $6B for 2007-2009 while maintaining only $520M reserve, betting on reversal.

    Legal Proceedings verify on EDGAR →
  • high

    If IRS methodology upheld, effective tax rate would rise 3.8 percentage points annually, permanently reducing net income and EPS going forward.

    Legal Proceedings verify on EDGAR →
  • high

    BodyArmor trademark written down $960M in Q4 2025 due to slower growth and competition; management warns further impairments likely if near-term results disappoint.

    MD&A: BodyArmor verify on EDGAR →

2 more material changes behind this preview — plus the full narrative summary, section-by-section diffs against the prior filing, and verbatim quotes with EDGAR citations.

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Source-verified from EDGAR · Narrative written by AI · May 18, 2026 · How we verify