COKE Q1 net sales +17% to $1.85B; aluminum costs pressure margins, adjusted net income -12%

Coca-Cola Consolidated, Inc.

Net sales $1.85B (up 16.9%), volume +13.4%; adjusted net sales +8.5% vs Q1 2025.
Gross profit $727M (+16%); adjusted gross profit +7%; gross margin 39.4% (down 30 bps).
Income from operations $238M (+25%); adjusted op income $195M (+2%).
Adjusted net income $119.5M, down 12.3% YoY; net income $111.6M (+7.7%).
Aluminum costs increased ~$35M due to tariffs and geopolitical conflicts; repaid $150M term loan; FY capex ~$300M.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

Coca-Cola Consolidated, Inc. reported first quarter ended April 3, 2026 results: revenue $1,846.7.

Period: first quarter ended April 3, 2026
Revenue: $1,846.7
Result: reported results

Exact text from the filing

of $48 million, or 25% (b) ; adjusted (a) income from operations increased 2%. Key Results First Quarter (in millions) 2026 2025 Change Volume (1) 87.0 76.7 13.4% Net sales $1,846.7 $1,580.0 16.9% Gross profit $727.1 $627.1 15.9% Gross margin 39.4 % 39.7 % Income from operations $237.5 $189.8 25.1% Operating margin 12.9 % 12.0 % Beverage Sales First Quarter

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8 earnings releases filed in the last 30 days. Browse all earnings releases →

Coca-Cola Consolidated, Inc. filing history →

Source: SEC EDGAR

accession 0001628280-26-031296

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