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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
The Coca-Cola Company (KO) investor relations material
The Coca-Cola Company Morgan Stanley Global Consumer & Retail Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Global Consumer & Retail Conference 2025 summary2 Dec, 2025
Macroeconomic and consumer environment
September outperformed July and August due to effective adaptation, despite ongoing macro headwinds and tepid consumer trends, especially among lower-income groups.
Macroeconomic forecasts for 2026 suggest increasing headwinds, with consumer pressure incrementally worsening but not drastically.
Focus remains on controllable factors: marketing, innovation, execution, and pricing to navigate volatility.
Segmentation and affordability strategies target pressured consumer segments, shifting investments to match changing shopping behaviors.
Growth model, pricing, and volume outlook
Long-term growth model targets 4–6% top-line growth, aiming for balanced contributions from price and volume.
Recent years saw higher pricing due to inflation, with volume growth moderating; pricing is expected to normalize as inflation eases.
Emphasis on earning pricing power through brand equity and consumer value, with a conservative approach to avoid overreaching.
Revenue growth management (RGM) and price pack architecture are key to adapting to consumer needs and maximizing demand.
Competitive landscape and innovation
Intense competition persists, with incumbents and new entrants seeking growth; continuous evolution and transformation are prioritized.
Fairlife and Core Power have established strong positions in value-added dairy, with significant growth potential as capacity expands.
Expansion in protein drinks is constrained by capacity but will accelerate with new investments; international growth is considered but complex.
Innovation and bolt-on M&A are expected to regain importance post-COVID, supported by surplus cash and strategic criteria.
Fairlife capacity unlock: What's the commercial plan?
IRS tax case: How does it shape M&A strategy?
AI's role in innovation success and marketing
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Next The Coca-Cola Company earnings date
Q4 202511 Feb, 2026
Next The Coca-Cola Company earnings date
Q4 202511 Feb, 2026
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Frequently asked questions
Beverage industry behemoth
The Coca-Cola company might not need any further introduction than the simple statement “The producers of Coca-Cola”. This is a testament to the impact that the company has had throughout history, and continues to have in modern society. Founded in 1866 the company has continued to expand over the years and is now one of the world's most famous and recognized brands. Coca-Cola has been publicly traded for over 100 years, and Warren Buffet and his investment company Berkshire Hathaway owns a significant stake in the company.
Legendary trade secrets
One important part of Coca-Cola's brand identity is the secrecy surrounding the recipe for their most iconic drink. The formula, known only to a select few and passed down from executive to executive, consists of a unique blend of ingredients. The recipe's secrecy has been carefully guarded throughout the company's history and is today kept safely in a vault at Coca-Cola's headquarters, adding an air of mystery and exclusivity to the brand. This aura of secrecy has contributed to the intrigue and fascination surrounding Coca-Cola, making it an enduring symbol of the beverage industry. One legendary story regarding the secret recipe is how one disgruntled employee stole it from the headquarters and planned to sell it to Pepsi for over a million dollars. Pepsi, not interested in buying trade secrets and producing an identical product to their biggest competitor, promptly alerted Coca-Cola who in turn called the FBI.
Not just Coca-Cola
The Coca-Cola Company offers a variety of products in addition to its iconic Coca-Cola beverage. Some of its notable brands include Diet Coke, Sprite, Fanta, Minute Maid, Powerade, Dasani, SmartWater, Honest Tea, and Vitaminwater. These products cater to different consumer preferences and situations by providing a range of flavors, carbonated and non-carbonated options, juices, sports drinks, bottled water, drink mixers, and more. The Coca-Cola Company strives to fill every possible want from consumers looking for a bottled non-alcoholic drink.
An incredibly well cemented global presence
The Coca-cola Company is well and truly a global brand, and the list of countries where their products aren’t available (oftentimes due to sanctions or logistical issues) for sale is very short. Coca-Cola has achieved a remarkable global presence, with its products being sold in almost every corner of the world. The company has pursued a strategy of international expansion, establishing bottling and distribution networks in numerous countries. Additionally, Coca-Cola's strong brand recognition and marketing efforts have contributed to its widespread popularity. The company's ability to adapt its products to local tastes and preferences has also played a crucial role in its global success.
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