Coca-Cola (KO): FY25 Q4 earnings call, Feb 10, 2026

Tue, Feb 10Earnings callSpeaker-labelled transcriptCoca-Cola

On its Feb 10, 2026 earnings call (FY25 Q4), Coca-Cola said 7 of the 19 words Kalshi and Polymarket listed; Parrot’s count agreed with all 19 settlements. Quotes below are at most 25 words each.

Updated

Markets

19 words · 7 settled yes · our count agreed on 19 of 19

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Acquisition Yes55✓46%n=1+tx from settlement history blended with transcripts–
Dividend Yes55✓46%n=1+tx from settlement history blended with transcripts–
China Yes45✓87%n=1+tx from settlement history blended with transcripts–
AI / Artificial Intelligence Yes33✓76%transcripts from the transcript model–
Supply Chain Yes22✓76%n=1+tx from settlement history blended with transcripts–
Dairy Yes22✓74%transcripts from the transcript model–
Low-Income / Lower-Income Yes22✓47%transcripts from the transcript model–
Protein No00✓68%transcripts from the transcript model–
GLP-1 No00✓59%transcripts from the transcript model–
International No00✓54%n=1+tx from settlement history blended with transcripts–
Retro No00✓45%n=1+tx from settlement history blended with transcripts–
Tariff No00✓38%n=1+tx from settlement history blended with transcripts–
Bacardi No00✓36%transcripts from the transcript model–
Influencer No00✓32%n=1+tx from settlement history blended with transcripts–
Cane Sugar No00✓32%n=1+tx from settlement history blended with transcripts–
Prebiotic No00✓20%n=1+tx from settlement history blended with transcripts–
Kennedy No00✓16%transcripts from the transcript model–
Ozempic No00✓16%transcripts from the transcript model–
Trump No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

John Murphycompany“Acquisition” · prepared

…algorithm. We also expect growth in comparable currency-neutral earnings per share, excluding acquisitions and divestitures, of 5% to 6%. We continue to focus on investing…

John Murphycompany“Dividend” · prepared

…have an unwavering commitment to reinvest in our business and grow our dividend. Approximately 25% of our expected 2026 capital investments related to company-owned bottlers…

James Quinceycompany“China” · qa

…of the weaknesses would need to resolve themselves and bounce back, India, China, some of the Aseana countries in Europe, and then we've got the…

Henrique Brauncompany“AI / Artificial Intelligence” · qa

…focus on not only engaging with the consumer through data, tech and AI, but also from a customer point of view, developing a platform that…

James Quinceycompany“Supply Chain” · qa

…as it relates to price/mix and inventory, given our position in the supply chain, to always try and take a 4-quarter view. What do I…

Henrique Brauncompany“Dairy” · prepared

…and Sprite Zero Sugar had strong performance. In Santa Clara, our value-added dairy brand in Mexico, became another addition to our stable of billion-dollar brands.…

Henrique Brauncompany“Low-Income / Lower-Income” · prepared

…with North America. We delivered strong results despite continued macroeconomic pressure on lower-income consumers. We gained both volume and value share and grew volume, revenue…

Agents: this page as TSV at /api/v1/appearances/coca-cola:2026-02-10:earnings_call · words: /api/v1/brief?appearance=coca-cola:2026-02-10:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP