Coca-Cola (KO): FY25 Q4 earnings call, Feb 10, 2026
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.
UpdatedMarkets
19 words · 7 settled yes · our count agreed on 19 of 19- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Acquisition | Yes | 5 | 5 | ✓ | 46%n=1+tx from settlement history blended with transcripts | – |
| Dividend | Yes | 5 | 5 | ✓ | 46%n=1+tx from settlement history blended with transcripts | – |
| China | Yes | 4 | 5 | ✓ | 87%n=1+tx from settlement history blended with transcripts | – |
| AI / Artificial Intelligence | Yes | 3 | 3 | ✓ | 76%transcripts from the transcript model | – |
| Supply Chain | Yes | 2 | 2 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Dairy | Yes | 2 | 2 | ✓ | 74%transcripts from the transcript model | – |
| Low-Income / Lower-Income | Yes | 2 | 2 | ✓ | 47%transcripts from the transcript model | – |
| Protein | No | 0 | 0 | ✓ | 68%transcripts from the transcript model | – |
| GLP-1 | No | 0 | 0 | ✓ | 59%transcripts from the transcript model | – |
| International | No | 0 | 0 | ✓ | 54%n=1+tx from settlement history blended with transcripts | – |
| Retro | No | 0 | 0 | ✓ | 45%n=1+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – |
| Bacardi | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – |
| Influencer | No | 0 | 0 | ✓ | 32%n=1+tx from settlement history blended with transcripts | – |
| Cane Sugar | No | 0 | 0 | ✓ | 32%n=1+tx from settlement history blended with transcripts | – |
| Prebiotic | No | 0 | 0 | ✓ | 20%n=1+tx from settlement history blended with transcripts | – |
| Kennedy | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Ozempic | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Trump | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
32 matches for “Consumer”; 5 quoted, at least 25 words apart.
…CEO of this remarkable company. Coca-Cola gave me the opportunity to serve consumers, customers and communities around the world and work alongside incredibly talented and…
…our sparkling soft drinks. And while we've expanded our portfolio to offer consumers more choice, we've also reinvigorated growth of our legacy sparkling soft drink…
…foundational steps to digitize our system. We've made good progress connecting with consumers and customers on a more granular and personalized level. And lastly, we've…
…than $150 billion of market value for our shareowners and outperformed the consumer staples industry. Our foundation today is as strong as it's ever been.…
…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 and…
Where the listed words were said
…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…
…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…
…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…
…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…
…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…
…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.…
…on an environment that didn't change so far in terms of the low-income consumer being pressured and also allowing us to continue to drive this…
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