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.

2 matches for “World Cup”; 2 quoted, at least 25 words apart.

Filippo Falornianalystqa

…And also as we get into the summer, you obviously have the World Cup and a lot of activation around that event. Any expectations around…

Henrique Brauncompanyqa

…as well in 2026, is the fact that Mexico will host the World Cup event. It's the biggest event on earth in terms of engagement…

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