Coca-Cola (KO): FY26 Q1 earnings call, Apr 28, 2026

Tue, Apr 28Earnings callSpeaker-labelled transcriptCoca-Cola

On its Apr 28, 2026 earnings call (FY26 Q1), Coca-Cola said 4 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.

Updated

Markets

12 words · 4 settled yes · our count agreed on 12 of 12

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
China Yes56✓89%n=2+tx from settlement history blended with transcripts–
Fairlife Yes23✓91%transcripts from the transcript model–
Acquisition Yes11✓68%n=2+tx from settlement history blended with transcripts–
Prebiotic Yes11✓18%n=2+tx from settlement history blended with transcripts–
Supply Chain No00✓78%n=2+tx from settlement history blended with transcripts–
Dividend No00✓65%n=2+tx from settlement history blended with transcripts–
International No00✓36%n=2+tx from settlement history blended with transcripts–
Alcohol / Alcoholic No00✓32%transcripts from the transcript model–
Influencer No00✓29%n=2+tx from settlement history blended with transcripts–
Cane Sugar No00✓28%n=2+tx from settlement history blended with transcripts–
Retro No00✓28%n=2+tx from settlement history blended with transcripts–
Tariff No00✓28%n=2+tx from settlement history blended with transcripts–

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 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

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

6 matches for “Middle East”; 5 quoted, at least 25 words apart.

Henrique Brauncompanyprepared

…many consumers remain resilient, others are under pressure due to persistent inflation, greater macroeconomic uncertainty, and volatility driven by the conflict in the Middle East.

Henrique Brauncompanyprepared

…Also, we are more granularly focusing on value offerings at attractive absolute price points. In the region of the Middle East, we gained value share.

Henrique Brauncompanyprepared

…shifted Sprite + Tea from North America. In the region of the Middle East, to refresh consumers during Ramadan, we are linking Sprite Lemon Mint…

Andrea Teixeiraanalystqa

…did call out that volumes understandably turned negative in March in the Middle East. I was just hoping to see if you can give us…

Henrique Brauncompanyqa

…the EMEA as a whole, right? Like, that encompasses Europe, Eurasian and Middle East and Africa, we had a good overall performance. We grew volume…

Where the listed words were said

Henrique Brauncompany“China” · prepared

We also focused on refillable packaging and driving availability. In China, we activated our broad portfolio and stepped up execution in targeted channels during the…

Henrique Brauncompany“Fairlife” · prepared

…mix from packaged water and constrained production capacity for Topo Chico and fairlife. We had broad-based strength across our total beverage portfolio. Trademark Coca-Cola, Fanta,…

John Murphycompany“Acquisition” · prepared

…We now expect growth in comparable currency neutral earnings per share, excluding acquisitions and divestitures, of 6%-7%. Notwithstanding volatility in certain commodities like tea and…

Agents: this page as TSV at /api/v1/appearances/coca-cola:2026-04-28:earnings_call · words: /api/v1/brief?appearance=coca-cola:2026-04-28:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP