Coca-Cola (KO): FY26 Q3 earnings call, Oct 27, 2026
On its Oct 27, 2026 earnings call (FY26 Q3), Coca-Cola said 15 of the 23 words Kalshi and Polymarket listed; Parrot’s count agreed with all 23 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
23 words · 15 settled yes · our count agreed on 23 of 23- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Growth 15+ times | Yes | 35 | 35 | ✓ | 81%transcripts from the transcript model | – |
| Consumer 15+ times | Yes | 28 | 28 | ✓ | 73%transcripts from the transcript model | – |
| Fairlife | Yes | 6 | 6 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| World Cup | Yes | 5 | 5 | ✓ | 79%transcripts from the transcript model | – |
| Zero Sugar | Yes | 5 | 5 | ✓ | 79%transcripts from the transcript model | – |
| Fairlife 3+ times | Yes | 4 | 6 | ✓ | 66%transcripts from the transcript model | – |
| Fanta | Yes | 4 | 4 | ✓ | 55%transcripts from the transcript model | – |
| Powerade | Yes | 3 | 3 | ✓ | 81%transcripts from the transcript model | – |
| Pibb | Yes | 2 | 2 | ✓ | 48%transcripts from the transcript model | – |
| Mexico | Yes | 1 | 1 | ✓ | 92%transcripts from the transcript model | – |
| China | Yes | 1 | 1 | ✓ | 90%n=3+tx from settlement history blended with transcripts | – |
| Middle East | Yes | 1 | 1 | ✓ | 80%transcripts from the transcript model | – |
| Acquired / Acquisition | Yes | 1 | 1 | ✓ | 69%transcripts from the transcript model | – |
| Supply Chain | Yes | 1 | 2 | ✓ | 64%n=3+tx from settlement history blended with transcripts | – |
| Dividend | Yes | 1 | 1 | ✓ | 44%n=3+tx from settlement history blended with transcripts | – |
| China 4+ times | No | 1 | 1 | ✓ | 53%transcripts from the transcript model | – |
| Oil / Gas / Gasoline | No | 0 | 0 | ✓ | 47%transcripts from the transcript model | – |
| Prebiotic | No | 0 | 0 | ✓ | 27%n=3+tx from settlement history blended with transcripts | – |
| Alcohol / Alcoholic | No | 0 | 0 | ✓ | 24%n=1+tx from settlement history blended with transcripts | – |
| International | No | 0 | 0 | ✓ | 23%n=3+tx from settlement history blended with transcripts | – |
| Tariff | No | 0 | 0 | ✓ | 15%n=3+tx from settlement history blended with transcripts | – |
| Refund | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Cane Sugar | No | 0 | 0 | ✓ | 13%n=3+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 27, 2026 15:42 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
5 matches for “Topo Chico”; 4 quoted, at least 25 words apart.
…with the finished goods performance. If you were to factor in the Topo Chico situation we have had this year, and you factor in the…
…On price mix, I know you were cycling a difficult comp in Topo Chico and fairlife. How should we think about that, particularly that mix…
…of the premium brands that were generated through our finished goods, including Topo Chico with one of them that you know, and BODYARMOR as well.
…flat volume for the quarter, we are cycling a good performance of Topo Chico last year as well, which has also an impact on that.…
Where the listed words were said
…and review our third quarter business performance. Then I will discuss how our system is delivering at scale and adapting locally to create durable growth.
…pressures have accelerated, and all of this has an impact on many consumers. Yet our confidence in the long-term opportunity remains unchanged. We have a…
…portfolio, we had strong volume growth from many brands, including trademark Coca-Cola, fairlife, Powerade, Fresca, and smartwater. Mr. Pibb continued its success with another quarter…
Following the FIFA World Cup, we transitioned into soccer activations around the English Premier League and Bundesliga while continuing to build everyday consumption occasions through…
…is different, three themes were consistent. One, affordability is working. Two, both zero sugar and original taste are recruiting consumers. And three, execution and local…
…screen to shelf. We are also creating new opportunities across our portfolio. fairlife expanded its Nutrition Plan offerings with the return of fan favorite vanilla,…
…affordability initiatives to locally relevant taste innovations like Sprite Cool Mint and Fanta Pomegranate, our teams are adapting to dynamic market conditions. Finally, in Asia…
…Zero, growing double digit again, and fairlife continues to do really well. POWERADE also grew, and we have other areas that we have work to…
…as well. Life continues to grow. Powerade grew as well. Fresca, Mr. Pibb has been another very good surprise. Still small in the overall volume…
In Mexico, the environment remains challenging, but we are seeing encouraging progress by combining affordability, strong revenue growth management capabilities, and locally relevant marketing and…
…contributed to Sprite's volume growth of nearly 20% in the region. In China, the consumer environment remains subdued, with cautious spending and soft domestic demand.…
…transportation costs. We now expect comparable currency-neutral earnings per share growth, excluding acquisitions and divestitures, of at least 9%. Divestitures are now expected to be…
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