Coca-Cola projects 4–5% organic revenue growth for fiscal 2026, below the 5.3% consensus, following a fourth-quarter miss driven by soda demand declines in North America and Asia. On February 18, Bank of America analyst Peter Galbo increased Coca-Cola’s price target to $88 from $85 after highlighting a “bottler-friendly” presentation at the CAGNY conference and reiterating a Buy rating based on strong execution. To offset inflation pressures, the company introduced 7.5-ounce mini single-serve cans priced under $2 in U.S. convenience stores, aiming to attract budget-conscious consumers and drive trial. Incoming CEO Henrique Braun will assume the role at the end of March with plans to speed innovation and enhance consumer engagement as low-sugar trends and weight-loss drugs reshape buying habits.