A Real KO!

Coca-Cola ($KO) beat earnings per share expectations by $0.04, beat revenue expectations and raised its fiscal 2026 organic revenue growth and comparable EPS growth guidance.

Not surprisingly, I expect a positive market response to the release, which should have a collaterol benefit to PepsiCo ($PEP).

Here is the complete release.  Coca-Cola Reports Second Quarter 2026 Results and Raises Full Year Guidance :: The Coca-Cola Company (KO)

Positions: KO VS PEP S

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Posted by Doug Kass

Doug Kass is a world-renowned hedge fund manager with decades of experience and success navigating through some of the most turbulent periods in market history. He is known for his time-tested analytical skills and ability to look past the current noise and herd mentality. On TheStreet Pro, Kass provides frequent market commentary and investing ideas for active investors throughout each trading day in Doug’s Daily Diary. He also serves as president of Seabreeze Partners Management Inc. Previously, he served as a senior manager at Omega Advisors, a $6 billion investment partnership. He co-authored a book with Ralph Nader and the Center for the Study of Responsive Law called “Citibank: The Ralph Nader Report” and can be found as a guest host on CNBC's "Squawk Box." A Note from Doug: Current strategies and actionable trade ideas -- all on one dynamic platform built exclusively for active trades. From sudden sell-offs to sudden spikes, TheStreet Pro arms you with crucial analysis -- at a rapid fire, professional pace -- to help you make sound trading decisions -- every day, every hour, and every minute. Join me and my team of professional traders for unique perspectives and breakthrough investment opportunities.

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