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Upturn AI SWOT - About
COKE 
Coca-Cola Consolidated Inc. (COKE)
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Upturn Advisory Summary
02/03/2025: COKE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 41.71% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 02/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.85B USD | Price to earnings Ratio 21.48 | 1Y Target Price 1440 |
Price to earnings Ratio 21.48 | 1Y Target Price 1440 | ||
Volume (30-day avg) 39249 | Beta 0.84 | 52 Weeks Range 796.83 - 1460.92 | Updated Date 04/1/2025 |
52 Weeks Range 796.83 - 1460.92 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 0.82% | Basic EPS (TTM) 57.63 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.81% | Operating Margin (TTM) 12.86% |
Management Effectiveness
Return on Assets (TTM) 11.62% | Return on Equity (TTM) 37.73% |
Valuation
Trailing PE 21.48 | Forward PE - | Enterprise Value 12066360276 | Price to Sales(TTM) 1.68 |
Enterprise Value 12066360276 | Price to Sales(TTM) 1.68 | ||
Enterprise Value to Revenue 1.75 | Enterprise Value to EBITDA 11.47 | Shares Outstanding 7755980 | Shares Floating 5204106 |
Shares Outstanding 7755980 | Shares Floating 5204106 | ||
Percent Insiders 32.84 | Percent Institutions 52.01 |
Analyst Ratings
Rating - | Target Price 144 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Coca-Cola Consolidated Inc.
Company Overview
History and Background
Coca-Cola Consolidated, Inc. (CCBCC) is the largest independent Coca-Cola bottler in the United States. Founded in 1902 as Atlantic Ice and Coal Company, it became Coca-Cola Bottling Co. Consolidated in 1980. It has grown through acquisitions and expansions, becoming a key player in the beverage industry.
Core Business Areas
- Beverage Production and Distribution: Produces, markets, and distributes a wide range of non-alcoholic beverages, primarily products of The Coca-Cola Company.
- Territory Management: Manages exclusive territories across 14 states, ensuring consistent product availability and market penetration.
Leadership and Structure
J. Frank Harrison, III is the Chairman and CEO. The company has a hierarchical structure with regional and functional divisions reporting to the executive leadership team.
Top Products and Market Share
Key Offerings
- Coca-Cola Brands (Coca-Cola, Diet Coke, Sprite, Fanta): The company's primary products are Coca-Cola branded beverages. Market share data varies by region but they hold a significant portion of the carbonated soft drink market. Competitors include PepsiCo, Keurig Dr Pepper and numerous regional brands.
- Non-Carbonated Beverages (Dasani, POWERADE, Minute Maid): Includes bottled water, sports drinks, and juices. Competitors include Nestle, Gatorade and Ocean Spray.
Market Dynamics
Industry Overview
The beverage industry is competitive and constantly evolving with shifting consumer preferences for healthier options, alternative beverages, and sustainable packaging.
Positioning
Coca-Cola Consolidated is a key player due to its extensive distribution network and strong brand recognition, operating as the largest bottler in the US.
Total Addressable Market (TAM)
The US non-alcoholic beverage market is estimated at over $200 billion. CCBCC is positioned to capture a significant share of this market through its distribution network and brand recognition.
Upturn SWOT Analysis
Strengths
- Extensive distribution network
- Strong brand recognition (Coca-Cola)
- Exclusive territorial rights
- Large production capacity
- Experienced management team
Weaknesses
- High dependence on The Coca-Cola Company
- Vulnerability to commodity price fluctuations
- Geographic concentration in the Southeast US
- Capital intensive business
Opportunities
- Expanding into new beverage categories (e.g., energy drinks, flavored water)
- Acquiring other bottling territories
- Improving operational efficiency through technology
- Partnerships with other beverage companies
- Growth through e-commerce
Threats
- Changing consumer preferences towards healthier beverages
- Increased competition from alternative beverage brands
- Rising costs of raw materials (sugar, aluminum)
- Regulatory changes (e.g., sugar taxes)
- Economic downturns affecting consumer spending
Competitors and Market Share
Key Competitors
- PEP
- KDP
Competitive Landscape
CCBCC benefits from the Coca-Cola brand but faces competition from other beverage companies and shifting consumer preferences. Its size allows it to benefit from scale while smaller companies may be more nimble.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: CCBCC's growth has been driven by acquisitions and organic growth within its territories.
Future Projections: Analyst projections vary, but typically focus on revenue growth, margin expansion, and earnings growth.
Recent Initiatives: Recent initiatives often involve expanding distribution, introducing new products, and improving operational efficiency.
Summary
Coca-Cola Consolidated is a large and established bottler with a strong distribution network and brand affiliation. The company faces challenges from changing consumer tastes and rising input costs but is positioned to leverage its scale and partnerships for growth. Its future depends on adapting to evolving market trends and efficiently managing operations. The lack of recent acquisitions suggests a focus on organic growth and operational improvements.
Similar Companies
- PEP
- MNST
- FIZZ
- DPS
Sources and Disclaimers
Data Sources:
- Company website
- Financial news sources
- Industry reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Coca-Cola Consolidated Inc.
Exchange NASDAQ | Headquaters Charlotte, NC, United States | ||
IPO Launch date 1990-03-26 | Chairman & CEO Mr. J. Frank Harrison III | ||
Sector Consumer Defensive | Industry Beverages - Non-Alcoholic | Full time employees 15000 | Website https://www.cokeconsolidated.com |
Full time employees 15000 | Website https://www.cokeconsolidated.com | ||
Coca-Cola Consolidated, Inc., together with its subsidiaries, manufactures, markets, and distributes nonalcoholic beverages primarily products of The Coca-Cola Company in the United States. It operates through Nonalcoholic Beverages and All Other segments. The company offers sparkling beverages; still beverages, including energy products; noncarbonated beverages, such as bottled water, ready to drink coffee and tea, enhanced water, juices, and sports drinks. It also sells its products to other Coca-Cola bottlers; and post-mix products that are dispensed through equipment, which mixes the fountain syrups with carbonated or still water enabling fountain retailers to sell finished products to consumers in cups or glasses. In addition, the company manufactures and distributes various other beverage brands comprising Dr Pepper and Monster Energy. It sells and distributes its products directly to customers, including grocery stores, mass merchandise stores, club stores, convenience stores and drug stores, restaurants, schools, amusement parks, and recreational facilities, as well as through vending machine outlets. The company was formerly known as Coca-Cola Bottling Co. Consolidated and changed its name to Coca-Cola Consolidated, Inc. in January 2019. Coca-Cola Consolidated, Inc. was founded in 1902 and is headquartered in Charlotte, North Carolina.
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