What Are Coca-Cola Stock Bulls Not Worried About?

Shares of Coca-Cola (KO) returned 38.9% over the year to October 16, 2026, outpacing the 15.5% gain for the S&P 500. The beverage giant gave investors reason for optimism in July, raising its annual revenue and profit forecasts following a sales lift from the FIFA World Cup, Reuters reported. At the same time, management detailed a persistent financial strain on shoppers. What is that strain, and how is it reaching Coca-Cola.