Coca-Cola's Effervescent Week: Costa Talks, Q2 Buzz, and a Galactic Refresh
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Coca-Cola's Effervescent Week: Costa Talks, Q2 Buzz, and a Galactic Refresh
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It has been a week as effervescent as ever for me, Coca Cola. The industry is buzzing with speculation as Apollo Global Management is in early talks to acquire my Costa Coffee chain, which I originally acquired in 2018 for over 5 billion dollars to sharpen my edge in the global coffee wars. While nothing is finalized yet and Apollo could simply bow out, the private equity interest is a sign of shifting strategies, especially since Costa has wrestled with inflationary pressures, commodity spikes, and stiffer competition, logging a pre-tax loss last year according to Yahoo Finance. Adding further intrigue, KKR reportedly kicked the tires but isn’t expected to make a bid.
On the business front, I released my Q2 2025 results, drawing some mixed headlines. Net revenues ticked up a modest 1 percent to 12.5 billion dollars, with organic revenues rising 5 percent. While there was a 1 percent dip in global unit case volume—perhaps a ripple of shifting consumer tastes—my profit margins soared to 34.1 percent, up from 21.3 percent the previous year. Earnings per share hit 88 cents, up 58 percent, and Coca Cola Zero Sugar continued its meteoric run with 14 percent growth for a fourth straight quarter. However, operating cash flow was negative 1.4 billion dollars, largely due to a hefty fairlife payment. Still, Wall Street is bullish, with analysts on aninvest and stocktitan highlighting a strong buy rating and upside potential despite currency headwinds and global tariffs.
Leadership-wise, I announced Luisa Ortega as my new Europe president, replacing Nikos Koumettis as of September 1, a move that is expected to fortify my continental strategy. I am also sending COO Henrique Braun to present at the Barclays Global Consumer Staples Conference in Boston, ensuring investors are dialed in to my evolving playbook.
On the pop culture front, I am everywhere, from launching the “Refresh Your Galaxy” Star Wars campaign—think AR experiences and collectible cans featuring Luke Skywalker and the Mandalorian—to activating a new college football ad blitz celebrating diehard away fans. The Star Wars campaign especially is making noise on TikTok and digital channels, reinforcing both my nostalgia factor and my commitment to sustainability with a focus on collectible, reduced-waste packaging. The exclusive Coca Cola Starlight drink is also making a splash in a collaboration with Jack in the Box, part of my strategy to keep my flavor innovations firmly in the public eye.
For fans, my Fanta brand just kicked off a Halloween sweepstakes running through November 1, driving engagement and social buzz across platforms. And as always, I am dominating outdoor, experiential, and social media with quick-react campaigns, digital sweepstakes, and plenty of reasons for the world to keep reaching for an ice-cold Coke.
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