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Coke (KO) Poised to Benefit from Reopening

April 16, 2021

Coke (KO) Poised to Benefit from Reopening

KO was hit especially hard by pandemic-related shifts in consumer behaviors. Prior to lockdown, sales from bars, restaurants, stadiums, etc. comprised nearly 1/2 of its sales. Despite this, Coke was able to make strategic management decisions to somewhat offset the impact. Last quarter, KO unit case volume fell -3% YoY as all beverage segments reported volume declines. In 21Q1, this decline continued: YoY demand fell -20% YoY. However, we're starting to see light at the end of the tunnel. Coke Demand is ticking back up on a QoQ basis.

In addition, we're watching significant near-term strength from multiple brands under its umbrella:

  • Dasani: +65% QoQ
  • Simply Orange: +37% QoQ
  • Diet Coke: +35% YoY
  • Powerade: +35% QoQ
  • Coca-Cola: +31% QoQ
  • Coke Zero: +12% QoQ

As localities increasingly re-open, Coke is well positioned to capitalize. While the current quarter will likely show continued decline, guidance is getting brighter.

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LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

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