-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。コカ・コーラ（KO）は、第1四半期の調整後EPSが0.86ドルとなり、市場予想の0.73ドル（18%増）を大きく上回りました。この好調は、売上高が予想を上回ったことによるもので、純売上高は12%増の124億7000万ドル（市場予想を2億4000万ドル上回る）、粗利益率は40ベーシスポイント上昇して63.0%（市場予想通り）となりました。KOの第1四半期の純売上高増加の要因としては、濃縮飲料の売上高（8%増）、価格・製品構成（2%増）、為替変動（3%増）が挙げられます。近年の米ドル安は、KOにとって大きな追い風となっています。これは、KOが米国以外の地域に大きく依存しているためです（2025年の総売上高の約60%）。販売数量は3%増加し、全地域で販売数量が増加しました。KOは、通期調整後EPSが従来の7%～8%増から8%～9%増に上昇すると予想しており、2025年には3.00ドルのEPSが達成されると見込んでおり、これは現在のコンセンサスである3.23ドルを上回る3.24ドル～3.27ドルのEPSを意味します。KO株は現在、プレマーケットで3%高で取引されています。当社は、KOの幅広い販売数量の増加が最も心強い展開であり、予算を重視する消費者の反発の可能性に対する懸念を和らげるのに役立っていると考えています。
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