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- Coca-Cola Organic Revenue Jumps 7% Despite Flat North America Volumes. Here's What Investors Need to Know.
Coca-Cola reported third-quarter revenue of $13.4 billion, up 7%, with organic revenue also up 7% and adjusted earnings per share of $0.91, up 11%. Global unit case volume rose 5%, driven mainly by Latin America, Asia Pacific and Europe, Middle East and Africa, while North American volume was flat and shares were down 1% in early afternoon trading. In North America, gains in Coca-Cola's trademark products were offset by declines in water, sports drinks, coffee and tea. Operating margin expanded to 33.4% from 32%, free cash flow reached $11.4 billion for the first nine months, and the company raised its full-year free cash flow forecast to at least $13 billion. The article suggests North America needs attention, even as international markets continue to support growth.
- Coca-Cola is about to report earnings. Here's what to expect
Coca-Cola is expected to report quarterly results before the market opens on Tuesday. Based on LSEG consensus estimates, analysts expect earnings per share of 88 cents and revenue of $12.92 billion. Coke executives say shoppers remain under pressure from inflation and economic uncertainty, yet consumers are still buying premium brands such as Fairlife and its namesake soda. Rival PepsiCo cut its full-year earnings forecast in October as demand in its home market lagged, while Coke recently won the U.S. business of KFC, a longtime Pepsi customer. For the full year, Coke projects comparable EPS growth of 9% to 10% and organic revenue growth of about 5%. Its shares have climbed about 32% this year, outpacing the S&P 500's gain of around 12%, and the company has a market cap of roughly $398 billion.
- Prediction: Coca-Cola Stock Is Going to Soar After Oct. 27
Coca-Cola (KO) reports third-quarter earnings on Oct. 27, and its stock is up about 33% so far this year after it raised full-year guidance in July. In the second quarter, revenue rose 7% to $13.4 billion, global unit case volume grew 5%, and adjusted EPS reached $0.97, up 11%. The company used the FIFA World Cup to promote its brands in more than 180 markets, contributing to 5% volume growth for its flagship brand and 8% for Powerade. Its updated outlook calls for 5% organic revenue growth, 9% to 10% adjusted EPS growth (up from 8% to 9%), and $12.4 billion in projected free cash flow. The author argues that its global distribution network and brand portfolio could support further growth.
- PepsiCo Was Just Dealt Another Blow by Coca-Cola
On October 15, KFC said it will switch from Pepsi to Coca-Cola products across its 4,000 U.S. locations, a deal PepsiCo is expected to cost about $50 million in revenue. It is the third major account PepsiCo has lost to Coca-Cola this year, following Marriott and Costco, as KFC tries to win back customers from rivals. PepsiCo's third-quarter revenue was $25.3 billion, up 5.6%, with EPS of $2.34, slightly above forecasts, but management lowered its full-year 2026 guidance for organic revenue and earnings growth. The article also points to pressure from consumers cutting processed snacks and from GLP-1 drug use, while about 68% of Coca-Cola's portfolio is low- or no-calorie. PepsiCo shares are down 8.7% this year, while Coca-Cola is up 34%.
- Coca-Cola Just Made a New All-Time High. Should You Wait for a Pullback Before Buying or Double Down in October?
Coca-Cola (KO) shares hit record highs after a 35% rally this year that has far outpaced the S&P 500. The author argues valuation is stretched, with a trailing P/E around 28, matching levels last seen in late 2024 and early 2025, a trailing price-to-sales ratio just above 8 at a multi-decade high, and a trailing dividend yield of 2.2%, a multi-year low. The rally may reflect a flight to safety into consumer staples amid worries about the AI industry, even though Coke has raised its dividend for 64 consecutive years. The analyst consensus target price of $96.29 is only about 2% above the current price, so the author suggests investors may consider waiting for a pullback and that other dividend payers offer bigger upside.
- Up 35%, How Long Can Coca-Cola Continue Crushing the S&P 500?
Coca-Cola has returned 35% year to date, versus 14% for the S&P 500, its best year since 1996, but the article argues PepsiCo, with a total return of around -3% so far in 2026, has become more attractive on valuation and income. Coca-Cola trades at 29 times earnings compared with PepsiCo's 17, while PepsiCo's dividend yield of 4.2% is higher than Coca-Cola's 2.2%. PepsiCo's revenue growth of 6% in its latest quarter was close to Coca-Cola's 7%, after it cut prices on some items and added healthier ingredients. Both companies hold Dividend King status, with 64 and 54 years of dividend increases respectively, and analysts forecast 4% revenue growth for Coca-Cola in 2026. The author suggests Coca-Cola could struggle to attract additional buyer interest, though its growth is likely enough to keep income-oriented shareholders.
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According to Russian media citing TST, Ukraine has massed about 17,000 troops in an area only 25 km wide where Dnipropetrovsk, Zaporizhzhia and Donetsk meet, including airborne and marine brigades and the 3rd Regiment of the Special Operations Forces. Colonel Vladimir Antonyuk said the objectives later shifted to military-tactical targets, namely the transport junctions at Velikaya Novosyolka and Bogatyr, where Russian defenses had been reinforced beforehand. In the night of 25 to 26 October, Voronezh region was hit by over 100 UAVs; Governor Alexander Gusev said more than 70 were shot down around Voronezh city, and two people were killed and 17 injured, including a child. A Russian military expert said Kharkiv region could be a launch area and recalled Putin's order to the military to set up a buffer zone along the border. President Zelensky said Ukraine is ready to discuss a territorial exchange, but on one condition.
- RBC Says SpaceX Stock Has 50% Upside. S&P Global Just Warned About Its Hidden AI Debt. Here's Who I Think Is Right.
RBC reiterated its outperform rating and $225-per-share price target after SpaceX's Oct. 20 earnings, which showed $14.6 billion in revenue (up 161%) and $4.4 billion in earnings, versus a $1.1 billion loss in the year-earlier quarter. Starlink contributed $5.25 billion in revenue and $2.4 billion in operating income, and management guided first-quarter 2027 revenue to $33-37 billion, above the $22 billion Wall Street estimate. S&P Global, in contrast, warned that six top hyperscalers, including SpaceX, plan to spend $7 trillion on AI through 2029, including guarantees that do not appear as debt on balance sheets. SpaceX's AI capex was $19.6 billion last quarter and is estimated at $35-40 billion this quarter, while the company is finalizing a $40 billion off-balance-sheet debt structure. The article concludes that the outcome of this AI bet remains uncertain.
- Savings rates fall to near 0% at one bank
Ngan hang TMCP Sai Gon (SCB) cut its online savings rates for new individual customers to 0.1-0.7% per year from October 26, 2026, well below the system's general level. Deposits of 31, 39 and 45 days and 1 to 5 months earn 0.1% per year, 6 to 11 months 0.5%, 12, 13, 15 and 18 months 0.6%, and 24 and 36 months 0.7%, the highest in the table. For 100 million VND deposited for 12 months at 0.6% per year, interest at maturity is 600,000 VND; for 24 months at 0.7%, estimated interest is 1.4 million VND, assuming the rate holds and no early withdrawal. The move follows an October 21 directive from the State Bank of Vietnam requiring banks to cut average deposit rates by at least 0.5 percentage points per year for new deposits of six months or longer in late 2026. SCB has been under special control since 2022 and has shrunk from nearly 240 transaction points to about 8 across 6 localities.
- The value of audit is measured by positive changes in national governance
National Assembly Chairman Tran Thanh Man received heads of delegations from 16 Supreme Audit Institutions (SAIs) attending an international seminar hosted by the State Audit of Vietnam on October 27, which drew about 250 delegates and 13 papers on institutions, vision and innovation. Insights from the seminar will inform the State Audit's development strategy to 2035, its vision to 2045 and proposed amendments to the State Audit Law. On behalf of the international delegations, K. Sanjay Murthy, Comptroller and Auditor General of India and ASOSAI chair, said audit value lies in recommendations that help agencies fix shortcomings, and that SAIs must adopt AI and data analysis to shift toward early risk warnings. Chairman Tran Thanh Man stressed that independence must go with accountability and that audit value is measured by positive changes in governance.
- Indian investors rush to Nvidia, SpaceX, Apple as local trading apps roll out access to U.S. stocks
Major Indian platforms Groww, Zerodha and Angel One are opening U.S. stock trading to retail investors, previously available mainly to wealthier Indians through global banks. Groww, which accounts for more than 29% of the country's 46 million active investors, offers access to more than 10,000 U.S. stocks, ETFs and fractional shares, with NVIDIA, SpaceX and Apple among the most popular among early users. Demand is driven by Indian underperformance: the Nifty 50 has fallen nearly 13% since the start of the year while the S&P 500 has gained over 12%, and foreign investors have pulled a record $32.5 billion from Indian equities this year. Resident Indians sent over $321 million abroad for equity and debt investment in August, up 111% from a year earlier. Kotak Mahindra's Nitin Jain cautioned that regulators could have second thoughts about retail access to U.S. markets as participation grows.
- Gold bar and gold ring prices on the morning of October 28 at SJC, Bảo Tín Mạnh Hải, DOJI and PNJ
On the morning of October 28, SJC, Bảo Tín Mạnh Hải, DOJI and PNJ all quoted gold bars at 139 million VND per tael to buy and 142 million VND to sell, unchanged from the previous close, while gold rings were quoted between 135 and 141.3 million VND per tael. World gold rebounded on October 27 (U.S. time) as crude oil fell, reaching around 4,058.20 USD per ounce, up 42 USD (1.05%). Gains were capped by a stronger U.S. dollar and the 10-year U.S. Treasury yield near 4.99%. Investors are focused on the Fed's rate decision expected on October 28 (U.S. time), with markets leaning toward the Fed holding rates steady.
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