Coca-Cola (KO) Q2 global unit case volume growth 3.5%-4.5%?

Analysis

Consensus market with a single, well-sourced load-bearing fact: analyst consensus of 2.0-2.2% for Q2 unit case volume vs. a bracket that effectively needs a reported 4% (integer reporting). A 2-point beat on a low-volatility metric is a tail outcome; even granting the easy -1% comp and seasonality, ~10-12% is the right zone. The market at 16.5% overpays for the upside scenario, and the 7-day price drift (22%→16.5%) is already converging toward the agents. Edge ~5.5% at my 11% estimate — above the trade threshold, evidence specific and verifiable, no kill-attempt trigger (edge <15%). This is a policy/econ-style data-print market, our strongest category. Recommend TRADE_NO.

Sources

Pages the ensemble actually visited, matched to the evidence above.

1. Sell-side consensus for Q2 2026 unit case volume is 2.0% (BofA) to 2.2% (Visible Alpha, July 10 preview), well below the 3.5% bracket flo…
2. Sell-side consensus for Q2 2026 unit case volume is 2.0% (BofA) to 2.2% (Visible Alpha, July 10 preview), well below the 3.5% bracket flo…