Decelerating Revenue Signals Maturing Growth Phase KO's revenue growth has significantly decelerated, dropping from 17.1% in 2021 to just 1.3% in the 2024 TTM period. While the strong 2021 growth...
Gross Margin Resilience Masks Operating Cost Pressures Despite the significant slowdown in top-line growth, KO has effectively managed its cost of revenue, allowing gross margins to remain robust and even...
Pricing Power as a Key Competitive Moat KO's ability to maintain and slightly expand gross margins (reaching 60.4% TTM 2024) amidst revenue growth deceleration is a testament to its strong...
Future Growth Hinges on Portfolio and Market Expansion The recent sharp deceleration in overall revenue growth (to 1.3% TTM) signals that growth from core categories and price increases may become...