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Forensic Analysis · Beverages · as of Nov 9, 2026

Coca-Cola Consolidated, Inc. (COKE)

A forensic read on Coca-Cola Consolidated, Inc. built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

A · High-quality, modest growth
Forensic grade
Clean
Earnings quality
2
Forensic signals
168.3%
ROE
4.8%
Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (auditor quality, say on pay, board independence, going concern). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Coca-Cola Consolidated, Inc. earns an A (High-quality, modest growth) forensic quality grade. 2 forensic signals were flagged in its latest SEC filings, led by shareholder returns.

What the filings flag

435% of FCF
FY2025
Shareholder returns. Returned $2.7B to shareholders (buybacks + dividends) in FY2025 — 435% of free cash flow. That is $2.1B (335%) more than free cash flow covered, and more than operating cash flow as well. The balance sheet covered it: cash and short-term investments fell $1.2B and total debt rose $1.0B over FY2025. A payout past free cash flow draws the balance sheet down in every year it continues, which isn't sustainable indefinitely.
-53%
FY2024→FY2025
Dividend — cut. The payout was CUT ~53% in FY2025 (from FY2024). It still returns some cash, but it is NOT the dependable, rising dividend an unbroken streak implies.

Key fundamentals

Latest Revenue$7.23B
Revenue Growth YoY+4.8%
Revenue CAGR (2yr)+4.2%
Net Margin7.9%
Free Cash Flow$619.6M
Return on Equity168.3%

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Data from SEC EDGAR public filings · metrics as of Nov 9, 2026. Forensic signals flag probability, not certainty.

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