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Coca-Cola sees slight decline in revenue, expects tariff impact to be manageable

Image of Coca-Cola logo on building.
Coca-Cola expects to generate a free cash flow of $9.5 billion.  (Source: Bigstock)

Coca-Cola reported a 2 per cent decline in its net revenue to US$11.1 billion in the first quarter of this year, down from $11.3 billion in the same period last year, citing the impact of re-franchising bottling operations and currency headwinds. 

The company’s operating margin was recorded at 32.9 per cent, including forex impacts and items impacting comparability.

Earnings per share (EPS) grew by 5 per cent to 77 cents following a 9-point impact from currency, and the company gained value share in total nonalcoholic ready-to-drink (NARTD) beverages.

“Our performance this quarter once again demonstrates the effectiveness of our all-weather strategy,” said James Quincey, chairman and CEO of The Coca-Cola Company.

“Despite some pressure in key developed markets, the power of our global footprint allowed us to successfully navigate a complex external environment.”

Moving forward, Coca-Cola expects a revenue growth of 5 per cent to 6 per cent, including a 2 per cent to 3 per cent currency impact. 

The expected revenue growth also considers the impact of hedged positions, in addition to a slight headwind from acquisitions, divestitures and structural changes.

Despite the corporation’s operations being local in each market, Coca-Cola expects a manageable impact from global trade dynamics on certain areas of its cost structure across markets. 

A 5 per cent to 6 per cent currency-driven impact is expected to affect the comparable EPS projected by the company.

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