탐색기로 돌아가기
The Coca-Cola Company
KOleaderCoca-Cola is the world's largest non-alcoholic beverage company, operating a franchise bottling model that reaches over 200 countries. Its asset-light concentrate business generates industry-leading margins, while continuous portfolio expansion into health-conscious and premium beverages drives growth.
제품 및 매출
제품별 매출 비중
매출 구성 ($47.1B)
정적 데이터 (실시간 재무 로딩 중…)
Concentrate Operations (55%)
Finished Products (30%)
Bottling Investments (15%)
부문별 구성 및 주요 고객사
제품 상세 설명
Coca-Cola Trademark45%
Coca-Cola, Diet Coke, Coca-Cola Zero Sugar, and regional variants
Sparkling Flavors (Sprite, Fanta)25%
Flavored carbonated soft drinks sold globally
Still Beverages (Minute Maid, Smartwater, Topo Chico)30%
Juices, water, sports drinks, tea, and coffee
공급망 관계
매크로 & 시장 현황
필수소비재섹터 뉴스
인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면
미국 식료품 물가 YoY
+2.1%
P&G 유기적 매출 성장
+3% YoY
코스트코 회원 갱신율
93%
사모라벨 침투율
21%
다음 주요 이벤트
◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트
기관 시그널
| 기관 | 행동 | 가치 | 분기 | 공시일 |
|---|---|---|---|---|
| Berkshire Hathaway | reducing | $56M | 2025.12 | 2026-02-17↓ |
| Berkshire Hathaway | reducing | $26M | 2025.12 | 2026-02-17↓ |
| Berkshire Hathaway | reducing | $6M | 2025.12 | 2026-02-17↓ |
| Berkshire Hathaway | accumulating | $5.6B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | accumulating | $128M | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | accumulating | $1.0B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | accumulating | $1.0B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | accumulating | $19.8B | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | accumulating | $248M | 2025.12 | 2026-02-17↑ |
| Berkshire Hathaway | accumulating | $67M | 2025.12 | 2026-02-17↑ |
| BlackRock | accumulating | $758M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $217M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $302M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $13M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $36M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $762M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $72M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $7.7B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $5.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $466M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $737M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $278M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $453M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $60M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $30M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $163M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $52M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $13M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $350K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $375M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $1M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $589M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $1.5B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $134M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $1K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $510M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $23.5B | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $11.7B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $1.8B | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $7M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $32M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $18M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $4M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $35M | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $67M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $4.7B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $858M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.4B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $44M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $763M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $2M | 2025.12 | 2026-02-17↑ |
최신 뉴스
뉴스 로딩 중...
AI 분석
The Coca-Cola Company의 AI 공급망 분석을 받으려면 "AI 분석 받기"를 클릭하세요.
기업 정보
섹터 현황 — 필수소비재
섹터 뉴스인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면
미국 식료품 물가 YoY
+2.1%
P&G 유기적 매출 성장
+3% YoY
코스트코 회원 갱신율
93%
사모라벨 침투율
21%
핵심 테마
- •원재료비 안정 → 대형 FMCG 마진 회복 (PG·MDLZ·KMB)
- •사모라벨 강세 — 월마트·코스트코 자체브랜드 점유율 확대
- •신흥국 프리미엄화 — Nestlé·Unilever 아시아 고마진 제품 확대
다음 주요 이벤트
- ◆P&G·KO·PEP·WMT Q1 실적 (2026.04)
- ◆미국 3월 PCE 물가 발표