11:17 AM EDT, 04/24/2026 (MT Newswires) -- Coca-Cola (KO) is expected to post a resilient, in-line Q1 print, given the challenging global consumer environment amid mounting inflationary pressures, RBC Capital Markets said in a note Friday.

Channel checks show that bottlers are experiencing solid sales, but there is significant concern among the bottler community regarding aluminum inflation, the Midwest premium, and potential hikes in logistics and packaging costs if energy prices continue to rise, analysts wrote.

Energy restrictions in global markets amid the Middle East conflict could result in mobility limitations and market disruptions, posing a risk to volumes. The company may need to pull levers beyond pricing to mitigate inflationary impacts, according to the note.

Despite consumer environment headwinds, the company is on track to deliver organic sales targets, given its flexibility and relationship with bottlers, according to RBC.

The firm has an outperform rating on the stock with a price target of $87 per share.

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