The Coca-Cola Company (KO) Citi’s 2026 Global Consumer & Retail Conference 2026 March 9, 2026 8:00 AM EDT
Company Participants
John Murphy – President & CFO
Conference Call Participants
Filippo Falorni – Citigroup Inc., Research Division
Presentation
Filippo Falorni
Citigroup Inc., Research Division
Great. Good morning, everyone. This is Filippo Falorni, Citi’s Beverages, Household Products and Personal Care analyst. I’m very happy to kick off Citi’s 2026 Global Consumer and Retail Conference with the Coca-Cola Company. We have John Murphy, President and CFO of the Coca-Cola Company. So John, thanks so much for coming.
John Murphy
President & CFO
Pleasure, Filippo. Thanks for having me.
Question-and-Answer Session
Filippo Falorni
Citigroup Inc., Research Division
Great. So maybe to start, I wanted to go back to some of the strategic initiatives that you talked about at CAGNY, both you and Henrique, and especially the desire to become more of a consumer-centric company by leveraging the 4 Is that you mentioned: inside, innovation, intimacy and integration.
So first, maybe can you talk about the competitive edge that your data and consumer insight give you in terms of market execution? And then on innovation, how does your operating model work in the current form? And what changes are you making to improve the speed to market?
John Murphy
President & CFO
Sure. Thanks, again, for having me. At CAGNY, I think one of our key messages is that the broader strategic framework that we’ve been operating against over the last few years is pretty much the one we’ll use going forward. And with Henrique coming in to succeed James in the CEO role, it’s an opportunity always to take a step back and kick the tires and, in the appropriate way, refresh the areas that we think need more attention on the execution front as much as on the strategy front going forward.
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