Coca-Cola stock maintains Overweight rating at Piper Sandler on c-store strategy

Published 16/10/2025, 12:30
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Investing.com - Piper Sandler has reiterated an Overweight rating on Coca-Cola (NYSE:KO) with a price target of $80.00, citing the beverage giant’s enhanced convenience store strategy. Currently trading at $67.08, the beverage giant commands a market capitalization of $288.69 billion and maintains impressive gross profit margins of 61.43%, according to InvestingPro data.

The firm highlighted Coca-Cola’s launch of mini cans in convenience stores as a single-serve option, providing consumers with portion control alternatives and lower price points. These smaller-format products can fit into rearranged cooler shelves without displacing existing items.

Initial test launches of the mini cans have already driven incremental revenue gains, according to Piper Sandler’s analysis. The firm views this as a significant win for Coca-Cola’s retail partnerships.

Coca-Cola’s upcoming product innovations were also noted, including Coca-Cola cherry float, the return of Sprite + Tea, and the launch of Powerade Power Water. These new offerings are part of the company’s continued focus on expanding its beverage portfolio.

The beverage company is planning a major global marketing push tied to next year’s World Cup, which Piper Sandler identified as another potential growth driver for the brand.

In other recent news, Coca-Cola has been the focus of several significant developments. Bain Capital’s Special Situations unit has submitted a first-round bid for Costa Coffee, a chain currently owned by Coca-Cola, as the beverage giant explores selling the brand at a reduced price. Additionally, Apollo Global Management has engaged in early-stage discussions with Coca-Cola’s advisers regarding a potential acquisition of Costa. In terms of stock analysis, JPMorgan has reiterated its Overweight rating for Coca-Cola, maintaining a price target of $79.00 after meetings with company representatives at a recent conference. Meanwhile, Coca-Cola Beverages South Africa is planning to cut over 600 jobs, as reported by the Business Day, citing opposition from the Food and Allied Workers Union. These developments are part of a broader strategy and outlook for Coca-Cola as discussed by company representatives at the U.S. All-Stars Conference in London.

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