KO

The Coca-Cola Company stock research

Jun 27, 2025

FY2025 Q2

The Coca-Cola (KO) Gross Margin — Quarter Ended Jun 27, 2025

Revenue and gross profit were higher than both the prior quarter and the same quarter last year. Cost of revenue increased from the prior quarter but decreased from the prior year, resulting in a gross margin that was slightly lower sequentially but higher year-over-year.

Gross margin takeaway

Quarter ended Jun 27, 2025 · FY2025 Q2

Revenue and gross profit were higher than both the prior quarter and the same quarter last year. Cost of revenue increased from the prior quarter but decreased from the prior year, resulting in a gross margin that was slightly lower sequentially but higher year-over-year.

  • The year-over-year improvement in gross margin is the most notable observable driver, supported by a lower cost of revenue compared to the same period last year while revenue was higher.
  • Compared to the prior quarter, revenue and gross profit were higher, but gross margin was slightly lower. Compared to the same quarter a year earlier, revenue, gross profit, and gross margin were higher, while cost of revenue was lower.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

62.4%

Gross profit

$7.8B

Revenue

$12.5B

Cost of revenue

$4.7B

Quarter-over-quarter change

-0.2 pts

Year-over-year change

+1.3 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Sep 27, 2024$11.9B$7.2B$4.7B60.7%
Dec 31, 2024$11.5B$6.9B$4.6B60.0%
Mar 28, 2025$11.1B$7.0B$4.2B62.6%
Jun 27, 2025$12.5B$7.8B$4.7B62.4%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Mar 28, 2025

-0.2 pts

Year-over-year change

Jun 28, 2024

+1.3 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The year-over-year improvement in gross margin is the most notable observable driver, supported by a lower cost of revenue compared to the same period last year while revenue was higher.

Compared to the prior quarter, revenue and gross profit were higher, but gross margin was slightly lower. Compared to the same quarter a year earlier, revenue, gross profit, and gross margin were higher, while cost of revenue was lower.

Monitor the sequential decline in gross margin, as it narrowed despite higher revenue and gross profit.