CLAIM #35789 · The Coca-Cola Company (KO) · 2026Q1 earnings call · Apr 28, 2026 · due Dec 31, 2026
“We are excited that as planned, the Webster capacity is going to start to get align in the Q2, and we're going to ramp up through the year.”
Henrique Braun · CEO
How to check this claim
Look at: Fairlife/Webster facility production capacity coming online, as described in company commentary
It came true if: Company confirms Webster capacity began ramping in Q2 2026 and continued increasing through the remainder of fiscal year 2026
Where: Management commentary on Q2, Q3, and Q4 2026 earnings calls / company disclosures on Fairlife supply capacity
In context
“can control and continue to drive and being closer to the consumer. If you look at the outlook from the region itself, we are confident that we can manage the complexity in there. We will continue to be focused on the balanced growth, which is important for us, as we said, not only in the region, but globally, having volume being a key driver of this balanced growth, but it's going to be a composition that in the year, we will leverage the whole more than ever in a world that's going to be very dynamic. And so far, we believe that we have everything in place to continue to drive there. And we're going to continue to pivot with a playbook that has worked for us in years in the region. Since you asked I'll give a chance to answer also the fair life here. It's a fantastic brand, as you know. We are excited that as planned, the Webster capacity is going to start to get align in the Q2, and we're going to ramp up through the year. So that's the latest on that. And we're very excited also about the fact that we're investing for the next chapter of growth there on the business itself. Operator: Our next question comes from Filippo Falorni from Citi. Filippo Falorni: I was hoping you can touch a bit more on the North America business, solid performance on volume to start the year. You have the FIFA World Cup coming in couple of months. So just any thoughts on like potential opportunities there in terms of accelerating volumes and activation at the brand level, obviously, both for the U.S. and Canada, but also if you can touch on Mexico and the opportunity there. And maybe even give some color on like the performance of the business post the sugar tax in Mexico. Henrique Braun: Okay, Filippo. Look, North America, we're”
Verify independently
SEC filings for KO ↗ · Claim quote is verbatim from the 2026Q1 earnings call.