Coca-Cola appoints Henrique Braun, a 30-year company veteran, as CEO effective March 2026. Expectations are for him to continue growth strategies focused on product innovation and consumer engagement. Organic sales growth and acquisitions will be priorities. Capital allocation rating remains strong. Stock fair value estimate remains at USD 74 per share.

Braun will leverage his experience in Latin America and Asia to drive growth opportunities. Focus will be on health-focused innovation and closer bottler partnerships. No major changes expected to Coke’s investment discipline. Share price has risen 14% year to date and is considered fairly valued. Sales contribution from bottling to decrease to 5% in 2026.

Editor’s Note: Analysis published by Morningstar Equity Research. No shares owned by authors.

Read more at Morningstar: Coca-Cola: Chief Operating Officer Named New CEO; Exemplary Capital Allocation Rating Intact