The Coca-Cola Company (KO) — closed signal from July 13, 2025
Partial Published before the outcome was known, scored automatically when the window closed on October 11, 2025.
Predicted vs. what happened
What happened
Reached 29% of the predicted growth at its peak, without hitting the target.
The thesis — published July 13, 2025
Coca-Cola shares are about 12 percent cheaper than their usual five-year level because investors worry about trade taxes and currency swings. The firm typically beats expectations when it reports April-June results on July 22, which often lifts the stock. Most drinks are made in the US, so new trade taxes should not hurt profits much. A possible dividend increase also draws income seekers. If mood improves, the price could climb to 76-78 dollars within three months.
Primary drivers
- July 22 results usually top forecasts and often spark a short rally
- Making drinks at home protects profits from possible trade taxes
- An oversold reading hints few sellers remain and a bounce may come
- Dividend above 3 percent, with room to rise, is attractive in low-rate times
How it played out
KO: the target was not reached
Lyra published KO at 68.85 on July 13, 2025, with expected growth of 9 percent over a short-term window. The thesis pointed to July 22 results that usually topped forecasts, mostly U.S. production as protection from possible trade taxes, an oversold reading, and a dividend above 3 percent with room to rise.
Inside the window, KO rose but did not reach the 73.96 target. Its peak was 70.67 on August 20, a 2.6 percent gain. It never got there. By October 11, the stock ended at 66.57. The thesis partially played out on direction, but it missed the target.
What happened during the window
On July 22, 2025, Coca-Cola reported second-quarter adjusted earnings of $0.87 per share and revenue of $12.5 billion. The same report said the company planned to launch a U.S. cane sugar Coca-Cola offering in the fall.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Share this receipt
A scored call, published before the outcome was known. Paste the link anywhere — it unfurls as the card above.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.