Analysts Conflicted on These Consumer Goods Names: Coca-Cola (NYSE: KO) and Ambev SA (NYSE: ABEV)We view Coca-Cola as well positioned to deliver on-algo growth by leveraging their global bottler network, capitalizing on on-trend segments of the beverage market (e.g, RTD protein shakes), and commercializing beverage occasions in emerging markets. We also view KO as the most resilient stock in our coverage to a difficult CPG backdrop and see minimal downside risk to sales and earnings estimates in 2026. Through its "All- Weather" strategy, Coca-Cola is able to adapt quickly to region-specific challenges when they emerge. KO's new Fairlife facility will come online at the end of 2025 and will expand capacity by ~30% once fully scaled.