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Stock +11% YTD, crushing S&P 500 → protein shakes entry, new CEO incoming

Coca-Cola shares have surged about 11% year-to-date, significantly outperforming the S&P 500's near-flat performance, driven by strong Q4 2025 earnings and multiple analyst upgrades including Jefferies raising its target to $90. The company is diversifying into protein shakes and preparing for incoming CEO Henrique Braun to take the helm at end of March. Coca-Cola guided for 4–5% organic revenue growth and 5–6% comparable currency-neutral EPS growth in 2026, though the stock currently trades at $78 against a consensus target of $83.40.