Consumer Brands earnings: latest results compared
The latest quarter from Nike, Procter & Gamble, Coca-Cola, PepsiCo, Philip Morris International and Lululemon, side by side. Revenue is as reported; growth and operating margin are calculated from XBRL filings once the 10-Q or 10-K is in.
| Latest quarter | Revenue | Growth vs year ago | Operating margin | Reported |
|---|---|---|---|---|
 Nike Q1 FY2027 | $11.2B | −4.3% | — | 1 Oct 2026 |
 Procter & Gamble Q1 FY2027 | $23.3B | +4.0% | 25.5% | 22 Oct 2026 |
 Coca-Cola Q3 2026 | $13.4B | +7.4% | 33.4% | 27 Oct 2026 |
 PepsiCo Q3 2026 | $25.3B | +5.6% | 16.9% | 8 Oct 2026 |
 Philip Morris International Q3 2026 | $11.4B | +5.5% | 42.5% | 21 Oct 2026 |
 Lululemon Q2 FY2026 | $2.4B | −4.3% | 18.8% | 3 Sep 2026 |
What each company reported
- 27 Oct 2026Coca-Cola Q3 2026 · Coca-Cola's third quarter 2026 net revenues grew 7% to $13.4 billion with global unit case volume up 5%, EPS grew 8% to $0.93 and comparable EPS (non-GAAP)…Transcript · Slides
- 22 Oct 2026Procter & Gamble Q1 FY2027 · P&G reported fiscal 2027 first quarter net sales of $23.3 billion, up four percent, with organic sales up four percent, diluted EPS of $1.97 and Core EPS of…Transcript
- 21 Oct 2026Philip Morris International Q3 2026 · Philip Morris International reported third-quarter 2026 net revenues up 5.5% (7.1% organically) to $11.4 billion, reported diluted EPS down 4.9% to $2.12, and…Transcript
- 8 Oct 2026PepsiCo Q3 2026 · PepsiCo reported third-quarter 2026 net revenue of $25,274 million, up 5.6%, with organic revenue up 3.1%, EPS of $2.23 up 17% and core EPS of $2.34 up 2%.Transcript
- 1 Oct 2026Nike Q1 FY2027 · Nike reported first quarter revenues of $11.2 billion, down 4 percent on a reported basis, gross margin of 42.8 percent and Diluted earnings per share of $0.48.Transcript
- 3 Sep 2026Lululemon Q2 FY2026 · Revenue decreased 4% to $2.4 billion, or decreased 5% on a constant dollar basis, with comparable sales down 9% and diluted EPS of $2.92.Summary
Every quarter and KPI history
Nike (NKE)Procter & Gamble (PG)Coca-Cola (KO)PepsiCo (PEP)Philip Morris International (PM)Lululemon (LULU)