The Coca Cola Company: fairlife Cyber Disruption

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The Coca Cola Company: fairlife Cyber Disruption

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The Coca Cola Company

fairlife Cyber Disruption

Maintain Rating: BUY | PO: 95.00 USD | Price: 84.92 USD

fairlife US production halted by ransomware event 16 July 2026

After the close, The Coca Cola Company announced that fairlife identified unauthorized Equity

access by a third party to a portion of its systems, including production-related systems,

Peter T. Galbo, CFA

in connection with a ransomware event. Following detection of the incident, the Research Analyst

company activated its incident response and business continuity protocols, engaged BofAS peter.galbo@bofa.com

outside advisors and cybersecurity experts and notified law enforcement. While product

Christian Junquera

quality and safety have not been impacted, fairlife’s US production operations have been Research Analyst

temporarily suspended. The company noted that fairlife’s Canada production operations BofASchristian.junquera@bofa.com

are not currently impacted and that the investigation into the full scope, nature and

Chris Downing

impacts of the incident remains ongoing. Research Analyst

BofAS

Near-term disruption, but likely contained christopher.downing@bofa.com

We view the incident as a near-term overhang rather only. The most immediate risk is

lost sales and delayed shipments, particularly given fairlife has been one of KO’s

strongest growth assets in recent years. Historical Staples ransomware event examples Stock Data

that come to mind are Clorox (CLX) and Molson Coors Beverage Company (TAP). CLX Price 84.92 USD

2023 cyberattack led to order-processing delays, product outage and a sharp Price Objective 95.00 USD

deterioration in fiscal 1Q24 results, with effects lingering for multiple quarters. Date Established 10-Jul-2026