The Coca-Cola Company (KO.N): KO Announces US fairlife Production Temporarily Suspended on Cyberattack

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The Coca-Cola Company (KO.N): KO Announces US fairlife Production Temporarily Suspended on Cyberattack

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16 Jul 2026 17:34:45 ET │ 10 pages

The Coca-Cola Company (KO.N)

KO Announces US fairlife Production Temporarily Suspended on

Cyberattack

CITI'S TAKE Buy

Short-Term View: Upside, expires 16-AUG-26

This afternoon, KO announced that its fairlife brand identified

Price (16 Jul 26 16:00) US$84.92 unauthorized access by a third party to a portion of its systems (including

Target price US$97.00 its production-related systems) in connection with a ransomware event,

with production operations at fairlife in the US temporarily suspended Expected share price return 14.2%

(fairlife’s Canada production operations are not currently impacted). The Expected dividend yield 2.5%

release notes that KO's investigation and assessment of the impact of the Expected total return 16.8%

incident is ongoing and that the full scope is not yet known, with the Market Cap US$365,367M

company currently working with the assistance of outside

advisors/cybersecurity experts. While the financial impact is difficult to

quantify at this stage and will depend on the duration of the production

outage and current inventory levels, we estimate that the fairlife brand Filippo Falorni, CFAAC

comprises ~10% of KO's US sales mix, with the impacted fairlife US sales +1-212-816-3743

closer to ~9–10% of North America (we estimate Canada comprises ~5% filippo.falorni@citi.com

of North America mix). Jonmichael Shekian

jonmichael.shekian@citi.com

KO Announces US fairlife Production Offline — KO announced that its fairlife

brand identified unauthorized access by a third party to a portion of its systems

(including its production-related systems) in connection with a ransomware event,