fairlife (ultra-filtered milk)
Webster, NY plant still ramping; production resumed at most US sites after a July 2026 ransomware halt.
What it is
Ultra-filtered milk and dairy drinks. Coca-Cola is building a new production plant in Webster, New York, which is not yet fully operational.
Why it matters to the stock. fairlife is the company's main growth bet in dairy, and its production capacity sets how much premium dairy revenue Coca-Cola can add. Any delay in Webster or further disruption will show up in the juice, dairy and plant-based numbers.
News
Coca-Cola system plans $10 billion of US infrastructure spending through 2030
Coca-Cola and its bottling partners plan to invest about $10 billion in US infrastructure through 2030, covering new and expanded production, distribution and office facilities.
fairlife says Webster, New York plant is expected to be fully operational later in 2026
fairlife said its Webster, New York facility is expected to be fully operational later in 2026.
fairlife resumes most US production after ransomware halt
fairlife said it had resumed the majority of production at its four US facilities after the ransomware event.
Coca-Cola says ransomware attack halted fairlife US production
Coca-Cola disclosed that a third party gained unauthorized access to part of fairlife's systems, including production-related systems, in a ransomware event.