Greg Portell previews Coca-Cola (KO) earnings before their quarterly report Tuesday premarket. He highlights their “mature” supply chains, but says investors are going to judge how well KO can handle supply pressures like tariffs. Tariff costs are “going to have to get passed on” to the consumer, he adds – the question is how long that will last. He also says it’s not sure whether KO products are a “want” or “need” for the consumer.