Anheuser-Busch InBev NV/SA (EBR: ABI) reports Q2-2026 results (July 30, 2026) with organic net revenue growth exceeding 3.0% year-on-year, confirmed by AB InBev press release
Pending
✦ AI-generated prediction
Published on 23. July 2026
·
Predicted for 30. July 2026
·
Based on: Historical Cycle
AB InBev reports Q2 2026 on July 30, 2026. In Q1 2026, the company achieved +5.8% organic revenue growth and +20.8% in adjusted EPS (source: BusinessWire/StockTitan). Full-year guidance is EBITDA growth of 4–8%. Q2 is seasonally the strongest quarter (northern hemisphere summer). Record Q1 volumes in Mexico, Colombia, Brazil, and South Africa signal continued EM strength. Revenue consensus is approx. USD 16.22 billion (Investing.com). Unlike spirits companies (Diageo, Pernod), beer is less affected by premiumization pullback. Five consecutive quarters of organic growth >2% since Q2 2024.
Data basis for this prediction
- StockTitan/BusinessWire: AB InBev Q1 2026 – organisches Umsatzwachstum +5,8 %, Underlying EPS +20,8 % (4. Mai 2026)
- Investing.com: AB InBev Q2 2026 Earnings Date 30. Juli 2026, Umsatzkonsens $16,22 Mrd.
- AB InBev FY2026-Guidance: EBITDA-Wachstum 4–8 % (Q1 2026 Pressemitteilung)
- Ad-hoc-news.de: 'AB InBev Q1 2026 organic revenue up 3.2%' – tatsächlich +5,8 % (Quiverquant-Bestätigung)
Verdict: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
🍾 Beverages
✦ AI
Rémy Cointreau derives more than 85% of revenues from Cognac, making it more exposed to Chinese retaliatory tariffs (25% on European spirits since April 2024) than more diversified peers. In FY2025 and FY2026, the company already posted double-digit organic declines. A recovery for H1 FY2027 (April–September 2026) is implausible: tariffs persist, and Chinese cognac imports from Europe fell approximately 38% YoY in H1 2025 (BNIC data). Additionally, Trump import tariffs weigh on the US premium spirits market. For comparison, open predictions on this platform expect Pernod Ricard (more diversified) at >–3% and Diageo at >–1.5% organic decline — Rémy is structurally more vulnerable. No Polymarket market available.
🍾 Beverages
✦ AI
Campari Group reported Q1 2026 (released May 6, 2026) organic growth of +2.9% – an acceleration from a Q4 2025 MAT of 2.4% to a new MAT of 3.9%. The company reaffirmed full-year 2026 organic growth guidance of approximately 3%. Aperol showed US market resilience; whiskey/rum was weak at –5%. Sector context: Diageo, Pernod Ricard, and Brown-Forman posted negative organic growth – Campari's aperitif portfolio is outperforming. For H1 >2.5%, the Q1 base of 2.9% provides a strong floor; the trend would need to materially reverse for H1 to come in below 2.5%. Own estimate: ~59%.
🍾 Beverages
✦ AI
Brown-Forman (Jack Daniel's, Woodford Reserve) guides 'roughly flat' organic growth for FY2027. Q1 FY2026 (Aug–Oct 2025) came in at +1% organic; FY2026 full year was organically flat. For Q1 FY2027 (May–July 2026), several factors point to a decline: the global premium spirits sector is under pressure (Diageo expects -1.5%, Pernod Ricard -3% per open predictions), US whiskey demand remains weak. 'Roughly flat' with a high quarterly variance band (±3–4%) makes a negative Q1 plausible. No Polymarket market found.