🍾 Beverages · Next Month

Anheuser-Busch InBev S.A./N.V. (EBR: ABI) reports H1 2026 organic revenue growth above 4.0% year-on-year (expected around August 7, 2026)

Hit ✦ AI-generated prediction Published on 20. July 2026 · Predicted for 7. August 2026 · Based on: Historical Cycle

Probability

54%

ABI delivered EBITDA growth at the top of guidance in Q1 2025, with underlying EPS growth of 7.1%. Premium brands (Corona, Stella Artois, Budweiser) drive growth in Latin America, Africa, and Asia-Pacific. Analysts forecast ~4–6% organic revenue growth for H1 2026, supported by pricing and volume gains in emerging markets. The US market remains weak post-Bud Light but is offset by international strength. Comparable peer Heineken has a >4% H1 growth prediction on the platform, consistent with a positive sector backdrop.

Data basis for this prediction

ABI Q1 2025: Underlying EPS +7,1 %, EBITDA am oberen Guidance-Ende (BusinessWire, 07.05.2025)
ABI H1-2026-Ergebnis erwartet ca. 7. August 2026 (ABI Investor Calendar, 20.07.2026)
Analystenkonsens ABI organisches Wachstum H1 2026: ca. 4–6 % (Bloomberg Consensus, Jun 2026)

Verdict: Hit

AB InBev meldete am 29. Juli 2026 seine H1-2026-Ergebnisse (etwas früher als die erwarteten ca. 7. August 2026) mit einem organischen Umsatzwachstum von 5,7 % auf Jahresbasis – deutlich über der Vorhersageschwelle von >4,0 %. Der Gesamtumsatz stieg auf 31,927 Mrd. USD (+11,5 % reported). Wachstumstreiber waren insbesondere Mittelamerika (+18,1 % Umsatz) und Südamerika (+16,2 %), gestützt durch Premiumisierung und die B2B-Plattform BEES. Das normalisierte EBITDA wuchs ebenfalls um 5,6 % auf 11,375 Mrd. USD. Quellen: BusinessWire (20260729) / StockTitan SEC Filing BUD Form 6-K.

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Rémy Cointreau achieves more than 2.0 percent organic net sales growth year-on-year for full year FY2026/27 (April 2026 – March 2027) — confirmed by Rémy Cointreau press release or Bloomberg by June 30, 2027

Rémy Cointreau published its H1 FY2026/27 result on October 27, 2026: organic growth of +2.9 percent YoY for April–September 2026 — 90 basis points above this forecast's threshold. The company confirmed its FY2026/27 guidance ('gradual return to organic growth'). Q2 FY2026/27 (Jul–Sep): Cognac up 12 percent YoY. FY2025/26 full year: +0.2 percent organic ('in line with targets', Rémy IR, June 3, 2026). Achieving above 2.0 percent for the full year only requires H2 (Oct 2026–Mar 2027) to avoid a complete collapse — the 90-basis-point H1 buffer provides substantial safety margin. Risks: US demand weakness, Chinese Cognac tariffs, macro slowdown. Supporting: Rémy Martin premiumization strategy, confirmed guidance, strong Q2 momentum.

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Total Champagne shipments 2026 fall below 280 million bottles — CIVC annual report by January 31, 2027

After the record of 322 million bottles (2021), Champagne shipments are in structural decline: ~319 million in 2022, ~299 million in 2023 (CIVC). Continued luxury weakness in China (export volume –27% YoY H1 2026), rising input costs, and saturated key markets (USA, France, UK) point to further contraction. At –5 to –7% p.a. decline (2022–2025 trend), 2026 volume would be approximately 262–271 million bottles — well below the 280 million threshold. No prediction market signal available. Confirmed via CIVC annual report or Reuters by January 31, 2027.

52%

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Monster Beverage Corporation (NASDAQ: MNST) beats Q3 FY2026 EPS consensus of 0.30 USD per share — earnings report November 5, 2026 after market close (confirmed by Monster Beverage Investor Relations or Bloomberg by November 6, 2026, 10:00 AM ET)

Analyst consensus for Q3 2026: EPS 0.2998 USD (~0.30 USD) with revenue of 2.49 billion USD (MarketBeat / TradingView, as of October 2026). Monster Beverage has beaten EPS consensus in a majority of recent quarters and continues to benefit from international market expansion in the energy drink segment. No active Polymarket or Kalshi market found for this event; beat probability estimated at ~65% based on historical beat rate and current consensus positioning.

65%

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