🍾 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.

Related Predictions

🍾 Beverages ✦ AI

Boston Beer Company (NYSE: SAM) reports Q3 FY2026 (July–September 2026, release ~October 2026) year-over-year decline in Truly Hard Seltzer depletion volumes (confirmed by Boston Beer press release or Bloomberg by November 15, 2026)

The hard seltzer category has been in structural decline since its 2021 peak. Truly (second-largest brand after White Claw) already reported depletion volume declines of –6% to –9% YoY in Q1–Q2 FY2026. Drivers of ongoing pressure: market saturation, competition from RTD cocktails and FMBs, growth of non-alcoholic alternatives. Boston Beer itself cited 'continued category headwinds' for Hard Seltzer in recent guidance documents. A Q3 2026 reversal without external catalysts (product relaunch, price cut) is highly unlikely.

75%

Next Month · Predicted for 15. Nov 2026

🍾 Beverages ✦ AI

Molson Coors Beverage Company (NYSE: TAP) reports organic net revenue decline year-on-year in its Q3 FY2026 quarterly report (July–September 2026, release approx. October/November 2026, confirmed by Molson Coors press release or Bloomberg by November 15, 2026)

The global beer market faces structural volume pressure in North America, collapse of the hard seltzer segment (Topo Chico, Coors Seltzer), and growing non-alcoholic competition. The energy price explosion (EU TTF +136% YoY, September 2026) increases production costs. ECB at 2.50% and Fed in rate-hiking mode weigh on household incomes and consumption. Comparable players Diageo, Pernod Ricard, and Brown-Forman are already flagged with organic revenue declines in open predictions. Molson Coors' mainstream brands (Coors Light, Miller Lite) carry higher price resilience than premium spirits — hence moderate calibration at 52%.

52%

Next Month · Predicted for 15. Nov 2026

🍾 Beverages ✦ AI

Brown-Forman Corporation (NYSE: BF.B) reports an organic net sales decline year-on-year in H1 FY2027 (May–October 2026, release approx. December 2026, confirmed by Brown-Forman press release or Bloomberg by December 15, 2026)

Brown-Forman (Jack Daniel's ~40% of revenue, Woodford Reserve, Old Forester) faces the same global premium whiskey downturn as Diageo and Pernod Ricard: distributor destocking, stagnant US domestic demand, weakness in Europe and Asia-Pacific. Fiscal year runs May–April; H1 FY2027 covers May–October 2026, results typically released in early December. IWSR 2026 confirms ongoing global American whiskey volume weakness. Open platform predictions for both Diageo and Pernod Ricard show the same organic decline pattern. No Polymarket market found for BF.B. Assessment: ~65% probability of organic decline.

65%

Next Year · Predicted for 15. Dec 2026