Coca-Cola Company (NYSE: KO) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. USD 0.88 per share (July 23, 2026, before market open)
Miss
✦ AI-generated prediction
Published on 20. July 2026
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Predicted for 23. July 2026
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Based on: Historical Cycle
KO has beaten EPS consensus in 11 of the last 12 quarters. Q2 2025 came in at USD 0.84 adjusted EPS (+12% YoY). Pricing power (+6–7% in 2026) and organic volume growth in EMs (India, Africa, Middle East) underpin margins. Organic revenue growth Q1 2026: +6.8% YoY. FactSet consensus Q2 2026: USD 0.88 Non-GAAP EPS. KO is among the most consistent earnings beaters in the beverage universe; the Iran conflict barely touches the out-of-home soft-drink business.
Data basis for this prediction
- KO Q2 2025 bereinigter EPS: $0,84 (KO Investor Relations, 23. Juli 2025)
- KO Beat-Rate: 11/12 Quartale seit Q3 2022 (FactSet Consensus)
- KO organisches Umsatzwachstum Q1 2026: +6,8% YoY (KO IR, April 2026)
- FactSet-Konsens KO Q2 2026: $0,88 Non-GAAP EPS (Stand Juli 2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
[Vorzeitig entschieden] Coca-Cola veröffentlicht Q2 2026 Ergebnisse NICHT am 23. Juli, sondern am 28. Juli 2026 (Dienstag, vor Börseneröffnung). Stichtag verstrichen ohne Ereignis. Quelle: The Markets Daily / Hudson Labs.
🍾 Beverages
✦ AI
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.
🍾 Beverages
✦ AI
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%.
🍾 Beverages
✦ AI
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.