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📈 Economy · Next Week

Coca-Cola Company (NYSE: KO) beats Q2-2026 adjusted EPS consensus of ~$0.92 per share (July 28, 2026)

Hit ✦ AI-generated prediction Published on 19. July 2026 · Predicted for 28. July 2026 · Based on: Historical Cycle
Probability
79%

KO has consistently beaten adjusted EPS consensus for the last four quarters (MarketBeat, July 19, 2026). Global beverage business benefits from pricing power and EM volume rebound. Q2-2026 consensus: ~$0.92 (+5.8% YoY vs. $0.87 Q2 2025), revenue consensus ~$11.7B. No direct Polymarket signal. Risk: China volume weakness from tariff pressure.

Data basis for this prediction
  • MarketBeat KO Earnings: 4 consecutive beats, Reportdatum 28.07.2026
  • Yahoo Finance KO Earnings Preview Juli 2026: Konsens $0,92 adj. EPS
  • Ad Hoc News: Coca-Cola sets July 28 earnings date (Juli 2026)
  • MarketBeat KO historische EPS-Beat-Quote >80 % (19.07.2026)

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: Hit
Coca-Cola berichtete am 28. Juli 2026 einen bereinigten EPS (Comparable EPS, Non-GAAP) von 0,97 USD – deutlich über dem Konsens von ca. 0,92 USD (+5,4 % Beat laut Zacks) und auch über einem alternativen Konsens von 0,93 USD (+4,3 %). Der Umsatz stieg 7 % auf 13,38 Mrd. USD und übertraf ebenfalls die Schätzungen. KO verlängerte damit seine Serie konsistenter EPS-Übertreffungen auf fünf Quartale. Als Treiber galten: 5 % globales Volumenwachstum, FIFA-WM-Rückenwind und anhaltende Preissetzungsmacht. Die Guidance für das Gesamtjahr wurde auf 9–10 % bereinigtes EPS-Wachstum angehoben. Quellen: coca-colacompany.com Pressemitteilung Q2 2026; Zacks via Yahoo Finance; StockStory (stockstory.org/us/stocks/nyse/ko).
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S&P 500 (SPX) closes above 7,500 on Friday, 13 November 2026 (confirmed via NYSE closing price or Bloomberg by 14 November 2026, 10:00 ET)

The S&P 500 dropped 4.36% on 5 November 2026 to 7,353.73 — its steepest one-day fall since April 2025 — triggered by an AI-chip selloff that wiped out the post-midterm rally (4 November: +1.72% to 7,698.80). Closing above 7,500 by 13 November requires a +2.0% recovery over 6 trading sessions. Goldman Sachs, Morgan Stanley and JPMorgan maintain year-end targets of 7,400–8,100; S&P 500 EPS growth consensus for 2026 stands at +14% YoY. Downside risks: elevated Treasury yields, persistent AI capex uncertainty. No specific Polymarket/Kalshi market found for this level.

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US Consumer Price Index (headline CPI) for October 2026 exceeds 3.7 percent year-on-year — BLS release November 10, 2026, 8:30 AM ET (confirmed by BLS or Bloomberg by November 10, 2026, 10:00 AM ET)

The BLS releases October 2026 CPI on November 10, 2026 at 8:30 AM ET. Nowflation forecasts 3.82 percent YoY; the Cleveland Fed nowcasting model forecasts 3.74 percent — both clearly above the 3.7 percent threshold. The September 2026 prior reading was exactly 3.7 percent. Rising energy prices (Strait of Hormuz effectively closed since mid-October) and stable core inflation support a further uptick. An existing open platform prediction covers CPI >3.5%; this forecast raises the bar by 20 basis points. A miss would primarily require unexpected weakness in the energy component or food prices.

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Gold (XAU/USD Spot) closes above $4,400 per ounce on 31 December 2026 (confirmed by Bloomberg or Kitco by 1 January 2027)

Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.

32%
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