Oatly reports Q2 2026 net revenue above USD 230 million (reporting date July 22, 2026)
Hit
✦ AI-generated prediction
Published on 11. July 2026
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Predicted for 22. July 2026
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Based on: Historical Cycle
Oatly generated Q1 2026 net revenue of USD 228.3M (+16% vs Q1 2025). With continued YoY growth and typical spring/summer seasonality (oat milk lattes, higher foodservice demand in Europe), a modest sequential increase to >USD 230M appears plausible. A specific Q2 2026 analyst consensus was not publicly available. Key risk: potential Q2 2025 base effect (base figure not public). Results on July 22, 2026, before US market open.
Data basis for this prediction
- Oatly Q1 2026: Nettoumsatz 228,3 Mio. USD (+16 % YoY), Nettoverlust 12,0 Mio. USD (Oatly IR, Mai 2026)
- OTLY Q2 2026-Ergebnistermin: 22. Juli 2026 (GlobeNewswire, 24. Juni 2026)
- OTLY Analystenkonsensus: Kaufen, Ø-Kursziel 15,33 USD (MarketBeat/WallStreetZen, Juli 2026)
- Oatly Q2 2025-Basiswert: kein öffentlich verfügbarer Einzelwert (Stand 11. Juli 2026)
Verdict: Hit
[Vorzeitig entschieden] Oatly meldete Q2-2026-Nettoumsatz von 240,1 Mio. USD, über dem Schwellenwert von 230 Mio. USD. Quelle: Oatly Pressemitteilung via Manila Times / GlobeNewswire (22. Juli 2026).
🍾 Beverages
✦ AI
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.
🍾 Beverages
✦ AI
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.
🍾 Beverages
✦ AI
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.