Suntory Beverage & Food (TYO: 2587) reports H1 2026 consolidated net revenue of at least ¥820 billion on August 6, 2026
Hit
✦ AI-generated prediction
Published on 11. July 2026
·
Predicted for 6. August 2026
·
Based on: Historical Cycle
Suntory Beverage & Food (SBF) reports H1 2026 results on August 6, 2026. Q1 2026 (January–March) alone delivered ¥406.9 billion (+11.2% YoY; +6.1% currency-neutral). For H1 ≥ ¥820 billion, Q2 revenue needs only to reach ~¥413 billion. Since Q2 (April–June) is the peak season for Japanese beverages (Boss Coffee, Pepsi Japan, Suntory The Premium Malt's), Q2 typically exceeds Q1. The strong growth momentum from Q1 and a weak yen (FX tailwind on overseas revenues from Europe/Oceania) support the estimate. No Polymarket market.
Data basis for this prediction
- Suntory B&F Q1 2026 Nettoumsatz: 406,9 Mrd. JPY, +11,2% YoY (Suntory Q1 Tanshin, 13.05.2026)
- Suntory B&F H1 2026 Ergebnistermin: 6. August 2026 (Suntory IR Library)
- Suntory B&F (TYO: 2587) Kurs: 4.547 JPY (10.07.2026, Investing.com)
- Suntory Holdings Reorganisation Januar 2026 (suntory.com/news 14950E)
Verdict: Hit
Suntory Beverage & Food (TYO: 2587) meldete am 6. August 2026 für H1 2026 einen konsolidierten Nettoumsatz von 899,9 Mrd. JPY (+11,6% YoY) – das übertrifft die Vorhersageschwelle von 820 Mrd. JPY um rund 80 Mrd. JPY (ca. +10%). Die Revenues lagen 2,2% über den Analystenerwartungen. Quellen: BigGo Finance (finance.biggo.com/news/JP_2587.T_2026-08-06) und Simply Wall St (simplywall.st).
🍾 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.