The Coca-Cola Company (NYSE: KO) reports Q3 FY2026 net revenues above $12.9 billion (quarterly report October 27, 2026, confirmed by Coca-Cola Investor Relations or Bloomberg by October 28, 2026)
Pending
✦ AI-generated prediction
Published on 3. October 2026
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Predicted for 27. October 2026
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Based on: Historical Cycle
Coca-Cola reports Q3 FY2026 results on October 27, 2026. Analyst consensus: $12.89 billion net revenues (MarketBeat, 14 analysts) — growth of ~7.8% versus Q3 FY2025 ($11.96 billion). The $12.9 billion threshold sits ~$10 million (+0.08%) above consensus, requiring Coca-Cola to beat estimates by the smallest margin. Coca-Cola has beaten estimates in 18 of the last 20 quarters (~90% beat rate), on average by ~2–4%. The primary risk is a strong USD environment compressing international revenues in USD-reported terms. No Polymarket market for KO earnings found. Own calibration after deducting currency risk: 62%.
Data basis for this prediction
- MarketBeat Analysten-Konsens Coca-Cola Q3 FY2026 Nettoumsatz: 12,89 Mrd. USD (14 Analysten, Oktober 2026)
- Coca-Cola Q3 FY2025 Nettoumsatz: ~11,96 Mrd. USD (Coca-Cola Investor Relations, Oktober 2025)
- Coca-Cola Earnings-Datum Q3 FY2026: 27. Oktober 2026 vor NYSE-Eröffnung (Coca-Cola IR)
- StockAnalysis.com KO Beat-Raten-Historie: 18/20 Quartale positives Earnings-Surprise (Oktober 2026)
Verdict: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
🍾 Beverages
✦ AI
AB InBev delivered strong organic growth in H1 2026: Q1 FY2026 revenue $15.27B (+12% YoY), Q2 FY2026 revenue $16.66B (+11% YoY, SEC Form 6-K). Q3 is seasonally the strongest beer quarter (Northern Hemisphere summer peak), making the $16.0B threshold — slightly below Q2 — well within reach. No specific Polymarket/Kalshi market available. Risk factors: FX headwinds from a strong USD (EUR/USD moves), potential demand softness in emerging markets, and input cost pressures. However, the growth momentum of the first two quarters (+11–12%) makes undershooting Q2 revenue in the seasonally stronger Q3 unlikely.
🍾 Beverages
✦ AI
The beer market has proven more resilient than spirits in 2025/2026: Diageo reported −2.0% organic sales for FY2026 (year ended 30 June 2026), while leading brewers benefited from seasonal tailwinds. Q3 (July–September) is globally the strongest quarter for beer consumption volumes. Heineken has expanded its portfolio in growth markets (Asia-Pacific, Africa) and historically records positive organic growth in summer quarters. The 1.5% threshold is deliberately conservative, as no direct analyst consensus for Heineken Q3 FY2026 was available. Risks include persistent consumer weakness in Western Europe and North America. No Polymarket market found.
🍾 Beverages
✦ AI
LVMH traditionally publishes Q3 revenue data in mid-October (most recently October 15, 2025, when the group reported +9% organic and the stock jumped 12%). In H1 2026, the Wines & Spirits division (Moët Hennessy) posted +5% organic growth — Champagne & Wine +7%, Cognac +3% — supported by recovering Chinese demand and strong Cloudy Bay growth. LVMH management guided 'moderate growth' for H2 in July 2026; a threshold of >3% is therefore conservatively calibrated relative to H1 momentum. Sector context: Diageo FY2026 (−2% organic) and Pernod Ricard Q1 FY2027 (open Cassandra target: >0%) set a low sector bar, while LVMH is structurally better positioned. No Polymarket market identified for this release.