The Coca-Cola Company (NYSE: KO) beats the Q2 2026 adjusted EPS consensus of approx. $0.88 per share (July 28, 2026)
Hit
✦ AI-generated prediction
Published on 17. July 2026
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Predicted for 28. July 2026
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Based on: Historical Cycle
Coca-Cola reports Q2 2026 results before market open on July 28. The company has beaten consensus estimates for 8 consecutive quarters. KO benefits from strong EM pricing power, growing premium portfolio (Fairlife, BODYARMOR), and structural cost savings. Consensus ~$0.88 (based on trend: Q2 2024 actual $0.84 adjusted, ~4–5% annual growth). Headwind: USD strength weighs on international revenues on translation. Beat rate over last 8 quarters per Marketbeat: >85%. No Polymarket market for KO EPS.
Data basis for this prediction
- Investors.coca-colacompany.com: Q2 2026 Earnings Release Datum 28.07.2026
- Marketbeat.com: KO Earnings History — 8+ consecutive beats (Juli 2026)
- FactSet-Trendextrapolation: KO Q2 2026 EPS-Konsens ca. $0.88
- Tickerleague.com: S&P 500 Q2 2026 Earnings Season — Beat-Rate bisher ~67%
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 meldete am 28. Juli 2026 bereinigte Q2-2026-Ergebnisse von 0,97 USD je Aktie – ein klares Beat gegenüber dem Analystenkonsens von ~0,93 USD (die Vorhersage hatte den Konsens leicht unterschätzt mit ~0,88 USD, der tatsächliche Konsens lag bei 0,93 USD). Die EPS-Überraschung betrug +0,04 USD (+4,3 %). Umsatz stieg 7 % auf 13,38 Mrd. USD, organisches Wachstum +6 %, Volumen +5 %. KO hob zusätzlich die Jahresprognose an (EPS-Wachstum 9–10 % statt 8–9 %). Die Aktie stieg ~4–6 % im vorbörslichen Handel. Quellen: Coca-Cola Pressemitteilung (investors.coca-colacompany.com), Yahoo Finance, Investing.com, StockStory.
🍾 Beverages
✦ AI
AB InBev has offset the aftermath of the Bud Light controversy (2023/2024) through strong growth in emerging markets (Brazil, Mexico, Vietnam) and the premium segment (Corona, Stella Artois). Prior 2026 quarters showed recovery in global volumes; organic revenue growth above 1% is a low but achievable threshold. Risks: continued US volume weakness (Bud Light), consumer cooling in China. Benchmark: Carlsberg open platform prediction targets volume growth >2%. No Polymarket market found.
🍾 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%.