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🍾 Beverages · Tomorrow

The Coca-Cola Company (NYSE: KO) beats adjusted Non-GAAP EPS consensus of approx. $0.92 in Q2 2026 results (28 July 2026, before market open, confirmed by Coca-Cola press release)

Hit ✦ AI-generated prediction Published on 27. July 2026 · Predicted for 28. July 2026 · Based on: Historical Cycle
Probability
68%

Coca-Cola reports Q2 2026 before market open on 28 July. Zacks consensus: $0.92 EPS (+5.6% YoY), revenue consensus $13.1bn (+4.2% YoY). The company delivered positive EPS surprises in each of the last 12 quarters; trailing four-quarter average surprise was +4.5%. Strong pricing power in emerging markets, continued foodservice volume growth, and portfolio premiumisation (energy drinks, premium water, alcoholic RTDs) add incremental margin. Zacks Earnings ESP is 0.00% (neutral signal), but surprise history dominates.

Data basis for this prediction
  • Zacks / Yahoo Finance: KO Q2 2026 EPS-Konsens 0,92 USD, Umsatz 13,1 Mrd. USD (+4,2 % YoY) (27. Juli 2026)
  • Zacks: 'Trailing four-quarter earnings surprise of +4.5 % on average' für KO (27. Juli 2026)
  • barchart.com / hudson-labs.com: Coca-Cola Q2 2026 Earnings Preview – report 28. Juli vor Börseneröffnung

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 vor Börseneröffnung einen bereinigten (Non-GAAP) EPS von 0,97 USD – damit wurden der Zacks-Konsens von 0,92 USD und auch der in der Vorhersage genannte Konsens von ~0,92 USD klar übertroffen (+5,4 % Überraschung). Der Umsatz lag bei 13,38 Mrd. USD (+7 % YoY) und übertraf ebenfalls die Schätzungen. Zusätzlich hob das Unternehmen die Jahresprognose an. Quellen: Coca-Cola Pressemitteilung (investors.coca-colacompany.com), Zacks/Yahoo Finance, CNBC, Investing.com.
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Campari Group (BIT: CPR) reports organic net sales decline YoY in 9-month FY2026 trading update (January–September 2026, release c. November 13, 2026)

The global premium spirits industry is in broad structural decline: Diageo, Pernod Ricard, Rémy Cointreau, Brown-Forman and Molson Coors are all calibrated for organic revenue declines in open Cassandra predictions for FY2026. Campari Group (Aperol, Campari, Wild Turkey, Averna) operates in the same end markets facing the same headwinds: premiumization slowdown, consumer caution in Western Europe and the US, structural normalization after COVID boom. Campari stock underperformed significantly in 2026. The 9M update (~November 13, 2026) is expected to confirm the peer trend.

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Rémy Cointreau SA (EPA: RCO) reports organic net revenue decline year-on-year in H1 FY2026/27 (April–September 2026, release approximately November 13, 2026, confirmed by Rémy Cointreau press release or Bloomberg by November 20, 2026)

Rémy Cointreau has suffered from weak cognac demand in China (Chinese cognac import data Jan–Jun 2026: approximately –12% YoY) and US consumer reluctance in the premium spirits segment. In H2 FY2025/26 (Oct 2025–Mar 2026) the company posted an organic revenue decline of approximately –8%. As the only major cognac specialist not yet in the open prediction list, Rémy Cointreau fills a coverage gap. Without a structural turnaround in China or the US, continuation of the decline in H1 FY2026/27 is highly probable. No Polymarket market available.

78%
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Carlsberg Group (CPH: CARL B) reports organic beer volume growth of more than 1.5% year-on-year in its 9-month FY2026 trading update (publication ca. October/November 2026, confirmed by Carlsberg press release or Bloomberg by November 15, 2026)

Carlsberg achieved organic beer volume growth of +1.7% in H1 2026 (Q1 even +2.8%), already exceeding the 9M threshold of 1.5%. Growth drivers: Central/Eastern Europe ex-Russia (+6.2% in H1). Western Europe flat (+0.1%), Asia flat. For the 9M result to stay above 1.5%, Q3 does not need to be particularly strong. No Polymarket quote available; calibrated at ~62% based on H1 figures.

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