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Friday, 13. November 2026

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🍾 Beverages ✦ AI

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%
Next Month · Predicted for 13. Nov 2026
🍾 Beverages ✦ AI

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.

65%
Next Month · Predicted for 13. Nov 2026