🍾 Beverages · Next Week

Anheuser-Busch InBev NV/SA (EBR: ABI) reports Q2-2026 results (July 30, 2026) with organic net revenue growth exceeding 3.0% year-on-year, confirmed by AB InBev press release

Hit ✦ AI-generated prediction Published on 23. July 2026 · Predicted for 30. July 2026 · Based on: Historical Cycle

Probability

68%

AB InBev reports Q2 2026 on July 30, 2026. In Q1 2026, the company achieved +5.8% organic revenue growth and +20.8% in adjusted EPS (source: BusinessWire/StockTitan). Full-year guidance is EBITDA growth of 4–8%. Q2 is seasonally the strongest quarter (northern hemisphere summer). Record Q1 volumes in Mexico, Colombia, Brazil, and South Africa signal continued EM strength. Revenue consensus is approx. USD 16.22 billion (Investing.com). Unlike spirits companies (Diageo, Pernod), beer is less affected by premiumization pullback. Five consecutive quarters of organic growth >2% since Q2 2024.

Data basis for this prediction

StockTitan/BusinessWire: AB InBev Q1 2026 – organisches Umsatzwachstum +5,8 %, Underlying EPS +20,8 % (4. Mai 2026)
Investing.com: AB InBev Q2 2026 Earnings Date 30. Juli 2026, Umsatzkonsens $16,22 Mrd.
AB InBev FY2026-Guidance: EBITDA-Wachstum 4–8 % (Q1 2026 Pressemitteilung)
Ad-hoc-news.de: 'AB InBev Q1 2026 organic revenue up 3.2%' – tatsächlich +5,8 % (Quiverquant-Bestätigung)

Verdict: Hit

AB InBev berichtete am 30. Juli 2026 (Pressemitteilung via BusinessWire vom 29. Juli 2026) ein organisches Nettoumsatzwachstum von +5,6 % im Q2 2026, weit über der prognostizierten Schwelle von >3,0 %. Treiber waren Volumenwachstum (+1,1 % Biervolumen), Revenue-per-Hectoliter-Anstieg (+4,2 %), starke Premiummarken (Corona +17 % außerhalb Mexiko, Stella Artois +19 %, Michelob Ultra +21 %) sowie Beyond Beer (+44 %). Die Region Middle Americas wuchs organisch um +9,8 %. Das underlying EPS stieg um +23,4 %. Einziger Schwachpunkt war Asia-Pacific (−2,8 %), was aber das Gesamtergebnis nicht wesentlich belastete. Quellen: BusinessWire (https://www.businesswire.com/news/home/20260729033132/en/AB-InBev-Reports-Second-Quarter-2026-Results), Investing.com, Yahoo Finance.

Related Predictions

🍾 Beverages ✦ AI

Boston Beer Company (NYSE: SAM) reports Q3 FY2026 (July–September 2026, release ~October 2026) year-over-year decline in Truly Hard Seltzer depletion volumes (confirmed by Boston Beer press release or Bloomberg by November 15, 2026)

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.

75%

Next Month · Predicted for 15. Nov 2026

🍾 Beverages ✦ AI

Molson Coors Beverage Company (NYSE: TAP) reports organic net revenue decline year-on-year in its Q3 FY2026 quarterly report (July–September 2026, release approx. October/November 2026, confirmed by Molson Coors press release or Bloomberg by November 15, 2026)

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%.

52%

Next Month · Predicted for 15. Nov 2026

🍾 Beverages ✦ AI

Brown-Forman Corporation (NYSE: BF.B) reports an organic net sales decline year-on-year in H1 FY2027 (May–October 2026, release approx. December 2026, confirmed by Brown-Forman press release or Bloomberg by December 15, 2026)

Brown-Forman (Jack Daniel's ~40% of revenue, Woodford Reserve, Old Forester) faces the same global premium whiskey downturn as Diageo and Pernod Ricard: distributor destocking, stagnant US domestic demand, weakness in Europe and Asia-Pacific. Fiscal year runs May–April; H1 FY2027 covers May–October 2026, results typically released in early December. IWSR 2026 confirms ongoing global American whiskey volume weakness. Open platform predictions for both Diageo and Pernod Ricard show the same organic decline pattern. No Polymarket market found for BF.B. Assessment: ~65% probability of organic decline.

65%

Next Year · Predicted for 15. Dec 2026