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🍾 Beverages · Next Month

Keurig Dr Pepper (NASDAQ: KDP) beats the Q2 2026 EPS analyst consensus of USD 0.55 on August 6, 2026

Hit ✦ AI-generated prediction Published on 11. July 2026 · Predicted for 6. August 2026 · Based on: Historical Cycle
Probability
68%

Keurig Dr Pepper releases Q2 2026 results before market open on August 6, 2026. Consensus EPS: USD 0.55 (+12.2% vs. USD 0.49 in Q2 2025). KDP has met or exceeded EPS estimates in each of the past four quarters. Q2 2026 is the first full quarter after the JDE Peet's acquisition closed on April 1, 2026 (96.22% of shares for ~EUR 15.11 billion), fully consolidating JDE Peet's results for the first time. Coffee integration should provide incremental revenue contribution. No prediction market found. Beat probability estimated at 68%.

Data basis for this prediction
  • KDP Q2 2026 Berichtstermin: 6. August 2026 (vor Börseneröffnung); Konsens-EPS 0,55 USD (+12,2 %) (StockTitan / Yahoo Finance)
  • KDP: EPS-Schätzungen in jeweils 4 Quartalen erfüllt oder übertroffen (MarketBeat, Juli 2026)
  • KDP: JDE Peet's-Übernahme (96,22 %) abgeschlossen 1. April 2026 für ~15,11 Mrd. EUR (Cleary Gottlieb / KDP IR)

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
Keurig Dr Pepper meldete am 6. August 2026 (vor Börseneröffnung) ein bereinigtes verwässertes EPS von 0,57 USD für Q2 2026 – damit wurde der Analystenkonsens von 0,55 USD um 2 Cent (≈3,6 %) übertroffen. Der Gewinn stieg zudem um 16,3 % gegenüber dem Vorjahr. Auch der Umsatz übertraf mit 7,31 Mrd. USD die Erwartungen (Konsens: 7,17 Mrd. USD). Quellen: Keurig Dr Pepper Pressemitteilung (prnewswire.com, 06.08.2026), Yahoo Finance / Zacks-Analyse, StockTitan.
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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.

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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%.

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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%
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