The Coca-Cola Company (NYSE: KO) reports Q3 FY2026 net revenues above $12.9 billion (quarterly report October 27, 2026, confirmed by Coca-Cola Investor Relations or Bloomberg by October 28, 2026)
Hit
✦ AI-generated prediction
Published on 3. October 2026
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Predicted for 27. October 2026
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Based on: Historical Cycle
Coca-Cola reports Q3 FY2026 results on October 27, 2026. Analyst consensus: $12.89 billion net revenues (MarketBeat, 14 analysts) — growth of ~7.8% versus Q3 FY2025 ($11.96 billion). The $12.9 billion threshold sits ~$10 million (+0.08%) above consensus, requiring Coca-Cola to beat estimates by the smallest margin. Coca-Cola has beaten estimates in 18 of the last 20 quarters (~90% beat rate), on average by ~2–4%. The primary risk is a strong USD environment compressing international revenues in USD-reported terms. No Polymarket market for KO earnings found. Own calibration after deducting currency risk: 62%.
Data basis for this prediction
- MarketBeat Analysten-Konsens Coca-Cola Q3 FY2026 Nettoumsatz: 12,89 Mrd. USD (14 Analysten, Oktober 2026)
- Coca-Cola Q3 FY2025 Nettoumsatz: ~11,96 Mrd. USD (Coca-Cola Investor Relations, Oktober 2025)
- Coca-Cola Earnings-Datum Q3 FY2026: 27. Oktober 2026 vor NYSE-Eröffnung (Coca-Cola IR)
- StockAnalysis.com KO Beat-Raten-Historie: 18/20 Quartale positives Earnings-Surprise (Oktober 2026)
Verdict: Hit
Coca-Cola meldete am 27. Oktober 2026 einen Q3-FY2026-Nettoumsatz von ca. 13,38–13,4 Milliarden USD – deutlich über der Schwelle von 12,9 Milliarden USD. Das entspricht einem Anstieg von ~7 % gegenüber dem Vorjahr und übertraf den Analysten-Konsens von 12,89 Mrd. USD erheblich. Das Unternehmen erhöhte zudem die Jahresprognose. Quellen: GuruFocus (https://www.gurufocus.com/news/9144298), BigGo Finance (https://finance.biggo.com/news/b1d462c6-8775-4975-b753-da17707a6e5b), Nasdaq Press Release (https://www.nasdaq.com/press-release/coca-cola-reports-third-quarter-2026-results-and-raises-full-year-guidance-2026-10-27).
🍾 Beverages
✦ AI
Rémy Cointreau published its H1 FY2026/27 result on October 27, 2026: organic growth of +2.9 percent YoY for April–September 2026 — 90 basis points above this forecast's threshold. The company confirmed its FY2026/27 guidance ('gradual return to organic growth'). Q2 FY2026/27 (Jul–Sep): Cognac up 12 percent YoY. FY2025/26 full year: +0.2 percent organic ('in line with targets', Rémy IR, June 3, 2026). Achieving above 2.0 percent for the full year only requires H2 (Oct 2026–Mar 2027) to avoid a complete collapse — the 90-basis-point H1 buffer provides substantial safety margin. Risks: US demand weakness, Chinese Cognac tariffs, macro slowdown. Supporting: Rémy Martin premiumization strategy, confirmed guidance, strong Q2 momentum.
🍾 Beverages
✦ AI
After the record of 322 million bottles (2021), Champagne shipments are in structural decline: ~319 million in 2022, ~299 million in 2023 (CIVC). Continued luxury weakness in China (export volume –27% YoY H1 2026), rising input costs, and saturated key markets (USA, France, UK) point to further contraction. At –5 to –7% p.a. decline (2022–2025 trend), 2026 volume would be approximately 262–271 million bottles — well below the 280 million threshold. No prediction market signal available. Confirmed via CIVC annual report or Reuters by January 31, 2027.
🍾 Beverages
✦ AI
Analyst consensus for Q3 2026: EPS 0.2998 USD (~0.30 USD) with revenue of 2.49 billion USD (MarketBeat / TradingView, as of October 2026). Monster Beverage has beaten EPS consensus in a majority of recent quarters and continues to benefit from international market expansion in the energy drink segment. No active Polymarket or Kalshi market found for this event; beat probability estimated at ~65% based on historical beat rate and current consensus positioning.