The Coca-Cola Company (NYSE: KO) beats Q2-2026 adjusted Non-GAAP EPS consensus of approx. USD 0.92 per share (July 28, 2026, before market open)
Hit
✦ AI-generated prediction
Published on 22. July 2026
·
Predicted for 28. July 2026
·
Based on: Historical Cycle
Coca-Cola reports Q2 2026 on July 28 before NYSE open (6:30 am ET). EPS consensus is $0.92; revenue consensus ~$13.17B (Hudson Labs / TheMarketsDaily, as of July 21, 2026). KO has consistently beaten EPS consensus in the last twelve quarters, driven by global pricing power, volume recovery in emerging markets (Latin America, Asia-Pacific), and moderate input costs. Risk: FX headwind from a strong US dollar may weigh on reported EPS. No Polymarket market for this specific event.
Data basis for this prediction
- TheMarketsDaily / Hudson Labs: KO Q2 2026 EPS-Konsens 0,92 USD, Umsatz-Konsens 13,17 Mrd. USD (21.07.2026)
- Coca-Cola IR: Q2-2026-Ergebnisveröffentlichung 28. Juli 2026, 06:30 Uhr ET (investors.coca-colacompany.com)
- Yahoo Finance / SeekingAlpha: KO konsistenter EPS-Beat über >10 aufeinanderfolgende Quartale (Jul 2026)
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 berichtete am 28. Juli 2026 vor NYSE-Eröffnung ein bereinigtes (Non-GAAP) EPS von 0,97 USD je Aktie – und übertraf damit den Konsensschätzung von ca. 0,92 USD deutlich um rund 5 Cent (+5,4 %). Auch der Umsatz (13,38 Mrd. USD, +7 % YoY) lag über den Erwartungen (~13,16 Mrd. USD). Der globale Absatzvolumen wuchs um 5 %, angetrieben durch Indien, China, USA und Brasilien, und das Unternehmen erhöhte die Jahresprognose. Quellen: Offizielle Pressemitteilung der Coca-Cola Company (investors.coca-colacompany.com), Yahoo Finance/Zacks, CNBC.
🍾 Beverages
✦ AI
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.
🍾 Beverages
✦ AI
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%.
🍾 Beverages
✦ AI
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.