Monday, 15. March 2027

🍾 Beverages ✦ AI

Campari Group (BIT: CPR) achieves organic net revenue growth of more than 2.5% for fiscal year 2026 (publication approx. March 2027, confirmed by Campari press release or Bloomberg)

Campari Group reported organic revenue growth of +2.7% in H1 2026 (Q1: +2.9%, Q2: +2.5%), driven by Aperol (+3.3%), the Campari brand (+2.3%), and Espolòn. Management reaffirmed the full-year guidance of 'approximately 3%' during the H1 earnings call (July 2026). The 'House of Aperitifs' grows at +4%, developing markets strongly at +9.1%. With H1 growth of 2.7% and management guidance of ~3% for the full year, the probability of exceeding 2.5% for the full year is approximately 70%. Risks: US tariffs on spirits could weigh on H2; persistent European consumer caution.

70%

Next Year · Predicted for 15. Mar 2027

🍾 Beverages ✦ AI

Campari Group (BIT: CPR) reports negative organic net revenue for FY2026 versus FY2025 at its full-year 2026 results (approx. March 2027, confirmed by Campari press release or Bloomberg)

Campari, like Rémy Cointreau (open prediction: negative H1 FY2026/27), Pernod Ricard (negative FY2026), and Brown-Forman (negative Q1 FY2027), is suffering from the structural downturn in the premium spirits market: post-COVID consumption normalization, rising cost of living, US import tariffs, and weak on-trade channels in Europe. Campari's core brands (Aperol, Wild Turkey, Grand Marnier) have heavy US and Western Europe exposure — both markets showing sustained premium spirits weakness in 2025–2026. No Polymarket odds available; calibration informed by open sector predictions (Rémy Cointreau, Pernod Ricard). Own estimate: 60% for negative organic revenue FY2026.

60%

Next Year · Predicted for 15. Mar 2027