🍾 Beverages
✦ AI
TWE has reiterated its FY2026 EBIT guidance of AUD 480–490M multiple times, most recently in the Q2 2026 interim update. The AUD 478M threshold is just below the guidance floor (AUD 480M). Key risks — Penfolds sales in China (post-2024 tariff removal) and US restructuring after H1 impairment — are already factored into guidance. Positive depletions trends are viewed as a stabilization signal. 14 analysts: Buy, avg. target AUD 5.43. Fiscal year ended June 30, 2026; results on August 13, 2026. No prediction market found.
🍾 Beverages
✦ AI
Kirin reported Q1 FY2026 net profit of JPY 27.1B and EPS of JPY 33.46 (+11.3% YoY). H1 FY2025 EPS was JPY 70 (profit JPY 57.2B). FY2026 full-year guidance: EPS JPY 193 (net profit JPY 156B, +5.7% YoY). With Q1 already at JPY 33.46, Q2 FY2026 only needs approx. JPY 34.54 to hit the JPY 68 threshold — roughly in line with estimated Q2 FY2025 levels (~JPY 36–40). Key risks — Middle East material costs (up to ▼JPY 20B) and Four Roses divestiture (▼JPY 7–8B) — are predominantly H2-weighted. No prediction market found.
🍾 Beverages
✦ AI
AB InBev delivered Q1 2026 underlying EPS of USD 0.97 (record Q1, +20.8% vs Q1 2025; consensus of USD 0.90 clearly beaten). H1 2025 underlying EPS was USD 1.79 (Q1: USD 0.80; Q2: USD 0.98). For H1 2026 EPS to exceed USD 2.00, Q2 must deliver at least USD 1.03 — only a 5.1% increase vs Q2 2025. Given ongoing megabrand premiumization, FIFA World Cup volume acceleration (Budweiser as global beer partner), and the active share buyback, this appears highly likely. H1 results on July 30, 2026. No prediction market found.
🍾 Beverages
✦ AI
Oatly generated Q1 2026 net revenue of USD 228.3M (+16% vs Q1 2025). With continued YoY growth and typical spring/summer seasonality (oat milk lattes, higher foodservice demand in Europe), a modest sequential increase to >USD 230M appears plausible. A specific Q2 2026 analyst consensus was not publicly available. Key risk: potential Q2 2025 base effect (base figure not public). Results on July 22, 2026, before US market open.
🍾 Beverages
✦ AI
Tsingtao Brewery recorded Q1 2026 EPS growth of +5.18% YoY (base report April 27, 2026). Gross margin stands at 41.8%, outperforming many global peers. The premium trend in the Chinese beer market continues; Tsingtao holds ~15–20% market share. Net profit growth above 5% for H1 implies a continuation of Q1 dynamics — plausible given stable input costs (barley and hops declining), scale benefits, and moderate price/mix improvement. H1 results are estimated for September 2, 2026. No Polymarket market.
🍾 Beverages
✦ AI
Suntory Beverage & Food (SBF) reports H1 2026 results on August 6, 2026. Q1 2026 (January–March) alone delivered ¥406.9 billion (+11.2% YoY; +6.1% currency-neutral). For H1 ≥ ¥820 billion, Q2 revenue needs only to reach ~¥413 billion. Since Q2 (April–June) is the peak season for Japanese beverages (Boss Coffee, Pepsi Japan, Suntory The Premium Malt's), Q2 typically exceeds Q1. The strong growth momentum from Q1 and a weak yen (FX tailwind on overseas revenues from Europe/Oceania) support the estimate. No Polymarket market.
🍾 Beverages
✦ AI
Danone releases H1 2026 results on July 29, 2026 at 7:30 CEST. Q1 2026 LFL growth was +2.7% (volume/mix +1.5%, price +1.2%). Full-year guidance is +3–5% LFL. Exceeding 3.0% for H1 requires Q2 to outperform Q1 — likely driven by seasonal strength in Evian and Volvic (summer, FIFA World Cup), emerging market growth, and category momentum in water. No Polymarket market. The guidance floor of +3% and known dynamics make this threshold well within reach.
🍾 Beverages
✦ AI
Asahi Group Holdings reports H1 2026 on 12 August 2026. Own guidance: EPS ¥32.26; revenue ¥790.5B JPY. Following the 29 September 2025 cyberattack that disrupted accounting systems and delayed Q1 results, the group set FY2026 guidance at revenue +11.2% and core operating profit +10.6% YoY. Europe and Asia-Pacific were broadly on plan. Missing own guidance would be unusual; large Japanese conglomerates historically meet published H1 forecasts in ~60–65% of cases. No Polymarket/Kalshi signal.
🍾 Beverages
✦ AI
Coca-Cola reports Q2 2026 on 28 July 2026 before market open. Analyst consensus: $0.93 adjusted EPS (Barchart/MarketBeat, July 2026; range $0.92–$0.94). In Q1 2026, Coca-Cola beat consensus by ~13%, confirming the company's historically high beat rate (>75% of quarters). The separately captured organic revenue growth >3.5% signals pricing strength supporting earnings. Analysts highlight 'resilient demand' (Proactive Investors). This prediction is substantively separate from the existing organic-growth prediction. No Polymarket signal for KO Q2 EPS.
🍾 Beverages
✦ AI
LVMH presents H1 2026 results on 27 July 2026. The Wines & Spirits division (Hennessy, Moët & Chandon, Dom Pérignon, Veuve Clicquot, etc.) was a group growth driver in Q1 2026. Hennessy is gradually recovering from China softness and US tariff pressure; Champagne brands benefit from the FIFA World Cup 2026 as an event catalyst and premiumisation in celebration occasions. Headwinds: US import tariffs on European spirits (10–20%), structural alcohol decline in certain markets. No Polymarket/Kalshi signal.
🍾 Beverages
✦ AI
The AHDB malting barley reference price (CIF UK ports) stood at £157/t in February 2026, down 21.5% YoY (from £200/t). Drivers: UK brewers, maltsters and distillers cut barley usage in H1 2025-26 by 17% (164,000t) — the largest half-year drop since records began in 1990. Causes: US tariffs (10%) on Scotch whisky weakening export distilling; structurally declining beer and spirits demand. UK spring barley sown area 2026 fell 15% to 612,000ha. A rise above £175/t by end of August requires a demand recovery not visible in brewery or distillery data.
🍾 Beverages
✦ AI
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%.
🍾 Beverages
✦ AI
Monster Beverage reports Q2 2026 results on July 30, 2026 (after market close). Analyst consensus EPS is USD 0.58. In Q1 2026 Monster beat the USD 0.5354 estimate by +8.33%; in Q4 2025 it exceeded consensus by +6.25%. Q1 2026 revenue surged 26.9% to USD 2.35 billion — an unusually strong pace pointing to sustained consumer demand and distribution gains. A 2-for-1 stock split is also pending (record date July 24, distribution August 10), typically accompanied by solid fundamentals. No prediction market found. The combination of a consistent beat track record and growth momentum yields an estimated beat probability of 70%.