🍾 Beverages
Miss
✦ AI
Rémy Cointreau reports Q1 FY2026-27 results (April–June 2026) on 29 July 2026. The cognac specialist suffered heavy demand weakness from US import tariffs on cognac and subdued China demand; the share price corrected sharply from ~€85 (2024) to an estimated current range of €50–65. Pre-event buying ahead of 29 July Q1 numbers could generate moderate upward pressure. €52 is a conservative threshold at the lower end of the estimated price range. No Polymarket/Kalshi signal found.
🍾 Beverages
Miss
✦ AI
FCOJ-A futures at ICE US exploded to 300–400 US cents/lb in 2024, driven by the historic collapse of Florida orange production to ~11 million boxes (all-time low) from Citrus Greening disease (HLB) and hurricanes. Brazilian crop stability only partially offsets this. Florida remains structurally weak in 2026. 185 cents/lb represents a moderate floor — historically prices were ~100–150 ct/lb before 2023, since then sustainedly elevated. No Polymarket signal for FCOJ found.
🍾 Beverages
Miss
✦ AI
Pernod Ricard reports FY2026 results on 16 October 2026. The share price has retreated sharply from ~€115 (2024) — driven by US tariffs (10%) on Scotch whisky weakening export distilling demand (UK brewers/distillers cut barley use by 17%); structural spirits decline in core markets; FY2026 guidance signalling organic revenue decline. €65 represents a moderate floor for a global premium spirits group that remains profitable despite headwinds. No Polymarket/Kalshi signal.
🍾 Beverages
Hit
✦ 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
Hit
✦ 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
Hit
✦ 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
Hit
✦ 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
Warsteiner officially announced it will close the Herforder Brauerei (Ostwestfalen) in H2 2026, affecting 98 jobs. Context: Herforder Pils volume collapsed from ~515,000 hl (2007, year of acquisition) to around 180,000 hl (2026). Production will be consolidated at the main Warstein site. Warsteiner is simultaneously seeking a buyer for the Paderborner Brauerei (113 jobs). The NGG union objects to the closure, citing a site-security agreement valid until end of 2028. Despite union opposition, Warsteiner has strong economic motivation for closure; a successful judicial injunction holding through end of 2026 is possible but unlikely.
🍾 Beverages
Hit
✦ AI
Campari CPR.MI last traded at ~EUR 5.58 (daily range 5.47–5.63; 52-week range 5.27–6.83). The spirits group reports H1 2026 results on July 29 — a potential catalyst just outside the July 18 forecast window. An open prediction anticipates organic H1 revenue growth >2%. The EUR 5.40 threshold is ~3% below the most recent close. No prediction market found. Implied weekly volatility suggests roughly 65% probability that Campari holds above EUR 5.40 through July 18.
🍾 Beverages
Hit
✦ AI
CCEP traded in a range of USD 106.07–109.50 on July 8, 2026, closing at 106.68 (52-week range: 84.66–110.90). 12 analysts rate the stock a Buy with a median price target of USD 104.88. PepsiCo's Q2 2026 result (global beverage volume +2%, net sales +6.4% to USD 24.18 bn) provides a positive sector tailwind. No prediction market found. The USD 104 threshold is ~2.5% below the July 8 close; at normal weekly volatility the probability of remaining above it is ~65%.
🍾 Beverages
Hit
✦ 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%.
🍾 Beverages
Hit
✦ 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
Hit
✦ AI
Fever-Tree reports H1 2026 results (half year to June 30, 2026) on September 10, 2026. In H1 2025 the company generated GBP 171.0 million (+2% at constant currencies, –6% in the UK). The full-year 2026 analyst consensus is +9.4% revenue growth (15 analysts, Simply Wall St). The GBP 175 million threshold represents only +2.3% growth vs. H1 2025 — far below the full-year forecast. Fever-Tree benefits from the structural premiumisation trend in mixers and recovery in the US market. No prediction market found. Estimated probability: 62%.