Loading
Earnings sentiment for Beverages - Non-Alcoholic — aggregated from 4 earnings calls in the Consumer Defensive sector
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Beverages - Non-Alcoholic industry is 7.8/10 across 4 companies.
Aggregated from 4 earnings calls
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for their latest reported quarter. Score is 0–10 (10 = most positive).
Average sentiment across non-alcoholic beverages rose from 7.25 to 7.75, and almost all of the move came from one name. Coca-Cola (KO) went from 6 to 9 after growing organic revenues 10% with unit case growth of 3% and comparable EPS of $0.86, up 18% year-over-year. Management raised the full-year outlook to comparable earnings per share growth of 8% to 9% versus $3 in 2025, an increase from the prior estimate of 7% to 8%, driven by an underlying effective tax rate reduction to 19.9%. Price/mix growth of 2% came from roughly 4 points of pricing actions against 2 points of unfavorable mix. The count of companies flagging pricing pressure fell from 1 to 0.
| Signal | Companies | Direction breakdown |
|---|---|---|
| Inflation | 4 | 13 |
| Consumer Demand | 4 | 112 |
| Trade & Tariffs | 4 | 22 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.