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Industry-level sentiment and macro signals, built from public earnings calls. Part of the Consumer Defensive sector.
Showing calendar 2026 Q2Free· the newest quarter (2026 Q3) is Pro.
Industry Sentiment Index · Calendar 2026 Q2
As of 2026 Q2, the Tellvest aggregate earnings-call sentiment for the Beverages - Non-Alcoholic industry is 6.6/10 across 5 companies.
2024 Q4–2026 Q2. Each earlier point averages the available scores of this quarter’s 5-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q2
What management and analysts said on calls mapped to this calendar quarter.
Sentiment across non-alcoholic beverages eased from 7.6 to 6.6 as three of the five reporters moved down on the revenue-growth base. Coca-Cola (KO) slipped from 9 to 7, PepsiCo (PEP) from 8 to 6, and Celsius Holdings (CELH) from 7 to 6, while Monster Beverage (MNST) held the top score at 8 and Keurig Dr Pepper (KDP) landed at 6. Pricing-pressure themes rose from 0 to 2 and cost-pressure themes eased from 4 to 3, so the softer reads reflect scoring bands and consumer caution more than lost demand.
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q2.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Signal | Companies | Direction breakdown |
|---|---|---|
| Consumer Demand | 5 | 1121 |
| Inflation | 4 | 31 |
| Trade & Tariffs | 3 | 111 |
% 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.