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Drinks Industry News
451 posts
Coca-Cola HBC raises 2026 profit outlook as volume growth strengthens ahead of $2.6bn Africa expansion
Coca-Cola HBC AG has raised its 2026 profit outlook after first-half volumes climbed 7.5%, marking a significant shift from price-led growth just as the bottler prepares for its biggest African expansion.
August 12, 2026
Treasury Wine Estates (ASX: TWE) rallies despite A$558m US reset charge
Treasury Wine Estates rallied despite a A$558m US charge. Can stronger FY26 earnings, Penfolds and lower inventory sustain the TWE recovery?
August 10, 2026
Coca-Cola (NYSE: KO) Q2 2026: Braun’s first full quarter delivers 7% revenue growth
Coca-Cola raised 2026 EPS growth to 9-10% after Q2 volume climbed 5%, pricing added 2 points and comparable operating margin widened to 35.6% year on year.
July 28, 2026
Nestlé lifts Q2 RIG to 1.8% and prices Peranel water JV with Platinum Equity at CHF 4.5bn
Nestlé lifts Q2 RIG to 1.8% and prices its Peranel water JV at CHF 4.5B, netting CHF 2.8B at H1 2027 close as held-for-sale write-downs cut profit 31%.
July 24, 2026
Why Vita Coco stock fell despite a major earnings beat and raised guidance
Vita Coco raised guidance after 28% sales growth, but $COCO fell nearly 7%. See why tariff refunds and margins worried investors.
July 23, 2026
Is PepsiCo stock a buy after recent weakness? Valuation improves but North America remains the test
PepsiCo’s share price has moved close to its 52-week low, lifting the dividend yield and lowering the earnings multiple. The valuation is increasingly attractive, but the investment case still depends on a gradual North American recovery.
July 22, 2026
Coca-Cola suspends fairlife US production after ransomware reaches factory systems
The ransomware event has not affected product quality or safety, but the duration of fairlife’s production suspension will determine the consequences for supply, recovery costs and Coca-Cola’s growth strategy.
July 17, 2026
United Breweries (NSE: UBL) expands Nizam Brewery capacity by 80% to support premium beer demand
United Breweries has expanded annual canning capacity at its Telangana brewery by 80%, aligning local production with faster premium beer growth as packaging costs and state pricing remain critical margin tests.
July 17, 2026
Varun Beverages (NSE: VBL) to buy Kenya drinks business for $32m as Africa expansion deepens
Varun Beverages to buy a Kenya drinks business, but related-party scrutiny and Africa execution will decide whether the expansion creates value.
July 12, 2026
PepsiCo (PEP) Q2 revenue beats, EPS misses by penny, shares fall 3.2%
PepsiCo (PEP) beats Q2 revenue, misses EPS by penny, shares fall 3.2% as North America stalls even as international logs 21st straight MSD growth quarter.
July 10, 2026