Revenue beat: Net sales surged 20.2% year-over-year to a record $2.54 billion, surpassing the consensus estimate of $2.42 billion. Earnings exceeded expectations: Non-GAAP (adjusted) diluted earnings per share came in at $0.60, $0.02 above the analyst consensus of $0.58.

Celsius Holdings shares closed at $29.15 on August 5, 2026, reflecting a decline of approximately 8% over the trailing 30-day period and a steeper drop of roughly 47% year-to-date. Second-quarter 2026 revenue of $817.9 million missed analyst estimates by roughly 6%, while adjusted EPS of $0.36 fell well short of the $0.42–$0.43 consensus, triggering a sharp post-earnings selloff.

Coca-Cola exceeded Wall Street estimates in the second quarter of 2026, reporting adjusted earnings of $0.97 per share versus the $0.93 consensus and net revenues of $13.38 billion against expectations of approximately $13.16 billion. Global unit case volume grew 5% , marking a meaningful acceleration driven by FIFA World Cup marketing activation, favorable weather in select markets, and continued strength in Coca-Cola Zero Sugar, which surged 16%.

The Coca-Cola Company (KO) is scheduled to report second quarter 2026 results on Tuesday, July 28, before the market opens, followed by a conference call at 8:30 a.m. ET. Wall Street consensus points to earnings per share (EPS) of approximately $0.93 and revenue near $13.13 billion , representing year-over-year growth of roughly 7% and 4%, respectively.

PepsiCo reported net revenue of $24.18 billion for the second quarter, up 6.4% year over year and ahead of analyst expectations. Adjusted earnings per share came in at $2.20, slightly below the $2.21 consensus estimate but up 4% from the prior year on a core basis.

PepsiCo is set to report second-quarter 2026 results on July 9 before the market opens. Analysts project earnings per share of approximately $2.19 to $2.21.

National Beverage Corp. reported fiscal 2026 net sales of $1.18 billion, down slightly from $1.20 billion in the prior 53-week year.

Shares of CELH are declining approximately 10.55% on Monday, May 11, 2026, falling from a Friday, May 8 close of $32.29 to approximately $28.88 — extending a post-earnings reversal that has now erased the initial +4.45% Q1 earnings pop from May 7 and driven the stock to a fresh multi-month low

COKE shares are tumbling approximately -18.00% in active trading on May 7, 2026, falling from the prior close of $210.52 to around $172.63. The primary catalyst is a sharp earnings-driven sell-off following Q1 2026 results released after the May 6 close, which showed adjusted net income falling 12.3% year-over-year to $119.5 million despite strong top-line growth.

Analysts expect Monster Beverage to report Q1 2026 EPS of $0.53, a 12.8% increase from $0.47 in Q1 2025. Consensus revenue forecast stands at approximately $2.16 billion, implying about 16% growth year-over-year from $1.85 billion.

Consensus estimates call for First Quarter 2026 EPS (earnings per share) of $0.81, up from comparable $0.73 in Q1 2025. Analysts project net revenues of $12.28 billion, representing roughly 10% year-over-year growth from $11.1 billion.

PepsiCo reported Q1 2026 net revenue of $19.44 billion, up 8.5% year-over-year, surpassing consensus estimates of approximately $18.94 billion. Core earnings per share (EPS, a non-GAAP measure excluding certain one-time items) came in at $1.61, a 9% increase year-over-year and ahead of the $1.55 consensus estimate.

Analysts expect Q1 2026 EPS of $1.55, up 4.7% from $1.48 last year. Consensus revenue forecast stands at $18.95 billion, implying 5.8% growth year-over-year.

Analysts expect Q1 2026 EPS of $0.81, up from $0.73 in Q1 2025. Consensus revenue forecast stands at $12.26 billion, reflecting about 10% growth year-over-year.

KO shares have traded in a resilient range amid broader market volatility, supported by strong analyst backing and a consensus "Buy" rating. Recent price target hikes from UBS ($90), Deutsche Bank ($86), and Jefferies ($90) signal confidence in long-term stability.

Coca-Cola targets 4-5% organic revenue growth and 7-8% comparable EPS growth in 2026, supported by pricing discipline and productivity gains. Strong analyst consensus of "Buy" with an average 12-month price target around $83-$85, implying roughly 10% upside from recent levels.

KO maintains a long-term rising channel spanning 18 years, with recent price action showing a pullback from the upper boundary near the 52-week high of $82.00. Current price around $76 trades above key moving averages like the 50-day SMA at $76.14 and 200-day at $77.34 (mixed signals), confirming overall bullish structure.

Coca-Cola ( KO ) offers a current dividend yield of approximately 2.8%, providing reliable income for investors. The company has raised its dividend for 64 consecutive years, earning Dividend King status.

Keurig Dr Pepper Inc. (KDP) stands as a leading beverage company, manufacturing, marketing, and distributing non-alcoholic beverages. Its core operations cover U.S. Refreshment Beverages with brands like Dr Pepper, 7UP, and Snapple; U.S. Coffee featuring single-serve brewers and pods; and International segments in markets such as Canada and Mexico. From what I see, KDP maintains a strong competitive edge in the non-alcoholic beverages industry, driven by market share gains from innovation and pricing power. The diversified portfolio spanning soft drinks, energy drinks, and coffee supports stable consumer demand, though it also exposes the company to commodity costs like coffee beans—this dynamic helps explain the recent stock behavior amid acquisition-related leverage concerns and broader sector trends.

Unilever PLC (UL) leads year-to-date performance with a 12.61% gain, ahead of Diageo plc (DEO) at 9.90% and Keurig Dr Pepper Inc. (KDP) at 4.27%. DEO offers the highest dividend yield at 4.35%, compared with KDP (3.16%) and UL (2.97%). All three stocks carry low betas—DEO (0.18), UL (0.24), and KDP (0.35)—highlighting their defensive characteristics.