Analysts expect a consensus revenue of $4.05 billion and an EPS of $0.04 for the second quarter, while the current stock price of $3.13 sits slightly above the average analyst price target of $3.09.
Investors are primarily focused on Brazil beer volumes, with Citi projecting a 5.8% year-over-year increase as the company leverages premiumization and upcoming 2026 World Cup demand.
Despite flat consolidated volumes at the start of the year, the premium segment and digital platforms like BEES continue to drive margin expansion and market share gains. However, persistent cost headwinds from aluminum and currency volatility in Latin American markets remain key risks for profitability in the second half of 2026.