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The Point for North America Tuesday, 14 July 2026 Scott Gruber Bull/Bear: Atlas Energy Solutions Point | Morning Call Highlights | Company | Industry | Economics & Strategy | Fixed Income & FX | Key Rating and Target Price Changes MorningCallHighlights US Beverages and Household & Personal Care - 2Q'26 Earnings Preview In this note, we preview earnings for 15 of our 19 covered names that will report C2Q'26 in Jul/Aug (ex-STZ/BFB/PEP). We expect muted trends in the US & Europe on the impact of higher gas/ene ...

Ac t i o n | 14 Jul 2026 05:00:00 ET │ 150 pages US Beverages and Household & Personal Care 2Q'26 Earnings Preview CITI'S TAKE In this note, we preview earnings for 15 of our 19 covered names that will report C2Q'26 in Jul/Aug (ex-STZ/BFB/PEP). We expect muted trends in the US & Europe on the impact of higher gas/energy prices on consumer sentiment, net of stronger trends in EMs, where multinationals are gaining share. On the margin side, the recent decline in oil prices provides more flexibility to the gro ...

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