TAP posts a Q4 EPS beat despite a sales miss, with volumes down and the 2026 outlook calling for flat sales and double-digit profit declines.
Molson Coors Beverage Company (TAP) Presents at Consumer Analyst Group of New York Conference 2026 Transcript
Although the revenue and EPS for Molson Coors (TAP) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Molson Coors Brewing (TAP) came out with quarterly earnings of $1.21 per share, beating the Zacks Consensus Estimate of $1.17 per share. This compares to earnings of $1.3 per share a year ago.
The maker of Blue Moon and Miller High Life said net sales fell 2.7%, to $2.66 billion, compared with analyst estimates of $2.72 billion.
TAP faces soft U.S. beer demand, rising costs and weaker volumes, which are likely to hurt fourth-quarter 2025 results.
Get a deeper insight into the potential performance of Molson Coors (TAP) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Molson Coors Beverage Company may benefit from rising political stress and global economic uncertainty, potentially boosting beer demand. TAP trades at a significant discount to sector peers and its historical averages, offering a compelling undervaluation story. Recent industry headwinds may be reversing, with 2026-27 consumer demand expected to stabilize after a difficult 2025 for beer sales.
TAP's 2025 outlook hinges on falling beer volumes, as pricing and cost controls cannot offset a structurally soft U.S. industry.
CNBC's Jim Cramer explains why he is keeping an eye on shares of Molson Coors.
TAP leans on premium brands like Peroni to lift margins, but whether strong above-premium growth can offset broad beer softness remains uncertain.
Molson Coors (TAP) reported earnings 30 days ago. What's next for the stock?