Molson Coors (TAP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
TAP's Beyond Beer push hits nearly 10% of revenue as premiumization, Topo Chico gains and cost savings fuel long-term growth ambitions.
Molson Coors (TAP) reported earnings 30 days ago. What's next for the stock?
Aquatic Capital Management LLC bought a new position in Molson Coors Beverage Company (NYSE: TAP) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 184,866 shares of the company's stock, valued at approximately $8,365,000. Aquatic Capital Management LLC owned 0.09%
Molson Coors Beverage Company (TAP) remains a Buy, supported by resilient cash flow, a healthy balance sheet, and a compelling double-digit total yield. TAP's 2030 plan targets $450 million in cost savings over the next three years, network modernization, and investment in premium and future-facing brands to drive long-term growth. Despite macro headwinds, TAP expects stable ~$1.1 billion FCF, supporting robust buybacks (authorized up to $4 billion by 2031), and a 4.12% dividend yield.
Bank of America has downgraded Molson Coors Beverage Co (NYSE:TAP) to ‘Underperform' from ‘Neutral' and lowered its price target to $42 from $50, following the company's fourth quarter 2025 results and its presentation at the recent CAGNY conference. "Our downgrade reflects rising downside risk to forward estimates should the US beer category experience another year of mid‑single‑digit declines or TAP's consumption trend meaningfully underperform the category,” the analysts wrote.
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.