Molson Coors Beverage Company reported fourth‑quarter 2025 results, posting adjusted earnings per share of $1.21, a $0.05 beat over the consensus estimate of $1.16. The company’s net sales fell 2.7% year‑over‑year to $2.66 billion, missing the $2.71 billion consensus estimate.
Full‑year 2025 results showed a net loss of $2.14 billion, largely driven by a $3.65 billion goodwill impairment. Adjusted earnings per share for the year were $5.42, below the $5.96 consensus estimate.
For fiscal 2026, Molson Coors guided adjusted EPS of $4.61 to $4.82, compared with the consensus estimate of $5.48, and revenue of $11.02 billion to $11.25 billion versus the $11.16 billion estimate. The guidance reflects management’s cautious view of a soft beer market and rising commodity costs.
The revenue miss and lower guidance stem from continued pressure on commodity costs—particularly aluminum and Midwest premium inputs—and a soft beer market that has eroded volumes in the Americas and EMEA&APAC segments. While the company maintained pricing power in its core beer portfolio, the decline in volume and higher input costs compressed margins, which fell to 12.2% from 14.2% in the same quarter last year.
Management highlighted that the company’s “beyond‑beer” strategy is gaining traction, with non‑beer products contributing close to 10% of total revenue. The company also announced a three‑year cost‑savings initiative targeting up to $450 million and an expansion of its share‑repurchase authorization from $2 billion to $4 billion, underscoring confidence in its balance sheet.
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