US · Consumer Defensive · Beverages - Brewers
EPS came in at 1.46 against a street estimate of 1.47 — a miss of 0.7%.
Analysts rate Molson Coors Brewing Co Class B a hold (6 buy, 11 hold, 4 sell out of 21) with an average price target of $43.62.
CAUTIOUS Q2 revenue flat, earnings down 23–28% amid $150M+ inflation, weak category (-4.2%), modest share gains. Reaffirming FY26 guidance; cost savings and portfolio innovation (Peroni, Monaco, Keystone Apple) offsetting headwinds. Q2 FY26 U.S. underperforming vs. category due to share losses; EMEA/APAC facing structural competitive and macro headwinds; cost-saving restructuring and commercial initiatives beginning H2. Analysts pressed on category recovery risks (macro/geopolitical volatility), brand investment vs. cost-cutting trade-offs, and EMEA/APAC turnaround timeline. Management emphasized multi-year Horizon 2030, localized occasion-based marketing, and cost-savings as resilience levers; acknowledged share and pricing execution remain critical near-term levers. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| Dodge & Cox | 10.23% |
| BlackRock Inc | 6.52% |
| AQR Capital Management LLC | 5.96% |
| Vanguard Portfolio Management, LLC | 5.70% |
| Vanguard Capital Management, LLC | 5.56% |
| Dimensional Fund Advisors, Inc. | 4.73% |
| State Street Corp | 4.49% |
| Amvescap Plc. | 3.39% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $2,926.5 million, down from $2,973.5 million in the third quarter of 2025. • Third-quarter oper | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $2,926.5 million, down 1.6% reported and 1.2% in constant currency. • Underlying income before | 2026-11-05 |
| Quarterly report · Q2 2026 MOLSON COORS BEVERAGE COMPANY — Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Net Sales (6 months): $5,447.6 million, down from $5,504.9 million in s | 2026-08-06 |
| Results announced · Q3 2026 MOLSON COORS BEVERAGE COMPANY – 2026 Q2 EARNINGS SUMMARY HEADLINE NUMBERS • Net sales decreased 3.3% reported (3.6% constant currency) to $3,096.5 m | 2026-08-06 |
| Board / officer change · Q2 2026 MOLSON COORS BEVERAGE COMPANY - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Executive Leadership Change (June 24, 2026): Philip Whitehead, President and | 2026-06-24 |
| Material agreement · Q2 2026 MOLSON COORS BEVERAGE COMPANY — FORM 8-K SUMMARY HEADLINE NUMBERS • Total debt issued: $1.5 billion USD + C$500 million CAD (approximately $1,846 mi | 2026-05-27 |
| Company announcement · Q2 2026 MOLSON COORS BEVERAGE COMPANY – FORM 8-K SUMMARY HEADLINE NUMBERS • Company issuing $500.0 million in 4.900% Senior Notes due 2031 • Company issuing | 2026-05-22 |
| Quarterly report · Q1 2026 MOLSON COORS BEVERAGE COMPANY — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales Q1 2026: $2,351.1 million (vs. $2,304.1 million Q1 2025) — increas | 2026-04-30 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.48 / share ex-date Aug 28, 2026 · pay Sep 18, 2026 | 2026-08-28 |
| Dividend | $0.48 / share ex-date May 29, 2026 · pay Jun 12, 2026 | 2026-05-29 |
| Dividend | $0.48 / share ex-date Mar 6, 2026 · pay Mar 20, 2026 | 2026-03-06 |
| Dividend | $0.47 / share ex-date Dec 5, 2025 · pay Dec 19, 2025 | 2025-12-05 |
| Announcement | Date |
|---|---|
| Board approves $2.0 billion increase to share repurchase program On February 18, 2026, Molson Coors announced two significant corporate actions. First, the Board of Directors increased the company's stock repurchase program by $2.0 billion, raising the to | 2026-02-18 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Molson Coors Brewing Co Class B — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.