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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Molson Coors Beverage Company (TAP) is 6/10.
Molson Coors delivered a solid Q1 with GAAP revenue up 2% and underlying EPS up 24%, as the U.S. beer industry improved to down only 1.6% compared to roughly 5% declines throughout 2025. The company acquired Monaco Cocktails to enter RTDs, announced its single largest media investment in years for the World Cup, and saw all top 6 brands gain on-premise share. However, U.S. volume share remained down 60 basis points with Miller Lite facing regional competitive pressure and the value segment still leaking. Management reaffirmed FY2026 guidance while flagging Q2 shipment headwinds from supply chain pinch points and planned brewery upgrades, and continued advancing the $450 million cost savings program with EMEA restructuring and a U.K. brewery closure.
Scored from Molson Coors Beverage Company’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.74B | -2.0% | $1.39 | +189.6% | 37.9% | 14.2% | 10.5% | $383M |
| FY2025 Q1 | $2.30B | -11.3% | $0.59 | -39.2% | 36.9% | 8.1% | 5.3% | $-328M |
| FY2025 Q2 | $3.20B | -1.6% | $2.13 |
| +4.9% |
| 40.0% |
| 18.2% |
| 13.4% |
| $555M |
| FY2025 Q3 | $2.97B | -2.3% | $-14.79 | -1640.6% | 39.5% | -115.4% | -98.5% | $483M |
| FY2025 Q4 | $2.66B | -2.7% | $1.22 | -12.2% | 33.1% | 12.0% | 9.0% | $358M |
| FY2026 Q1 | $2.35B | +2.0% | $0.80 | +35.6% | 38.2% | 11.0% | 6.4% | $-229M |
| FY2026 Q2 | $3.10B | -3.3% | $1.23 | -42.3% | 34.3% | 10.7% | 7.5% | $714M |