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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Chris Carey | Wells Fargo | 6 | 0% |
| Peter Grom | UBS | 5 | 0% |
| Lauren Lieberman | Barclays | 5 | 20% |
| Rob Ottenstein | Evercore ISI | 5 | 0% |
| Kevin Grundy | BNP Paribas | 5 | 40% |
| Eric Serotta | Morgan Stanley | 5 | 20% |
| Filippo Falorni | Citigroup | 5 | 0% |
| Mike Lavery | Piper Sandler | 4 | 25% |
| Rob Moskow | TD Cowen | 4 | 50% |
| Will Kirk | ROTH Capital Partners | 4 | 25% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wells Fargo | 1 | 6 | 0% |
| Barclays | 1 | 5 | 20% |
| BNP Paribas | 1 | 5 | 40% |
| Citigroup | 1 |
| 5 |
| 0% |
| Evercore ISI | 1 | 5 | 0% |
| JPMorgan | 2 | 5 | 20% |
| Bank of America | 3 | 5 | 20% |
| Morgan Stanley | 1 | 5 | 20% |
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.
Competitive Dynamics | Demand | Capital Allocation | Cost Pressure | M&A | Pricing | Macroeconomic | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 5 | 1 | 1 | 4 | 2 | 1 | 2 |
| 2025Q1 | 4 | 5 | 1 | 1 | 1 | 3 | 1 | 2 |
| 2025Q2 | 6 | 5 | 4 | 3 | 1 | 3 | 1 | 3 |
| 2025Q3 | 9 | 5 | 4 | 3 | 4 | 2 | ||
| 2025Q4 | 2 | 1 | 1 | 1 | 1 | |||
| 2026Q1 | 5 | 7 | 2 | 3 | 1 | 1 | 4 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 5 | 4 | 6 | 9 | 2 | 5 |
| Demand | 5 | 5 | 5 | 5 | 1 | 7 |
| Capital Allocation | 1 | 1 | 4 | 4 | 1 | 2 |
| Cost Pressure | 1 | 1 | 3 | 3 | 1 | 3 |
| M&A | 4 | 1 | 1 | 4 | 1 | |
| Pricing | 2 | 3 | 3 | 1 | 1 | |
| Macroeconomic | 1 | 1 | 1 | 2 | 4 | |
| Margin | 2 | 2 | 3 | 1 |