Molson Coors Q4 EPS beats estimates

Molson Coors Beverage Co

18/02/2026 21:17

Overview

Beverage company's Q4 net sales declined, missing analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Outlook

Molson Coors expects 2026 net sales to be flat, plus or minus 1%

Company anticipates 2026 underlying income before taxes to decline 15% to 18%

Molson Coors projects 2026 underlying EPS to decline 11% to 15%

Result Drivers

FINANCIAL VOLUME DECLINE - Lower shipments in both Americas and EMEA&APAC segments led to a 7.7% decrease in financial volumes, impacting net sales

COST INFLATION - Cost inflation related to materials and manufacturing expenses, including Midwest Premium pricing, negatively impacted income before taxes

PRICE AND SALES MIX - Favorable price and sales mix partially offset the decline in net sales, driven by increased net pricing and positive brand mix

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$2.66 bln
$2.71 bln (13 Analysts)
Q4 Adjusted EPS
Beat
$1.21
$1.16 (16 Analysts)
Q4 Adjusted Net Income
$237.20 mln
Q4 Net Income
$238.30 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 6 "strong buy" or "buy", 13 "hold" and 3 "sell" or "strong sell"

The average consensus recommendation for the brewers peer group is "buy."

Wall Street's median 12-month price target for Molson Coors Beverage Co is $50.00, about 1.8% below its February 17 closing price of $50.90

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 8 three months ago

Press Release: ID:nBw6lKNHba

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)