NYSE:TAPBeverage
Will Shrinking Volumes and Margin Pressure at CAGNY Change Molson Coors Beverage's (TAP) Narrative
In February 2026, Molson Coors Beverage released its 2025 fourth-quarter and full-year results and outlined its 2026 medium-term outlook at the CAGNY Conference, opting not to hold a separate quarterly earnings call.
At the same time, analysts highlighted shrinking unit sales, margin pressure from higher expenses, and a reliance on pricing and brand extensions to sustain Molson Coors’ position as a slower-growth but income-focused consumer staples name.
We’ll now examine how concerns over...