Molson Coors Q4 Revenue Misses by $50M as EPS Tops Forecasts

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Molson Coors reported Q4 revenue of $2.66 billion, missing estimates of $2.71 billion, while EPS of $1.21 topped forecasts of $1.16. The company’s adjusted earnings are seen falling 11–15% in 2026, and shares are down 20.5% over the past year.

1. Q4 Financial Results

Molson Coors reported fourth-quarter revenue of $2.66 billion, missing analyst expectations of $2.71 billion, while EPS of $1.21 outperformed estimates of $1.16. The mixed outcome reflects continued pressure on top-line growth despite effective cost management.

2. 2026 Earnings Guidance

Management forecast adjusted earnings to decline by 11–15% in 2026, below consensus projections. The outlook cites shifting consumer preferences among younger drinkers and heightened competition as primary headwinds.

3. Share Performance & Analyst Ratings

Shares have fallen 20.5% over the past 12 months but are up 1.9% year-to-date. Evercore ISI raised its price target to $55 with an Outperform rating, while JPMorgan maintained a $50 target and a Hold rating.

4. Market Commentary

Market commentator Jim Cramer labeled the results "miserable," highlighting investor skepticism about the company’s strategic positioning amid changing beverage trends.

Sources

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