The earnings call highlighted strong brand performance in specific areas such as Peroni and Topo Chico, as well as a commitment to returning capital to shareholders. However, significant challenges were noted, including declines in key financial metrics, a large goodwill impairment charge, industry-wide pressures, and necessary restructuring efforts.
Company Guidance
During Molson Coors Beverage Company's Third Quarter Fiscal Year 2025 earnings call, the company provided guidance indicating a challenging environment with third quarter consolidated net sales revenue down 3.3%, underlying pretax income down 11.9%, and underlying earnings per share down 7.2%. Despite these declines, the company reaffirmed its 2025 guidance, albeit at the low end of the prior range, with expectations that net sales revenue will decline 3% to 4%, underlying pretax income will decline 12% to 15%, and underlying earnings per share will decline 7% to 10%, all on a constant currency basis. Underlying free cash flow is projected at $1.3 billion, plus or minus 10%. The company is navigating macroeconomic pressures in both the U.S. and Europe, attributing some softness to cyclical factors. They are focusing on strategic priorities to adapt to these challenging times, improve commercial performance, and invest for long-term growth, including restructuring efforts in the Americas to reduce salaried headcount by approximately 9% and potential portfolio adjustments to enhance their position in the beer and beyond beer markets.
Strong Performance of Peroni
Peroni brand volume up 25% in the third quarter with significant runway ahead due to increased media investment and distribution expansion.
Positive Share Gains in Topo Chico
Achieved positive dollar share gain in the third quarter in key regions for Topo Chico through focused investments and innovation.
Fever-Tree Success
Fever-Tree volume performing strongly, with a promising reception from distributors and retailers, seen as a solid base for growing the non-alcoholic portfolio.
Commitment to Capital Return
Reaffirmed commitment to dividend and share repurchase program, viewing stock as a compelling investment.
Molson Coors (TAP) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TAP Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 04, 2025
$43.22
$43.67
+1.04%
Aug 05, 2025
$48.15
$48.76
+1.27%
May 08, 2025
$55.79
$53.26
-4.53%
Feb 13, 2025
$52.07
$57.03
+9.53%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Molson Coors (TAP) report earnings?
Molson Coors (TAP) is schdueled to report earning on Feb 25, 2026, Before Open (Confirmed).
What is Molson Coors (TAP) earnings time?
Molson Coors (TAP) earnings time is at Feb 25, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.