24/7 Wall Street·Sep 10, 2026
3 Shaky Consumer Dividend Stocks Flashing Warning SignsIncome investors screen for yield, but a dividend is only as durable as the cash flow behind it.
Molson Coors faces persistent volume erosion, with revenue down 4.2% year-over-year in Q2 2026, while gross margin compression to 34.3% from 40.0% signals limited pricing power. The $3.5B goodwill impairment in Q3 2025 has weakened equity to $10.1B and pushed ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue contracted 3.3% year-over-year in Q2 2026 to $3.1B, with gross margin falling to 34.3% from 40.0% and operating margin dropping to 10.7% from 18.2%, reflecting negative operating leverage and cost pressures.
The company has demonstrated stable operations, making it a reliable defensive cash generator.
Molson Coors is valued conservatively with trailing and forward P/E ratios of 9.11 and 8.47 respectively, indicating potential undervaluation.
The company's mid-cap status provides stability, appealing to investors seeking steady returns.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $1.58+4.6% vs $1.51 | $3.1B+0.4% vs $3.1B |
Q2 2026 Apr 30, 2026 | $0.62+72.2% vs $0.36 | $2.4B+1.0% vs $2.3B |
Q1 2026 Feb 18, 2026 | $1.21+3.4% vs $1.17 | $2.7B-1.7% vs $2.7B |
Q4 2025 Nov 4, 2025 | $1.67-2.9% vs $1.72 | $3.0B+9.4% vs $2.7B |
Income investors screen for yield, but a dividend is only as durable as the cash flow behind it.
Molson Coors Beverage Company (TAP) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
Just when U.S. alcohol makers were hoping to regain access to Canada, President Donald Trump‘s latest tariffs have revived a trade dispute that has already battered one of the industry's biggest export markets.
TAP leans on pricing, premiumization and price-pack changes to cushion volume declines as U.S. beer demand and shipments remain weak.
Benchmark TAP against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Molson Coors Beverage Company (TAP)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $36.88 | $6.92B | -3.40 | -4.18% | -19.21% | -17.83% | 5.21% | |
| $78.20 | $151.01B | 22.60 | -0.75% | 13.04% | 16.84% | — | |
| $168.25 | $1.75B | 17.01 | 3.69% | -3.36% | -8.89% | — | |
| $117.59 | $20.08B | 12.24 | -10.47% | 20.14% | 22.3% | — | |
| $110.00 | $21.13B | 22.36 | 32.43% | 1.1% | 5.81% | — | |
| $82.34 | $39.68B | 36.92 | -6.15% | 2.16% | 7.63% | — |
Molson Coors Beverage Company (TAP) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Molson Coors Beverage Company (TAP) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 24, 2026·SEC
May 27, 2026·SEC
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Molson Coors Beverage Company (TAP) stock FAQ — growth, dividends, profitability & financials explained
Molson Coors Beverage Company (TAP) reported $11.08B in revenue for fiscal year 2025. This represents a 540% increase from $1.73B in 1996.
Molson Coors Beverage Company (TAP) saw revenue decline by 4.2% over the past year.
Molson Coors Beverage Company (TAP) reported a net loss of $2.31B for fiscal year 2025.
Yes, Molson Coors Beverage Company (TAP) pays a dividend with a yield of 5.21%. This makes it attractive for income-focused investors.
Molson Coors Beverage Company (TAP) has a return on equity (ROE) of -17.8%. Negative ROE indicates the company is unprofitable.
Molson Coors Beverage Company (TAP) generated $1.33B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
