NYSE:TAP

Molson Coors Brewing Company (TAP)

39.34
+0.60 (1.55%)
as of Jul 10, 2026, 6:16:25 pm Market Open.
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Investor Insights
star iconJul 10, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

The Molson Coors Brewing Company (TAP-N) is facing significant challenges primarily due to global trends in beer consumption, particularly in North America, where consumption has been declining over recent years. This trend is exacerbated by changing preferences among younger consumers, who favor quality over quantity, contributing to reduced overall beer sales. Additionally, older consumers are drinking less alcohol, and the rise of health-conscious behaviors, along with the potential for cannabis legalization in the U.S., poses further challenges to traditional beer sales. These factors indicate a potential stagnation for Molson Coors, despite any short-term gains it may experience. As the industry adapts, the company must navigate these evolving consumer behaviors and market dynamics to ensure sustained profitability.

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Consensus
Negative
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Valuation
Overvalued
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Similar
BUD
TOP PICK
This industry has consolidated on the top end. There are hundreds of little craft brewers but only account for 2%-4% of the market. Good, solid recession proof stock.
BUY
Not a good stock for emerging markets because it is 2% of their business. But the company is ok. They are in the process of a rationalization of the Coors and Molson parts of the business. It looks pretty attractive right now.
TOP PICK
Space of large guys is shrinking. Thinks it’s a good one to scoop dividends until it is bought out. Strong brands and good free cash flow.
DON'T BUY
Beer is a gradual declining industry. Too expensive given the lackluster industry backdrop. A little over 3X sales.
HOLD
Cheap in price with a positive model price of 30%. A Weak Hold.
PAST TOP PICK
(A Top Pick Oct 30/09. Up 8.6%.) 5% bonds maturing Sept 22/15. Non-cyclical company. Still likes.
PAST TOP PICK
(A Top Pick Oct 30/09. Up 2%.) 5% bonds maturing Sept 22/15. Medium term corporate bond with a good balance sheet in the business that is fairly recession proof.
DON'T BUY
He doesn't buy out-of-favour companies. Prefers companies that are exceeding estimates and indicate rising estimates. This company's estimates have been falling.
TOP PICK
5% bonds maturing Sept 22/15. In a recession proof business.
PAST TOP PICK
(A Top Pick Oct 31/08. Up 37.3%.) Sold his holdings along time ago.
BUY
(Market Call Minute.) Starting to like what management is saying. Good entry point.
TOP PICK
Combination of Molson and Coors. Also a combination in operations with the Miller set up. Commands about 30% of the market in North America. Senses that it might be take-out. Dividend slowly increases.
TOP PICK
Been paying constantly increasing dividends. Management has proved to be tremendous. Just did a joint venture with SABMiller plc. Together they have 30% of the North American market.
SELL
They are in a very saturated market. Demographically, people are getting older and drink liquors and wines as opposed to beer.
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