Added to YB: 2025-10-08
Pitch date: 2025-08-23
TAP [bearish]
Molson Coors Beverage Company
+7.66%
current return
Author Info
No bio for this author
Company Info
Molson Coors Beverage Company manufactures, markets, and sells beer and other malt beverage products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$9.2B
Pitch Price
$51.55
Price Target
54.00 (+13%)
Dividend
4.05%
EV/EBITDA
6.25
P/E
9.17
EV/Sales
1.37
Sector
Beverages
Category
N/A
Molson Coors Beverage Company - $TAP (short)
TAP short: Beer category in structural decline -2% CAGR worsening to -3-5% due to GLP-1s reducing obese 'super users' consumption, Gen-Z drinking less, 'beyond beer' substitution. TAP worst positioned w/ 80% exposure to declining value/standard segments vs growing premium. 9x P/E vs 12x historical. $54 target, -10% downside.
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