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Jun 30, 2025
Molson Coors Q2 2025 Earnings Report
Molson Coors reported a slight revenue decline and flat earnings for Q2 2025, with net income showing a marginal increase year-over-year.
Key Takeaways
Molson Coors delivered a mixed performance in Q2 2025, with revenues slipping slightly and volumes down across regions, but EPS and net income held steady thanks to favorable pricing and cost controls.
Net sales for Q2 2025 were $3.2 billion, down 1.6% from the previous year.
GAAP net income rose slightly to $428.7 million, or $2.13 per diluted share.
Adjusted EPS improved 6.8% to $2.05 due to share repurchases and cost efficiencies.
Brand volume declined 5.1%, driven by softer U.S. share performance and volume deleverage.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Molson Coors revised its full-year 2025 guidance downward for sales and earnings due to macroeconomic pressures, U.S. market softness, and aluminum tariff impacts.
Positive Outlook
- Reaffirmed $1.3B underlying free cash flow guidance (+/-10%)
- Higher expected cash tax benefits
- Strong pricing and mix improvements
- Continued investment in power and premium brands
- Maintained strong balance sheet and shareholder returns
Challenges Ahead
- Lower U.S. market share performance than expected
- Ongoing macroeconomic industry headwinds
- Higher-than-anticipated aluminum tariff costs
- Lower contract brewing volume due to discontinued agreements
- Volume deleverage pressure on margins
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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