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Sep 30, 2020

Molson Coors Q3 2020 Earnings Report

Molson Coors reported strong performance, beating top and bottom-line expectations and making tangible progress on its revitalization plan.

Key Takeaways

Molson Coors reported a decrease in net sales revenue by 3.1% and an increase in U.S. GAAP net income to $343 million. Non-GAAP EPS increased by 9.5%, and underlying EBITDA increased by 0.5% in constant currency.

Coors Light and Miller Lite grew 6.0% and 9.5%, respectively, in the U.S. off-premise so far this year.

Above premium products hit a record high portion of the Company’s U.S. portfolio in the third quarter, the highest it has been since the formation of the MillerCoors joint venture in 2008.

Truss, the Company’s Canadian cannabis joint venture, has quickly become a market share leader of ready-to-drink cannabis beverages in Canada.

The Company is expanding its hard seltzer production capacity by over 400%, which is expected to be completed by the end of 2020.

Total Revenue
$2.75B
Previous year: $2.84B
-3.1%
EPS
$1.62
Previous year: $1.48
+9.5%
Total Financial Volume
23.79
Cash and Equivalents
$731M

Molson Coors

Molson Coors

Molson Coors Revenue by Segment

Forward Guidance

Molson Coors withdrew its financial outlook for 2020 and beyond due to the ongoing coronavirus pandemic but noted impacts from tax payment deferrals and new U.S. federal income tax regulations.