Molson Coors Q2 sales and profit fall, but earnings beat and outlook holds

The brewer behind Miller Lite and Blue Moon reported weaker demand, lower volumes and higher supply costs, but topped revenue and adjusted EPS estimates, improved first-half free cash flow and reaffirmed 2026 guidance.

Summary

Molson Coors Beverage Co. reported second-quarter 2026 net sales of $3.097 billion, down 3.3% from a year earlier, as sluggish customer demand, lower volumes and higher supply costs weighed on results. GAAP profit fell to $231.7 million, or $1.23 a share, from $428.7 million, or $2.13 a share, a year earlier, while adjusted diluted EPS declined 22.9% to $1.58 but beat the $1.51 analyst estimate. Revenue also topped the $3.081 billion consensus estimate, and the company reaffirmed full-year guidance for adjusted EPS, constant-currency sales and underlying free cash flow. Management said stronger first-half cash generation and Monaco Cocktails tracking slightly ahead of expectations supported sentiment, even as elevated aluminum-related costs and weaker brand performance remained headwinds.

Terms & Concepts
  • Constant currency: A measure that excludes the effect of exchange-rate changes to show underlying sales performance across periods.
  • Underlying free cash flow: Cash generated after capital expenditures, adjusted for items the company does not view as part of core operating performance.
  • Midwest Premium: A regional surcharge added to aluminum prices in North America, which Molson Coors cited as a significant cost headwind.