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Unpacking Molson Coors Beverage Stock's Disappointing Q4 Report

TAP is up over 40% in the past four months

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Molson Coors Beverage Company (NYSE:TAP) is a U.S.-based multinational drink and brewing company. The company manufactures, markets, and sells beer and other malt beverage products in the United States, Canada, Europe, and many other countries worldwide. Its portfolio includes notable beer and beverage brands such as Blue Moon, Carling, Coors Banquet, Coors Light, Miller Lite, Milwaukee's Best, Molson Canadian, Molson Export, Sol Cerveza, Staropramen, and many others. Although Molson Coors primarily known for its beer, it also offers sparkling cocktails, hard coffee, canned wine, kombucha, cider and more.

Just last week, on Feb. 11, Molson Coors reported its fourth-quarter earnings. For the previous quarter, TAP highlighted a 7.7% decrease in revenue and also reported an earnings per share (EPS) of $0.40. Earnings missed analyst expectations by a margin of $0.37 and marked a 60.8% decrease quarter-over-quarter. For the company's full year financial report, Molson Coors posted an annual net loss of $949 million, primarily driven by a $1.5 billion European goodwill impairment charge.

Prior to its most recent earnings miss, Molson Coors had accumulated three consecutive earnings beats. For the first quarter of 2020, TAP beat analyst expectations by a margin of $0.02 and reported earnings of $0.35 per share. For the second quarter of 2020, TAP reported an increased EPS to $1.55 and surpassed expectations by a huge margin of $0.87. Molson Coors increased its EPS to $2.57 for the third quarter of 2020 and beat estimates by a margin of $0.60.

As a result of the the company's poor performance in the earnings confessional, Molson Coors stock has fallen significantly. TAP stock price is still down about 8% since releasing the financial results and has given back all gains so far in 2021. Molson Coors stock had previously peaked at a 52-week high of $56.10 just last month. Nonetheless, TAP is still up over 40% from its September low of $32.11. For investors that missed out on TAP’s recent bullish run, now may be the best opportunity the jump in as the stock pulls back.

TAPchart

 
 

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