Molson Coors Stock: Is TAP Underperforming the Consumer Defensive Sector?
With a market cap of $9.7 billion, Molson Coors Beverage Company (TAP) is one of the world's largest and most recognized brewers. The company produces and markets a diverse portfolio of beers, flavored malt beverages, spirits, and hard seltzers under iconic brands like Coors Light, Blue Moon, Miller Lite, and Topo Chico Hard Seltzer.
Companies worth less than $10 billion are generally labeled as 'mid-cap' stocks, and Molson Coors fits this criterion perfectly. Molson Coors operates globally across the Americas, Europe, the Middle East, Africa, and the Asia Pacific, with a strong commitment to sustainability, corporate responsibility, and brand excellence.
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Shares of the Golden, Colorado-based company pulled back 25.4% from its 52-week high of $64.66. Shares of Molson Coors have shrank 18.6% over the past three months, underperforming the Consumer Staples Select Sector SPDR Fund's (XLP) 2.4% gain over the same time frame.
Longer term, TAP stock is down 15.9% on a YTD basis, lagging behind XLP's 3.5% rise. Moreover, shares of the beer maker have dipped 6.2% over the past 52 weeks, compared to XLP's 4.4% return over the same time frame.
The stock has fallen below its 50-day moving average since mid-April and its 200-day moving average since early May.
Shares of Molson Coors fell 4.5% on May 8 due to disappointing Q1 2025 results and a lowered annual outlook. The company reported adjusted EPS of $0.50 and adjusted revenue of $2.3 billion, falling short of expectations. It also cut its full-year forecasts, now expecting a low single-digit decline in net sales and only a low single-digit increase in adjusted EPS, down from previous growth expectations. Weaker demand for core brands like Coors and Miller, driven by reduced consumer discretionary spending and tariff-led recession concerns, further pressured investor sentiment.
However, rival Constellation Brands, Inc. (STZ) has lagged behind TAP stock. Shares of Constellation Brands have decreased nearly 38% over the past 52 weeks and 25.6% on a YTD basis.
Despite the stock's underperformance relative to the sector over the past year, analysts are moderately optimistic about its prospects. The stock has a consensus rating of 'Moderate Buy' from the 21 analysts covering the stock, and as of writing, TAP is trading below the mean price target of $61.61.
On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com
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