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    The Bull Case For Molson Coors (TAP) Could Change Following Madrí Excepcional’s £1 Billion Breakout - Learn Why

    Simply Wall St·12/09/2025 15:17:12
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    • Molson Coors Beverage recently reported that Madrí Excepcional has surpassed £1.00 billion in annual sales, becoming the UK’s second-largest world lager brand just five years after its launch, while its alcohol-free Madrí Excepcional 0.0% generated more than £1.50 million in revenue in its first six months.
    • This rapid rise of Madrí Excepcional highlights how Molson Coors’ premium and low- or no-alcohol offerings can broaden its portfolio mix and support higher-margin, international growth.
    • We’ll now examine how Madrí Excepcional’s rapid ascent in the UK could influence Molson Coors’ investment narrative and future growth profile.

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    Molson Coors Beverage Investment Narrative Recap

    To own Molson Coors, you need to believe its core beer portfolio and newer premium brands can offset volume pressure in mature markets and volatile input costs. Madrí Excepcional’s success showcases progress in premium and no-alcohol offerings, but it does not materially change the near term reliance on improving U.S. beer trends or the risk that sustained aluminum price volatility continues to squeeze margins.

    The most relevant recent announcement here is Molson Coors’ decision to lower its 2025 net sales guidance, signaling softer top line expectations just as Madrí Excepcional is gaining traction. For investors, this contrast between a fast growing world lager brand and management’s more cautious outlook underlines how individual product wins may not immediately overcome broader demand headwinds or cost pressures.

    Yet, against Madrí’s rapid growth, investors should still be watching the risk that unpredictable Midwest Premium aluminum pricing...

    Read the full narrative on Molson Coors Beverage (it's free!)

    Molson Coors Beverage's narrative projects $11.5 billion revenue and $1.1 billion earnings by 2028. This implies a 0.6% yearly revenue decline but about a $0.1 billion earnings increase from $1.0 billion today.

    Uncover how Molson Coors Beverage's forecasts yield a $50.81 fair value, a 9% upside to its current price.

    Exploring Other Perspectives

    TAP 1-Year Stock Price Chart
    TAP 1-Year Stock Price Chart

    Nine Simply Wall St Community fair value estimates span from US$44 to about US$157 per share, highlighting how widely views can differ on Molson Coors. When you set those opinions against risks like sustained U.S. beer volume declines, it becomes even more important to compare multiple perspectives before judging the company’s longer term earnings power.

    Explore 9 other fair value estimates on Molson Coors Beverage - why the stock might be worth 6% less than the current price!

    Build Your Own Molson Coors Beverage Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.