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Molson Coors Beverage Company (TAP) is facing significant challenges as consumer drinking habits shift, with only 54% of U.S. adults reporting they drink alcohol, down from over 60% in 2023, according to Gallup. This trend is expected to lead to stagnant revenues for the company over the next two years.
Additionally, Molson Coors is grappling with a drastic increase in aluminum costs, with the Midwest Premium surging more than 180% since January 2025, potentially increasing costs by $40-$55 million in 2025. The company’s shares have declined by 8.2% over the past three years, significantly underperforming the S&P 500, which gained 73.7% during the same period.
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