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Molson Coors(TAP) - 2024 Q4 - Earnings Call Presentation
2024-02-14 00:21
业绩总结 - 2023年全年净销售收入为117.02亿美元,同比增长9.3%[12] - 2023年全年基础税前收入为15.31亿美元,同比增长36.9%[12] - 2023年第四季度财务量增长0.8%,美国国内出货量增长4.3%[14] - 美洲品牌量增长6.7%,主要由核心品牌推动[17] - EMEA & APAC品牌量下降2.2%,主要受中东欧通货膨胀压力和英国零售业疲软影响[18] 成本情况 - 美洲基础成本/每升下降0.7%,主要受低物流成本和成本节约影响[19] - EMEA & APAC基础成本/每升上升8.8%,主要受高材料和物流成本影响[20] 投资和资本支出 - 营销投资增加,支持核心品牌和关键创新的强劲势头[22] - 资本支出约为6.9亿美元,用于黄金啤酒厂的现代化和扩大能力[23] 财务状况 - 自2022年12月31日以来,公司净债务减少超过6亿美元,年末净债务与基础EBITDA比率为2.2倍,与长期杠杆比率目标保持一致[24] - 每股年度股息为1.64美元,较上一年同期增长8%,并自2023年10月宣布新的回购计划以来,在11月和12月回购了约250万股,总额约1.5亿美元[25] 未来展望 - 2024年全年展望包括净销售收入增长低个位数,基础税前收入增长中个位数,基础每股收益增长中个位数,基础自由现金流为12亿美元左右,折旧和摊销为7亿美元左右,净利息费用为2.1亿美元左右,基础有效税率为23%至25%,资本支出为7.5亿美元左右[26] - 全球净定价增长与市场历史平均水平一致,美洲地区财务量下降约3%,或约200万升,与2024年底终止一项低毛利合同有关[27]
Molson Coors (TAP) Q4 Earnings & Sales Beat on Brand Strength
Zacks Investment Research· 2024-02-14 00:11
Molson Coors Beverage Company (TAP) has posted fourth-quarter 2023 results, wherein the bottom and top lines surpassed their respective Zacks Consensus Estimate. The top line also improved year over year. The quarterly results have gained from brand strength and strong performances across the company's portfolio and both business units. However, the ongoing macroeconomic environment acted as a deterrent.This currently Zacks Rank #3 (Hold) company has gained 4% in the past three months against the industry’s ...
Molson Coors (TAP) Reports Q4 Earnings: What Key Metrics Have to Say
Zacks Investment Research· 2024-02-13 23:36
Molson Coors Brewing (TAP)财报 - Molson Coors Brewing (TAP)在2023年12月结束的季度报告显示,营收为27.9亿美元,同比增长6.1%[1] - 每股收益为1.19美元,与去年同期的1.30美元相比略有下降[1] - 公司的营收超出了Zacks Consensus Estimate的27.7亿美元,增幅为+0.58%;每股收益也超出了预期,增幅为+6.25%[2] - Molson Coors在最近报告的季度中表现如下:品牌销量-综合:19.53百万,超过了三位分析师的平均估计18.12百万[5] - 品牌销量-美洲:14.53百万,略低于两位分析师的平均估计14.68百万[6] - 品牌销量-EMEA&APAC:5百万,与两位分析师的平均估计相符[7] - 净销售额-EMEA&APAC:5.666亿美元,较去年同期增长12.6%;净销售额-美洲:22.3亿美元,较去年同期增长4.7%[8] - 净销售额-未分配和消除:-690万美元,略低于两位分析师的平均估计-500万美元[9] - Molson Coors的股票在过去一个月中表现为-1.7%,略低于Zacks S&P 500综合指数的+5.1%变化,目前具有Zacks Rank 2(买入),预示着在短期内可能会跑赢整体市场[10]
Molson Coors' stock up nearly 3% after earnings beat
Market Watch· 2024-02-13 20:09
Molson Coors Beverage Co. ‘s stock TAP, +3.12% rose 2.9% premarket after the company posted stronger-than-expected earnings for the fourth quarter. The company had net income of $103.3 million, or 48 cents a share, for the quarter, after a loss of $590.5 million, or $2.73 a share, in the year-earlier period. The year-earlier number included noncash impairment charges. Adjusted per-share earnings came to $1.19, ahead of the $1.12 FactSet consensus. Sales rose to $2.791 billion from $2.629 billion a year ago ...
Texas Molson Coors brewery workers prepare to strike, potentially impacting several major beverage brands
Fox Business· 2024-02-13 00:51
Unionized Fort Worth Molson Coors brewery workers authorized a strike on Sunday, according to a local report.  If approved by Teamsters Local 997 national leaders, 420 workers will walk off the job, WFAA reported."We're working to get back some respect in the workplace," chapter treasurer Rick Miedema told the TV station Sunday. "The company has made record profits over the last several years, and it's time to give back the dignity and respect to the workers."  The union is seeking pay raises, improved heal ...
Exploring Analyst Estimates for Molson Coors (TAP) Q4 Earnings, Beyond Revenue and EPS
Zacks Investment Research· 2024-02-08 23:21
In its upcoming report, Molson Coors Brewing (TAP) is predicted by Wall Street analysts to post quarterly earnings of $1.12 per share, reflecting a decline of 13.9% compared to the same period last year. Revenues are forecasted to be $2.77 billion, representing a year-over-year increase of 5.4%.Over the last 30 days, there has been an upward revision of 4.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their ...
Molson Coors (TAP) Sees Pricing Gains: Will Q4 Earnings Beat?
Zacks Investment Research· 2024-02-07 21:31
Molson Coors Beverage Company (TAP) is expected to register top-line growth when it reports fourth-quarter 2023 earnings on Feb 13. The Zacks Consensus Estimate for the company’s fourth-quarter revenues is pegged at $2.8 billion, suggesting 5.4% growth from the prior-year period’s reported figure.The consensus mark for earnings has moved down by a penny in the past 30 days to $1.12 per share. It suggests a decline of 13.9% from the year-ago reported figure.In the last reported quarter, this leading alcohol ...
Molson Coors Brewing (TAP) Expected to Beat Earnings Estimates: Should You Buy?
Zacks Investment Research· 2024-02-07 00:06
分组1 - Molson Coors Brewing (TAP) 预计在2023年12月结束的季度报告中,盈利将同比下降,但营收将增加[1] - 如果关键数字超过预期,股价可能会上涨;如果未达预期,股价可能会下跌[2] 分组2 - 分析师最近对该公司的季度盈利预期进行了修订,预计每股收益为1.12美元,同比下降13.9%,营收预计为27.7亿美元,同比增长5.4%[4] - 分析师最近对该公司的盈利预期进行了修订,预计每股收益为1.12美元,同比下降13.9%,营收预计为27.7亿美元,同比增长5.4%[5] 分组3 - Zacks Earnings ESP 比较了最准确的预估值和 Zacks 一致预估值,显示出+2.72%的盈利预期[8] - Molson Coors 在过去四个季度中四次超过一致预估值,显示出较好的盈利记录[14] 分组4 - 盈利超出或不达预期可能不是股价上涨或下跌的唯一原因,其他因素也可能影响投资者的决策[15]
Will Molson Coors (TAP) Beat Estimates Again in Its Next Earnings Report?
Zacks Investment Research· 2024-02-02 02:11
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Molson Coors Brewing (TAP) . This company, which is in the Zacks Beverages - Alcohol industry, shows potential for another earnings beat.This beer maker has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters ...
Are Investors Undervaluing Molson Coors (TAP) Right Now?
Zacks Investment Research· 2024-02-01 23:46
Zacks Rank系统 - Zacks Rank系统专注于盈利预期和预期修订,以找到获胜股票[1] 价值投资 - 价值投资显然是在任何市场中找到强劲股票的最受欢迎的方法之一[2] Molson Coors (TAP) - Molson Coors (TAP)是一只值得关注的股票,目前拥有Zacks Rank 2(买入)和价值评级A[4]