- Tigo Energy Delivers American Designed and Assembled Optimizers to U.S. Customer
May 18, 2026 · gurufocus.com
[url="]Tigo Energy, Inc.[/url] (NASDAQ: TYGO) (âTigoâ or âCompanyâ), a leading provider of intelligent solar and energy solutions, today announced the
- What Are Wall Street Analysts' Target Price for Molson Coors Beverage Stock?
May 15, 2026
Golden, Colorado-based Molson Coors Beverage Company (TAP) manufactures, markets, distributes, and sells beer and other malt beverage products. Valued at a market cap of $7.8 billion, the company offers flavored malt beverages, including hard seltzers, craft spirits, and ready-to-drink beverages. It also provides non-alcoholic beverages, including premium mixers and energy drinks.
This beverage company has considerably lagged the broader market over the past 52 weeks. Shares of TAP have declined 26.5% over this time frame, while the broader S&P 500 Index ($SPX) has gained 26.5%. Moreover, on a YTD basis, the stock is down 12.6%, compared to SPX’s 8.1% rise.
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Narrowing the focus, TAP has also underperformed the Invesco Food & Beverage ETF’s (PBJ) 2.8% rise over the past 52 weeks and 7.9% uptick on a YTD basis.www.barchart.com
TAP shares closed up marginally on Apr. 30 after its better-than-expected Q1 earnings results. The company’s revenue increased 2% year-over-year to $2.35 billion, topping analyst estimates by a slight margin. Moreover, its adjusted EPS of $0.62 handily exceeded consensus expectations of $0.36. The quarter saw volume declines offset by gains in on-premise channels and early success with new products like Fever Tree and the reintroduction of Keystone Ice.
For the current fiscal year, ending in December, analysts expect TAP’s EPS to decline 12.6% year over year to $4.74. The company’s earnings surprise history is mixed. It topped the consensus estimates in three of the last four quarters, while missing on another occasion.
Among the 20 analysts covering the stock, the consensus rating is a "Hold," which is based on four “Strong Buy,” one “Moderate Buy,” 12 "Hold,” one "Moderate Sell,” and two “Strong Sell” ratings.www.barchart.com
The configuration is less bearish than two months ago, with three analysts suggesting a “Strong Sell” rating.
On May 13, Evercore ISI analyst Robert Ottenstein maintained a “Buy” rating on TAP and set a price target of $47, indicating a 15.2% potential upside from the current levels.
The mean price target of $46 suggests a 12.7% premium to its current price levels, while its Street-high price target of $61 implies a 49.5% potential upside.
On the date of publication, Neharika Jain 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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- Molson Coors: A Trough Earnings Year Is Disguising An Improving Business
May 13, 2026 · seekingalpha.com
Molson Coors (TAP) delivered a Q1'26 EPS beat of 63%, yet reaffirmed full-year guidance for an 11-15% EPS decline, creating a compelling value disconnect. The EPS decline is driven by a quantified, largely temporary aluminum cost headwind, not structural deterioration; underlying FCF remains robust at $1.1B, supporting a 13.6% yield. Capital allocation is highly shareholder-friendly, with a 4.5% dividend yield, aggressive buybacks, and a manageable debt maturity profile, all at 9x forward earnings near 52-week lows.
- Molson Coors Beverage: A 12.8% Better Bargain Than When Molson Bought
May 12, 2026
There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on March 9, Molson Coors Beverage Co's Director, Andrew Thomas Molson, invested $93,337.80 into 2,000 shares of TAP, for a cost per share of $46.67. Bargain hunters tend to pay particular attention to insider buys like this one, because presumably the only reason an insider would take their hard-earned cash and use it to buy stock of their company in the open market, is that they expect to make money. In trading on Tuesday, bargain hunters could buy shares of Molson Coors Beverage Co (Symbol: TAP) and achieve a cost basis 12.8% cheaper than Molson, with shares changing hands as low as $40.70 per share. Molson Coors Beverage Co shares are currently trading up about 0.1% on the day. The chart below shows the one year performance of TAP shares, versus its 200 day moving average:
Looking at the chart above, TAP's low point in its 52 week range is $40.64 per share, with $57.57 as the 52 week high point — that compares with a last trade of $41.31. By comparison, below is a table showing the prices at which TAP insider buying was recorded over the last six months: PurchasedInsiderTitleSharesPrice/ShareValue11/26/2025Christian P. CocksDirector45$47.19$2,123.3202/20/2026James A. Winnefeld Jr.Director100$49.01$4,901.0003/09/2026Andrew Thomas MolsonDirector2,000$46.67$93,337.80
The current annualized dividend paid by Molson Coors Beverage Co is $1.92/share, currently paid in quarterly installments, and its most recent dividend has an upcoming ex-date of 05/29/2026. Below is a long-term dividend history chart for TAP, which can be of good help in judging whether the most recent dividend with approx. 4.6% annualized yield is likely to continue.
According to the ETF Finder at ETF Channel, TAP makes up 2.76% of the Keating Active ETF (Symbol: KEAT) which is trading lower by about 0.2% on the day Tuesday. (see other ETFs holding TAP). Project your dividend income with confidence: Income Calendar tracks your income portfolio like a personal assistant.
Click here to find out which 9 other dividend bargains you can buy cheaper than insiders »
Also see:
Materials Dividend Stock List
ROM Split History
Highest Yield Monthly Preferreds
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
- Coors brings back cult-favorite beer after 5-year hiatus
May 12, 2026
For decades, one budget beer built a cult following as one of America's most recognizable "college beers," earning popularity for its cheap price, high alcohol content, and straightforward appeal.
The budget-friendly lager became a staple at college parties, tailgates, and late-night gatherings throughout the 1990s and 2000s, especially among consumers looking for maximum value at a low cost.
After abruptly disappearing from store shelves five years ago, the discontinued beer is now making a comeback as Molson Coors works to strengthen its value portfolio during a challenging period for the beer industry.
Molson Coors revives a popular discontinued beer
Molson Coors (TAP) is officially bringing back Keystone Ice after discontinuing the brand in 2021 as it seeks to strengthen its value-focused beer lineup and adapt to shifting consumer demand.
The return follows the company's renewed initiative to stabilize performance in its economy beer segment while leaning on legacy brands that still maintain strong consumer recognition.
"We have a few things in the pipeline that we've announced with our network to make sure we can slow down the leaky bucket in a way for our value part of the portfolio," said Molson Coors CEO Rahul Goyal in a recent earnings call.
The company is also expanding the Keystone brand with the launch of Keystone Apple for the summer season. Molson Coors said distributor orders for the new product are already tracking ahead of expectations.
"We know where the issues are. We're taking actions," said Goyal. "This is not a national concern is in the particular geographies where there's competitive action, and our teams are reacting swiftly and strongly."
The move reflects a growing focus on affordability across the alcohol industry as inflation and economic uncertainty continue to pressure lower-income consumers.
Why Molson Coors discontinued Keystone Ice, and why it's returning
Five years ago, Molson Coors retired 11 economy beer brands, including Keystone Ice, as part of a broader strategy to prioritize premium and higher-margin products.
At the time, former CEO Gavin Hattersley said the decision would streamline operations and allow the company to focus resources on its strongest-performing brands.
More coverage by Fernanda Tronco on the alcohol industry:
Tariffs will cost the liquor industry over $2 billion in sales LVMH delivers concerning news about the future of alcohol CEO of popular beer brand spots concerning consumer trend
"This will improve our supply chain flexibility for our more profitable priority brands, enhance our innovation efforts, enable us to better focus resources and ensure dependable and on-time shipments to our distributors," said Hattersley in a company announcement.
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Since then, however, the alcohol industry has faced one of its most significant slowdowns in years.
Alcohol consumption has steadily declined since peaking during the Covid pandemic as consumers increasingly cut back on spending amid inflation, economic uncertainty, and changing lifestyle preferences. Many drinkers have also shifted toward ready-to-drink cocktails, nonalcoholic beverages, and wellness-focused alternatives.
In response, Molson Coors has diversified beyond traditional beer. The company partnered with Australian beverage brand Naked Life to launch new nonalcoholic drinks and acquired a majority stake in ZOA Energy, the better-for-you energy drink co-founded by Dwayne "The Rock" Johnson.
Molson Coors has also experimented with brand extensions outside beverages, including collaborations with Pringles on beer-infused snacks and a partnership with Wrangler in the apparel market.Molson Coors brings back Keystone Ice beer after five years.CHARLY TRIBALLEAU / AFP via Getty Images
Beer sales continue to face pressure
The broader beer industry remains under pressure as consumer demand weakens across multiple alcohol categories.
According to NielsenIQ, the U.S. beverage alcohol market saw total off-premise dollar sales decline 3.4% for the 52 weeks ending January 3, 2026. Wine sales fell 4.7%, spirits decreased 1.8%, and beer, flavored malt beverages, hard cider, and hard seltzer sales dropped 3.7%.
Industry analysts say the slowdown reflects both changing consumer habits and broader economic challenges.
"Overall, the biggest challenge has been the decreased consumption as consumers shift outside of beer to RTDs and as they are moderating beer consumption more," Circana Senior Director of Client Insights Ryan Toenies told Beverage Industry. "We also saw macroeconomic headwinds and Hispanic consumers being impacted more, slowing the imported beer segment."
Related: Texas Roadhouse bets diners will pay more for one big reason
Despite those headwinds, the nonalcoholic beer category continues to grow rapidly.
"We continue to see strong growth with the non-alcohol beer segment plus 22.1% in dollars this year and it has been increasing by over $100 million for the past few years," said Toenies. "While it is still relatively small it continues to grow."
Still, analysts expect overall beer consumption to remain relatively subdued in the years ahead.
The U.S. beer market size was estimated at $20.03 billion in 2025 and is projected to reach $29.31 billion by 2034, growing at a compound annual growth rate of 4.32%, according to Market Data Forecast.
Value will remain essential for cash-conscious consumers, but maintaining affordable pricing requires brewers to cut costs without compromising quality, wrote beer, spirits, food, and travel journalist Joshua M. Bernstein on SevenFiftyDaily, a publication focused on the business and culture of drinks.
Molson Coors faces challenges in U.S. market
In the first quarter of fiscal 2026, Molson Coors reported a 2% year-over-year increase in net sales. However, the company continues to face pressure from weaker beer demand and increased competition in the value segment.
In the Americas division, net sales rose 1%, but financial volume declined 2.7%, primarily due to weaker U.S. performance in core and value beer brands.
Brand volumes in the Americas fell 3%, while global brand volumes dropped 3.1%.
Molson Coors also said macroeconomic uncertainty continues to weigh on consumer spending, particularly among lower-income consumers who make up a large share of the value beer market.
The company estimated the overall U.S. beer industry declined 1.6% during the quarter, while its own market share slipped by 0.6%.
For the full year 2026, Molson Coors expects net sales to remain flat, plus or minus 1%, on a constant currency basis. In the second quarter, U.S. financial volumes are expected to decrease between 6% and 9% compared to the prior year.
Executives point to intense competition in the value category, which the company refers to internally as the "leaky bucket," as one of the key reasons for reviving recognizable legacy brands like Keystone Ice.
By bringing Keystone Ice back to shelves, Molson Coors appears to be betting that nostalgia, affordability, and brand familiarity can still resonate with consumers amid economic pressure and declining beer consumption.
Related: McDonald’s rival shuts down 15 restaurants across 7 states
This story was originally published by TheStreet on May 12, 2026, where it first appeared in the Retail section. Add TheStreet as a Preferred Source by clicking here.
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- Molson Coors Beverage Company (TAP) Presents at Goldman Sachs Global Staples Forum 2026 Transcript
May 12, 2026 · seekingalpha.com
Molson Coors Beverage Company (TAP) Presents at Goldman Sachs Global Staples Forum 2026 Transcript
- Molson Coors Beverage Company Announces Regular Quarterly Dividend
May 7, 2026
GOLDEN, Colo. & MONTREAL, May 07, 2026--(BUSINESS WIRE)--The Board of Directors of Molson Coors Beverage Company (NYSE: TAP, TAP.A) today declared a regular quarterly dividend on its Class A and Class B common stock of US$0.48 per share, payable June 12, 2026, to stockholders of record on May 29, 2026. The quarterly dividend is payable to holders of Class A and Class B common stock of Molson Coors Beverage Company.
In addition, the Board of Directors of Molson Coors Canada Inc. (TSX: TPX.B, TPX.A) today declared a quarterly dividend of approximately CAD$0.65 (the Canadian dollar equivalent of the dividend declared on Molson Coors Beverage Company stock), payable June 12, 2026, to its Class A and Class B exchangeable shareholders of record on May 29, 2026. The dividends declared in respect of the Class A and Class B exchangeable shares are eligible dividends for Canadian tax purposes.
OVERVIEW OF MOLSON COORS BEVERAGE COMPANY
For more than two centuries, we have brewed beverages that unite people to celebrate all life’s moments. From our core power brands Coors Light, Miller Lite, Coors Banquet, Molson Canadian, Carling and Ožujsko to our above premium brands including Madrí Excepcional, Staropramen, Blue Moon Belgian White and Leinenkugel’s Summer Shandy, to our value brands like Miller High Life and Keystone Light, we produce many beloved and iconic beers. While our history is rooted in beer, we offer a modern portfolio that expands beyond the beer aisle as well, including flavored beverages like Vizzy Hard Seltzer and Monaco, spirits and non-alcoholic beverages. We also have partner brands, such as Simply Spiked, ZOA Energy, Fever-Tree, among others, through license, distribution, partnership and joint venture agreements. As a business, our ambition is to be the first choice for our people, our consumers and our customers, and our success depends on our ability to make our products available to meet a wide range of consumer segments and occasions.
To learn more about Molson Coors Beverage Company, visit molsoncoors.com.
ABOUT MOLSON COORS CANADA INC.
Molson Coors Canada Inc. ("MCCI") is a subsidiary of Molson Coors Beverage Company. MCCI Class A and Class B exchangeable shares offer substantially the same economic and voting rights as the respective classes of common shares of MCBC, as described in MCBC’s annual proxy statement and Form 10-K filings with the U.S. Securities and Exchange Commission. The trustee holder of the special Class A voting stock and the special Class B voting stock has the right to cast a number of votes equal to the number of then outstanding Class A exchangeable shares and Class B exchangeable shares, respectively.
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View source version on businesswire.com: https://www.businesswire.com/news/home/20260507319735/en/
Contacts
Investor Relations
Greg Tierney, MCBCInvestorRelations@molsoncoors.com
News Media Rachel Gellman Johnson, press@molsoncoors.com
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- Molson Coors Beverage Company Announces Regular Quarterly Dividend
May 7, 2026 · businesswire.com
GOLDEN, Colo. & MONTREAL--(BUSINESS WIRE)--The Board of Directors of Molson Coors Beverage Company (NYSE: TAP, TAP.A) today declared a regular quarterly dividend on its Class A and Class B common stock of US$0.48 per share, payable June 12, 2026, to stockholders of record on May 29, 2026. The quarterly dividend is payable to holders of Class A and Class B common stock of Molson Coors Beverage Company. In addition, the Board of Directors of Molson Coors Canada Inc. (TSX: TPX.B, TPX.A) today decl.
- MOLSON COORS BEVERAGE COMPANY ANNOUNCES REGULAR QUARTERLY DIVIDEND
May 7, 2026
GOLDEN, COLO. & MONTREAL--(BUSINESS WIRE)--THE BOARD OF DIRECTORS OF MOLSON COORS BEVERAGE COMPANY (NYSE: TAP, TAP.A) TODAY DECLARED A REGULAR QUARTERLY DIVIDEND ON ITS CLASS A AND CLASS B COMMON STOCK OF US$0.48 PER SHARE, PAYABLE JUNE 12, 2026, TO STOCKHOLDERS OF RECORD ON MAY 29, 2026. THE QUARTERLY DIVIDEND IS PAYABLE TO HOLDERS OF CLASS A AND CLASS B COMMON STOCK OF MOLSON COORS BEVERAGE COMPANY. IN ADDITION, THE BOARD OF DIRECTORS OF MOLSON COORS CANADA INC. (TSX: TPX.B, TPX.A) TODAY DECL.
- Ford CFO sounds the alarm on surging aluminum prices
May 7, 2026
When you stand in a showroom kicking the tires on a new pickup, you are not really thinking about metallurgy. You are thinking about the monthly payment, the towing capacity, the trade-in value of your old car. The truck itself feels like one solid object. Bumper to bumper, you assume the price is the price.
That is the lie that breaks every time something goes wrong upstream.
Most American drivers have no idea how much of their vehicle is, by weight and by cost, a single commodity bought half a world away. They do not know that the body panels of the country's best-selling pickup share a supply chain with the can of beer in their fridge, or that a single shipping lane in the Persian Gulf can decide whether their next car payment ticks higher by $30 a month.
What Ford (F) Chief Financial Officer Sherry House said on the company's first-quarter earnings call should change that. Her warning, buried inside an otherwise upbeat report, is that aluminum prices have torn a $1 billion hole in the automaker's commodity outlook for 2026.Ford and many other companies are grappling with Aluminum pricesPhoto by onurdongel on Getty Images
What set off the aluminum price spike
The London Metal Exchange's three-month aluminum contract has surged more than 13% since the U.S.-Israeli strikes on Iran, and is up roughly 19% so far in 2026, according to CNBC. Prices now sit at their highest levels since 2022.
The trigger is geographic. Aluminum smelters in the Arabian Gulf account for roughly 7% of the world's primary supply, according to Bernstein analyst Bob Brackett, via CNBC. Military strikes have damaged facilities and taken about 3% of global supply offline outright, the analyst said.
Related: Ford analyst blames 'unpredictability' for post-earnings swoon
The shutdown of the Strait of Hormuz, the narrow waterway that handles a meaningful share of metal flowing out of the region, has compounded the squeeze. Aluminium Bahrain, one of the Gulf's largest producers, has idled about 19% of its melting capacity, according to Mining Technology. Qatar's Qatalum is operating at 60%.
Wall Street has rerated the metal accordingly. Goldman Sachs in late March raised its second-quarter London Metal Exchange aluminum price forecast to $3,450 per metric ton, warning that prolonged Hormuz disruption could push the 2026 average toward $3,400, according to Mining Weekly.
For context, the 15-year average aluminum price sits closer to $1.15 per pound. The metal is now trading well above $1.55. That is not a blip.
Why Ford's $1 billion warning matters for car buyers
Ford reported first-quarter adjusted earnings per share of $0.66, crushing the $0.19 consensus estimate, according to Investing.com. Revenue of $43.3 billion edged past expectations.
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The headline number masked something investors should not gloss over.
When she walked through guidance, House told analysts the company now expects commodity headwinds of "just above $2 billion, about $1 billion higher than our previous estimate," with aluminum the dominant driver, according to Investing.com.
Ford spends roughly $8 billion a year on steel and aluminum combined, with aluminum representing about 40% of that buy, based on disclosures from the company's earnings call transcript.
The aluminum body panels on Ford's F-150, the country's best-selling vehicle for nearly five decades, were a deliberate bet on lightweighting and fuel efficiency. That bet now exposes Ford to commodity volatility unlike most of its rivals.
When I ran the numbers against Ford's full-year guidance band of $8.5 billion to $10.5 billion in adjusted operating income, the math was uncomfortable. A sustained aluminum price 20% above current expectations could shave another half-billion off operating income before any other surprise. That alone would clip the upper end of the range.
Where else aluminum costs are showing up
Aluminum is the canary in this story. It is also the can.
Molson Coors Beverage Company (TAP) Chief Financial Officer Tracey Joubert told analysts last week that the rising price of aluminum supplied to the U.S. Midwest added roughly $30 million to the brewer's first-quarter cost of goods sold compared with a year earlier, according to CNBC. The maker of Coors Light and Miller Lite expects further inflation in the current quarter.
The scale of the disruption shows up across the data:
The aluminum shock in numbers
The Arabian Gulf supplies roughly 7% of the world's primary aluminum, CNBC reported. Roughly 3% of global supply has been knocked offline by Middle East military action, also per CNBC. Goldman Sachs' second-quarter LME forecast now sits at $3,450 per metric ton, according to Mining Weekly. Aluminium Bahrain has idled about 19% of its melting capacity,according to Mining Technology. Molson Coors absorbed roughly $30 million in extra Q1 costs from rising Midwest aluminum, according to CNBC.
When the same metal touches your truck, your beer, your soda, and the cladding on your office building, the inflation pass-through is broad and slow.
What rising aluminum costs mean for your wallet
Here is what struck me when I traced this back to the household level.
Automakers move slowly on sticker prices because they negotiate fleet contracts and incentive structures quarters in advance. House said Ford has tried to soften the blow through its Novelis aluminum supply partnership, hedging strategies, and recovery from a $1.5 billion to $2 billion cost cycle tied to alternative sourcing, according to the Q1 earnings call transcript.
Most consumers will not see "aluminum surcharge" appear on a window sticker. They will see a smaller cash-on-hood incentive. They will see a leaner trim package come standard. They will see the same pass-through showing up on grocery shelves, where major retailers have already jacked up prices.
Beer drinkers face a similar squeeze. Soft drink makers will face the same math.
There is one offset. Goldman Sachs still expects supply growth to accelerate later in the year as Indonesian smelters come online, per its base-case forecast. If Hormuz reopens cleanly, prices could ease in the back half. If it does not, every aluminum-heavy brand from Ford to Coca-Cola is preparing investors for a heavier carry into 2027.
For drivers and shareholders, the next two earnings cycles are the ones to watch.
Related: Ford makes a move frugal car buyers will love
This story was originally published by TheStreet on May 7, 2026, where it first appeared in the Automotive section. Add TheStreet as a Preferred Source by clicking here.
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