Earnings

Boston Beer Company’s first quarter got off to a slow start, with year-over-year (YoY) declines in both shipments (-6.9%) and depletions (-4%), and a 4.4% decline in net revenue to $433.9 million.

Constellation Brands’ beer portfolio ended its fiscal year 2026 (FY26) with depletions growth in Q4 after three consecutive quarters of year-over-year (YoY) losses. That momentum and the energy of its incoming CEO have the company optimistic for growth trends moving into FY27 – cautiously optimistic.

Constellation Brands’ beer portfolio ended fiscal year 2026 (FY26) with some positive momentum for the year ahead. The company’s lineup of Mexican import brands (Modelo, Corona, Pacifico, Victoria) increased Q4 shipments (sales to wholesalers) 1.1%, while depletions (sales to retailers) increased 0.6% in the quarter, the company shared after market close Wednesday. Net sales also improved 1% year-over-year (YoY).

Tilray Brands’ hit a company revenue record in Q3, generating $207 million in the quarter, but there was little help from the global cannabis firm’s bev-alc brands.

Monster Beverage Company’s alcohol division dragged the overall business again in 2025, including a $53.7 million impairment charge on its alcohol brands segment for the full year, the company reported during its full-year and Q4 2025 earnings report on Thursday.

Fiscal year 2025 (FY25) marked Boston Beer Company’s fourth consecutive year of shipments (sales to wholesalers) and depletions (sales to retailers) declines. But leadership’s remarks during Tuesday’s earnings call with investors and analysts were anything but negative.

Boston Beer Company has closed out another year in a state of contraction, according to fiscal year 2025 (FY25) data shared today by the company.

Molson Coors Beverage Company’s global business recorded declines across shipments, depletions and net revenue in 2025, the company shared Wednesday. In addition to reporting its Q4 and full-year financial results, Molson Coors’ top executives unveiled a new business strategy, Horizon 2030, during the CAGNY Conference in Florida.

Heineken N.V. will slash around 7% of its 87,000-person global workforce over the next two years, the company announced Wednesday during its full-year 2025 earnings report.

Ball Corporation’s North American can supply is essentially sold out in 2026, new CEO Ron Lewis shared during the company’s full-year and Q4 earnings call Tuesday.

Tilray Brands CEO Irwin Simon’s visits to college campuses and venues across the U.S. “suggest there’s more price sensitivity” influencing the decline in consumption.

Molson Coors’ Q3 financial performance brought expected declines as the beer giant and others in the industry continue to tackle macroeconomic headwinds and soft beer trends.

Molson Coors’ declines persisted, but softened slightly in Q3, remaining “largely aligned” with expectations for the quarter, the company shared this morning.

Anheuser-Busch InBev’s (A-B) business continues to be primarily driven by its core traditional beer brands, but the company believes it can also be a leader in non-alcoholic (NA) and beyond beer, CEO Michel Doukeris shared Thursday during the company’s Q3 earnings call with investors and analysts.