Molson Coors Beverage Company - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

InsiderInsights.com Daily Ratings Report: November 12, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Molson Coors Beverage Co: 1 director

A director at Molson Coors Beverage Co bought 7,500 shares at 46.790USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two yea...

Molson Coors Beverage Company: Update to credit analysis

Our credit view of Molson Coors reflects its disciplined financial policy and its strong and consistent free cash flow, constrained by exposure to declining beer volumes.

Cheffelo: strong Q1, reassuring FY indications

Following another strong Q1, the commercial and profitability recovery is set to be faster-than-expected with >8% growth and >5% EBIT margin. FY 2025-27 EBIT estimates increased by c.9% and PT from SEK61 to SEK63. Buy reiterated with th business model set to thrive alongside HelloFresh in the

Cheffelo: back at the stove and ready to delight

Post-another impressive Q1 trading update and a reassuring HelloFresh CMD, we are turning more optimistic on Cheffelo's ability to maintain its customer and growth momentum with an expected 7.3% sales CAGR over 2024-27e, a FCF margin crossing 5% and a dividend yield of around 6-7%. Buy vs. Neutral

Cheffelo: waiting for HelloFresh's playbook at the CMD

Post-Q4, we have lifted our FY 2025-27e EBIT and FCF estimates by respectively 17% and 18% with our new PT coming out at SEK37. Cheffelo proved its ability to quickly restore "profitable growth" mode in 2024, and the 2025 growth/profitability profile looks appealing. But uncertainty will remain ove

Molson Coors Beverage Company - September 2024 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Cheffelo: better profile but uncertain HelloFresh playbook in the Nord...

Post-Q3, we have left our FY 2024-26 estimates unchanged and stick to our SEK30 PT. Cheffelo proved its ability to quickly return to "profitable growth" mode in 2024 and the growth/profitability profile we foresee is interesting. But uncertainty over competitive dynamics in the Nordics prevents us

Molson Coors Beverage Company: Update following upgrade to Baa1

Our credit view of this issuer reflects its geographic diversification, market leadership position and strong brand.

Molson Coors Beverage Company - June 2024 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Cheffelo: growth/profitability profile starting to improve

Post-Q2, we raise our FY 2024-26 EBIT estimates by 11% and our PT from SEK25 to SEK30 to reflect stronger growth fuelled by better market dynamics and the recent agreement with Middagsfrid, better leverage on fulfilment and slightly less marketing. Cheffelo proved its ability to quickly return to "

Dropping Coverage

On the shelves now: Consumer weekly #36

In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we look at the US job market that is gradually cooling, prompting investors to bet o

On the shelves now: Consumer weekly #33

In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we take a new look at the latest rumors around Shein London IPO. Happy reading!

Molson Coors Beverage Company - March 2024 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Alcoholic Beverages: STZ Continues to Lead on Volumes and Market Share

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Moody's Ratings assigns Baa2 to Molson Coors' euro notes; outlook posi...

Moody's Ratings (Moody's) today assigned Baa2 ratings to the gtd senior unsecured euro notes offered by Molson Coors Beverage Company ("Molson Coors"). The proceeds will be used for general corporate purposes including refinancing the €800 million gtd senior unsecured Euro notes due in July 2024. Mo...