Molson Coors Beverage (TAP) just announced that Rahul Goyal, its chief strategy officer, will take the reins as CEO and president starting October 1, 2025. This leadership change comes at a time when the company faces ongoing challenges and cautious analyst outlooks.

Molson Coors’s recent leadership shakeup arrives as the stock continues to tread water, with a 1-year total shareholder return slightly negative and longer-term performance only modestly positive. Recent analyst downgrades and cautious outlooks seem to be tempering momentum, while investors await any signs of renewed growth from management’s new direction.

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With analyst targets now below recent prices and the stock trading at a discount to some estimates, investors have to ask: is Molson Coors undervalued, or is the market already factoring in the company’s future prospects?

Most Popular Narrative: 14.8% Undervalued

Molson Coors Beverage’s most followed narrative sees the fair value at $54.43, about 15% above the last close of $46.39. This sets up a debate about whether the market is discounting future catalysts or simply being too cautious.

Molson Coors' expansion into above-premium and non-beer beverage categories (e.g., Fever-Tree mixers, seltzers, flavored malt beverages) positions it to capitalize on shifting consumer preferences for higher-quality, better-for-you, and non-alcoholic options, which should drive higher-margin revenue growth in future periods.

Want to unravel the math and momentum behind that 15% “edge”? The catch is a sharp pivot: high-margin growth bets on surprising categories and a future PE that challenges traditional beverage stalwarts. What exactly are analysts betting will spark that upside? Find out what could fuel the next rally in the full narrative.

Result: Fair Value of $54.43 (UNDERVALUED)

However, persistent declines in U.S. beer consumption and unpredictable input costs could challenge Molson Coors's growth ambitions and threaten margin improvements.

Build Your Own Molson Coors Beverage Narrative

If this story does not match your viewpoint, or you want to dig into the numbers yourself, you can shape your own perspective in under three minutes with Do it your way.

A great starting point for your Molson Coors Beverage research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.