-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。モルソン・クアーズ（TAP）は、第1四半期の調整後EPSが0.62ドルとなり、市場予想の0.50ドル（24%増）を大きく上回りました。この好調は、売上高と利益率が予想を上回ったことによるものです。純売上高は2.0%増の23億5000万ドル（市場予想を2500万ドル上回る）となりましたが、販売量は2.9%減少しました。これは、価格・販売構成比（+3.0%）と為替変動（+1.9%）によるプラスの影響によって一部相殺されました。売上総利益率は130ベーシスポイント上昇し、38.2%（市場予想を350ベーシスポイント上回る）となりました。金融取引量の減少は、業界が直面している課題を反映しており、米国のブランド取引量はコアセグメントとバリューセグメントのシェア低下により3.5%減少した一方、カナダでは業界全体の低迷により4.0%減少した。TAPは通期の基礎EPSが11%〜15%減少するというガイダンスを維持し、EPSは約4.61〜4.82ドルとなる見込みで、現在のコンセンサスである4.71ドル、2025年に獲得予定の5.42ドルと比較している。TAP株は現在、発表後のプレマーケット取引で5%上昇している。TAPの利益率は著しく好調で、販売量が減少したにもかかわらず売上原価は横ばいを維持した。
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