-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：Molson Coors (TAP)公布的第一季度调整后每股收益为0.62美元，高于预期的0.50美元（增长24%），远超市场普遍预期的0.36美元。业绩超预期主要得益于销售额和利润率的强劲增长。尽管销量下降2.9%，但净销售额仍增长2.0%至23.5亿美元（比市场普遍预期高出2500万美元），部分被价格/销售组合（增长3.0%）和汇率（增长1.9%）的积极影响所抵消。毛利率增长130个基点至38.2%（比市场普遍预期高出350个基点）。销量下降反映了行业持续面临的挑战，美国品牌销量下降3.5%，主要原因是核心产品和低价位产品的市场份额表现不佳；而加拿大销量下降4.0%，主要受行业整体疲软的影响。 TAP维持全年基本每股收益(EPS)下降11%-15%的预期，这意味着每股收益约为4.61-4.82美元，低于市场普遍预期的4.71美元和2025年5.42美元的预期。消息公布后，TAP股价在盘前交易中上涨5%。TAP的利润率表现尤为强劲，尽管销量下降，但销售成本(COGS)保持稳定。
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