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Molson Coors Beverage Company (TAP) Presents at Consumer Analyst Group of New York Conference 2026 Transcript

Seeking Alpha
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Molson Coors CEO Rahul Goyal and CFO Tracey Joubert presented at the 2026 Consumer Analyst Group of New York Conference, outlining the company’s post-revitalization growth strategy after completing its multi-year transformation. The company has shifted focus from restructuring to accelerating growth by simplifying operations, reducing complexity, and driving sustainable top- and bottom-line expansion through optimized investments and marketing. Goyal emphasized the next phase of Molson Coors’ journey, prioritizing agility and efficiency to capitalize on market opportunities while maintaining financial discipline under Joubert’s leadership. Analysts from Goldman Sachs, Morgan Stanley, and other firms engaged in the discussion, highlighting industry interest in the company’s turnaround and future profitability drivers. The presentation concluded with Molson Coors sponsoring the conference’s beverage reception, reinforcing its brand presence among investors and analysts.
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SA Transcripts158.48K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Molson Coors Beverage Company (TAP) Consumer Analyst Group of New York Conference 2026 February 18, 2026 5:00 PM EST Company Participants Rahul Goyal - President, CEO and DirectorTracey Joubert - Chief Financial Officer Conference Call Participants Bonnie Herzog - Goldman Sachs Group, Inc., Research DivisionKevin Grundy - BNP Paribas, Research DivisionEric Serotta - Morgan Stanley, Research DivisionRobert Ottenstein - Evercore ISI Institutional Equities, Research DivisionChristopher Carey - Wells Fargo Securities, LLC, Research Division Presentation Bonnie HerzogGoldman Sachs Group, Inc., Research Division Good evening, everyone. It's a pleasure to welcome Molson Coors back to CAGNY this year. Joining us today, we have President and CEO, Rahul Goyal; and CFO, Tracey Joubert. Also, please join me in thanking them for their sponsorship of the beverage reception immediately following their presentation, which will be outside these stairs -- right outside the stairs. Thank you so much for that. Now it's an exciting time for Molson Coors as the company has made progress on its transformation journey, having changed over the course of a few years, how it invests, how it markets and how it operates to return the company back to growth. Having completed its revitalization plan, the company is now into the next leg of its journey, which is to accelerate growth as well as taking complexity out of their system, allowing them to deliver sustainable top and bottom line growth. So with that, I'm going to turn it over to Rahul to hear more about their efforts. Thanks. Rahul GoyalPresident, CEO and Director Thank you, Bonnie. Thanks for the introduction, and good afternoon, everybody. Thanks for being here. Before I get started, our lawyers said I got to read every single word on this slide. I think they were doing a new guy joke on me. So the only thing I'm

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