| TAP |
Report |
Net sales |
IN-LINE |
pred ~$3.070B vs. cons $3.093B |
MEDIUM |
| TAP |
Report |
Underlying diluted EPS |
MISS |
pred ~$1.48 vs. cons $1.525 |
MEDIUM |
| TAP |
Report |
Americas brand volume |
IN-LINE |
pred ~14.05M hl vs. cons 14.168M hl |
MEDIUM |
| TAP |
Guide |
Net sales (FY 2026) |
UNCHANGED |
guide ~flat +/-1% CC vs. cons $11.106B; dollar comparison UNVERIFIED |
MEDIUM |
| TAP |
Guide |
Underlying EPS (FY 2026) |
UNCHANGED |
guide ~down 11%-15% vs. cons $4.722; dollar comparison UNVERIFIED |
MEDIUM |
| TAP |
Guide |
Shipments vs. brand volume (H2 2026) |
BETTER |
guide ~shipments outpace brand volume; direct consensus UNVERIFIED |
LOW |
| TAP |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| TAP |
Return |
5-day cumulative residual |
-3.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — H2 recovery scrutiny drives estimate pressure |
LOW |