Friday's Top Performers: Food, Beverage, and Winery Sectors
Beverages & Wineries Performance: Shares in the beverages and wineries sector increased by approximately 1.2% on Friday, with notable gains from Monster Beverage and Molson Coors Beverage Company.
Monster Beverage Growth: Monster Beverage's stock rose by about 6.6%, contributing significantly to the sector's overall performance.
Molson Coors Beverage Company Growth: Molson Coors Beverage Company saw its shares increase by approximately 4.8%, further bolstering the sector's positive trend.
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- Earnings Announcement Schedule: Molson Coors (TAP) is set to release its Q4 earnings on February 18 after market close, with consensus EPS estimate at $1.15, reflecting an 11.5% year-over-year decline, and revenue estimate at $2.71 billion, down 1.1% year-over-year.
- Historical Performance Review: Over the past two years, TAP has beaten EPS estimates 75% of the time and revenue estimates 63% of the time, indicating a relative stability in profitability despite market challenges.
- Expectation Adjustment Status: In the last three months, there have been no upward revisions to EPS estimates, with 10 downward adjustments, while revenue estimates also saw no upward revisions and 7 downward adjustments, reflecting a cautious market outlook on the company's future performance.
- Industry Background Analysis: As Saudi Arabia gradually relaxes its alcohol regulations as part of a modernization effort, Molson Coors may benefit in the global market, particularly in response to changing consumer trends, although the overall economic environment remains uncertain.
- Market Volatility: The S&P 500 fell on Thursday as tensions between the U.S. and Iran escalated, indicating that investors may be reducing equity exposure ahead of the weekend, reflecting concerns over geopolitical uncertainty.
- CrowdStrike Performance: Despite the broader market weakness, CrowdStrike's stock rose about 1%, although it remains down approximately 10% year-to-date; Jim Cramer believes that the increasing security risks associated with AI adoption will drive business growth, making it a top buy.
- Texas Roadhouse Earnings: Texas Roadhouse is set to report quarterly earnings after the bell, with expectations for strong same-store sales; however, Jim is concerned about declining margins due to beef inflation, with management guiding for a 7% commodity inflation rate in 2026.
- Boeing Order Situation: Boeing's stock fell nearly 1% despite signing a deal worth over $30 billion to sell around 100 aircraft to Vietnamese carriers, yet Jim remains steadfast in his confidence in Boeing's turnaround plan under CEO Kelly Ortberg's leadership.
- Klarna Guidance Miss: Klarna's shares plummeted about 25% as its first-quarter operating income guidance of $5 million to $35 million fell significantly short of Wall Street's expectation of $61.9 million, indicating potential challenges in future financing capabilities.
- Blue Owl Loan Sale: Blue Owl Capital's stock dropped nearly 10% after announcing the sale of $1.4 billion in loans at 99.7% of par value, with proceeds aimed at debt repayment and capital return, highlighting liquidity pressures and a halt on redemptions for retail investors.
- Omnicom Buyback Plan: Omnicom's shares surged 13% after reporting fourth-quarter revenue of $5.5 billion, a nearly 28% year-over-year increase, alongside a $5 billion share buyback authorization, reflecting strong financial performance and confidence in future growth.
- Deere Earnings Beat: Deere's stock rose 13% as it reported first-quarter earnings of $2.42 per share on $8 billion in revenue, both exceeding analyst expectations, indicating robust demand for agricultural equipment and potential market share growth ahead.
- Stock Price Adjustment: Molson Coors Beverage Company has reduced its target price from $65 to $58.
- Market Impact: This adjustment reflects changes in market conditions and investor expectations regarding the company's performance.

Stock Performance: Molson Coors shares fell by 5.6% in pre-market trading.
Profit Forecast: The decline follows a sharp drop in profit forecasts for 2026.
- Walmart's Fiscal Outlook: Walmart anticipates net sales growth of only 3.5% to 4.5% and adjusted earnings per share of $2.75 to $2.85, falling short of analysts' expectations of $2.96, resulting in a 3.7% drop in stock price, reflecting market concerns about future growth.
- Hims & Hers Acquisition: Hims & Hers Health announced its acquisition of Australian digital health company Eucalyptus for up to $1.15 billion, leading to a nearly 7% increase in stock price, indicating a proactive strategy in expanding market presence and service offerings.
- Deere Earnings Beat: Deere reported first-quarter earnings of $2.42 per share on revenues of $8 billion, exceeding analyst expectations, which drove a 5.3% increase in stock price, showcasing its strong performance and profitability in the agricultural equipment sector.
- DoorDash Order Growth: DoorDash reported a 32% year-over-year increase in total orders for the fourth quarter, and despite missing overall earnings estimates, the stock surged 10%, highlighting its growth potential in the competitive food delivery market.








