TA

Molson Coors Beverage Company stock research

Mar 31, 2025

FY2025 Q1

Molson Coors Beverage (TAP) Gross Margin — Quarter Ended Mar 31, 2025

Revenue and gross profit both decreased compared to the prior quarter and the same quarter last year, while cost of revenue also declined. Gross margin was stable versus the year-ago quarter but slightly lower than the preceding quarter.

Gross margin takeaway

Quarter ended Mar 31, 2025 · FY2025 Q1

Revenue and gross profit both decreased compared to the prior quarter and the same quarter last year, while cost of revenue also declined. Gross margin was stable versus the year-ago quarter but slightly lower than the preceding quarter.

  • The gross margin remained unchanged from the same quarter one year earlier, indicating a consistent relationship between revenue and cost of revenue over that period. The slight sequential decline in gross margin reflects a proportionally smaller decrease in cost of revenue relative to the drop in revenue.
  • Compared to the immediately preceding quarter, revenue, gross profit, and cost of revenue were all lower, and gross margin weakened slightly. Versus the same quarter one year earlier, revenue and gross profit were lower, cost of revenue was lower, and gross margin was stable.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

31.6%

Gross profit

$850.9M

Revenue

$2.7B

Cost of revenue

$1.5B

Quarter-over-quarter change

-0.4 pts

Year-over-year change

+0.0 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jun 30, 2024$3.8B$1.3B$1.9B34.6%
Sep 30, 2024$3.6B$1.2B$1.8B33.4%
Dec 31, 2024$3.2B$1.0B$1.7B32.0%
Mar 31, 2025$2.7B$850.9M$1.5B31.6%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Dec 31, 2024

-0.4 pts

Year-over-year change

Mar 31, 2024

+0.0 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The gross margin remained unchanged from the same quarter one year earlier, indicating a consistent relationship between revenue and cost of revenue over that period. The slight sequential decline in gross margin reflects a proportionally smaller decrease in cost of revenue relative to the drop in revenue.

Compared to the immediately preceding quarter, revenue, gross profit, and cost of revenue were all lower, and gross margin weakened slightly. Versus the same quarter one year earlier, revenue and gross profit were lower, cost of revenue was lower, and gross margin was stable.

Monitor whether the gross margin can maintain its year-over-year stability if revenue continues to decline.