Heineken Taps Serena Williams for 0.0 as US Beer Volumes Hit Historic Lows

IndustryEarnings
โดย 24/7 Wall St.·US·Read original
Summary · why it matters

Heineken's US chief executive Maggie Timoney named Serena Williams the first global ambassador for Heineken 0.0, a non-alcoholic beer that grew 86% from 2023 through 2025, even as she simultaneously fronts a GLP-1 weight-loss brand. Timoney told Bloomberg that the impact of GLP-1 drugs on drinking habits is "inconclusive," while acknowledging that US consumption of alcoholic beverages is at historic lows per a recent Gallup poll. Boston Beer reported Q2 FY2026 adjusted EPS of $3.65 versus $4.83 consensus, a 24.36% miss, on revenue of $568.34M, down 3.3% year over year, with depletions falling 6% and weakness concentrated in Twisted Tea, Truly, Samuel Adams, Hard Mountain Dew, and Dogfish Head. Molson Coors posted Q2 non-GAAP EPS of $1.58 versus $1.51 consensus and net sales of $3.10 billion, down 3.3% year over year, as financial volume fell 5.4% and US domestic shipments dropped 7.3%, against a US beer industry decline of 4.2% in the quarter. CEO Rahul Goyal, who took over October 1, 2025, is pushing a beyond-beer pivot through the Fever-Tree partnership and the $275M Monaco Cocktails acquisition completed in Q1 2026, while the company reaffirmed 2026 guidance for an underlying EPS decline of 11-15%.

Impact on stocks 6

Consumer Staples▼ · 5 stocks
Boston Beer Company Inc
SAM
▼ NegativeCapitalrelevance

Boston Beer reported Q2 FY2026 adjusted EPS of $3.65 vs $4.83 consensus, a 24.36% miss, with revenue down 3.3% and depletions falling 6%.

Molson Coors Brewing Co Class B
TAP
▼ NegativeCapitalrelevance

Molson Coors posted Q2 net sales down 3.3% YoY with financial volume down 5.4% and US domestic shipments down 7.3%, and reaffirmed 2026 guidance for an 11-15% underlying EPS decline.

Heineken
HEIA
± MixedDemandrelevance

Heineken named Serena Williams as first global ambassador for Heineken 0.0, which grew 86% from 2023-2025, even as US alcoholic beverage consumption sits at historic lows.

Semiconductors▲ · 1 stocks
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