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The U.S. beer industry faces these ‘sheep, parasites and wolves,’ BofA says, as Molson gets a downgrade

Why This Matters

The U.S. beer industry faces a retreat from health-conscious consumers and competition from alternative beverages.

June 27, 2025
04:40 PM
2 min read
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Advanced ➔ Results The Ratings GameThe U.

Beer industry faces these ‘sheep, parasites and wolves,’ BofA says, as Molson gets a downgradeBofA analysts said the beer industry was ‘ceding customers and attention while beer consumption continues to decline’Published: June 27, 2025 at 12:40 p.

ETResizeListen(4 min)s of Molson Coors are down 17. 2% so far this year. Photo: Getty ImagesWhen BofA analysts upgraded brewer Molson Coors Beverage Co. In December, they hoped declines in U.

Beer demand this year would eventually level off and align with historical trends, they explained in a re note on Friday.

The reasoning, they said, was that firmer sales would lead to better margins and justify a bigger stock price. “There’s just one blem,” they said, “it didn’t happen.

” the Author Bill PetersBill Peters is a Los Angeles-based MarketWatch reporter who covers earnings. Show Conversation (0)Copyright © 2025 MarketWatch, Inc. All rights reserved.

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