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Molson Coors Beverage Company (TAP) Presents at Goldman S...
SA Transcripts · 2026-05-13 · via All Articles on Seeking Alpha

Molson Coors Beverage Company (TAP) Goldman Sachs Global Staples Forum 2026 May 12, 2026 9:20 AM EDT

Company Participants

Rahul Goyal - President, CEO and Director
Tracey Joubert - Chief Financial Officer

Conference Call Participants

Bonnie Herzog - Goldman Sachs Group, Inc., Research Division

Presentation

Bonnie Herzog
Goldman Sachs Group, Inc., Research Division

All right. Hi, everyone, and thank you again for joining us. I'm very delighted to welcome Molson Coors CEO, Rahul Goyal, and CFO, Tracey Joubert. Molson Coors has had a strong start to the year as the company continues to make encouraging progress on its transformation journey. And as the beer category trends are slowly starting to improve. Molson Coors has moved to the next leg of its revitalization journey, which is to accelerate growth in its portfolio and deliver sustainable top and bottom line growth.

So thank you so much for joining me, Rahul and Tracey. Nice to see you both.

Rahul Goyal
President, CEO and Director

Nice to see you.

Bonnie Herzog
Goldman Sachs Group, Inc., Research Division

Trying to make sure that chairs are right. So welcome, and I wanted to kick things off today with a question for you, Rahul.

Question-and-Answer Session

Bonnie Herzog
Goldman Sachs Group, Inc., Research Division

You've been in your seat now for, I think, a little over 7 months. So I'd love to hear from your perspective, sort of what surprised you the most in this relatively new role and then maybe what you underestimated?

Rahul Goyal
President, CEO and Director

That's nice question. I did not expect that from a -- No. Thank you, Bonnie. Firstly, thanks for having us here. The way I think all of us in the company and I particularly think is we get the privilege of working with a company that's 240 years old. I'm the new guy on the fleet, but I have