Cramer’s Stop Trading: Molson Coors
CNBC Television·2025-12-22 15:15

Market Trends & Consumer Behavior - Molson Coors' stock decreased by 2.76% [1] - Alcohol stocks are perceived as underperforming [1] - Younger generations are shifting towards mocktails and consuming less alcohol per occasion [2][3] - Restaurant margins are affected by decreased alcohol consumption [2] Company Performance & Financials - Shake Shack's stock is down 34% year-to-date [2] - Chipotle's stock is down 38% year-to-date [2] - Cava's stock is down 50% year-to-date [2] Potential Disruptors & Future Outlook - Eli Lilly's GB-1 in pill form may further negatively impact alcohol sales [1] - The aging population may contribute to decreased alcohol consumption [1] - Restaurants are finding it difficult to pass on increased costs to consumers [2]