Molson Coors Beverage (TAP) and Altria Group (MO) are "potential relative winners" amid the tariffs announced over the weekend by the Trump Administration, BofA Securities said in a note Monday.
The firm said impacts are subject to change because of the developing nature of the tariff backdrop, but said it sees Molson Coors Beverage as a relative winner if Mexican imports become price disadvantaged compared with US beer brands, and tobacco company Altria Group another relative winner amid a potential crackdown on illicit products.
A "potential relative loser" is Constellation Brands (STZ), which imports beer into the US from its breweries in Mexico, BofA said, estimating that a 25% tariff could represent a roughly 15% to 20% earnings per share downside risk "before any remediation action."
On Monday, President Donald Trump said the US government has postponed new tariffs on Mexican imports for one month following a conversation between him and Mexican President Claudia Sheinbaum.
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