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Molson Coors Beverage Company Takes Majority Stake in ZOA Energy

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Molson Coors Beverage Company (NYSE: TAP) has announced taking a majority ownership stake in ZOA Energy, the better-for-you energy drink brand co-founded by Dwayne 'The Rock' Johnson. The deal enables Molson Coors to lead ZOA's marketing, retail, and direct-to-consumer sales. ZOA shows strong performance metrics with 50% repeat purchase rates and 30% new-to-category buyers. The brand is available in over 25,000 retail locations with 86,000 distribution points across North America. This strategic move expands Molson Coors' total beverage portfolio in the growing better-for-you energy drinks segment.

Molson Coors Beverage Company (NYSE: TAP) ha annunciato di aver acquisito una partecipazione di maggioranza in ZOA Energy, il marchio di bevande energetiche salutari co-fondato da Dwayne 'The Rock' Johnson. L'accordo consente a Molson Coors di guidare il marketing, la vendita al dettaglio e le vendite dirette al consumatore di ZOA. ZOA presenta metriche di performance solide, con tassi di riacquisto del 50% e il 30% di acquirenti nuovi per la categoria. Il marchio è disponibile in oltre 25.000 punti vendita con 86.000 punti di distribuzione in Nord America. Questa mossa strategica amplia il portafoglio complessivo di bevande di Molson Coors nel segmento in crescita delle bevande energetiche salutari.

Molson Coors Beverage Company (NYSE: TAP) ha anunciado que ha adquirido una participación mayoritaria en ZOA Energy, la marca de bebidas energéticas más saludables co-fundada por Dwayne 'The Rock' Johnson. El acuerdo permite a Molson Coors liderar el marketing, la venta al por menor y las ventas directas al consumidor de ZOA. ZOA muestra métricas de rendimiento sólidas, con tasas de recompra del 50% y un 30% de nuevos compradores en la categoría. La marca está disponible en más de 25,000 puntos de venta con 86,000 puntos de distribución en América del Norte. Este movimiento estratégico expande el portafolio total de bebidas de Molson Coors en el creciente segmento de bebidas energéticas más saludables.

몰슨 쿠어스 음료 회사 (NYSE: TAP)는 드웨인 '더 록' 존슨이 공동 설립한 건강한 에너지 음료 브랜드인 ZOA Energy의 대주주 지분을 인수했다고 발표했습니다. 이번 거래를 통해 몰슨 쿠어스는 ZOA의 마케팅, 소매 및 직접 소비자 판매를 이끌 수 있게 되었습니다. ZOA는 50%의 재구매율과 30%의 신규 카테고리 구매자를 기록하는 등 강력한 성과 지표를 보이고 있습니다. 이 브랜드는 북미 전역의 25,000개 이상의 소매점과 86,000개의 유통 지점에서 판매되고 있습니다. 이 전략적 움직임은 몰슨 쿠어스의 전체 음료 포트폴리오를 건강한 에너지 음료 세그먼트에서 성장시키는 데 기여합니다.

Molson Coors Beverage Company (NYSE: TAP) a annoncé avoir acquis une participation majoritaire dans ZOA Energy, la marque de boissons énergétiques plus saines co-fondée par Dwayne 'The Rock' Johnson. Cet accord permet à Molson Coors de diriger le marketing, la vente au détail et les ventes directes aux consommateurs de ZOA. ZOA affiche des indicateurs de performance solides, avec des taux de réachat de 50 % et 30 % de nouveaux acheteurs dans la catégorie. La marque est disponible dans plus de 25 000 points de vente avec 86 000 points de distribution à travers l'Amérique du Nord. Ce mouvement stratégique élargit le portefeuille de boissons total de Molson Coors dans le segment en pleine croissance des boissons énergétiques plus saines.

Molson Coors Beverage Company (NYSE: TAP) hat angekündigt, eine Mehrheitsbeteiligung an ZOA Energy, der gesünderen Energiegetränkemarke, die von Dwayne 'The Rock' Johnson mitgegründet wurde, zu erwerben. Der Deal ermöglicht es Molson Coors, das Marketing, den Einzelhandel und den Direktvertrieb von ZOA zu führen. ZOA zeigt starke Leistungskennzahlen mit 50% Wiederkaufsrate und 30% Neueinsteigern in die Kategorie. Die Marke ist an über 25.000 Einzelhandelsstandorten mit 86.000 Vertriebsstellen in Nordamerika erhältlich. Dieser strategische Schritt erweitert das gesamte Getränkeportfolio von Molson Coors im wachsenden Segment der gesünderen Energiegetränke.

Positive
  • Strong repeat purchase rate of 50%
  • 30% of buyers are new to the energy drink category
  • Extensive distribution network with 86,000 points across North America
  • Top 10 energy drink brand position on Amazon
  • Expansion into growing better-for-you energy drink segment
Negative
  • None.

Insights

This strategic acquisition strengthens Molson Coors' position in the growing energy drink market. Key metrics highlight 50% repeat purchase rates and 30% new category buyers, indicating strong brand performance. ZOA's presence in 25,000 retail locations with 86,000 distribution points provides substantial scale, while its top 10 position on Amazon demonstrates digital strength.

The majority stake acquisition allows Molson Coors to control marketing, sales and development, potentially accelerating growth in the better-for-you energy segment, which outpaces the broader category. The continued association with Dwayne Johnson adds significant marketing value and consumer appeal. This move aligns with Molson Coors' portfolio diversification strategy beyond traditional beverages, targeting new consumption occasions and revenue streams.

The better-for-you energy drink segment represents a strategic growth opportunity, particularly appealing to health-conscious consumers. ZOA's positioning with natural ingredients and celebrity backing creates a unique value proposition in a crowded market. The brand's ability to attract new category consumers (30%) is particularly noteworthy, as it suggests market expansion rather than just share stealing.

The direct-to-consumer channel success, especially on Amazon, indicates strong digital presence and modern distribution capabilities. This acquisition gives Molson Coors a stronger foothold in the premium energy drink segment, diversifying revenue streams beyond traditional alcoholic beverages and potentially improving overall margin profile.

The deal adds resources to expand ZOA’s distribution and awareness while bolstering Molson Coors’ total-beverage portfolio

CHICAGO--(BUSINESS WIRE)-- Molson Coors Beverage Company ("Molson Coors") (NYSE: TAP, TAP.A) is taking a majority ownership stake in ZOA, the better-for-you energy brand co-founded by Dwayne “The Rock” Johnson, Dany Garcia, Dave Rienzi and John Shulman. Taking a majority stake now allows Molson Coors to lead the entirety of ZOA’s marketing, retail and direct-to-consumer sales and development. The company believes this positions ZOA for a step change in growth.

As better-for-you energy drinks sales continue to outpace the broader category, the deal signals Molson Coors’ belief in ZOA’s growth potential. It also follows a period of foundational initiatives, including new packaging, a new visual identity and ZOA’s first national marketing campaign featuring A-list co-founder, Dwayne “The Rock” Johnson.

“We’re building a winning portfolio that offers consumers choices across a wide range of occasions, and non-alc is a key part of that strategy,” said Molson Coors Chief Commercial Officer Michelle St. Jacques. “ZOA opens the door for us to participate in more parts of the day and incremental opportunities beyond our core business. We’ve built a strong foundation with ZOA over the past three years and we see a ton of opportunity for this brand to achieve its next stage of growth and scale.”

Adding to Molson Coors’ confidence are ZOA’s repeat purchase rates of 50% and its ability to attract new consumers to the energy category, with 30% of ZOA buyers new to this space. The brand’s direct-to-consumer business is also a significant driver of sales and consumer visibility, including the brand’s position as a top 10 energy drink brand on Amazon.

As ZOA enters its next phase, Johnson will remain a visible face of the brand through the “Big Dwayne Energy” campaign, social media amplification and more.

“Since day one, Molson Coors has shared our passion for ZOA Energy, and as a partner, they’ve been pivotal to bringing new consumers into the energy space with ZOA and keeping them coming back,” said Johnson. “ZOA is all about crafting drinks that help our loyal and growing consumers show up as their best selves every day, and Molson Coors’ commitment to the brand will give it an enormous amount of firepower in the next phase of growth.”

Molson Coors and ZOA first struck a partnership when the brand launched in 2021, and Molson Coors increased its stake in ZOA last September while also assuming a presence on ZOA’s Board of Directors.

Available at more than 25,000 retail locations and more than 86,000 points of distribution across North America, ZOA represents one piece of Molson Coors’ strategic ambition to expand its total beverage portfolio. Molson Coors’ latest investment in ZOA is subject to standard regulatory approval processes and customary closing conditions.

ABOUT MOLSON COORS BEVERAGE COMPANY

For more than two centuries, Molson Coors has brewed beverages that unite people for all life's moments. From Coors Light, Miller Lite, Molson Canadian, Carling, Madrí Excepcional and Staropramen to Coors Banquet, Blue Moon, Simply Spiked, ZOA Energy, Creemore Springs and more, Molson Coors produces some of the most beloved and iconic brands ever made. While the company's history is rooted in beer, Molson Coors offers a modern portfolio that expands beyond the beer aisle with energy drinks, bottled spirits, cider and more. To learn more about Molson Coors Beverage Company, visit molsoncoors.com.

ABOUT ZOA ENERGY

ZOA Energy is here to activate the world's potential: giving people the fuel they need to show up as their best selves. Developed by strength and conditioning coach, Dave Rienzi; global icon and businessman, Dwayne Johnson; global entrepreneur and chairwoman, Dany Garcia; and entrepreneur and investor, John Shulman, ZOA is taking the category to new heights. The ZOA portfolio features both better-for-you energy drinks and pre-workout supplements ––all of which are made with high-quality ingredients, featuring great taste, electrolytes, B & C vitamins, and zero sugar. For more information, please visit ZOAEnergy.com. Follow us on Twitter, Instagram and Facebook.

FORWARD LOOKING STATEMENTS

This press release includes “forward-looking statements” within the meaning of the U.S. federal securities laws, including statements regarding Molson Coors’ strategy and its expectations regarding premiumizing its portfolio. Although Molson Coors believes that the assumptions upon which its forward-looking statements are based are reasonable, it can give no assurance that these assumptions will prove to be correct. Actual events or results may differ materially from those contained in the forward-looking statements due to risks, uncertainties and assumptions. These factors include those detailed in Molson Coors’ public filings with the SEC, including its most recent Annual Report on Form 10-K. You should not place undue reliance on forward-looking statements, which speak only as of the date they are made. Molson Coors does not undertake to update any forward-looking or other statements in this release, except as required by law.

Investor Relations:

Traci Mangini

(415) 308-0151

News Media:

Rachel Dickens

(314) 452-9673

Source: Molson Coors

FAQ

What is Molson Coors' (TAP) ownership stake in ZOA Energy?

Molson Coors (TAP) has taken a majority ownership stake in ZOA Energy, allowing them to lead the brand's marketing, retail, and direct-to-consumer sales and development.

How many retail locations does ZOA Energy have under Molson Coors (TAP)?

ZOA Energy is available at more than 25,000 retail locations and over 86,000 points of distribution across North America.

What is ZOA Energy's repeat purchase rate under Molson Coors (TAP)?

ZOA Energy has a 50% repeat purchase rate and attracts 30% new consumers to the energy drink category.

When did Molson Coors (TAP) first partner with ZOA Energy?

Molson Coors (TAP) first partnered with ZOA Energy when the brand launched in 2021.

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