Constellation Brands(US:STZ) CNBC Television·2025-09-03 14:27Market Trends & Industry Dynamics - Constellation Brands (STC) blames lower demand from Hispanic consumers for its underperformance [1] - The beer industry is facing significant challenges, including tariffs and changing consumer preferences [3] - Molson Coors is a decent company [3] - The rise of cannabis and GLP-1 drugs adds further pressure on the beer market [4] Valuation & Financial Performance - Molson Coors is valued at nine times earnings [2] - Constellation Brands is valued at 12 times earnings [2] - Molson Coors has a valuation of 99 billion [2] - Constellation Brands has a valuation of 26 billion [2] - Molson Coors sells at nine times at 37% [3] Investment Opportunities & Potential Risks - It's possible to argue that STC should be at half of its current valuation [3] - Concerns exist about Constellation Brands' valuation and its ability to maintain its current level [3] - Doubts are raised about the wisdom of investing in Constellation Brands, even if Berkshire Hathaway did [4]