Core Insights - Constellation Brands reported fiscal first-quarter results that did not meet analysts' expectations, indicating weak consumer demand as a significant factor [1][2] - The company generated revenue of $2.52 billion, a decrease of 6% year-over-year, and adjusted earnings fell to $572.9 million, or $3.22 per share, down from $654.5 million, or $3.57 per share, in the same quarter last year [1][2] Financial Performance - Revenue for the quarter was $2.52 billion, slightly below analyst consensus [1] - Adjusted earnings were $572.9 million, or $3.22 per share, which also fell short of estimates [1] - The company maintained its full-year earnings estimate of $12.60 to $12.90 per share, with Wall Street analysts expecting $12.84 [2] Market Reaction - Following the earnings report, Constellation's shares declined by less than 1% in extended trading [2] - The stock has experienced a nearly 25% decline in value throughout 2025 up to the close of Tuesday [2]

All right, let's take a look at WTI this morning. Crude oil up by about 1% 6577. It's dropped down from the rough roughly $75 level that we saw just a couple of weeks ago when Israel and Iran were firing missiles at each other.Joining us right now is Don Striven. He is Goldman Sachs co-head of global commodities research and it's the um beginning of a new quarter. So, let's look back at what happened last quarter, Don, and just kind of walk through things.WTI was up 7% for the month, but it's down 9% for th ...

For all the talk of Tesla's lost cachet and “demand problem,” shareholders don't seem to be concerned. @Matthew_Winkler uses AI to dig into what's behind the optimism (via @opinion) https://t.co/2O0TPUOqsY ...

China’s top leadership pledges to curb aggressive price competition among businesses, aiming to accelerate efforts toward a unified national market to help boost domestic demand https://t.co/pxvXX3ar0D ...

Zinc fell for a second day as a buildup in Chinese stockpiles pointed to tepid demand in the No. 1 consumer of the metal. https://t.co/Gfv967CqyF ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha 29 June 2025 | 7:20PM BRT Global Metals & Mining: Takeaways from GS Global Copper Week 2025 +55(11)3371-4580 | marcio.farid@gs.com Goldman Sachs do Brasil CTVM S.A. Matt Greene +44(20)7051-0489 | matt.greene@gs.com Goldman Sachs International Mike Harris +1(713)654-8481 | mike.harris@gs.com Goldman Sachs & Co. LLC Emerson Vieira +55(11)3372-0256 | emerson.vieira@gs.com Goldman Sachs do Brasil CTVM S.A. Henrique Marques +55(11)3371-0778 | henrique.marques@gs.com Goldman Sachs ...

Flash | 26 Jun 2025 07:08:07 ET │ 11 pages China Battery Materials Lithium into 4th week of Jun – Client feedback on our lithium call CITI'S TAKE We called for a near-term lithium price bottom at the start of the month, and published 3M positive CW for Tianqi Lithium (see note). Most investors we've spoken to agree that the lithium price could already touch the near-term trough at Rmb60k/t, given most of the smelters are already likely loss making and there should be supply discipline to rebalance the marke ...

J P M O R G A N Global Commodities Research 25 June 2025 Oil Demand & Inventory Tracker OECD oil product inventories start to build US travel demand improves while industrial fuel consumption remains weak Global liquid stocks have increaseed for the fourth consecutive week Global Commodities Research Prateek Kedia (1-646) 326 1124 prateek.kedia@jpmchase.com J.P. Morgan India Private Limited Natasha Kaneva (1-212) 834-3175 natasha.kaneva@jpmorgan.com JPMorgan Chase Bank NA See page 10 for analyst certificati ...

out. That's 800 947 5100. >> Welcome back.Check out Rocket Lab up nearly 100% in the last three months. Part of a bigger space trade. Rocket lab also getting added into the Russell 1000 Friday after the close, the company achieving a big technical milestone this weekend as well, completing two launches from the same site in less than 48 hours.That was a record turnaround. Joining me now, Sir Peter Beck, Rocket Lab founder, chair and CEO. Peter, it's great to have you back on the show.Welcome. >> Great. Grea ...

Demand Trends - Gold demand shows divergence, with US retail sales plunging 70% year-over-year in May [1] - Asia-Pacific gold demand surges, led by a 12% increase in China [1] - Southeast Asia gold demand experiences a significant surge of 30% [1]