Core Insights - Boston Beer Company, Inc. (SAM) reported second-quarter 2025 results with earnings per share of $5.45, exceeding the Zacks Consensus Estimate of $4.37 and showing a 241% year-over-year improvement [3][9] - Net revenues reached $587.9 million, a 1.5% increase from the prior-year quarter, but fell short of the Zacks Consensus Estimate of $597 million [4] - Despite a 5% decline in depletions due to economic uncertainty and adverse weather, the company gained market share through a diversified brand portfolio and strong innovation [2][7] Financial Performance - Gross profit improved by 9.8% year over year to $292.5 million, with gross margin expanding by 380 basis points to 49.8% [11] - Advertising, promotional, and selling expenses rose by 10.7% to $15.5 million, while general and administrative expenses decreased by 4.7% to $2.3 million [12] - Year-to-date depletions are estimated to have declined by 3% year over year, with distributor inventory levels deemed appropriate [10] Market Position and Guidance - The company raised its gross margin guidance for 2025, now projecting a gross margin of 46-47.3% including tariffs, up from the previous estimate of 44% to 46.5% [17] - Capital spending expectations have been reduced to $70 to $90 million, reflecting a more disciplined investment approach [19] - The company anticipates depletions and shipments to decline in the high single digits to low single digits for 2025, with price increases remaining unchanged at 1% to 2% [16]

The Boston Beer Company (SAM) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Company ParticipantsMichael Andrews - Associate General Counsel & Corporate SecretaryC. James Koch - Founder & ChairmanMichael Spillane - President, CEO & DirectorDiego Reynoso - CFO & TreasurerFilippo Falorni - Director - Equity ResearchEric Serotta - Executive DirectorBonnie Herzog - Managing Director Robert Ottenstein - Senior MD & PartnerConference Call ParticipantsPeter Grom - Equity Research AnalystNadine Sarwat - Equity Res ...

The Boston Beer Company (SAM) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Speaker0Greetings, and welcome to the Boston Beer Company second quarter twenty twenty five earnings call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. Is now my pleasure to introduce your host, Mike Andrews, Associate General Counsel and Corporate Secretary.Thank you. You may begin.Speaker1Thank you. G ...

Core Viewpoint - Boston Beer (SAM) is anticipated to report a year-over-year decline in earnings despite an increase in revenues for the quarter ended June 2025, with the actual results being a significant factor influencing its near-term stock price [1][2]. Earnings Expectations - The consensus estimate for Boston Beer is an earnings per share (EPS) of $4.37, reflecting a year-over-year decrease of 0.5%. Revenues are projected to reach $596.75 million, which is a 3.1% increase from the same quarter last year [3]. Estimate Revisions - Over the past 30 days, the consensus EPS estimate has been revised down by 1.04%, indicating a collective reassessment by analysts regarding the company's earnings outlook [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that the Most Accurate Estimate for Boston Beer is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -4.15%. This suggests a bearish sentiment among analysts regarding the company's earnings prospects [12]. Historical Performance - In the last reported quarter, Boston Beer was expected to post earnings of $0.78 per share but exceeded expectations with actual earnings of $2.16, resulting in a surprise of +176.92%. Over the last four quarters, the company has beaten consensus EPS estimates twice [13][14]. Investment Considerations - Despite the potential for an earnings beat, Boston Beer does not currently appear to be a compelling candidate for such an outcome, especially given its Zacks Rank of 4, which complicates predictions of beating the consensus EPS estimate [12][17].

Core Viewpoint - The importance of dividend growth and stability during both challenging and favorable investment periods is emphasized, highlighting the experience gained since 2008 [1]. Group 1 - The author has been investing since the fall of 2008, navigating through one of the most difficult investment periods in history [1]. - The author began writing for Seeking Alpha at the end of 2011, indicating a long-term engagement with investment analysis [1]. Group 2 - There is a potential for initiating a beneficial long position in a specific stock (SAM) within the next 72 hours, suggesting an active interest in market opportunities [2]. - The article expresses personal opinions and does not involve compensation from companies mentioned, indicating an independent analysis [2].

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Core Viewpoint - Constellation Brands reported quarterly earnings and revenue that fell short of analysts' expectations, primarily due to the impact of tariffs on aluminum, yet the company remains confident in its fiscal 2026 forecast despite these challenges [1][2]. Financial Performance - The company reported a fiscal first-quarter net income of $516.1 million, or $2.90 per share, a decrease from $877 million, or $4.78 per share, a year earlier [3]. - Adjusted earnings per share were $3.22, slightly below the expected $3.31, while net sales dropped 5.8% to $2.52 billion, compared to the expected $2.55 billion [6]. Impact of Tariffs - The report reflects the beginning of President Trump's tariffs on canned beer imports in early April, alongside increased trade duties on aluminum, which rose to 25% in mid-March and 50% in early June [4]. - Both imported beer and aluminum are vital to Constellation's beer business, which constitutes approximately 80% of the company's overall revenue [5]. Market Reaction - Following the earnings report, shares of Constellation Brands fell more than 1% in extended trading, with the stock having lost over 20% of its value this year due to concerns regarding the impact of higher tariffs on beer demand [2].

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Group 2 - The company is focused on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4] - Automation and software tools, including generative AI, are used, but all content is edited and authored by humans [5]

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Rockwell Automation, Inc. (ROK) : This industrial automation and digital transformation solutions company has seen the Zacks Consensus Estimate for its current year earnings increasing 5.7% over the last 60 days.European Wax Center, Inc. (EWCZ) : This franchisor and operator of out-of-home waxing services has seen the Zacks Consensus Estimate for its current year earnings increasing 96.8% over the last 60 days.Carlsberg A/S (CABGY) : Th ...

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