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Will Constellation Brands' Focus on Core Brands Deliver in 2025?
ZACKS· 2025-06-27 15:36
Core Insights - Constellation Brands, Inc. (STZ) is a significant player in the alcoholic beverage industry, focusing on premiumization, brand strength, and portfolio optimization as key growth strategies [1][4] - The company has a diverse portfolio of leading brands, including Modelo Especial, Corona Extra, and Robert Mondavi Winery, positioning it well to meet changing consumer preferences [1] Beer Segment - STZ is concentrating on high-performing core brands in the beer category, which constitutes approximately 83% of total sales [2] - The company is benefiting from favorable trends in the U.S. beer market, particularly the increasing demand for Mexican imports and premium beers, with Modelo being the top-selling beer in the U.S. [2] - For fiscal 2026, STZ anticipates sales growth of 0-3% in the beer segment [2][10] Wine and Spirits Segment - The wine and spirits portfolio is shifting towards higher-end offerings, with brands like The Prisoner and Kim Crawford driving growth [3] - STZ is investing in innovation and omnichannel capabilities to engage younger consumers, while divesting lower-performing assets to enhance margins [3] Competitive Landscape - A comparison with peers such as Anheuser-Busch InBev (BUD), Boston Beer Company (SAM), and Molson Coors (TAP) reveals a focus on premiumization and brand development across the industry [5] - BUD is leveraging consumer demand for its premium beer offerings, while SAM is diversifying into "Beyond Beer" products [6][7] - Molson Coors is also pursuing growth through innovation and premiumization strategies [8] Financial Performance - STZ's forward price-to-earnings ratio is 12.34X, lower than the industry average of 15.23X, indicating potential valuation opportunities [11] - The Zacks Consensus Estimate for STZ's fiscal 2026 earnings suggests a year-over-year decline of 7.9%, with a projected growth of 8.5% for fiscal 2027 [12]
啤酒拯救白酒?年轻人正用“平价快乐”定义酒桌江湖
Qi Lu Wan Bao Wang· 2025-06-27 07:19
齐鲁晚报·齐鲁壹点记者 孙佳琪 尹睿 白的、啤的、红的、洋的……成年人的"快乐水"喝法越来越多了。 你可能很难相信,当下反而是啤酒在拯救白酒,带动整个酒水市场的发展。因为喝酒的主力军变了、大 环境变了,人们喝酒的喜好也变了。当喝酒主力军从60、70逐渐过渡到90、00后,啤酒悄悄赶超白酒, 红酒洋酒紧随其后提升着自己的"分量",酒水市场在发生着翻天覆地的变化。 营业额从十几万到一百多元 高端白酒真卖不动了? "高端白酒最近真的卖不动了,以前一天十几万的营业额,现在只有一百多块钱,连房租水电都不够, 更别说员工工资了。"济南茅台酱香体验馆负责人李鑫鑫告诉记者,店里主营高端白酒、红酒、洋酒, 受大环境影响,年内白酒整体销量都不如往年,尤其是最近一个月,更是惨遭滑铁卢,每天店里除了偶 尔前来买水买烟的散客,几乎没有人来买酒。 "平时零售能占三分之一,宴请送礼的能占到三分之二,现在几乎停滞了,再加上白酒价格倒挂,以茅 台为例,84年茅台当时4万收的现在只能卖一万五,有时一个月下来,货架上一百万的白酒能赔掉五十 万。"李鑫鑫说道,在现在这样的大环境下,整体信心都不足,大家不知道未来价格会不会更低,收到 手的酒也不敢出, ...
Rocky Mountain High Brands Announces Updates
Globenewswire· 2025-06-24 13:00
DALLAS, June 24, 2025 (GLOBE NEWSWIRE) -- Rocky Mountain High Brands, Inc. (OTC: RMHB) announced today updates on personnel changes and a disputed lawsuit by former landlord. The Company’s February 14, 2025 press release referenced a variety of personnel changes to occur in the near future. They are as follows: As of June 2025, David Seeberger resigned as Director & CEOAs of June 2025, Imran Kaiser resigned as Director & VPAs of June 2025, Winn Morrison resigned as Director At the present time, the turnarou ...
453个品牌成交破亿元 天猫披露“618”战报:潮玩、珠宝饰品、宠物、酒水行业成高增长趋势赛道
Mei Ri Jing Ji Xin Wen· 2025-06-19 11:11
Core Insights - Tmall's "618" event this year saw record user engagement and sales, with 453 brands achieving over 100 million yuan in sales, a 24% increase year-on-year [1] - The high-net-worth 88VIP membership exceeded 50 million, marking a new high, while brand membership numbers grew by 15% [1] - The competition intensified with new players like Meituan and the collaboration between Taobao and Ele.me, drawing significant attention to the delivery battle [1] Group 1: Sales Performance - Tmall's "618" event featured a simplified promotional strategy, starting pre-sales earlier on May 13, with discounts up to 50% [2] - The combination of national subsidies and Tmall's "618" led to a 116% increase in total sales for participating categories compared to last year's "Double 11" [4] - Tmall's market share in home appliances and 3C digital products reached 45.3% and 45.5% respectively during "618" [4] Group 2: Product Trends - New beauty products saw explosive sales, with nearly 100 items surpassing 10 million yuan in sales [4] - The trend of wearing lingerie as outerwear gained popularity, with sales exceeding 200 million yuan during "618" [4] - Sales in sportswear and outdoor apparel grew by over 50%, while categories like trendy toys, jewelry, pets, and beverages also showed high growth [4] Group 3: Strategic Initiatives - Tmall's "618" serves as a critical period for implementing its "support the strong and eliminate the weak" strategy, with a doubled investment in user growth [5] - The platform simplified the registration process for merchants, allowing for easier participation in the event [6] - The competition among e-commerce platforms has evolved from consumer subsidies to a focus on supply chain efficiency and multi-channel growth strategies [6]
2025年酒水新零售渠道变革与消费趋势报告
Sou Hu Cai Jing· 2025-06-19 00:24
酒水新零售模式是融合线上、线下与物流的新兴模式,借助大数据等技术发展,减少了传统经销体系的中间环节,降低了流通成本。2022年酒类新零售市场 规模约为1516.2亿元,预计2025年达1740.0亿元。其中,即时零售模式采用"线上下单+最快30分钟送达"的配送模式,满足了消费者即时化、碎片化的需求, 重塑了决策链路。联合酒水直供模式整合供应链资源,优化流通环节,强化数据赋能。 酒水即时零售市场增长显著,2024年上半年美团闪购酒水即时零售交易规模同比增长超60%,白酒增速高达100%。歪马送酒订单量也大幅增长,2022年同 比增长超1500%。预计到2027年,酒类即时零售渗透率达6%,规模约1000亿。啤酒在即时零售中基本盘稳固,白酒高速增长,葡萄酒潜力待发。消费场景 多元,包括夜间小酌、节庆聚会等,核心消费群体为18-35岁的年轻人,他们需求即时化、碎片化,追求便利性和个性化。 传统酒水渠道面临供应链层级冗余、成本高企、效率低下、库存积压、利润下滑等困境1-103。新兴渠道崛起,即时零售依托外卖配送体系和前置仓模 式,为消费者提供便利服务,联合直供模式压缩流通成本,保障酒品质量,精准匹配供需。渠道权力更迭 ...
Celsius: The Bull Case Is Cooling Down
Seeking Alpha· 2025-06-16 19:20
Company Overview - Celsius Holdings Inc. operates in the Soft Drinks & Non-alcoholic Beverages industry, with approximately 95% of its revenues generated from the U.S. market and the remaining from international markets [1]. Product Focus - The company is engaged in the development, processing, marketing, sale, manufacturing, and distribution of energy and functional drinks, along with other products [1].
618酒水促销新战场:即时零售频现名酒“地板价”
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-10 09:55
21世纪经济报道记者肖夏 重庆报道 每到电商大促,都是酒友们囤货的好时机,补贴后一瓶白酒经常能比市场价低出几十甚至一两百元。 然而家住重庆渝北的酒友刘宇发现,今年618的低价名酒换了阵地。 "你可以去查一查几家电商,有的今年白酒价格还可以,有的今年不行,反而是平台的闪购、秒送频道 低价多。"刘宇对21世纪经济报道记者说。 美团、淘宝、京东今年围绕即时零售掀起了新一轮比拼,这股势头延续到了618大促。 21世纪经济报道记者6月上旬查询发现,美团闪购、淘宝闪购、京东秒送都有不少白酒、啤酒给出了阶 段性低价。某头部高端白酒,在其中一家平台的补贴后价格是1999元,另一高端白酒只要859元,次高 端大单品剑南春水晶剑更是低至369元。 (美团闪购水晶剑补贴价) 在往年618、双十一,这样的地板价只有极个别电商才给的出来,但今年这一价格优势在大额补贴的带 动下被其他几家电商追平了。 21世纪经济报道记者采访了参与活动的线下商家,了解到即时零售的名酒能给出低价,主要是平台补贴 了差价部分。有连锁门店老板透露,平台给到的结算价依然是按其进货价来的,"能走量,至少不会 大促年年有,玩法各不同。 靠百亿补贴闯进酒水赛道的电商平 ...
Penelope Bourbon makes a big splash in the cigar scene with Cigar Sessions Chapter 1 American Whiskey
Prnewswire· 2025-06-03 15:16
Limited-edition release crafted for the ultimate medium-bodied cigar pairing is the first in a series of releases to enhance the complexity and enjoyment of cigar occasionsST. LOUIS, June 3, 2025 /PRNewswire/ -- Whiskey and cigars have always been savored together, but never quite like this – Penelope Bourbon elevates the timeless pairing of whiskey and cigars with the debut of Cigar Sessions Chapter 1. Always innovating, the Penelope team struck a match for cigar lovers by crafting the first-of-its-kind ci ...
当白酒板块调整遇冷,黄酒概念股上演“逆势狂飙”
Qi Lu Wan Bao Wang· 2025-05-30 11:42
Group 1 - The A-share liquor sector is experiencing a divergence, with traditional liquor giants like Moutai and Wuliangye facing pressure while the Huangjiu index has surged over 40% [1][2] - Kuaijishan, the leading Huangjiu company, saw its market capitalization exceed 12 billion yuan, becoming the new market leader in Huangjiu [1][2] - The Huangjiu sector's performance has significantly outpaced other liquor segments, with a year-to-date increase of 51.67%, surpassing popular concept sectors like humanoid robots and pet economy [2] Group 2 - The shift in consumer preferences towards health and quality is driving the Huangjiu market, with younger consumers increasingly favoring lower alcohol content and healthier options [3][4] - The demographic of consumers aged 18-35 in the Huangjiu market has grown from 23% in 2019 to 37% in 2024, indicating a clear trend towards younger consumers [3] - Sales of Kuaijishan's sparkling Huangjiu reached over 10 million yuan in just 12 hours during a promotional event, with over 40% of buyers being young consumers [3] Group 3 - Despite the recent stock price surge, the Huangjiu industry faces challenges in expanding beyond its primary market in the Yangtze River Delta, with only 10.56% of revenue coming from outside this region [5] - Brand recognition remains a significant issue, as Huangjiu is often associated with low-end products, hindering its premiumization efforts [6] - The competition is intensifying as other beverage brands, including coffee and tea, are entering the low-alcohol and health-focused market, posing a threat to Huangjiu's growth [6]