Group 1 - The article highlights a cautious outlook on many brewery stocks due to unfavorable market trends, but notes that a relatively smaller stock has shown resilience and potential for growth [1] - The author has extensive experience in the logistics sector and stock investing, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1] - The investment strategy has evolved from initially focusing on blue-chip companies to diversifying across various industries and market cap sizes, including holdings for retirement and trading profits [1] Group 2 - The author entered the US market in 2020, gaining insights through a trading account managed for a relative, which led to the decision to open a personal account [1] - The analysis conducted by the author compares US market trends with those in the Philippine market, indicating a comprehensive approach to investment research [1]

Set 'em up, Joe, we got a little story we think you should know: Alcohol sales are down. While Frank Sinatra was drinking to the end of a brief episode, a lot of people seem to be skipping that one for the road. 💵💰Don't miss the move: Subscribe to TheStreet's free daily newsletter 💰💵 A Gallup survey says the percentage of U.S. adults who say they consume alcohol has fallen to 54%, the lowest by one percentage point in the firm’s nearly 90-year trend. "This coincides with a growing belief among American ...

Constellation Brands (STZ) is navigating a tough beer market as multiple pressures weigh on consumption. "The overall industry is a bit suppressed because of the lack of engagement and the lack of consumers going out and drinking and consuming in the way that they normally would," CEO Bill Newlands told Yahoo Finance's Opening Bid. The company's stock is down nearly 36% year to date. Over the same period, shares of Coors Light maker Molson Coors (TAP) are down 20%, while Bud Light maker Anheuser-Busch's ...

Molson Coors' chief commercial officer is to leave the business, a move which appears to be part of wider changes at the top of the company. A SEC filing from Molson Coors yesterday (6 October) confirmed Michelle St Jacques will step down from the company as of 14 November. "In connection with her departure, the company expects it will enter into a severance agreement with Ms St Jaques," the filing read. In a post on LinkedIn yesterday, CEO Rahul Goyal said that "starting today", the business was to beg ...

Shareholders were expecting to pour one out for Constellation Brands ahead of its second-quarter earnings report on Monday. Instead, they may have found enough reason to raise a glass. That’s because the maker of Corona and Modelo managed to ever-so-slightly beat expectations amid a broader downturn in the alcohol market. Still, there are plenty of reasons to see the pint glass as half-empty. READ ALSO: Tesla Steers Toward Mass Market … Sort Of and Bummed Consumers Predict Shrinking Labor Market, Spiking ...

Heineken® extends partnership with UEFA Women’s Champions League until 2030 Heineken® extends partnership with UEFA Women’s Champions League until 2030 Heineken® extends partnership with UEFA Women’s Champions League until 2030 Heineken® extends partnership with UEFA Women’s Champions League until 2030 Heineken® extends partnership with UEFA Women’s Champions League until 2030 Heineken® extends partnership with UEFA Women’s Champions League until 2030 AMSTERDAM, Oct. 07, 2025 (GLOBE NEWSWIRE) -- ...

Core Insights - Constellation Brands reported strong fiscal second-quarter earnings, beating expectations on both net income and earnings per share, but reiterated a lowered full-year guidance due to macroeconomic challenges [1][3]. Financial Performance - The company achieved a net income of $466 million, or $2.65 per share, compared to a loss of $1.2 billion, or $6.59 per share, in the same quarter last year [1]. - Adjusted earnings per share were reported at $3.63, exceeding the expected $3.38, while revenue was $2.48 billion, slightly above the anticipated $2.46 billion [5]. Sales and Market Trends - Net sales decreased by 15% year-over-year to $2.48 billion, with operating margins declining by 200 basis points, partly due to aluminum tariffs [2]. - The company anticipates organic net sales to fall by 4% to 6% for fiscal 2026, a significant revision from a previous expectation of 1% growth to a 2% decline [3]. Strategic Focus - The CEO emphasized the company's commitment to strategic objectives, including distribution gains, disciplined innovation, and brand investment, despite a challenging socioeconomic environment affecting consumer demand [2]. Consumer Behavior - A noted trend of reduced demand from Hispanic consumers has been linked to concerns over immigration policies and potential job losses, impacting the company's sales [4].

Core Viewpoint - Constellation Brands Inc has gained favor with Berkshire Hathaway, which has increased its stake in the company multiple times, indicating potential undervaluation and investor interest in recovery signs ahead of the upcoming earnings report [1][5][6]. Earnings Estimates - Analysts project Constellation Brands to report second-quarter revenue of $2.46 billion, a decrease from $2.92 billion in the same quarter last year [2]. - Expected earnings per share (EPS) for the second quarter is $3.38, down from $4.32 in the previous year [2][3]. - The company missed EPS estimates in the first quarter but has beaten analyst estimates in nine of the last ten quarters overall [3]. Analyst Sentiment - Analysts have been reducing their price targets for Constellation Brands ahead of the quarterly results, with Bank of America Securities lowering its target from $182 to $150 and downgrading the stock from Neutral to Underperform due to soft beer consumption [4]. - Other analysts have also adjusted their price targets downward, with UBS lowering from $205 to $175, Goldman Sachs from $196 to $168, Wells Fargo from $170 to $155, and Citigroup from $155 to $145 [9]. Key Items to Watch - Berkshire Hathaway's stake in Constellation Brands has increased by 114% in the first quarter and by 12% in the second quarter, currently holding 13.4 million shares valued at $1.9 billion [6]. - The stake represents approximately 7.6% ownership of Constellation Brands, although it constitutes only 0.6% of Berkshire Hathaway's investment portfolio [6]. - The company has faced challenges with Modelo Especial losing its title as the bestselling beer in America, now surpassed by Michelob ULTRA, attributed to weaker demand among Hispanic consumers [8][10]. Company Guidance - Constellation Brands previously lowered its full-year guidance, expecting net beer sales to decline by 2% to 4%, compared to an earlier forecast of flat to a gain of 3% year-over-year [11]. - Analysts and investors will be monitoring if there are any improvements in guidance during the upcoming earnings report [11]. Stock Performance - Constellation Brands' stock has decreased by 2.4% to $138.75, with a year-to-date decline of 37.7% in 2025 [11].

A third of UK workers have seen changes in their working patterns to spend more time at their offices in the past six months, and Heineken® has set out its stall: it wants more Brits in the office. As debate rages on about going back to physical desks five days a week, Heineken® has cheekily renamed pubs across the UK to ‘The Office’ to celebrate one of the best parts of the working day - after-work socialising It comes as almost half of hybrid workers (46%) say they’re missing out on catch-ups with ...

Asahi restarted six of its breweries in Japan after a cyberattack forced the beer maker to halt production and shipments for several days https://t.co/dTmEXvI7zS ...