Shares of beverage company Constellation Brands (NYSE:STZ) are trading higher Thursday after the company beat third-quarter analyst estimates for revenue and earnings per share. An analyst sees the strong results as a good start to 2026 for several reasons.Constellation Brands shares are powering higher. What’s fueling STZ momentum?The Constellation Brands Analyst: Needham analyst Gerald Pascarelli maintained a Buy rating on Constellation Brands with a price target of $180.The Analyst Takeaways: Pascarelli ...

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Constellation Brands executives said on Thursday beer sales could remain volatile and under pressure as economic uncertainty and high unemployment among Hispanic consumers, its core customer base, con... ...

Financial Data and Key Metrics Changes - The company reported stronger-than-expected beer operating margins in Q3, despite volume declines, attributed to cost savings initiatives and favorable pricing actions [8][9] - The depreciation benefit seen in Q3 is expected to turn into a headwind in Q4 as additional assets come online [9][31] - The company maintained its full-year guidance, indicating modest beer operating margins in Q4 due to seasonality and other headwinds [7][12] Business Line Data and Key Metrics Changes - The beer portfolio experienced mid-single-digit distribution growth in the quarter, with significant gains in brands like Pacifico and Victoria [25][26] - The company continues to invest in capacity expansion, planning for an additional 7 million hectoliters by fiscal 2028, with a focus on managing capital expenditures [16][17] Market Data and Key Metrics Changes - The company noted that 75% of Hispanic consumers are concerned about the socioeconomic environment, impacting their spending patterns [26] - The beer category remains challenged, particularly among Hispanic consumers, but the company is focusing on distribution and brand health to navigate these challenges [26][37] Company Strategy and Development Direction - The company aims to enhance distribution capabilities across the U.S., leveraging strong brand performance to gain shelf space [25][26] - Continued emphasis on brands like Pacifico, which has shown significant growth and engagement, is part of the strategy to strengthen the portfolio [21][22] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about the beer business plateauing, with potential recovery driven by upcoming events like the World Cup [37][38] - The macroeconomic environment has worsened since previous guidance, which will be reflected in future planning [12] Other Important Information - The company is adjusting pricing strategies for brands like Modelo Oro and Corona Premier to align with consumer expectations, which has resulted in improved trends for these products [46][47] - The company is monitoring the cannabis market developments but does not currently engage in the cannabis business [54] Q&A Session Summary Question: Insights on beer operating margins - Management highlighted that Q3 margins were impacted by volume declines, tariffs, and logistics, but offset by cost savings and favorable pricing [8][9] Question: Long-term beer margin expectations - Management indicated that guidance for FY 27 and beyond will be provided in April, considering the current macroeconomic conditions [12] Question: Distribution growth and shelf space - Management remains optimistic about distribution growth, noting significant gains in states and the potential for further expansion [25][26] Question: Impact of World Cup on sales - Management expects the World Cup to drive beer occasions, particularly among Hispanic consumers, and plans to leverage promotional activities around the event [57][58] Question: Pricing environment and adjustments - Management anticipates continued pricing adjustments in response to market conditions, with a focus on meeting consumer needs [46][47]

Earnings Per Share (EPS) of $3.06, surpassing the estimated $2.65.Revenue reached approximately $2.22 billion, exceeding expectations.Notable gains in the Beer Business segment and continued outperformance in the Wine and Spirit Business.Constellation Brands, Inc. (NYSE:STZ) is a leading company in the beverage alcohol industry, known for its production and marketing of beer, wine, and spirits. Operating in the U.S., Mexico, New Zealand, and Italy, STZ is committed to building beloved brands and delivering ...

Constellation Brands (STZ) reported $2.22 billion in revenue for the quarter ended November 2025, representing a year-over-year decline of 9.8%. EPS of $3.06 for the same period compares to $3.25 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.18 billion, representing a surprise of +2.18%. The company has not delivered EPS surprise, with the consensus EPS estimate being $2.65.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- an ...

Constellation reported lower third-quarter sales as beer sales lag amid weak consumer sentiment and a pullback in spending from Hispanic drinkers due to the Trump administration's immigration crackdow... ...

You can find original article here Nrn. Subscribe to our free daily Nrn newsletters. Cincinnati-based restaurant chain Taste of Belgium has filed for Chapter 11 bankruptcy in the U.S. Bankruptcy Court for the Southern District of Ohio. Taste of Belgium was founded in 2007 by Jean-François Flechet in Cincinnati. It started as a small waffle stand at a local farmers' market and grew to more than 10 locations across Southern Ohio and Northern Kentucky. Most of its locations, however, have closed in the pa ...

Heineken N.V. ( HEINY ) ( HINKF ) is one of the world’s biggest beer brewers. The company has been in business for more than 160 years and is known for its vast portfolio, including alcoholicAlways on the hunt for undervalued, promising stocks with a focus on risk and reward. Limited risks and decent to high upside by knowing what one's owning. I strongly believe that the best investment ideas are often the simplest. If contrarian, the better.Analyst’s Disclosure:I/we have no stock, option or similar deriva ...

Beer and wine staple Constellation Brands Inc (NYSE:STZ) is gearing up for its fiscal third-quarter earnings report, due out after the close on Wednesday, Jan. 7. Amid continuously declining shipment volumes in the wine and spirits industry, analysts anticipate earnings of $2.66 per share on revenue of $2.18 billion, representing a year-over-year decrease of 18.2% and 11.6%, respectively. Last report, the company's results beat estimates despite falling from the same quarter a year ago, and Constellation Br ...