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Core Viewpoint - Constellation Brands, Inc. demonstrated resilience in its beer segment despite a slight dip in overall sales, allowing the company to reaffirm its full-year guidance amidst a challenging market [1][3]. Financial Performance - The company reported fiscal first-quarter earnings per share of $3.22, which was below the $3.30 consensus but above Bank of America’s estimate of $3.00, driven by stronger-than-expected beer gross margins and lower SG&A costs [2]. - Total sales were slightly below expectations due to softness in both beer and wine & spirits, but the company maintained its fiscal year guidance, which may raise skepticism given the weaker first-quarter trends [3]. Segment Analysis - The beer segment is expected to improve starting in the second quarter, aided by easier comparisons, although June scanner data indicated mid-single-digit declines [4]. - Depletions in the beer segment fell 2.6% year-over-year in the first quarter, slightly worse than Bank of America’s estimate but in line with consensus, while shipments declined by 3.3% [4]. Operational Insights - The quarter had one less selling day, negatively impacting shipment and depletion growth rates by more than 1%. No further selling day impacts are expected for the remainder of fiscal year 2026 [5]. - Gross margins in the beer segment exceeded forecasts at 53.1%, attributed to approximately $40 million in cost and operational efficiencies. Marketing spend was $201 million, lower than the estimated $220 million, and is expected to be concentrated in the first half of the fiscal year [5]. Wine & Spirits Performance - The Wine & Spirits segment underperformed with sales of $280.5 million, although operating losses of $6 million were better than anticipated [6]. Market Valuation - Bank of America analyst Peter T. Galbo maintained a Neutral rating on Constellation Brands with a price forecast of $180, reflecting a justified discount to their 5-year average due to ongoing challenges in the beer segment, including softer demand from Hispanic consumers and broader industry headwinds [6].

Constellation Brands (STZ) reported $2.52 billion in revenue for the quarter ended May 2025, representing a year-over-year decline of 5.5%. EPS of $3.22 for the same period compares to $3.57 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.57 billion, representing a surprise of -2.07%. The company delivered an EPS surprise of -3.59%, with the consensus EPS estimate being $3.34.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

Financial Performance - Constellation Brands reported quarterly earnings of $3.22 per share, missing the Zacks Consensus Estimate of $3.34 per share, and down from $3.57 per share a year ago, representing an earnings surprise of -3.59% [1] - The company posted revenues of $2.52 billion for the quarter ended May 2025, missing the Zacks Consensus Estimate by 2.07%, and down from $2.66 billion year-over-year [2] - Over the last four quarters, Constellation Brands has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Stock Performance - Constellation Brands shares have lost approximately 26.4% since the beginning of the year, contrasting with the S&P 500's gain of 5.5% [3] - The current status of estimate revisions translates into a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $4.07 on revenues of $2.68 billion, and for the current fiscal year, it is $12.68 on revenues of $9.44 billion [7] - The outlook for the Beverages - Alcohol industry is positive, currently ranking in the top 32% of over 250 Zacks industries, suggesting that stocks in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8]

ROCHESTER, N.Y., July 01, 2025 (GLOBE NEWSWIRE) -- Constellation Brands, Inc. (NYSE: STZ), a leading beverage alcohol company, reported today its first quarter fiscal 2026 financial results. A conference call to discuss the financial results and outlook will be hosted by President and Chief Executive Officer, Bill Newlands, and Chief Financial Officer, Garth Hankinson, on Wednesday, July 2, 2025 at 10:30 a.m. ET. Visit ir.cbrands.com to locate information for joining the conference call, or a live, listen-o ...

| 分析师：俞家宁 | S1050523070002 | | --- | --- | | yujn@cfsc.com.cn | | | 分析师：胡博新 | S1050522120002 | | hubx@cfsc.com.cn | | | 分析师：任春阳 | S1050521110006 | | rency@cfsc.com.cn | | | 基本数据 | 2 0 2 5-0 6-2 7 | | --- | --- | | 当前股价（元） | 10.83 | | 总市值（亿元） | 240 | | 总股本（百万股） | 2213 | | 流通股本（百万股） | 1913 | | 52 周价格范围（元） | 5.15-13.24 | | 日均成交额（百万元） | 679.41 | 2025 年 06 月 30 日 医疗智能化进程持续推进，AI 新品有望带动业 绩增长 买入(首次) 投资要点 ▌短期业绩承压，新一代产品有望推动业绩增长 2024 年，公司实现营业收入 27.82 亿元，同比减少 12.05%； 利润端，公司实现归母净利润 0.88 亿元，同比减少 75.45%， 2025 年一季度，公司实现收入 ...

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Key Takeaways STZ's beer business, nearly 83% of sales, is expected to grow 0-3% in fiscal 2026. A multi-year plan aims to revive wine and spirits with high-end offerings and better margins. STZ plans to drive growth through brand-building, innovation, premiumization and cost savings.Constellation Brands, Inc. (STZ) is a powerhouse in the alcoholic beverage industry, with balanced presence across beer, wine and spirits. The company continues to prioritize premiumization, brand strength and portfolio optim ...

In its upcoming report, Constellation Brands (STZ) is predicted by Wall Street analysts to post quarterly earnings of $3.37 per share, reflecting a decline of 5.6% compared to the same period last year. Revenues are forecasted to be $2.57 billion, representing a year-over-year decrease of 3.4%.The consensus EPS estimate for the quarter has undergone a downward revision of 0.5% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their ...