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Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Constellation Brands, Inc. ( STZ ) is one of the biggest global manufacturers and marketers of wine, spirits, and beer, with a wide range of brands under its umbrella. Its stock price had been growing nicely forDaniel Sereda is chief investment analyst at a family o ...

Former FTC chair Lena Khan helping Mayor Alexa Aron Mandami dig through some obscure laws that could let his administration target New York's soaring costs. Joining us right now is Liz Hoffman, semifor business and finance editor. Uh she's written a fascinating new newsletter that gets into uh what Lena Khan's role may be in this next administration.She's of course part of the transition team. Liz, what what what are we expecting to see from Lena County. >> Question.Yeah, the question has been over, you kno ...

Core Insights - Molson Coors is responding to declining beer sales and changing consumer preferences with urgency, projecting a 4.7% decline in the total beer market, which is expected to be cyclical [3][4] - The company is restructuring by cutting 400 salaried jobs, a 9% reduction in its corporate workforce, and plans to redeploy savings into M&A and brand investments [5] - Molson Coors is focusing on expanding its portfolio beyond beer, particularly in nonalcoholic categories and energy drinks, to mitigate the downturn in beer sales [8] Company Strategy - The company aims to fill gaps in its portfolio through new acquisitions, particularly in the "beyond beer space" [8] - Investment in marketing for larger brands remains a priority, while beer continues to be a foundational aspect of the business [6] - The restructuring includes reshaping the executive leadership team and eliminating the chief commercial officer role [5] Market Trends - There is a growing consumer interest in healthier options and a shift in alcohol consumption habits impacting sales [4] - Competitors like Anheuser Busch have seen significant revenue growth in non-alcoholic beer, with a 27% increase compared to less than 1% overall revenue growth [7]

Carlsberg beer volumes fell more than expected in the third quarter as consumer sentiment in a number of key markets remains subdued https://t.co/iXRiX92m0K ...

Core Points - ARKO Corp. will host a conference call on November 5, 2025, at 5:00 p.m. Eastern Time to discuss its Q3 2025 financial results [1][2] - The management team will present the financial results followed by a Q&A session [2] - A press release with the financial results will be issued prior to the call [2] Company Overview - ARKO Corp. is a Fortune 500 company and one of the largest convenience store operators in the U.S., owning 100% of GPM Investments, LLC [4] - The company operates in four reportable segments: retail, wholesale, fleet fueling, and GPM Petroleum [4] - The retail segment includes convenience stores selling merchandise and fuel products, while the wholesale segment supplies fuel to independent dealers [4]

Volume Performance - Heineken beer volumes fell more than expected in Q3 [1] Market Outlook - The company expects more headwinds stemming from macroeconomic volatility and global inflationary pressures [1]

Financial Performance - Constellation Brands reported quarterly earnings of $3.63 per share, exceeding the Zacks Consensus Estimate of $3.37 per share, but down from $4.32 per share a year ago, indicating a year-over-year decline [1] - The company achieved revenues of $2.48 billion for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 0.98%, but down from $2.92 billion in the same quarter last year [2] - Over the last four quarters, Constellation Brands has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Constellation Brands shares have declined approximately 35.7% since the beginning of the year, contrasting with the S&P 500's gain of 14.2% [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating expectations of underperformance in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $2.79 on revenues of $2.2 billion, and for the current fiscal year, it is $11.50 on revenues of $9.08 billion [7] - The outlook for the Beverages - Alcohol industry is currently in the bottom 22% of over 250 Zacks industries, suggesting potential challenges for stock performance [8] Industry Context - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - Another company in the same industry, Molson Coors Brewing, is expected to report quarterly earnings of $1.81 per share, reflecting a year-over-year change of +0.6% [9]

Group 1 - Molson Coors Beverage Company ranks 10th among S&P 500 stocks with a low PE ratio, producing a variety of beverages including beer, hard seltzers, and ready-to-drink options [1] - Piper Sandler has maintained a Neutral rating on Molson Coors (TAP) and reduced the price target from $53 to $52, citing current challenges and a lack of immediate growth stimulators [2][3] - The new price target corresponds to a PE ratio of approximately 9x, which is above the five-year historical average of 7.6x, despite ongoing revenue growth pressures in the U.S. and EMEA markets [3] Group 2 - Molson Coors is expected to face volume pressures until at least 2026, leading Piper Sandler to lower its EPS estimates for 2025 and 2026 to $5.43 and $5.75, respectively [4] - The company maintains a dividend yield of 4.11% and has a 51-year history of dividend payouts, indicating a commitment to returning value to shareholders [3]

Core Viewpoint - Ambev S.A. is recognized as one of the most profitable penny stocks to consider, with upcoming earnings expectations indicating potential growth despite recent challenges in revenue and volume [1]. Financial Performance - In Q2 FY2025, Ambev reported revenue of $3.59 billion, which was $250.95 million below consensus estimates, but represented a year-over-year increase of 2.65% [2]. - The adjusted earnings per share for Q2 FY2025 were $0.03, aligning with market expectations [2]. - The company experienced a 4.5% decline in total organic volumes compared to the previous year, attributed to industry softness [2]. - Despite the volume decline, Ambev achieved a 15% increase in net income, and EBITDA grew by high single digits, with a margin expansion of 110 basis points [2]. Market Expectations - Ambev is set to report its Q3 2025 earnings on October 30, 2025, with Wall Street anticipating adjusted earnings per share of $0.04 and revenue around $4.24 billion [1]. - Following the Q2 results, UBS maintained a Hold rating on Ambev, lowering the price target from $2.5 to $2.2, while Evercore ISI assigned a Buy rating with a price target of $4 [3]. - As of September 16, the average price target for Ambev was $2.81, suggesting an upside potential of approximately 19.03% from current levels [3]. Company Overview - Ambev S.A. is a Brazil-based brewer involved in the production, distribution, and sale of various beverages, including beer, draft beer, carbonated soft drinks, and other alcoholic and non-alcoholic drinks [4].