Constellation Brands, Inc. (STZ)

Constellation Brands: A Diamond In The Rough

Constellation's core beer brands are rapidly gaining market share with its dominant brand portfolio, showing ~7.5% annual volume growth that consistently defies the declining U.S. beer industry. My DCF model indicates strong undervaluation with a fair value of $236 per share, offering a 68% upside as the market overemphasizes industry headwinds and ignores the company's strengths. A renewed focus on shareholder returns is underway, driven by a $4 billion stock buyback program and the strategic sale of underperforming assets.

Constellation Brands: I'm In With Buffett

Constellation Brands is a compelling long-term contrarian opportunity, supported by Warren Buffett's recent $2B investment via Berkshire Hathaway. This premium beer importer boasts high margins, strong cash flow, a sound balance sheet, and a resilient premium beer portfolio with pricing power and product innovation. Despite current industry headwinds and highly negative sentiment, STZ is undervalued, offering ~20% upside based on midpoint management guidance and compressed valuation multiples.

3 Warren Buffett Stocks Wall Street Thinks Will Soar the Most Over the Next 12 Months

Warren Buffett has never paid much attention to what Wall Street analysts think. Berkshire Hathaway (BRK.A -1.36%) (BRK.B 0.08%) doesn't even hold a quarterly call with analysts.

Constellation Brands: Buffett's $2.2B Bet May Have Hit Bottom

Since hitting rock bottom, Warren Buffett's $2.2 billion bet, Constellation Brands NYSE: STZ, has managed to stage a modest recovery. Constellation shares fell to less than $132 in late September.

Constellation Brands investors need ‘patience': analysts

RBC Capital Markets analysts believe Constellation Brands Inc (NYSE:STZ)'s earnings per share “aftermath was better than feared” but expect the numbers to be rangebound until the company's volumes gain momentum. In a note to clients on Wednesday, the analysts called Constellation's overall quarter “solid” given the muted expectations and poor investor sentiment.

STZ Q2 Earnings Beat, Sales Down on Soft Wine & Spirits Business

Constellation Brands tops Q2 FY26 estimates despite sales and profit declines, with strong cash flow and shareholder returns.

Constellation brands climbs on Q2 beat

CNBC's Brandon Gomez joins 'Squawk on the Street' to discuss the latest earnings from Constellation Brands.

Constellation Brands, Inc. (STZ) Q2 2026 Earnings Call Transcript

Constellation Brands, Inc. (NYSE:STZ ) Q2 2026 Earnings Call October 7, 2025 8:00 AM EDT Company Participants Blair Veenema William Newlands - President, CEO & Director Garth Hankinson - Executive VP & CFO Conference Call Participants Nik Modi - RBC Capital Markets, Research Division Nadine Sarwat - Sanford C. Bernstein & Co., LLC.

Constellation Brands Gears Up for Q2 Earnings: What's in the Offing?

STZ is likely to have witnessed revenue and earnings declines in Q2, with beer strength offset by tariffs and industry headwinds.

Constellation Brands: Sell STZ Stock Ahead Of Its Earnings?

Constellation Brands Inc. (NYSE: STZ) —famous for Corona beer–is set to announce its earnings on Monday, October 6, 2025. Traditionally, the stock (STZ) has commonly seen a negative one day return following its earnings reports.

Curious about Constellation Brands (STZ) Q2 Performance? Explore Wall Street Estimates for Key Metrics

Get a deeper insight into the potential performance of Constellation Brands (STZ) for the quarter ended August 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

Earnings Preview: Constellation Brands (STZ) Q2 Earnings Expected to Decline

Constellation Brands (STZ) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Constellation Brands Is Down Nearly 40% in 2025. Is This a Once-in-a-Lifetime Buying Opportunity Before the Stock Goes Parabolic?

Constellation Brands (STZ -0.66%), one of the world's leading producers of beers, wines, and spirits, was often considered a reliable long-term investment. However, its stock has tumbled about 37% this year as the S&P 500 rose 12%.

Constellation Brands: How Low Can STZ Stock Go?

Constellation Brands (NYSE: STZ) shares have fallen 15.3% over the last 21 trading days. This can be attributed to the beverage company's recent announcement that it's lowering its fiscal 2026 sales and earnings outlook due to falling demand for its beers among the Hispanic population in the U.S.

Stock Picks From Seeking Alpha's August 2025 New Analysts

In August, Seeking Alpha welcomed 26 new analysts. This article introduces them and showcases some of their top picks. Analysts highlighted include The J Thesis, recommending PayPal; Ihor Pohkyton, on Keurig Dr Pepper; and David Hotea, writing about Cleveland-Cliffs—all rated as Buys. Analysts' diverse backgrounds span sectors like financials, semiconductors, and utilities, with investment strategies focusing on value and growth investing and options trading.

S&P 500 Losers: From Lululemon To MGM — What Went Wrong?

During the week ending September 5, the S&P 500 was essentially unchanged, slipping 0.12%. In contrast, several notable S&P 500 stocks fell sharply, driven by a mix of earnings outlook revisions, regulatory risk, downgrades, demand concerns, and leadership changes.

Top Stock Movers Now: Constellation Brands, Block, PepsiCo, and More

U.S. equities declined to start the month on uncertainty about the future of Trump administration tariffs. The S&P 500 and Nasdaq lost nearly 1%, and the Dow Jones Industrial Average slipped as well.

Constellation Brands stock slides as alcohol maker slashes outlook

Constellation Brands Inc (NYSE:STZ) shares sank nearly 7% in late-morning trading on Tuesday after the producer of alcoholic beverages reduced its fiscal full-year outlook, citing a “challenging” economy that is hurting its alcohol sales. The adult beverages giant, which produces popular brands such as Modelo and Corona, also said it is seeing a trend of lower demand from Hispanic consumers in the US, which account for about half of its beer sales.

Constellation Brands Stock Drops as Modelo Maker Cuts Outlook on Weak Beer Demand

Constellation Brands (STZ) shares slumped 7% Tuesday after the alcoholic beverage giant cut its outlook on falling demand for beer and the impact of tariffs.

Constellation Brands Stock Slumps. Why It Slashed Guidance.

The owner of Corona and Modelo expects beer sales to fall 2% to 4% in the fiscal year.

Constellation Brands shares sink as Modelo maker slashes guidance, sees Hispanic consumer decline

Constellation Brands cut its fiscal year guidance on Tuesday, citing a "challenging macroeconomic environment." The company also reported a decline in sales among Hispanic consumers, who it has said make up about half of its beer sales.

Defensive Plays: 3 Consumer Staples Giants Showing Strength

The consumer staples sector has faced some significant challenges in recent months. Cost pressures due to persistent inflation, high commodity prices, and tariffs have damaged profit margins, while real average wages have fallen and caused consumers to tighten belts.

Beer sales have dropped off. Modelo and Corona parent's stock dives to a 5-year low.

Shares of Constellation Brands Inc. were dropping in early Tuesday trading toward the lowest levels seen since the height of the COVID-19 pandemic, as the beer maker issued a profit and sales warning, citing a sudden drop in sales.

Should You Join Buffett and Invest in Constellation Brands?

The consumer staples sector has entered the chat. Over the past five trading sessions, while tech sells off, the market's been rotating away from growth and into defensive sectors, which were previously left out of the S&P 500's recovery.

5 of Warren Buffett's New Q2 Stock Buys Pay Big Dividends

If any investor has stood the test of time, it is Warren Buffett, and with good reason.

Why Is Constellation Brands (STZ) Down 1.4% Since Last Earnings Report?

Constellation Brands (STZ) reported earnings 30 days ago. What's next for the stock?

U.S. spirit sales plunge in Canada. Here's what we know

CNBC's Brandon Gomez joins 'Money Movers' to discuss U.S. spirit sales plunge in Canada.

Warren Buffett Owns 4 of Our Favorite 4th of July Dividend Stocks

If there is any holiday celebrated in the United States that is among the favorites of all citizens, it must be the 4th of July.

Constellation Brands Analysts Boost Their Forecasts After Q1 Results

Fourth of July barbeque prices have risen since Trump imposed tariffs, congressional analysis says

The prices of beer, outdoor folding chairs and grilling tools may be more expensive at Fourth of July barbeques this year, according to a congressional report. The total cost of a typical grocery trip for a cookout has increased by a 12.7% annualized rate since President Donald Trump's sweeping tariff announcement in April, according to the analysis.