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.
Constellation Brands: Stars Have Aligned For Value Investors
STZ offers compelling value at a 13.9 forward PE and 2.3% yield, trading well below historical and peer valuations. Despite recent declines in Wine & Spirits, STZ's Beer segment—led by Modelo and Pacifico—continues to gain U.S. market share. STZ maintains a solid balance sheet, investment-grade credit, disciplined buybacks, and a well-covered, growing dividend.
Constellation Brands: Undervalued Beverage Leader Backed By Excellent Fundamentals
Constellation Brands is a premium beverage leader with resilient cash flow and strategic investments in growth. Despite short-term headwinds from tariffs and weak consumer demand, I see long-term upside as investments pay off and macro conditions improve. Valuation analysis suggests a decent upside from current levels, supported by buybacks, dividend yield, and the potential for higher free cash flow post-CAPEX cycle.
Buffett's $2B+ Bet With Big Long-Term Potential Just Got Upgraded
Wall Street analysts recently boosted their price targets on one of Warren Buffett's multi-billion-dollar stock picks, Constellation Brands NYSE: STZ. According to Berkshire Hathaway's NYSE: BRK.B latest 13F filing, it owned just over 12 million shares of Constellation as of March 31.
Trump's deportations are hurting Constellation Brands' beer sales
President Donald Trump's hardline immigration policy is still hurting Constellation Brands' beer sales as Hispanic shoppers pull back their spending. The brewer, which owns Modelo, Corona and Pacifico, says that roughly half of its beer sales come from U.S. Latinos.
Constellation Brands, Inc. (STZ) Q1 2026 Earnings Call Transcript
Constellation Brands, Inc. (NYSE:STZ ) Q1 2026 Earnings Conference Call July 2, 2025 10:30 AM ET Company Participants Garth Hankinson - Executive VP & CFO Joseph Suarez - Senior VP of Investor Relations William A. Newlands - President, CEO & Director Conference Call Participants Andrea Faria Teixeira - JPMorgan Chase & Co, Research Division Bonnie Lee Herzog - Goldman Sachs Group, Inc., Research Division Christopher Michael Carey - Wells Fargo Securities, LLC, Research Division Dara Warren Mohsenian - Morgan Stanley, Research Division Filippo Falorni - Citigroup Inc., Research Division Kaumil S.
Constellation Brands' Stock Slips 1% on Q1 Earnings & Sales Miss
STZ's Q1 earnings and sales miss as the beer, and wine and spirits segments' shipment volumes fall amid soft consumer demand.
Constellation Brands reports Q1 miss, hints at pullback in Hispanic consumer base
CNBC's Brandon Gomez joins 'Squawk on the Street' with the latest earnings number from Constellation Brands.
Constellation Brands Stock Brushes Off Quarterly Miss
Shares of Constellation Brands Inc (NYSE:STZ) are 2.2% higher to trade at $168.52 at last check, reversing premarket losses as they brush off a fiscal first-quarter earnings and revenue miss.
Constellation Brands (STZ) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Constellation Brands (STZ) give a sense of how the business performed in the quarter ended May 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Constellation Brands (STZ) Q1 Earnings and Revenues Lag Estimates
Constellation Brands (STZ) came out with quarterly earnings of $3.22 per share, missing the Zacks Consensus Estimate of $3.34 per share. This compares to earnings of $3.57 per share a year ago.
Constellation Brands Sales Drop as Modelo Parent Cites 'Softer Consumer Demand'
Constellation Brands (STZ) posted fiscal first-quarter results Tuesday that fell short of analysts' expectations. The beverage giant's CEO pointed to weak consumer demand.
