Constellation Brands, Inc. (NYSE:STZ ) Q4 2025 Earnings Conference Call April 10, 2025 10:30 AM ET Company Participants Joseph Suarez - VP, IR Bill Newlands - CEO Garth Hankinson - CFO Conference Call Participants Lauren Lieberman - Barclays Nik Modi - RBC Capital Markets Bonnie Herzog - Goldman Sachs Rob Ottenstein - Evercore ISI Chris Carey - Wells Fargo Securities Nadine Sarwat - Bernstein Peter Grom - UBS Bill Kirk - ROTH MKM Andrew Strelzik - BMO Capital Markets Gerald Pascarelli - Needham & Company Dara Mohsenian - Morgan Stanley Kaumil Gajrawala - Jefferies Andrea Teixeira - JPMorgan Carlos Laboy - HSBC Filippo Falorni - Citi Bryan Spillane - Bank of America Steve Powers - Deutsche Bank Kevin Grundy - BNP Paribas Robert Moskow - TD Cowen Michael Lavery - Piper Sandler Operator Greetings, and welcome to the Constellation Brands Q4 Fiscal Year 2025 Earnings Call. At this time, all participants are in a listen-only mode.
Constellation Brands' Q4 results show steady beer sales, and stronger wine & spirits. Focus remains on distribution gains, innovation and marketing in beer.
Hispanic consumers are buying less beer because of concerns related to President Donald Trump's immigration policy, Constellation Brands CEO Bill Newlands said. Roughly half of Constellation's beer sales come from Hispanic consumers.
Constellation Brands (STZ) trimmed its sales outlook and announced plans to sell some of its lower-cost wine brands.
Constellation Brands is one of the world's largest companies in the alcoholic beverage industry, with brands like Corona or Modelo. Alcohol producers have seen their shares hit hard in recent months, with drawdowns not seen since the 2008 crisis. Constellation is no exception. Lower consumption of wine and spirits due to macro circumstances, Trump's tariffs, and lower alcohol consumption by younger generations pose a risk in both short and long-term.
Corona and Modelo owner Constellation Brands Inc (NYSE:STZ) reported better-than-expected financial results for the fourth quarter but warned of tariff challenges ahead. The company posted earnings per share of $2.63, beating estimates of $2.27.
Constellation Brands (STZ) shares slid in premarket trading Thursday, a day after the alcoholic drinks maker posted a soft outlook for the full year. The company, which imports Corona and Modelo beers from Mexico, also announced plans to sell some of its lower-cost wine brands.
Constellation Brands (STZ) shares slid in premarket trading Thursday, a day after the alcoholic drinks maker posted a soft outlook for the full year. The company, which imports Corona and Modelo beers from Mexico, also announced plans to sell some of its lower-cost wine brands.
Constellation Brands (STZ 7.39%), the international beverage company known for its popular beer brands, recently released its earnings report for the fourth quarter of 2025 on April 9, 2025.
Although the revenue and EPS for Constellation Brands (STZ) give a sense of how its business performed in the quarter ended February 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Constellation Brands (STZ) came out with quarterly earnings of $2.63 per share, beating the Zacks Consensus Estimate of $2.28 per share. This compares to earnings of $2.26 per share a year ago.
Constellation Brands gave a weaker-than-expected forecast for the fiscal year, anticipating that higher U.S. tariffs will hurt its business. The Trump administration has imposed a 25% tariff on all imported canned beer.