Constellation Brands Inc (NYSE:STZ) shares are up 4.2% to trade at $146.41 at last check, after beating profit and revenue estimates for the fiscal third quarter.
STZ beat Q3 estimates despite sales and earnings declines, as beer outperformed the industry and cash flow supported dividends and buybacks.
Although the revenue and EPS for Constellation Brands (STZ) give a sense of how its business performed in the quarter ended November 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Corona maker Constellation Brands said that economic stress among its large segment of Hispanic consumers and a weaker construction market continued to weigh on beer demand.
Constellation Brands reported third-quarter sales and profit above Wall Street estimates on Wednesday, driven by steady demand for its Modelo Especial and Corona beer brands.
Beer and wine staple Constellation Brands Inc (NYSE:STZ) is gearing up for its fiscal third-quarter earnings report, due out after the close on Wednesday, Jan. 7.
STZ's Q3 results to reflect wine and spirits pressure, rising costs and volume softness, while betting on beer capacity, premiumization and portfolio reset.
Besides Wall Street's top-and-bottom-line estimates for Constellation Brands (STZ), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended November 2025.
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.
After several years of slipping consumption trends and competition from ready-to-drink (RTD) cocktails and hard seltzers, 2026 could be the year when beer comes back into favor. Goldman Sachs analysts believe 2026 offers a rare blend of tailwinds for brewers: the FIFA World Cup, the Summer Olympics, and the 250th anniversary of the United States.
Constellation Brands holds a strong portfolio of popular beer brands, including Corona, Modelo, and Pacifico. Despite lower sales, the company continues to generate ample free cash flow to fund its dividend payments.
Constellation Brands remains a sell as business fundamentals deteriorate, with no credible signs of stabilization or turnaround. STZ's Q1 2026 saw organic sales down 8% and operating income down 13%, with beer volumes falling 8.7% and the wine segment in operating loss. Despite a low P/E ratio, STZ's high EV/FCF multiple (25–26x) is unjustified for a shrinking, structurally challenged business.