Constellation Brands Inc (NYSE:STZ) shares jumped 5.8% in early Thursday trading after the company reported fourth-quarter sales and earnings that exceeded analysts' forecasts, even as it issued a cautious outlook for fiscal 2027. For the quarter ended February 28, net sales fell 11% to $1.92 billion, but beat the $1.84 billion expected by analysts, supported by steady demand for its beer portfolio, including the Corona brand.
Constellation Brands, Inc. (STZ) Q4 2026 Earnings Call Transcript
While the top- and bottom-line numbers for Constellation Brands (STZ) give a sense of how the business performed in the quarter ended February 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Constellation Brands (STZ) came out with quarterly earnings of $1.9 per share, beating the Zacks Consensus Estimate of $1.74 per share. This compares to earnings of $2.63 per share a year ago.
Modelo maker Constellation Brands withdrew its previously issued fiscal 2028 outlook on Wednesday and reported "subdued" demand across its categories. The company still beat Wall Street estimates for its fourth fiscal quarter.
Constellation Brands logged lower revenue in its latest quarter, as a decline in wine and spirit sales offset a slight increase in beer sales.
Constellation Brands (STZ) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
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 February 2026.
STZ expects Q4 results to reflect declines in the wine and spirits segment and higher costs, but beer capacity expansion and premium brands raise hopes.
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 (STZ) is undervalued, with a conservative price target of $165/share and a 'Buy' rating based on strong fundamentals and forecast accuracy. STZ faces temporary headwinds from debt-fueled expansion and weak beer volumes, but maintains robust margins and operational resilience. Despite sector-wide sales slumps, STZ's earnings are projected to grow 9–10% annually through 2029, with downside risk seen as overstated.
Constellation Brands Inc ( NYSE:STZ) stock is up 0.3% to trade at $151.92, after an upgrade from Citigroup to "buy" from "neutral," to go with a price-target hike to $175 from $150.