Constellation Brands, Inc. (STZ)
Constellation Brands: Still Trading Well Below Fair Value Despite Solid Execution
Constellation Brands is reiterated as a Buy following a double-beat Q3 FY26 earnings report, despite ongoing macro headwinds. STZ's premium brand portfolio and strong financials support long-term upside, even as near-term consumer weakness and political risks persist. Management lowered FY26 EPS guidance but maintains a $1.35B FCF outlook, with significant shareholder returns through dividends and buybacks.
Constellation Brands: Market Share Gains Don't Offset Industry Weakness
Constellation Brands, Inc. reported a double beat in Q3. Revenues declined less than expected, and margins were very resilient. STZ gained market share. The focus is on a weak alcoholic beverage industry. A secular decline in consumption continues to weigh on STZ, making capacity investment commitments concerning. I estimate STZ stock to have a fair value of $157.6.
Berkshire Bought the Dip—Now Constellation Brands Is Rebounding
After a disastrous 2025, shares of beer giant Constellation Brands NYSE: STZ are starting 2026 off on a very positive note. To the chagrin of Berkshire Hathaway NYSE: BRK.B, Constellation Brands delivered a total return of -36% last year.
Constellation Brands shares rise as Q3 earnings top expectations
Constellation Brands Inc (NYSE:STZ) shares added more than 4% after the global alcohol producer and marketer's fiscal third quarter earnings topped analyst expectations despite declines in sales and operating income. The company posted net sales of $2.22 billion, down 10% from the prior year, while comparable net sales fell 2%.
Constellation Brands Stock Pops on Profit, Revenue Beat
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.
Constellation Brands Posts Q3 Earnings Beat, Soft Wine & Spirits Sales
STZ beat Q3 estimates despite sales and earnings declines, as beer outperformed the industry and cash flow supported dividends and buybacks.
Compared to Estimates, Constellation Brands (STZ) Q3 Earnings: A Look at Key Metrics
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.
Why a weaker construction market has become a problem for Constellation Brands' beer business
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 beats third-quarter estimates on steady Modelo, Corona 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.
2026 Earnings Season Kicks Off: Constellation 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.
Constellation Brands Q3 Earnings Preview: Growth or Pressure?
STZ's Q3 results to reflect wine and spirits pressure, rising costs and volume softness, while betting on beer capacity, premiumization and portfolio reset.
Countdown to Constellation Brands (STZ) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS
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.
