Constellation Brands, Inc. (STZ)
Constellation Brands, Inc. (STZ) Q2 2026 Earnings Call Transcript
Constellation Brands, Inc. (NYSE:STZ ) Q2 2026 Earnings Call October 7, 2025 8:00 AM EDT Company Participants Blair Veenema William Newlands - President, CEO & Director Garth Hankinson - Executive VP & CFO Conference Call Participants Nik Modi - RBC Capital Markets, Research Division Nadine Sarwat - Sanford C. Bernstein & Co., LLC.
Constellation Brands: Weak Financials For Now, Future Can Be Better
Constellation Brands underwhelmed investors yesterday with its disappointing Q2 FY26 results. The company reported a bigger YoY contraction in sales than that seen in Q1 FY26, and the non-GAAP operating profit contracted YoY too, even as the operating margin remains strong. Despite multiple downgrades to the earnings outlook, the stock's forward P/E looks low, but it can be explained by the company's weakening fundamentals.
Compared to Estimates, Constellation Brands (STZ) Q2 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Constellation Brands (STZ) give a sense of how the business performed in the quarter ended August 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) Beats Q2 Earnings and Revenue Estimates
Constellation Brands (STZ) came out with quarterly earnings of $3.63 per share, beating the Zacks Consensus Estimate of $3.37 per share. This compares to earnings of $4.32 per share a year ago.
Constellation Brands Gears Up for Q2 Earnings: What's in the Offing?
STZ is likely to have witnessed revenue and earnings declines in Q2, with beer strength offset by tariffs and industry headwinds.
Constellation Brands: Sell STZ Stock Ahead Of Its Earnings?
Constellation Brands Inc. (NYSE: STZ) —famous for Corona beer–is set to announce its earnings on Monday, October 6, 2025. Traditionally, the stock (STZ) has commonly seen a negative one day return following its earnings reports.
Earnings Preview: Constellation Brands (STZ) Q2 Earnings Expected to Decline
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 Lowers Outlook: Time to Panic on Buffett's Big Bet?
Constellation Brands NYSE: STZ, one of Warren Buffett's big-time bets at Berkshire Hathaway NYSE: BRK.B, is suffering in September. On Sept. 2, Constellation announced a significant cut to its full-year guidance, which has led to shares falling by almost 10% during the month.
Constellation Brands: How Low Can STZ Stock Go?
Constellation Brands (NYSE: STZ) shares have fallen 15.3% over the last 21 trading days. This can be attributed to the beverage company's recent announcement that it's lowering its fiscal 2026 sales and earnings outlook due to falling demand for its beers among the Hispanic population in the U.S.
Constellation Brands: More Pain To Come (Short Update)
STZ's updated guidance signals meaningful shrinkage in sales and earnings, confirming my initial sell thesis and highlighting ongoing operational challenges. Despite a lower P/E ratio, high debt and a shrinking core beer segment make the stock expensive relative to its deteriorating fundamentals. The recent 6% share price drop does not fully reflect the 10% decline in business results and the elevated enterprise value to free cash flow multiple.
Constellation Brands: Don't Fall In The Value Trap At $150
Constellation Brands (NYSE: STZ) has seen its stock decline 32% this year, underperforming the S&P 500, which has risen by 9%. The beverage company's recent statement about lowering its fiscal 2026 sales and earnings forecast due to decreasing demand for its beers among the Hispanic community in the U.S. also contributed to the downturn.
Constellation Brands stock slides as alcohol maker slashes outlook
Constellation Brands Inc (NYSE:STZ) shares sank nearly 7% in late-morning trading on Tuesday after the producer of alcoholic beverages reduced its fiscal full-year outlook, citing a “challenging” economy that is hurting its alcohol sales. The adult beverages giant, which produces popular brands such as Modelo and Corona, also said it is seeing a trend of lower demand from Hispanic consumers in the US, which account for about half of its beer sales.
