STZ · Constellation Brands
The AI's read
Investors still have no fresh result showing whether Modelo and Corona demand has improved. Constellation has beaten sales estimates in 4 straight quarters and profit-per-share estimates in 4 straight quarters. But the sales estimate rises as expected profit per share falls. Tariffs, lower alcohol sales, and Berkshire Hathaway's exit add concerns, so this story does not change how we read the company.