STZ Constellation Brands Inc Class A

Latest Earnings Insight

Constellation Brands (NYSE: STZ) is navigating a complex landscape as it prepares to release its Q1 2026 earnings on July 1, 2025. Despite recent challenges, including a significant $2.8 billion impairment charge in its Wine and Spirits segment, the company has demonstrated resilience, particularly in its Beer division, which continues to drive growth. The market is keenly watching how Constellation will balance these dynamics, especially given the recent tariff pressures impacting its beer outlook. Analysts have set an EPS estimate of $3.37, with revenue expected to reach $2.56 billion, but the whisper number suggests a more optimistic EPS of $3.85, indicating that some investors anticipate a stronger performance. With a market cap of approximately $28.7 billion, Constellation's strategic divestment of mainstream wine assets and a robust restructuring program targeting $200 million in cost savings are pivotal moves aimed at stabilizing and enhancing profitability. As the company contends with flat revenue growth and a revised earnings forecast, its ability to exceed expectations, as it did in previous quarters, remains a focal point for stakeholders.