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Upturn AI SWOT - About
STZ 
Constellation Brands Inc Class A (STZ)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
07/10/2025: STZ (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
26 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $210.29
1 Year Target Price $210.29
| 9 | Strong Buy |
| 7 | Buy |
| 10 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 2.41% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 30.07B USD | Price to earnings Ratio - | 1Y Target Price 210.29 |
Price to earnings Ratio - | 1Y Target Price 210.29 | ||
Volume (30-day avg) 26 | Beta 0.7 | 52 Weeks Range 159.35 - 257.01 | Updated Date 07/10/2025 |
52 Weeks Range 159.35 - 257.01 | Updated Date 07/10/2025 | ||
Dividends yield (FY) 2.51% | Basic EPS (TTM) -2.35 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-01 | When After Market | Estimate 3.41 | Actual 3.22 |
Profitability
Profit Margin -0.8% | Operating Margin (TTM) 30.04% |
Management Effectiveness
Return on Assets (TTM) 9.27% | Return on Equity (TTM) -0.36% |
Valuation
Trailing PE - | Forward PE 13.23 | Enterprise Value 41293737349 | Price to Sales(TTM) 2.95 |
Enterprise Value 41293737349 | Price to Sales(TTM) 2.95 | ||
Enterprise Value to Revenue 4.1 | Enterprise Value to EBITDA 90.9 | Shares Outstanding 176266000 | Shares Floating 149905728 |
Shares Outstanding 176266000 | Shares Floating 149905728 | ||
Percent Insiders 18.92 | Percent Institutions 78.02 |
Upturn AI SWOT
Constellation Brands Inc Class A
Company Overview
History and Background
Constellation Brands, founded in 1945 as Canandaigua Industries, is a leading international producer and marketer of beer, wine, and spirits. It has grown through acquisitions and strategic partnerships, building a diverse portfolio of brands.
Core Business Areas
- Beer: Produces and markets a portfolio of high-end, iconic beer brands, including Mexican beer brands such as Corona, Modelo, and Pacifico.
- Wine and Spirits: Produces and markets a diverse portfolio of wine and spirits brands, including Meiomi, Kim Crawford, and High West Whiskey. Also includes smaller craft and premium brands.
Leadership and Structure
Bill Newlands is the President and CEO. The company is structured with distinct business units for beer and wine/spirits, supported by corporate functions such as finance, marketing, and operations.
Top Products and Market Share
Key Offerings
- Corona: A leading imported beer brand in the U.S., known for its light taste and association with beach culture. Market share is significant within the imported beer category. Competitors include Heineken, and other Mexican imports like Modelo and Pacifico.
- Kim Crawford: A well-known New Zealand Sauvignon Blanc wine brand. The wine competes with brands like Cloudy Bay, Oyster Bay, and other New Zealand Sauvignon Blancs.
- Modelo Especial: A fast-growing Mexican beer brand with a crisp, clean taste. Competes with Corona, Tecate and other import lagers, taking market share from domestic beers.
Market Dynamics
Industry Overview
The alcoholic beverage industry is competitive and evolving, with trends toward premiumization, craft beverages, and changing consumer preferences. The industry is influenced by regulations, economic conditions, and demographics.
Positioning
Constellation Brands is positioned as a leading player in the high-end beer and wine/spirits segments. Their competitive advantages include a strong portfolio of iconic brands, distribution network, and marketing capabilities.
Total Addressable Market (TAM)
The global alcoholic beverage market is estimated to be hundreds of billions of dollars. Constellation Brands is positioned well in the premium segment, capturing a portion of this TAM.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Leading market position in key segments
- Extensive distribution network
- Effective marketing capabilities
- Strong cash flow generation
Weaknesses
- Dependence on the beer segment
- Exposure to regulatory risks
- Potential for brand dilution
- Sensitivity to consumer trends
Opportunities
- Expanding into new markets
- Acquiring complementary brands
- Innovating new products
- Capitalizing on premiumization trends
- Growth in Ready-To-Drink market
Threats
- Increased competition
- Changing consumer preferences
- Economic downturns
- Regulatory changes
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- BUD
- STZ
- BF.B
- DEO
Competitive Landscape
Constellation Brands competes effectively in the high-end segments but faces competition from larger players with broader portfolios.
Major Acquisitions
Austin Cocktails
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: Expand into the ready-to-drink (RTD) cocktails market with premium offerings.
Growth Trajectory and Initiatives
Historical Growth: Constellation Brands has experienced growth driven by acquisitions and organic growth in its beer portfolio.
Future Projections: Future growth is projected to be driven by continued strength in the beer segment, expansion in wine/spirits, and strategic acquisitions.
Recent Initiatives: Recent initiatives include investments in production capacity, brand building, and expansion into new categories like ready-to-drink cocktails.
Summary
Constellation Brands is a strong player in the alcoholic beverage market, particularly in the high-end beer segment with its Mexican import brands. Its wine and spirits portfolio provides diversification, but it is sensitive to changing consumer preferences and regulatory risks. Strategic acquisitions and focus on premiumization are vital for future growth in a competitive landscape.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- SEC filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Constellation Brands Inc Class A
Exchange NYSE | Headquaters Rochester, NY, United States | ||
IPO Launch date 1987-01-01 | President, CEO & Director Mr. William A. Newlands | ||
Sector Consumer Defensive | Industry Beverages - Brewers | Full time employees 10600 | Website https://www.cbrands.com |
Full time employees 10600 | Website https://www.cbrands.com | ||
Constellation Brands, Inc., together with its subsidiaries, produces, imports, markets, and sells beer, wine, and spirits in the United States, Canada, Mexico, New Zealand, and Italy. The company offers beer under the Corona Extra, Corona Familiar, Corona Hard Seltzer, Corona Light, Corona Non-Alcoholic, Corona Premier, Corona Refresca, Modelo Especial, Modelo Chelada, Modelo Negra, Modelo Oro, Victoria, Vicky Chamoy, and Pacifico brands. It also offers wine under the Cook's California Champagne, Kim Crawford, Meiomi, Mount Veeder, Ruffino, SIMI, My Favorite Neighbor, Robert Mondavi Winery, Schrader, and The Prisoner Wine Company brands; and spirits under the Casa Noble, Copper & Kings, High West, Mi CAMPO, Nelson's Green Brier, and SVEDKA brands. The company provides its products to wholesale distributors, retailers, on-premise locations, and state alcohol beverage control agencies. Constellation Brands, Inc. was founded in 1945 and is based in Rochester, New York.
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