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Upturn AI SWOT - About
STZ 
Constellation Brands Inc Class A (STZ)
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Upturn Advisory Summary
08/28/2025: 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 $203.26
1 Year Target Price $203.26
| 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 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 28.05B USD | Price to earnings Ratio - | 1Y Target Price 203.26 |
Price to earnings Ratio - | 1Y Target Price 203.26 | ||
Volume (30-day avg) 26 | Beta 0.67 | 52 Weeks Range 156.17 - 255.51 | Updated Date 08/28/2025 |
52 Weeks Range 156.17 - 255.51 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 2.52% | 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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin -4.4% | Operating Margin (TTM) 31.6% |
Management Effectiveness
Return on Assets (TTM) 8.69% | Return on Equity (TTM) -4.42% |
Valuation
Trailing PE - | Forward PE 12.5 | Enterprise Value 39539617960 | Price to Sales(TTM) 2.79 |
Enterprise Value 39539617960 | Price to Sales(TTM) 2.79 | ||
Enterprise Value to Revenue 3.93 | Enterprise Value to EBITDA 87.03 | Shares Outstanding 176266000 | Shares Floating 146486058 |
Shares Outstanding 176266000 | Shares Floating 146486058 | ||
Percent Insiders 19.74 | Percent Institutions 77.77 |
Upturn AI SWOT
Constellation Brands Inc Class A
Company Overview
History and Background
Constellation Brands was founded in 1945 as Canandaigua Industries. It has grown through acquisitions to become a major producer and marketer of beer, wine, and spirits. It changed its name to Constellation Brands in 2000.
Core Business Areas
- Beer: Focuses on the high-end beer market, particularly Mexican imports like Corona, Modelo, and Pacifico.
- Wine and Spirits: Produces and markets a range of wine brands, including Kim Crawford, Meiomi, and The Prisoner Wine Company, and spirits brands like High West Whiskey and Casa Noble Tequila.
Leadership and Structure
Bill Newlands is the President and CEO. The company operates with a corporate structure that includes various business units focused on specific brands and regions.
Top Products and Market Share
Key Offerings
- Corona Extra: A leading imported beer brand in the US. Competitors include Heineken, Bud Light and other light beers. Market share is significant within the Mexican import segment.
- Market Share (%): 10
- Market Share (%): 8
- Modelo Especial: One of the fastest-growing beer brands in the US. Competitors include Michelob Ultra, Coors Light and other premium beers. Market share continues to grow rapidly.
- Kim Crawford: A well-known Sauvignon Blanc wine from New Zealand. Competitors include Cloudy Bay, Santa Margherita and other premium wines.
- Market Share (%): 14
- Market Share (%): 12
- Meiomi: A popular Pinot Noir wine brand. Competitors include La Crema, Goldeneye and other high end wines.
Market Dynamics
Industry Overview
The alcoholic beverage industry is competitive, with trends including premiumization, craft beverages, and changing consumer preferences.
Positioning
Constellation Brands is a leading player in the high-end beer, wine, and spirits segments, focusing on growth brands and premium offerings.
Total Addressable Market (TAM)
The global alcoholic beverage market is valued in the hundreds of billions of dollars. Constellation Brands is positioned to capture a significant portion of the premium segment, with continued focus on growing brands.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Leading position in the high-end beer market
- Effective marketing and distribution network
- Strong financial performance
Weaknesses
- Dependence on a few key brands
- Exposure to changing consumer preferences
- Debt from acquisitions
- Regulatory risks
Opportunities
- Expanding into new markets
- Acquiring complementary brands
- Developing new products and innovations
- Capitalizing on the growing demand for premium beverages
Threats
- Increased competition
- Changing regulations and taxes
- Economic downturns
- Shifting consumer tastes
Competitors and Market Share
Key Competitors
- Anheuser-Busch InBev (BUD)
- Molson Coors Beverage Company (TAP)
- Diageo (DEO)
Competitive Landscape
Constellation Brands competes with major players in the alcoholic beverage industry. Its competitive advantage lies in its strong portfolio of premium brands.
Major Acquisitions
Ballast Point Brewing Company
- Year: 2015
- Acquisition Price (USD millions): 1000
- Strategic Rationale: To expand Constellation Brands' presence in the craft beer market.
The Prisoner Wine Company
- Year: 2016
- Acquisition Price (USD millions): 285
- Strategic Rationale: To strengthen Constellation Brands' position in the premium wine segment.
Growth Trajectory and Initiatives
Historical Growth: Constellation Brands has experienced significant growth in recent years, driven by its beer business and strategic acquisitions.
Future Projections: Analysts project continued growth for Constellation Brands, driven by its premium brands and expansion opportunities.
Recent Initiatives: Recent initiatives include investments in cannabis ventures, expansion of its beer portfolio, and focus on digital marketing.
Summary
Constellation Brands is a strong player in the alcoholic beverage industry, particularly in the high-end segments. Its beer portfolio, especially Mexican imports, drives significant growth. It should closely monitor changing consumer preferences and manage its debt levels effectively. Constellation Brands has a great foundation for success and growth for the future.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Analyst reports
- Industry publications
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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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