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Constellation Brands (STZ)
NYSE:STZ
Earnings Data
Report Date
Apr 09, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
2.29Last Year’s EPS
2.26Same Quarter Last Year
Moderate Buy
Based on 20 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Jan 10, 2025
|% Change Since: -15.71%
|Next Earnings Date:Apr 09, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted the resilience and outperformance of the beer segment amidst macroeconomic challenges, with strategic initiatives and capital returns to shareholders. However, it also revealed significant challenges in the Wine and Spirits segment and the need for adjustments in the beer business outlook due to soft consumer demand.Company Guidance
During the Constellation Brands Q3 2025 earnings call, key guidance metrics were shared, indicating revised expectations for the fiscal year. The company adjusted its beer business net sales growth to a range of 4% to 7%, with operating income growth projected to be between 9% and 12%, maintaining an operating margin around 39%. Despite headwinds in consumer demand due to macroeconomic conditions, the company anticipates comparable EPS of $13.40 to $13.80, reflecting double-digit growth from the midpoint. The wine and spirits segment is expected to face declines, with net sales down 5% to 8% and operating income down 17% to 19%. Overall enterprise net sales growth is projected at 2% to 5%, with operating income growth of 6% to 9%. The company also reported that it returned nearly $220 million to shareholders through share repurchases and over $180 million in dividends in Q3, bringing total year-to-date cash returns to more than $1.2 billion.Beer Business Outperformance
Despite macroeconomic headwinds, the beer business outperformed the total beverage industry in dollar sales growth, continuing its trend of outpacing the total CPG sector.
Strong Performance of Key Beer Brands
Modelo Especial grew depletions by over 3%, Pacifico saw a nearly 20% growth, and the Modelo Chelada brands increased by approximately 4% in depletions.
Capital Returns and Financial Efficiency
Returned nearly $220 million to shareholders through share repurchases and over $180 million in dividends in Q3, maintaining a net leverage ratio of 2.9x.
Wine and Spirits Strategic Divestment
Successfully divested SVEDKA as part of aligning the portfolio with higher-end brands, closing the transaction to focus on growth in craft spirits.
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STZ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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STZ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Jan 10, 2025 | $217.98 | $180.74 | -17.08% |
| Oct 03, 2024 | $253.09 | $241.19 | -4.70% |
| Jul 03, 2024 | $255.25 | $246.80 | -3.31% |
| Apr 11, 2024 | $260.10 | $263.46 | +1.29% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Constellation Brands (STZ) report earnings?
Constellation Brands (STZ) is schdueled to report earning on Apr 09, 2025, TBA Not Confirmed.
What is Constellation Brands (STZ) earnings time?
Constellation Brands (STZ) earnings time is at Apr 09, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is STZ EPS forecast?
STZ EPS forecast for the fiscal quarter 2025 (Q4) is 2.29.
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