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Constellation Brands (STZ)
NYSE:STZ
Earnings Data
Report Date
Jun 26, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
3.45Last Year’s EPS
3.57Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Apr 09, 2025
|% Change Since: 1.28%
|Next Earnings Date:Jun 26, 2025
Earnings Call Sentiment|Neutral
The earnings call highlights Constellation Brands' achievements in sales growth, brand health, and strategic fiscal management, while addressing challenges posed by economic conditions, revised growth forecasts, and consumer sentiment. The company remains committed to shareholder returns and operational efficiency, though uncertainty in the macroeconomic environment poses risks.Company Guidance
During the Constellation Brands Q4 Fiscal Year 2025 earnings call, the company provided guidance for the upcoming fiscal years. For fiscal year 2026, they anticipate a beer net sales growth rate between 0% to 3% and an operating income growth rate of 0% to 2%. For fiscal years 2027 and 2028, the beer net sales growth is expected to be between 2% to 4%, with operating margins projected to be approximately 39% to 40%. The company is also targeting around $9 billion in operating cash flow and $6 billion in free cash flow from fiscal 2026 to 2028. These projections take into account the expected impact of recently announced tariffs by the U.S. and Canadian governments, which will particularly affect their Wine and Spirits Business. Constellation Brands remains focused on driving distribution gains, disciplined innovation, and incremental marketing investments to support their Beer Business, while also implementing restructuring actions expected to yield over $200 million in net annualized cost savings by fiscal 2028. Additionally, the company has a new three-year $4 billion share repurchase authorization as part of its disciplined capital deployment framework.Enterprise Net Sales Growth
Despite a softer consumer demand backdrop, Constellation Brands delivered enterprise net sales growth, realized substantial comparable operating margin improvement, and achieved double-digit comparable EPS growth in fiscal year 2025.
Strong Cash Flow Projections
Constellation Brands is targeting approximately $9 billion in operating cash flow and $6 billion in free cash flow from fiscal 2026 to 2028, with ongoing investments in brewery development and expansions.
Cost Savings Initiatives
Expected restructuring actions in the Wine and Spirits Business are anticipated to yield over $200 million in net annualized cost savings across the enterprise by fiscal 2028.
Commitment to Capital Deployment and Shareholder Returns
The company remains committed to a disciplined capital deployment framework, including a 30% dividend payout ratio and a new three-year $4 billion share repurchase authorization.
Brand Health and Market Share Gains
Constellation Brands gained over 10% in share of space during last year's resets, and all brand health metrics remain strong, with increases in aided awareness and consideration for key brands such as Modelo, Corona, and Pacifico.
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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 |
|---|---|---|---|
| Apr 09, 2025 | $183.40 | $184.75 | +0.74% |
| 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% |
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 Jun 26, 2025, TBA Not Confirmed.
What is Constellation Brands (STZ) earnings time?
Constellation Brands (STZ) earnings time is at Jun 26, 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 2026 (Q1) is 3.45.
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