STZ Constellation Brands Inc

$STZ im not understanding this dip- everywhere i look at bars - modelo everywhere.i added 30 shares today, but this is bs

$STZ fire sale on this. Earnings was good and the stock is at the all time low of the year lol. I wouldn’t be surprised if this goes back to $150 by end of year

$STZ Beautiful move up going into earnings. Very low expectations. Please don’t fuck my asshole.

$STZ Pacifico, from Constellation Brands ($STZ), is now the tenth-largest beer brand in the U.S. by dollar sales. First place? It's Modelo Especial.

$STZ - results are way better than feared…buy the dip in AM….might close above 120 tomorrow

$STZ I’m interested but I’m not gonna pull the trigger before earnings. I’m looking to see if margins, revenue, and cash flows can remain stable.

$STZ Constellation Brands acquires SpikedAde for $75M Constellation Brands announced the acquisition of SpikedAde, a spirit-based ready-to-drink beverage brand. The transaction includes a $75M payment at close for 100% ownership of the business, as well as additional contingent consideration of up to $278M payable over five years based on the future performance of the SpikedAde business.

$STZ They should tell the investors they will be using their drinks to cool the data centers!

$STZ alchol related stocks are as dead as disco. young people are educated as to it's dangers. dying portfolio of brands.

$STZ the day of reckoning is at hand. I’m sitting at a CB of 129. I’m gonna hold come whatever may. Definitely gonna be looking to add if we go sub 110.

$STZ trading like it's going bankrupt. Revenue growth slowed but they still made $1.7B last year!

$STZ Berkshire owned STZ at an average CB of 204. Calm down. It’s far closer to under valued than over valued at this point, especially with respect to the currently abysmal performance of the broader sector generally.

$STZ started position to bottom fish this morning as it hit near that 117 area with few purchases. Believe undervalued with trade ability from here imo

$STZ they have a 2.5 billion share buy back authorization that represents about 12% of the market cap

$STZ the only reason they beat, was that they flooded the market with their products. depletions are all that matters

$STZ down about 6% premarket, 115.67 to 108.99. it beat, adjusted EPS 3.74 against about 3.55 to 3.61 and sales 2.63 billion dollars against about 2.54 billion. but beer depletions fell 0.6%, corona extra was down about 5%, and the full year EPS guide midpoint of 11.55 sits under the roughly 11.72 street number. it is now under its prior 52 week low. the beat was not the story. premarket quote.

$STZ not buying yet until i hear the data center implementation initiative & AI-beer plan

$STZ Beat on both lines, down 4.5% after hours. That gap is the whole story. Beer net sales rose 5%, but beer depletions fell 0.6%. Depletions measure what distributors sell to bars and stores, so when shipments beat depletions the difference is inventory building, not stronger demand at the register. The weakness is in the flagships: Modelo Especial and Corona Extra depletions both fell. Pacifico and Victoria grew, but they are the smaller brands. Comparable EPS of 3.74 beat the 3.55 consensus; net sales of 2.63 billion beat the 2.54 billion expected. Wine and spirits improved, with net sales up 17% and a small operating profit after last year's loss. But beer is where almost all of the profit comes from. Tracking the Wednesday morning call for the depletion trajectory and any tariff commentary.

$STZ Fiscal Q2 is a beat on both lines. Comparable EPS 3.74 vs 3.55 expected (FactSet). Revenue up 6% to 2.63B vs 2.54B expected. The segments did the heavy lifting. Beer net sales rose 5%. Wine and spirits sales jumped 17% after reported sales fell 47% last quarter on the wine divestitures. STZ also acquired SpikedAde, a bottled vodka-drink brand, tucking RTD into the portfolio while wine rebuilds. The fine print on the raised guide: full-year EPS goes to 11.85-12.55 from 11.50-12.20, but that is GAAP. Comparable EPS guidance was reaffirmed, not raised. The raise is accounting, not operations. Stock hit a fresh 52-week low on Sept 30, down 60% from its 2024 peak. What the headline does not answer is whether volumes turned. Tracking depletions on the 8 AM ET call Wednesday.

$STZ 10 year yield at multi decade highs, sustained high gas prices, especially diesel, the war keeping it all going, every thing will get smoked eventually. AI has a reckoning coming within the next 12 months. Ignore all these doomers and accumulate. When the AI trade breaks down there will be a rotation into value.