StockDuty Jun 25, 2026 07:13 PM ET
CatalystEarnings

$STZ — BUY 📊

STZ
$146.30
+1.28%
$STZ — BUY 📊 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 Ita 🎯 Q2 2026 | Rev $2B | EPS $1.90 vs $1.71 🟢 💡 Consensus models ~3% revenue growth and flat margins, but my channel checks point to 5%+ growth and 50–70 bps of margin expansion, driving high-single-digit EPS outperformance. 📉 Reward/risk: 2.78:1 🏢 Business Quality: 8/10 📊 Valuation: cheap — 18x P/E vs. consumer staples peers at 22x, 12x EV/EBITDA vs. 15x peer median, and a 6% FCF yield, all on sustainably higher growth and ROIC. 🔮 Catalyst: Q1 FY27 earnings (July 2026) likely to beat on beer depletion >6% and margin >40%, plus potential buyback increase 💰 Entry: $142.41, stop $135, target $163 📊 Our read: BUY. Full analysis → https://stockduty.xyz/s/STZ0625 Also in play: $DEO $BUD $ABEV $TAP $STZ $BALL
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 Ita
Sources
pipeline