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Upturn AI SWOT - About
STZ 
Constellation Brands Inc Class A (STZ)
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Upturn Advisory Summary
03/27/2025: STZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -4.92% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 33.31B USD | Price to earnings Ratio 49.02 | 1Y Target Price 231 |
Price to earnings Ratio 49.02 | 1Y Target Price 231 | ||
Volume (30-day avg) 3014193 | Beta 0.89 | 52 Weeks Range 160.46 - 269.87 | Updated Date 03/27/2025 |
52 Weeks Range 160.46 - 269.87 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 2.19% | Basic EPS (TTM) 3.76 |
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 6.74% | Operating Margin (TTM) 33.06% |
Management Effectiveness
Return on Assets (TTM) 9.06% | Return on Equity (TTM) 8.33% |
Valuation
Trailing PE 49.02 | Forward PE 12.56 | Enterprise Value 45356207490 | Price to Sales(TTM) 3.27 |
Enterprise Value 45356207490 | Price to Sales(TTM) 3.27 | ||
Enterprise Value to Revenue 4.45 | Enterprise Value to EBITDA 28.15 | Shares Outstanding 180704992 | Shares Floating 158656792 |
Shares Outstanding 180704992 | Shares Floating 158656792 | ||
Percent Insiders 15.05 | Percent Institutions 79.54 |
Analyst Ratings
Rating 4.19 | Target Price 278.52 | Buy 11 | Strong Buy 10 |
Buy 11 | Strong Buy 10 | ||
Hold 5 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Constellation Brands Inc Class A
Company Overview
History and Background
Constellation Brands, founded in 1945 as Canandaigua Industries, evolved from a bulk wine producer to a global alcoholic beverage leader. It expanded through acquisitions, diversifying into beer and spirits.
Core Business Areas
- Beer: Constellation Brands is a leading brewer and importer, focusing on Mexican beers like Modelo, Corona, and Pacifico.
- Wine and Spirits: This segment produces and markets a diverse portfolio of wine brands like Robert Mondavi and Kim Crawford, along with spirits like High West Whiskey and SVEDKA Vodka. Constellation is actively working on exiting this segment.
Leadership and Structure
Bill Newlands serves as President and CEO. The company operates with a structured leadership team overseeing various business divisions and corporate functions.
Top Products and Market Share
Key Offerings
- Modelo Especial: A leading Mexican beer brand. Competitors include Corona Extra, Heineken, and Bud Light. Modelo Especial is the number 1 selling beer in the US as of 2023, surpassing Bud Light, and holds a large market share within the Mexican Import beer category.
- Corona Extra: A globally recognized Mexican beer brand. Competitors include Modelo Especial, Heineken, and Bud Light. Corona is known for its iconic clear bottle and lime ritual. Corona Extra holds the number 2 selling beer in the US.
- Kim Crawford: A popular New Zealand Sauvignon Blanc. Competitors include Cloudy Bay, Oyster Bay, and other New Zealand Sauvignon Blanc brands. It is a leading brand in its category.
Market Dynamics
Industry Overview
The alcoholic beverage industry is competitive and influenced by consumer trends, regulations, and economic factors. Demand fluctuates based on demographics and preferences.
Positioning
Constellation Brands is a leading player, particularly in the high-end beer segment. Its competitive advantages include strong brand recognition, a robust distribution network, and effective marketing strategies.
Total Addressable Market (TAM)
The global alcoholic beverage market is estimated to be worth hundreds of billions of dollars. Constellation Brands is strategically positioned to capture a significant share of this market, focusing on premium brands and growth categories.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio
- Leading position in the high-end beer segment
- Robust distribution network
- Effective marketing strategies
- Strong cash flow generation
Weaknesses
- Exposure to regulatory risks
- Dependence on a few key brands
- Wine and Spirits business is underperforming
- Vulnerability to changing consumer preferences
Opportunities
- Expansion into new markets
- Innovation in product development
- Acquisitions of complementary brands
- Growth in the ready-to-drink (RTD) category
- Increase premium and price of beer and wine
Threats
- Increased competition
- Changes in consumer tastes
- Economic downturns
- Regulatory changes (excise taxes, label requirements)
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- BUD
- STZ
- BF.B
- DEO
Competitive Landscape
Constellation Brands excels in the high-end beer market, leveraging strong brand equity and distribution. Its wine and spirits business faces stiffer competition from established players.
Major Acquisitions
Ballast Point Brewing Company
- Year: 2015
- Acquisition Price (USD millions): 1000
- Strategic Rationale: To expand into the craft beer market. (Divested later)
Prisoner Wine Company
- Year: 2016
- Acquisition Price (USD millions): 285
- Strategic Rationale: To acquire a high growth premium wine brand.
Growth Trajectory and Initiatives
Historical Growth: Constellation Brands has experienced growth driven primarily by its beer portfolio, particularly Mexican imports.
Future Projections: Analysts project continued growth in the beer segment, with potential for further expansion through acquisitions and product innovation. The sale of parts of the Wine and Spirits business is intended to focus on the beer business and reduce operational overhead.
Recent Initiatives: Recent initiatives include investing in capacity expansion for its Mexican breweries, focusing on premiumization, and divesting select wine and spirits assets.
Summary
Constellation Brands is a strong player in the alcoholic beverage industry, especially in the high-end beer segment. While its beer business continues to thrive, the wine and spirits division faces challenges and is undergoing strategic changes. The company needs to carefully manage competition and changing consumer preferences to sustain long-term growth. Their focus on high-end beer is working well and will probably bring success in the future. As of 2024, their sales are better than ever and they are positioned to sustain their operations.
Similar Companies
- BUD
- BF.B
- DEO
- SAM
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Investor Relations
- Market Research Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.
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 Victor, 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 provides beer primarily 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 headquartered in Victor, New York.
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