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Constellation Brands
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Constellation Brands Community
NYSE:STZ Community
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Constellation Brands
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Wine And Spirits Restructuring And Veracruz Brewery Expansion Will Succeed
Key Takeaways Strategic divestitures and restructuring in Wine & Spirits aim to enhance margins and yield significant cost savings, improving long-term financial performance. Focused investment in growth, particularly beer business expansion and consumer loyalty, aims to drive revenue and maintain strong operating margins.
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US$179.78
FV
25.8% undervalued
intrinsic discount
-1.57%
Revenue growth p.a.
Set Fair Value
1
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59
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Updated
narrative
Constellation Brands
AN
AnalystHighTarget
Consensus Narrative from 24 Analysts
Beverage Distribution And Veracruz Production Will Ensure Future Stability
Key Takeaways Strategic brand divestitures in Wine & Spirits and disciplined beer business innovations aim to boost margins and future revenue growth. Strong cash flow projections support expansion and share repurchases, enhancing shareholder value and potentially driving profit and revenue growth.
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US$238.46
FV
44.0% undervalued
intrinsic discount
2.60%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
12 days ago
author updated this narrative
Constellation Brands
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Declining Alcohol Consumption And Surging Costs Will Undermine Profitability
Key Takeaways Shifting consumer preferences toward moderation and alcohol alternatives threaten long-term revenue growth and weaken pricing power for core brands. Heavy dependence on Mexican beer imports and rising regulatory, cost, and supply chain pressures create significant risks to margins and earnings stability.
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US$131.77
FV
1.3% overvalued
intrinsic discount
-4.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
19 days ago
author updated this narrative