Constellation Brands is the US importer and seller of Mexican beer giants Corona and Modelo, plus a portfolio of wines and spirits. Think of them as the American gateway for the world's most popular imported beer brands.
Beer is the profit engine, with overall gross margins around 52% and net margins near 20% on roughly USD 9-10B in annual revenue. The business is recurring, driven by steady consumer demand for its core beer brands.
Constellation's moat is solid: its exclusive US rights to Corona and Modelo create a distribution and brand advantage that competitors like Anheuser-Busch InBev and Molson Coors can't easily replicate. The brand loyalty and scale in the US beer market are dura
Sell (sector percentile 12) — value B+, growth C-, profitability A, momentum D-, revisions D-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Berkshire fully sold 632,890 STZ shares in Q2, signaling major investor exit
Shareholders approved all items, routine governance milestone
Independent reports from Investing.com and Zacks confirm new details on results and premiumization strategy
Berkshire's Q1 13F shows reduced stake in STZ, drawing market attention
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