Episode Details

Constellation Brands just handed its new CEO a withdrawn multi-year outlook and a struggling wine division for Q4 2026.

In ~10 minutes:

• Why management explicitly killed their FY 2028 financial guidance.

• The massive, front-loaded marketing bet placed on the World Cup.

• How Pacifico's 21% volume surge is acting as a backup engine.

• The structural collapse of Wine & Spirits margins to just 1.3%.

As Modelo's core growth briefly stumbles against a cautious U.S. consumer, Constellation is slashing capital expenditures and shifting to "modular" capacity building. We break down why the market still rewarded the stock with a 4% pop despite the heavy macro caution, proving investors will buy cash-flow reality over corporate fantasy. 🍻

Constellation Brands (STZ) | Q4 FY2026

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