STZ
CONSTELLATION BRANDS, INC.Evidence as of 2026-09-03Overview · CONSTELLATION BRANDS, INC.
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 Premier, Corona Familiar, Corona Light, Corona Refresca, Corona Hard Seltzer, Modelo Especial, Modelo Negra, Modelo Chelada, Victoria, Vicky Chamoy, and Pacifico brands.…
Management team
- Ms. K. Kristann Carey · Executive VP & Chief Human Resources OfficerFind on LinkedIn
- Mr. Steve King · SVP of Corporate Development and Financial Planning & AnalyticsFind on LinkedIn
- Mr. Michael McGrew · EVP and Chief Communications, ESG & Diversity OfficerFind on LinkedIn
- Mr. Ash Mehra · Chief Data & Information OfficerFind on LinkedIn
Start your 7-day free trial to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
−0.2 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance on the packet is Mixed ( -0.2 of a possible +2; confidence high). Revenue is reported at $2,515,000,000 in Q1 2026 (fiscal quarter ended 2025-05-31), $2,481,000,000 in Q2 2026 (fiscal quarter ended 2025-08-31), $2,222,800,000 in Q3 2026 (fiscal quarter ended 2025-11-30), and $2,432,700,000 in Q1 2027 (fiscal quarter ended 2026-05-31). Gross profit and operating income follow similar quarterly patterns, with gross profit at $1,320,600,000 and operating income at $845,300,000 in Q1 2027 (fiscal quarter ended 2026-05-31), and trailing twelve-month free cash flow at $1,604,600,000.
Market signals show the stock has underperformed over multiple horizons: three-month momentum is -3.7%, six-month momentum is -13.2% (15th percentile), and twelve-month momentum is -18.6% (16th percentile). Point-in-time balance-sheet measures indicate long-term debt fell from $11,189,500,000 as of 2025-05-31 to $10,197,500,000 as of 2026-05-31, while stockholders' equity rose to $8,255,600,000 as of 2026-05-31. Dividend yield and growth are notable: trailing twelve-month dividend yield is +3.17% and three-year dividend growth is +6.6% (yield in the 82nd percentile of the universe).
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue was $2,515,000,000 in Q1 2026 (2025-03-01 to 2025-05-31, 3mo).
XBRL companyfacts · 0000016918-25-000075Revenue was $2,481,000,000 in Q2 2026 (2025-06-01 to 2025-08-31, 3mo).
XBRL companyfacts · 0000016918-25-000141Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Three-month momentum is -3.7% and six-month momentum is -13.2%, with six-month momentum at the 15th percentile of the 547-stock research universe.
Moneyta signal set · 2026-09-02Twelve-month momentum (12_1) is -18.6% and ranks in the 16th percentile of the 547-stock research universe.
Moneyta signal set · 2026-09-02Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
CONSTELLATION BRANDS, INC. appears as a holding in the iShares Core S&P 500 ETF (IVV) with a reported weight of 0.03% of the fund.
ETF constituents · market dataThe ETF membership record is timestamped as of 2026-09-02T13:45:47.228469+00:00, indicating the holding and weight were reported at that time.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple headlines report leadership changes: Constellation Brands named Alex Alvarez senior vice president and chief supply chain officer for its beer division, tied to an upcoming retirement.
News · finance.yahoo.com · 2026-08-27At least one headline highlights a large institutional reduction: Wellington Management Group LLP cut its position in Constellation Brands by 42.4% during the 2nd quarter.
News · thelincolnianonline.com · 2026-08-30Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The reported closing price used in this analysis is 129.35 (price_date 2026-09-02).
Valuation inputs · SEC XBRL + stored EOD closeFree cash flow (FCF) for the trailing twelve months is 1,604,600,000.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-specific fundamentals point to operational strength despite recent price weakness. Revenue, gross profit, operating income, and net income show recoveries into Q1 FY2027 (fundamentals-3, fundamentals-4, fundamentals-5, fundamentals-6), and the company has reduced long-term debt while equity has risen across reporting dates (fundamentals-8, fundamentals-9), which together strengthen the balance-sheet and income-statement picture. Dividend yield and dividend growth are notable relative strengths in the market data (market-3), and trailing cash generation metrics (FCF and OCF) and EBITDA are large in absolute terms for the trailing twelve months (valuation-1, valuation-2, valuation-3), supporting liquidity and cash-return capacity. These company-level signals provide counterpoints to headline-driven concerns about share-price declines and an institutional reduction; market momentum and drawdown metrics (market-0, market-1, market-2) highlight price weakness but do not negate the reported operational cash flows and balance-sheet improvements.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.40
30 surviving claims rest on 12 distinct sources; the heaviest analyst carries 33% of them, and 100% of what the desk raised survived the debate.
The surviving set draws on a modestly diverse set of primary documents and computed feeds, but a third of the claims trace back to a single analyst’s contributions and the desk’s debate did not eliminate any items. That combination raises caution about overweighting these findings: they are informationally useful but somewhat fragile to revisions or analyst-specific framing, so treat them as evidence snapshots rather than definitive, fully robust conclusions.
Peer context · computed, not argued
12-1 momentum ranks 2nd of 2 in Beverages—Wineries & Distilleries (as of 2026-09-02).
6-month relative strength ranks 2nd of 2 in Beverages—Wineries & Distilleries (as of 2026-09-02).
90-day volatility ranks 2nd of 2 in Beverages—Wineries & Distilleries (as of 2026-09-02).
dividend yield ranks 2nd of 2 in Beverages—Wineries & Distilleries (as of 2026-09-02).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
12 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.2 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.7 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
Get this for the tickers you actually hold
Plus the one thing no sample can show: how each name correlates with your portfolio, and what hides inside your funds.
The full terminal on STZ Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.