Constellation Brands Reports First Quarter Fiscal 2025 Financial Results

Constellation Brands (STZ) PT Lowered to $303 at Roth/MKM

Roth/MKM analyst Bill Kirk lowered the price target on Constellation Brands (NYSE: STZ) to $303.00 (from $305.00) while maintaining a Buy rating.

The analyst comments "STZ's 1Q revenue was in line, but better-than-expected Beer profitability led to an EPS beat. We see four avenues... More

Constellation Brands (STZ) PT Raised to $311 at Jefferies, 'Unfazed By Rainy Days'

Jefferies analyst Kaumil Gajrawala raised the price target on Constellation Brands (NYSE: STZ) to $311.00 (from $310.00) while maintaining a Buy rating.

The analyst comments "Beer grinds higher and should continue to do so. +LDD% shelf space gains and favorable demographics support a (+) F25 despite category... More

Goldman Sachs Reiterates Conviction Buy Rating on Constellation Brands (STZ), 'Solid FQ1 beat on strong beer profits'

Goldman Sachs analyst Bonnie Herzog reiterated a Conviction Buy rating and $300.00 price target on Constellation Brands (NYSE: STZ)

The analyst comments "Our View - STZ reported a strong start to the year with FQ1 EPS of $3.57 that handily beat our/consensus estimates of $3.47/$3.46. Investor expectations heading into results were low, and STZ broadly... More

RBC Capital on Constellation Brands (STZ): 'How does this quarter impact our thesis? No material changes'

RBC Capital analyst Nik Modi reiterated an Outperform rating and $308.00 price target on Constellation Brands (NYSE: STZ).

The analyst comments "How does this quarter impact our thesis? No material changes. This mornings print only reaffirms our long-term bullishness on STZ and its ability to drive consistent CPG-leading volume growth.... More

Jefferies Reiterates Buy Rating on Constellation Brands (STZ), 'we think management will be cautiously optimistic'

Jefferies analyst Kaumil Gajrawala reiterated a Buy rating and $310.00 price target on Constellation Brands (NYSE: STZ)

The analyst comments "Beer depletions grew 6.4% (Street 6.0%). Good quarter with total sales in-line (wine still struggles). F25 guide unchanged and implies Beer margin expansion continues. Beer margins... More

Roth/MKM on Constellation Brands (STZ): 'Dramatic Increase in Beer Profitability'

Roth/MKM analyst Bill Kirk reiterated a Buy rating and $305.00 price target on Constellation Brands (NYSE: STZ).

The analyst comments "STZ's 1Q was in-line on a segment and consolidated revenue basis, but better-than-expected Beer profitability led to an EPS beat. With heightened... More

Evercore ISI Reiterates Outperform Rating on Constellation Brands (STZ), 'strong F1Q25'

Evercore ISI analyst Robert Ottenstein reiterated an Outperform rating and $310.00 price target on Constellation Brands (NYSE: STZ).

The analyst comments "STZ reported a strong F1Q25 (ended May 31), with beer depletions +6.4% vs. +6.0% Street and with bears looking for... More

Morgan Stanley on Constellation Brands (STZ): 'we expect a positive stock reaction'

Morgan Stanley analyst Dara Mohsenian reiterated an Overweight rating and $305.00 price target on Constellation Brands (NYSE: STZ).

The analyst comments "Positive Stock Reaction: We expect a positive stock reaction at STZ, with beer depletions exceeding lowered expectations, and a solid beer margin/corporate EPS... More

Deutsche Bank on Constellation Brands (STZ): 'we expect a modest positive reaction'

Deutsche Bank analyst Steve Powers reiterated a Hold rating and $262.00 price target on Constellation Brands (NYSE: STZ).

The analyst comments "We expect a modest positive reaction to STZ's 1Q results and reiterated FY25 guidance. On the positive side of the ledger, beer depletions were solid and slightly ahead of a lowered bar (+6.4% vs. buy side ~+6%), coupled with robust beer margin (gross margins +100 bps YOY with operating margins >40%, with each nicely ahead of... More

CFRA Double Upgrades Constellation Brands (STZ) to Strong Buy

CFRA analyst Garrett Nelson upgraded Constellation Brands (NYSE: STZ) from Hold to Strong Buy with a price target of $335.00 (from $270.00).

The analyst comments "We raise our 12-month price target to $335 from $270, based on a FY 26 (Feb.) P/E of 22.0x, a slight discount to its... More

Constellation Brands (STZ) Tops Q1 EPS by 11c, Offers Guidance

Constellation Brands (NYSE: STZ) reported Q1 EPS of $3.57, $0.11 better than the analyst estimate of $3.46. Revenue for the quarter came in at $2.66 billion versus the consensus estimate of $2.67 billion.

GUIDANCE:

Constellation Brands sees FY2025 EPS of $13.50-$13.80, versus the consensus of $13.65.