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May 31, 2025
Constellation Brands Q1 2026 Earnings Report
Constellation Brands reported lower earnings and revenue due to soft consumer demand and divestitures.
Key Takeaways
Constellation Brands faced revenue and income declines in Q1 FY26 amid weaker consumer demand and wine portfolio divestitures, while its Beer Business maintained strong U.S. market share gains.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Constellation Brands maintained its FY26 EPS and cash flow outlook, expecting flat to modest growth in Beer and a significant decline in Wine & Spirits.
Positive Outlook
- Maintained FY26 comparable EPS outlook of $12.60 - $12.90
- Beer net sales expected to grow 0% to 3%
- Operating cash flow projected at $2.7B to $2.8B
- Free cash flow expected between $1.5B and $1.6B
- Continued focus on higher-margin, premium Wine & Spirits brands
Challenges Ahead
- Enterprise organic net sales expected to decline up to 2%
- Wine & Spirits organic net sales expected to decline 17% to 20%
- Operating income expected to decline up to 3% on a comparable basis
- High marketing and COGS in Beer impacting margins
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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