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Aug 31, 2025
Constellation Brands Q2 2026 Earnings Report
Constellation Brands reported strong Q2 2026 results driven by growth in its beer business and premium wine and spirits offerings.
Key Takeaways
Constellation Brands delivered solid Q2 results with revenue of $2.48B and adjusted EPS of $3.63, supported by strong beer demand and favorable mix in wine and spirits.
Net sales increased by 7% to $2.91 billion, primarily fueled by strong beer business performance.
Comparable EPS grew by 10% to $2.90, reflecting effective cost management and operational efficiency.
Operating income for the beer segment rose by 9%, demonstrating sustained demand for its premium brands.
The wine and spirits segment showed strategic improvements, with a focus on high-end brands and innovation.
The company reaffirmed its full-year fiscal 2026 comparable EPS guidance, indicating confidence in future performance.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Constellation Brands reiterated its FY26 outlook, expecting continued momentum in beer and improving profitability in wine and spirits.
Positive Outlook
- Strong momentum in beer shipments and depletions
- Improved operating margin in wine and spirits
- Positive pricing and mix benefits across portfolio
- Premiumization driving higher revenue per unit
- Solid execution of supply chain and cost control
Challenges Ahead
- Continued softness in lower-end wine brands
- Foreign currency headwinds impacting international sales
- Pressure from rising input costs in packaging and logistics
- Increased marketing spend planned for H2
- Uncertain macroeconomic environment affecting consumer demand
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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