Scoreboard / STZ
Constellation Brands, Inc. STZ
Week of October 1 to October 8, 2026 · Updated October 9, 2026
Setup Snapshot
The Setup in One Card
How STZ scored, how it moved against the market, and the catalyst behind the move. A high score means the stock deserves research time, not that it is a buy.
Friday Five Score
Weekly Rank
05 of 5
Sector Trend
Leadingup 3.9 percent
Actionability
Watch Pullback
Catalyst
Earnings BeatSecond quarter earnings of 3.74 dollars beat a 3.56 dollar consensus on net sales up 6 percent
Returns are measured from the Thursday, October 1 close to the Thursday, October 8 close. Benchmarks: S&P 500 +1.3% and Nasdaq Composite +1.2% for the week. Benchmark figures are official index closes; sector figures use SPDR sector ETF closes because the official S&P sector index closes for this window were not yet published at press time.
Why It Moved
The Story Behind the Move
Catalyst
Reported after the close on October 6: net sales of 2,633 million dollars up 6 percent, comparable earnings of 3.74 dollars against a 3.56 dollar consensus, beer net sales up about 5 percent on 5.5 percent shipment growth, and 400 million dollars returned to shareholders. The stock rose 2.35 percent on October 7 and 4.43 percent on October 8.
Why It Mattered
Consumer staples was the second best sector at 3.85 percent, which rarely happens in a week the index makes a new high, and this is the staples name with a dated event behind it rather than a defensive bid. About five and a half points of the move are company specific.
Risk Note
Depletions fell 0.6 percent while shipments grew 5.5 percent, with Modelo Especial down about 2 percent and Corona Extra down about 5 percent, so the quarter built channel inventory rather than demand. Comparable operating income rose only 1 percent against net sales up 6 percent, and there was no guidance raise alongside the beat.
Reader Takeaway
When shipments grow faster than what distributors actually sell on, a company has borrowed revenue from a future quarter. Look past the earnings line for the number that measures real consumption.
Continue the Research
Put STZ Back in Context
The stock page is one piece of the weekly research. Continue with the original issue, the full public ranking, or the method behind the analysis.
This page is for educational and informational purposes only. It is not financial advice, investment advice, or a recommendation to buy or sell any security.