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Constellation Brands Stock Falls 20.8% in 2026 Ahead of Earnings

Constellation Brands press release via Stock Titan2 min read6 sources

What to expect from Constellation Brands earnings today?

Constellation Brands (STZ) stock is down 20.8% in 2026 to about $113.82 ahead of its Tuesday earnings report, as weak wine and spirits sales and slowing beer demand weigh on investors.

Key numbers

EPS estimate (consensus)$3.56-1.9% vs $3.63 a year ago
EPS estimate (Zacks)$3.62-0.3% YoY
Revenue estimate$2.54B+2.4% YoY
Wine and spirits sales, last quarter-47%per Zacks
STZ stock, 2026 to date-20.8%$113.82 close on Oct 5
Lamb Weston EPS estimate$0.59-20% YoY

What happened

Constellation Brands (STZ) stock is down 20.8% in 2026 to about $113.82 ahead of its Tuesday earnings report, as weak wine and spirits sales and slowing beer demand weigh on investors. Analysts expect profit of $3.56 a share on $2.54 billion in sales, compared with $3.63 and $2.48 billion a year ago. A forecast from research firm Zacks is slightly higher, at $3.62 a share. Wine and spirits sales fell 47% in the previous quarter, per Zacks. Lamb Weston and RPM also report before the market opens today.

Why it matters

Constellation Brands, the maker of Corona and Modelo beer, is trading near its lowest level since January 2015, so this report shows whether its slump is easing. The company expects beer sales to change by only -1% to +1% this fiscal year, and shoppers are buying less Corona and Modelo. Lamb Weston and RPM give a look at restaurant traffic and home and building projects.

Who this affects

Marketneutral
Medium impact
Three earnings reports today could move consumer-focused stocks.
Companybearish
Medium impact
Shareholders face a key test after a 20.8% slide this year.
Competitorsneutral
Low impact
Beer and spirits rivals may trade on this report's read-through.
Industrybearish
Medium impact
Alcohol makers face soft demand plus tariff and packaging costs.

Constellation Brands vs Beverage Industry Average

Constellation BrandsSTZ9.4x-17.8%
Beverage industry average—13.9x-6.7%

As of 2026-10-01

How we got here

  1. Constellation Brands sets Oct 6 after-close release for quarter ended Aug 31.

  2. STZ hits 11-year low of $110.60, closes at $113.82.

  3. Lamb Weston and RPM report before the open; Constellation reports after close.

  4. Constellation management holds earnings call at 8:00 a.m. ET.

What to watch

  • Whether Constellation keeps its fiscal 2027 beer sales outlook of -1% to +1%.2026-10-06
  • Constellation's call with CEO Nicholas Fink and CFO Garth Hankinson on wine and spirits sales.2026-10-07
  • Lamb Weston's view on European potato crop costs, with EPS expected at $0.59.2026-10-06

Educational content only. Not investment advice.

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