STZ

Constellation Brands Inc

Consumer


Presented:02/04/2016
Price:$146.64
Cap:$33.35B
Current Price:$244.07
Cap:$44.31B

Presented

Date02/04/2016
Price$146.64
Market Cap$33.35B
Ent Value$38.92B
P/E Ratio31.56x
Book Value$32.59
Div Yield0%
Shares O/S227.45M
Ave Daily Vol1,437,665
Short Int1.57%

Current

Price$244.07
Market Cap$44.31B
Constellation Brands, Inc. engages in the production, marketing and distribution of beverage alcohol products. Its portfolio includes wine brands, complemented by spirits, imported beers and other select beverage alcohol products. The company provides its products under the brand names of Robert Mondavi, Hardys, Clos du Bois, Blackstone, Banrock Station, Arbor Mist, Estancia, Ravenswood, Jackson-Triggs, Kim Crawford, Corona Extra, Black Velvet Canadian Whisky and SVEDKA Vodka. It operates through Constellation Wines and Spirits s, formerly known as Constellation Wines North America. Constellation Brands was founded by Marvin Sands in 1945 and is headquartered in Victor, NY.

Publicly traded companies mentioned herein: Anheuser Busch Inbev SA (BUD), Constellation Brands Inc (STZ)

Highlights

The presenter is long shares of Constellation Brands (STZ), expecting significant margin improvements as the company expands brewery capacity and transitions to producing its own beer as opposed to buying from third parties. The cost improvements could see margins reach “unprecedented” heights, and the presenter thinks calendar 2018 EPS can be meaningfully higher than consensus estimates.

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Idea Discussion

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