On this episode of Chit Chat Stocks, Ryan goes through a research report on Constellation Brands (Ticker: STZ), the brewer and distributor of major Mexican beer brands in the United States. We discuss:
(00:00) Introduction
(02:28) The History of Constellation Brands
(11:49) Decade of Expansion and Growth
(18:55) Divesting Non-Core Assets
(24:13) Market Share Gains and Demographic Trends
(33:34) The Decline of Beer Consumption
(37:37) Economic Factors Impacting Beer Sales
(40:16) Capital Expenditure and Future Growth
(44:00) Evaluating Total Returns and Future Projections
(48:34) Sustainable Pricing Power in the Beer Industry
(53:48) Investment Decisions and Market Outlook
SPECIAL EPISODE SPONSOR, PORTSEIDO: https://www.portseido.com/
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.