For the fiscal first quarter ending May 31, 2026, analysts expect Constellation Brands to report a consensus revenue of $2.40 billion and earnings of $3.28 per share, with the current stock price of $143.02 trading well below the average analyst price target of $178.50.
The primary focus for investors remains the momentum of the company's beer segment, specifically the depletion growth and market share trajectory of the flagship Modelo Especial brand.
Analysts are closely monitoring operating margins as Constellation balances brewery capacity expansions in Mexico with increased marketing spend. Additionally, the wine and spirits division is under scrutiny to see if strategic repositioning can reverse recent volume declines.