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The Modelo and Corona brewer of Mexican style lagers, Constellation Brands delivered fiscal 2025 second quarter top- and bottom line earnings, reiterated its recently updated full-year earnings outlook. Beer depletions were soft but operating margin was impressive. The struggling wine and spirits business was very bad, but management thinks it will get better in the fiscal third and fourth quarters as Constellation met its target debt ratio and bought back $250 million worth of stock. The upshot? Starting mid-2025, through the next three years, The Beerconomist expects to VERY busy. “The best beers are ones we drink with friends.” — Stephen Carter King Source: CNBC #Beer #CraftBeer #NonAlcoholicBeer #Cider #RTD #Microbreweries #Pubs #Taprooms #Brewpubs #ConsumerBehavior #EmergingTrends #BrandAwareness #BusinessIntelligence ✦✦✦ Stephen Carter King Chief of Growth and Marketing and Strategy • Beer Market Analyst • Beerconomy CEO • Thought Catalyst • Advisor • Sherpa • Speaker • sharing beer market trends, data and forecasts, insights, news and media via The Beerconomist

🍷 $STZ Constellation Brands Q2 earnings mixed: EPS beats expectations, but revenue just slightly up. Shares dip 2% as investors digest the news. Wine & spirits underperforming despite solid beer sales. Is the consumer market softening? #ConstellationBrands #EarningsReport #MarketWatch Rebel's Edge 🏴☠️ 1pm EST @jonnajarian @petenajarian #ITSNOTANOPTION 👉 To get your FREE book📙 www.itsnotanoption.com

The first half of 2024 proved to be a dynamic period for mergers and acquisitions in the beverage alcohol sector. Strategic buyers and several private entities capitalized on evolving consumer trends and market opportunities. Key deals were: Sazerac acquired BuzzBallz, Uncle Nearest acquired distillery Square One Organic Spirits, Marchesi Antinori acquired Ste. Michelle Wine Estates’ Col Solare Stake, and Constellation Brands acquired Renowned California Winery Sea Smoke. Breaking Down the Numbers and Trends: 📊 Spirits led with 22 deals 🔥 RTD and canned cocktails saw 7 deals, emphasizing premium offerings 📊 Wine followed with 7 transactions 🔥 Innovation in spirits, especially tequila and whiskey 📊 Beer rounded out with 5 acquisitions 🔥 Strong focus on brands resonating with younger consumers Complete list of the most notable beverage alcohol M&A deals to date for 2024: https://hubs.li/Q02FB_9M0 #BeverageIndustry #MergersAndAcquisitions #Spirits #Wine #Beer #BusinessStrategy #ConsumerTrends

Modelo Especial is now firmly ensconced as America’s biggest beer as measured by dollar sales. Its smart marketing strategy is boosting the company financial profile. We developed a short analysis about Modelo success, trying to understand the reasons behind it, that you can find below as a PDF (we can send it to you on request - please indicate your email in a private message). This performance is fueling parent company Constellation Brands, who reported a comparable profit of $3.57 per share for the quarter, eclipsing analysts’ estimates of $3.46 per share. Constellation Brands now expects full-year earnings per share between $14.63 and $14.93, up from its previous outlook of $13.40 to $13.70, based largely on buoyant demand for its Mexican beers, Modelo and Corona.  (source: The Drink Business)

M&A activity will ramp up in the food and beverage industry, according to investors in that market. A recent PE Hub article examines the prospects for food and beverage CPG firms, quoting a European private equity partner’s rosy view of the industry. He expects this sector’s M&A volume to grow in 2025 after a few lean years for these companies. Read the article here for more insights: https://hubs.la/Q02X79vm0 #ConsumerGoods #CPG #Market #MergersAndAcquisitions https://hubs.la/Q02X7cHT0

Great insights from Tom Bené on navigating challenging market conditions. His focus on investing in operations and workforce to drive long-term growth is inspiring. Excited to see how Breakthru continues to evolve and set industry standards. #WineAndSpirits #Leadership #Growth Breakthru Beverage Group

Clairfield partners in the UK Gary Ecob and Steve Nock share their latest findings in this "UK Food & Beverage Sector Snapshot."   H2 2023 shows an increase in deal volumes, with transactions involving international investors reaching their highest level since H1 2021. H2 also saw an uplift in standalone private equity investments, with PE involvement in 'take private' deals being a noticeable feature in the period.    Click here to read the F&B industry snapshot and see some of the recent deals closed: https://lnkd.in/dAkPVBfx    #mergersandacquisitions #foodandbeverage #UK #midmarket #DefinedByYourSuccess 

Constellation delivers on beer, but wine weakness prompts downgrade - https://lnkd.in/gCUdePgA Constellation Brands reported an earnings beat on Wednesday that was driven by strength in its beer business. However, shares fell 4% after an initial move up, as investors — including us — remain troubled by continued weakness in the wines and spirits business. Comparable net sales for the three

📢 Major M&A Activity Shakes Up the Beer Industry! The beer sector is witnessing notable strategic moves: • Southern Glazer’s acquired Horizon Beverage to strengthen its distribution network in Massachusetts and Rhode Island, enhancing its market position. • Hamdi Ulukaya, founder of Chobani, stepped in to purchase Anchor Brewing, a historic brand facing closure due to financial struggles, signaling his belief in reviving this iconic name. • FX Matt Brewing expanded into the RTD market with the acquisition of Ohza, a rising brand in canned mimosas and sangrias, showing the value of product diversification. • In response to market pressures, The Bronx Brewery and Captain Lawrence Brewing are merging, aiming for operational synergy and market growth through combined resources. These moves highlight the continued importance of scale, product innovation, and portfolio diversification in the evolving craft beer landscape. It’s a time of opportunity for strategic investors looking to reshape the future of the beverage industry. 🍻💼 #BeerIndustry #MergersAndAcquisitions #CraftBeer #BeverageIndustry #BusinessGrowth #InvestmentOpportunities

Gain insight into how to launch a wine marketplace like Vivino. Also learn about things like business model, revenue model, and more in the following blog post: https://lnkd.in/gjSdbT4t #winemarketplace #businessmodel #marketplacesoftware #winebusiness