Constellation Brands: Resilient Beer Growth But Challenges Weigh On Outlook (Rating Downgrade)

I gave a buy rating to Constellation Brands (NYSE: STZ ) in October’24 , with my key thesis being that underlying demand should continue to see improvements, and 10% y/y earnings growth shouldn’t be an issue over the nextI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality compa ...