Modelo Momentum, Aggressive Spend, New CEO: Constellation’s Call  

Dear Client: Despite Constellation’s ho-hum FY27 guidance (net sales growth -1% to +1% ), the company gave a lot of reason for hope on yesterday’s earnings call – particularly for the beer side of the biz.  And we even got a cameo from the company’s new leader. In his first comments on a Constellation earnings call, incoming CEO Nicholas Fink (who officially starts April 13) stressed his confidence in their “position of strength” and “proven playbook.” We read his charge